Bridges Capital Tact ETFBDGSETF

13F holders, Q2 2024 (June 30)
6holders +3
3new positions
1sold out
$28.31avg. 13F price*

At the end of Q2 2024, 6 institutions reported holding Bridges Capital Tact ETF (BDGS) in their 13F filings, up 3 from Q1 2024. 3 opened new positions and 1 sold out. The largest holders were Milestone Asset Management, LLC ($1.5M), Goldman Sachs Group Inc. ($622K) and Compound Planning, Inc. ($311K).

Company
Bridges Capital Tact ETF
Filed as
EA SERIES TRUST (Q2 2024)
CUSIP
02072L474
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 3Q1 2024Q2 2024: 6Q2 2024Q3 2024: 8Q3 2024Q4 2024: 12Q4 2024Q1 2025: 10Q1 2025Q2 2025: 6Q2 2025Q3 2025: 8Q3 2025Q4 2025: 5Q4 2025Q1 2026: 5Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions3$836K
Exits1$2K

All 13F filers, Q1 2024 → Q2 2024: 39,411 shares bought and 1,220 shares sold, net +38,191 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Milestone Asset Management, LLC 0.37% Add +23.3% 52,215 $1.5M
Goldman Sachs Group Inc. 0.00% New 21,957 $622K
Compound Planning, Inc. 0.02% Reduce -9.4% 10,991 $311K
Kingsview Wealth Management, LLC 0.00% New 7,369 $209K
Morgan Stanley 0.00% New 225 $6K
Coppell Advisory Solutions LLC 0.00% — 95 $3K

"% of holder's portfolio" is BDGS's weight in each manager's 13F, not the share of Bridges Capital Tact ETF the manager owns.