iMGP Berkshire Dividend Growth ETF
Limited financial coverage for BDVG.
Not enough data to compute a meaningful composite — typical for foreign-listed ADRs, recent IPOs, or thinly-covered small caps. Live quote, chart, and any available stats still render below.
Price Chart
About the company
BDVG offers a dividend-skewed take on the US large-cap equity space. The fund targets 30 to 40 dividend-paying companies that have a strong track record of paying quarterly dividends and are expected to increase their dividends over the next five years. The sub-adviser selects such companies based on current dividend yield, dividend stability, as well as history of and potential for dividend growth.
- CEO
- Michael Zacharski
- IPO
- 2023
- Employees
- 120
- HQ
- El Segundo, CA, US
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Similar companies
Peers in the same neighborhood.
- Market Cap
- $10.47M
- Div Yield
- 1.34%
- 52W High
- $16.64
- 52W Low
- $12.43
- 50D MA
- $15.00
- 200D MA
- $14.01
- Beta
- 0.70
- RSI (14)
- 55
- Avg Volume
- 11.74K
No earnings-call transcripts are available for BDVG yet.
- Free Float
- 0.0%
- Shares Outstanding
- 697.39K
- Float Shares
- 0
of shares held by institutions
10 13F filers
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Truist Financial Corp | 233.62K | ▲ 233.62K |
| Waverly Advisors, LLC | 162.75K | ▲ 6.06K |
| Cambridge Investment Research Advisors, Inc. | 85.19K | ▼ 2.73K |
| Berkshire Asset Management LLC/Pa | 59.58K | 0 |
| Envestnet Asset Management Inc | 45.38K | ▲ 30.13K |
| Citadel Advisors LLC | 14.47K | ▲ 790 |
| Brinker Capital Investments, LLC | 14.14K | ▼ 3.76K |
| Advisor Group Holdings, Inc. | 11.87K | ▼ 2.62K |
| Aptus Capital Advisors, LLC | 8.60K | ▲ 34 |
| Srs Capital Advisors, Inc. | 1.53K | ▲ 1.53K |
| Ubs Group AG | 753 | ▼ 266 |
Our BDVG coverage
Recent articles, reports, and earnings notes.
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