Bridges Capital Tact ETFBDGSETF
13F holders, Q4 2024 (December 31)12holders +4
5new positions
1sold out
$31.54avg. 13F price*
At the end of Q4 2024, 12 institutions reported holding Bridges Capital Tact ETF (BDGS) in their 13F filings, up 4 from Q3 2024. 5 opened new positions and 1 sold out. The largest holders were Napa Wealth Management ($3.2M), IFP Advisors, Inc ($890K) and Milestone Asset Management, LLC ($843K).
- Company
- Bridges Capital Tact ETF
- Filed as
- EA SERIES TRUST (Q4 2024)
- CUSIP
- 02072L474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4.4M |
| Exits | 1 | $7K |
All 13F filers, Q3 2024 → Q4 2024: 141,895 shares bought and 6,322 shares sold, net +135,573 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Napa Wealth Management | 1.37% | New | 100,172 | $3.2M |
| IFP Advisors, Inc | 0.03% | New | 28,227 | $890K |
| Milestone Asset Management, LLC | 0.19% | Add +11.5% | 26,736 | $843K |
| GTS Securities LLC | 0.03% | Reduce -15.8% | 18,766 | $592K |
| Worth Asset Management, LLC | 0.16% | New | 9,471 | $299K |
| Susquehanna International Group, LLP | 0.00% | Reduce -12.2% | 8,400 | $265K |
| Kingsview Wealth Management, LLC | 0.00% | Add +0.3% | 7,454 | $235K |
| Compound Planning, Inc. | 0.01% | Reduce -18.0% | 6,438 | $203K |
| UBS Group AG | 0.00% | Add +1561.8% | 565 | $18K |
| Avior Wealth Management, LLC | 0.00% | New | 511 | $16K |
| Jones Financial Companies LLLP | 0.00% | New | 194 | $6K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 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.