§ 13F · FUND PROFILE
BG Investment Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $80.0T (13F)Positions · 41Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$720.4B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | 411K | $18.9T | 16.9% | +20% |
| 2 | FBCG | FIDELITY COVINGTON TRUST | 281K | $15.4T | 13.7% | +17% |
| 3 | IVV | ISHARES TR | 20K | $13.9T | 12.4% | −2% |
| 4 | IEFA | ISHARES TR | 81K | $7.2T | 6.4% | ±0% |
| 5 | FDVV | FIDELITY COVINGTON TRUST | 99K | $5.6T | 5.0% | +31% |
| 6 | FENI | FIDELITY COVINGTON TRUST | 137K | $5.0T | 4.4% | +34% |
| 7 | FDHY | FIDELITY COVINGTON TRUST | 78K | $3.8T | 3.4% | +35% |
| 8 | IWD | ISHARES TR | 15K | $3.1T | 2.8% | −2% |
| 9 | IGSB | ISHARES TR | 54K | $2.9T | 2.5% | −6% |
| 10 | NVDA | NVIDIA CORPORATION | 14K | $2.7T | 2.4% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BG SIGNAL
AC read
BG Investment Services, Inc. is a Other fund managing $80001.2 trillion in assets. The fund runs a portfolio of 41 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed