Who owns BAUG
Which tracked institutional funds hold BAUG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BAUG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
7 tracked funds added or opened BAUG while 9 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BAUG’s largest tracked holder by dollar value, Penserra Capital Management LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BAUG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 94 tracked filers holding BAUG, 18 increased or opened the position and 53 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BAUG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 5
- Penserra Capital Management LLC$20M
- HighTower Advisors, LLC$4M
- Janney Montgomery Scott LLC$2M
- Cambridge Investment Research Advisors, Inc.$1M
- CITADEL ADVISORS LLC$610K
Largest adds
- OSAIC HOLDINGS, INC.$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- EverSource Wealth Advisors, LLC$647K
- MML INVESTORS SERVICES, LLC$598K
- Cerity Partners LLC$455K
- LPL Financial LLC$415K
Largest trims
- Brookstone Capital Management$1M
- Kestra Advisory Services, LLC$492K
- RAYMOND JAMES FINANCIAL INC$451K
- GWN SECURITIES INC.$297K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| OSAIC HOLDINGS, INC. added | 199,200 | $11M | 8.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 188,041 | $10M | 7.7% | 2026-Q2 |
| Cerity Partners LLC trimmed | 131,628 | $7M | 5.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 112,407 | $6M | 4.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 86,332 | $5M | 3.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 57,518 | $3M | 2.4% | 2026-Q2 |
| Diligent Investors, LLC trimmed | 52,266 | $3M | 2.1% | 2026-Q2 |
| LPL Financial LLC added | 49,450 | $3M | 2.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 46,808 | $3M | 1.9% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 43,979 | $2M | 1.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 43,510 | $2M | 1.8% | 2026-Q2 |
| TopTier Wealth Management, LLC trimmed | 41,699 | $2M | 1.7% | 2026-Q2 |
| Snowden Capital Advisors LLC | 33,391 | $2M | 1.4% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 31,593 | $2M | 1.3% | 2026-Q2 |
| INTEGRAL INVESTMENT ADVISORS, INC. | 31,357 | $2M | 1.3% | 2026-Q2 |
| CHAPMAN FINANCIAL GROUP, LLC trimmed | 28,009 | $2M | 1.1% | 2026-Q2 |
| Beacon Financial Advisory LLC | 27,071 | $1M | 1.1% | 2026-Q2 |
| Lantz Financial LLC trimmed | 25,589 | $1M | 1.0% | 2026-Q2 |
| FSA Advisors, Inc. trimmed | 25,213 | $1M | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 23,885 | $1M | 1.0% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 21,031 | $1M | 0.9% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 20,923 | $1M | 0.9% | 2026-Q2 |
| COFG Advisors, LLC trimmed | 20,206 | $1M | 0.8% | 2026-Q2 |
| World Investment Advisors | 21,628 | $1M | 0.8% | 2026-Q2 |
| Brookstone Capital Management trimmed | 19,025 | $1M | 0.8% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 18,958 | $1M | 0.8% | 2026-Q2 |
| Weaver Consulting Group trimmed | 18,107 | $971K | 0.7% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 17,872 | $958K | 0.7% | 2026-Q2 |
| Trek Financial, LLC trimmed | 16,878 | $905K | 0.7% | 2026-Q2 |
| BCS Wealth Management trimmed | 16,403 | $879K | 0.7% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 16,282 | $873K | 0.7% | 2026-Q2 |
| CRA Financial Services, LLC trimmed | 16,209 | $869K | 0.7% | 2026-Q2 |
| First Commonwealth Financial Corp /PA/ trimmed | 14,148 | $759K | 0.6% | 2026-Q2 |
| Arax Advisory Partners added | 14,021 | $752K | 0.6% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 13,878 | $744K | 0.6% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 13,408 | $719K | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 13,180 | $707K | 0.5% | 2026-Q2 |
| Fragasso Financial Advisors Inc | 13,104 | $703K | 0.5% | 2026-Q2 |
| RED REEF ADVISORS LLC trimmed | 13,000 | $697K | 0.5% | 2026-Q2 |
| Buska Wealth Management, LLC trimmed | 12,440 | $667K | 0.5% | 2026-Q2 |
| GWN SECURITIES INC. trimmed | 12,430 | $666K | 0.5% | 2026-Q2 |
| Sigma Planning Corp trimmed | 12,340 | $662K | 0.5% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 12,073 | $647K | 0.5% | 2026-Q2 |
| WealthShield Partners, LLC | 11,801 | $633K | 0.5% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 11,341 | $608K | 0.5% | 2026-Q2 |
| Berkshire Money Management, Inc. | 10,801 | $579K | 0.4% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 10,569 | $567K | 0.4% | 2026-Q2 |
| Chris Bulman Inc trimmed | 10,459 | $561K | 0.4% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 9,758 | $523K | 0.4% | 2026-Q2 |
| Keystone Wealth Services, LLC | 9,551 | $512K | 0.4% | 2026-Q2 |
| Outlook Wealth Advisors, LLC | 9,372 | $502K | 0.4% | 2026-Q2 |
| Simplicity Wealth,LLC new | 9,319 | $500K | 0.4% | 2026-Q2 |
| IFP Advisors, Inc added | 9,200 | $493K | 0.4% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 8,947 | $480K | 0.4% | 2026-Q2 |
| Pinnacle Wealth Management Group, Inc. trimmed | 8,849 | $474K | 0.4% | 2026-Q2 |
| CENTRAL VALLEY ADVISORS, LLC | 8,574 | $460K | 0.4% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC | 8,229 | $441K | 0.3% | 2026-Q2 |
| Chicago Partners Investment Group LLC | 7,710 | $415K | 0.3% | 2026-Q2 |
| CORRADO ADVISORS, LLC trimmed | 7,621 | $409K | 0.3% | 2026-Q2 |
| Impact Partnership Wealth, LLC trimmed | 7,450 | $399K | 0.3% | 2026-Q2 |
| CROSSPOINT FINANCIAL, LLC | 6,548 | $351K | 0.3% | 2026-Q2 |
| AE Wealth Management LLC added | 6,366 | $341K | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6,166 | $333K | 0.3% | 2026-Q2 |
| Selby Wealth Management, LLC | 6,200 | $332K | 0.3% | 2026-Q2 |
| Share Andrew L. | 5,976 | $320K | 0.2% | 2026-Q2 |
| IMG Wealth Management, Inc. | 5,893 | $316K | 0.2% | 2026-Q2 |
| VISTA INVESTMENT MANAGEMENT | 5,480 | $294K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 5,183 | $278K | 0.2% | 2026-Q2 |
| My Personal CFO, LLC | 5,140 | $276K | 0.2% | 2026-Q2 |
| PFG Advisors trimmed | 5,036 | $270K | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC | 4,617 | $248K | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV | 4,464 | $239K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 4,351 | $233K | 0.2% | 2026-Q2 |
| GTS FINANCIAL, LLC trimmed | 4,855 | $223K | 0.2% | 2026-Q2 |
| BAM Wealth Management, LLC | 4,107 | $220K | 0.2% | 2026-Q2 |
| Rothschild Wealth LLC | 4,050 | $217K | 0.2% | 2026-Q2 |
| Spire Wealth Management | 2,642 | $142K | 0.1% | 2026-Q2 |
| Financial Network Wealth Advisors LLC | 1,876 | $101K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,600 | $86K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,538 | $82K | 0.1% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 1,235 | $66K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 1,000 | $54K | 0.0% | 2026-Q2 |
| BARCLAYS PLC added | 564 | $30K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 450 | $24K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 433 | $23K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 400 | $21K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc | 363 | $19K | 0.0% | 2026-Q2 |
| Integrity Financial Corp /WA | 223 | $12K | 0.0% | 2026-Q2 |
| IAG Wealth Partners, LLC | 132 | $7K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 123 | $7K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 117 | $6K | 0.0% | 2026-Q2 |
| GILPIN WEALTH MANAGEMENT, LLC | 100 | $5K | 0.0% | 2026-Q2 |
| COUNTRY TRUST BANK new | 79 | $4K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 62 | $3K | 0.0% | 2026-Q2 |
| Penserra Capital Management LLC added | 409,819 | $20M | 15.3% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 87,902 | $4M | 3.3% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 32,438 | $2M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 27,368 | $1M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Arkadios Wealth Advisors added | 20,490 | $1M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC added | 16,565 | $812K | 0.6% | 2025-Q3 stale (3 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.