Who owns BGB (BGB)
Which tracked institutional funds hold BGB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BGB company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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 BGB while 20 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
BGB’s largest tracked holder by dollar value, SIT INVESTMENT ASSOCIATES INC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BGB 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 2025-Q4 and 2026-Q1, across 79 tracked filers holding BGB, 36 increased or opened the position and 42 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 BGB between the 2025-Q4 and 2026-Q1 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.
New buyers 2
- LOOMIS SAYLES & CO L P$5M
- Almitas Capital LLC$2M
Full exits 4
- Lalia Capital, LLC$2M
- Shaker Financial Services, LLC$2M
- NewEdge Advisors, LLC$759K
- FIRST TRUST ADVISORS LP$636K
Largest adds
- SIT INVESTMENT ASSOCIATES INC$7M
- Stolper Co$2M
- Logan Stone Capital, LLC$1M
- RAYMOND JAMES FINANCIAL INC$332K
- QUANTIFY CHAOS ADVISORS, LLC$328K
Largest trims
- WELLS FARGO & COMPANY/MN$2M
- ROYAL BANK OF CANADA$2M
- Coastal Bridge Advisors, LLC$2M
- Steward Partners Investment Advisory, LLC$1M
- Advisors Asset Management, Inc.$1M
- MORGAN STANLEY$1M
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 |
|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC added | 2,753,133 | $31M | 11.9% | 2026-Q1 |
| Coastal Bridge Advisors, LLC trimmed | 2,451,500 | $27M | 10.6% | 2026-Q1 |
| MORGAN STANLEY added | 2,224,204 | $25M | 9.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,973,911 | $22M | 8.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,867,523 | $21M | 8.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,158,800 | $13M | 5.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 911,038 | $10M | 3.9% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 840,029 | $9M | 3.6% | 2026-Q1 |
| Cresset Asset Management, LLC added | 678,182 | $8M | 2.9% | 2026-Q1 |
| UBS Group AG added | 492,955 | $5M | 2.1% | 2026-Q1 |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 440,497 | $5M | 1.9% | 2026-Q1 |
| LOOMIS SAYLES & CO L P new | 429,518 | $5M | 1.9% | 2026-Q1 |
| LPL Financial LLC added | 376,150 | $4M | 1.6% | 2026-Q1 |
| Pathstone Holdings, LLC added | 329,670 | $4M | 1.4% | 2026-Q1 |
| Logan Stone Capital, LLC added | 321,202 | $4M | 1.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 288,008 | $3M | 1.2% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 278,123 | $3M | 1.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 262,784 | $3M | 1.1% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 262,620 | $3M | 1.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 250,938 | $3M | 1.1% | 2026-Q1 |
| Stolper Co trimmed | 25,931 | $3M | 1.0% | 2026-Q1 |
| Robbins Farley added | 213,678 | $2M | 0.9% | 2026-Q1 |
| Merit Financial Group, LLC added | 170,368 | $2M | 0.7% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 163,716 | $2M | 0.7% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 157,363 | $2M | 0.7% | 2026-Q1 |
| Almitas Capital LLC added | 144,834 | $2M | 0.6% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed | 118,666 | $1M | 0.5% | 2026-Q1 |
| Tranquility Partners, LLC trimmed | 103,079 | $1M | 0.4% | 2026-Q1 |
| QUANTIFY CHAOS ADVISORS, LLC added | 102,296 | $1M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 101,710 | $1M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 96,751 | $1M | 0.4% | 2026-Q1 |
| Clear Harbor Asset Management, LLC added | 86,070 | $960K | 0.4% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 78,916 | $880K | 0.3% | 2026-Q1 |
| CSS LLC/IL added | 72,187 | $805K | 0.3% | 2026-Q1 |
| Lido Advisors, LLC | 56,848 | $634K | 0.2% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. added | 53,041 | $591K | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 52,513 | $586K | 0.2% | 2026-Q1 |
| Oder Investment Management, LLC added | 48,305 | $539K | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 45,785 | $509K | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 40,617 | $453K | 0.2% | 2026-Q1 |
| Virtus Investment Advisers, LLC trimmed | 35,175 | $392K | 0.2% | 2026-Q1 |
| Calamos Advisors LLC added | 34,943 | $390K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 34,718 | $387K | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 34,340 | $383K | 0.1% | 2026-Q1 |
| BTG Pactual Asset Management US LLC added | 29,223 | $326K | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC | 27,827 | $310K | 0.1% | 2026-Q1 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC added | 27,575 | $307K | 0.1% | 2026-Q1 |
| Moors & Cabot, Inc. added | 27,225 | $304K | 0.1% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 20,138 | $225K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 19,615 | $219K | 0.1% | 2026-Q1 |
| Essex Financial Services, Inc. added | 16,646 | $186K | 0.1% | 2026-Q1 |
| Ethos Financial Group, LLC | 15,718 | $185K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 14,196 | $158K | 0.1% | 2026-Q1 |
| SeaCrest Wealth Management, LLC added | 13,918 | $155K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 13,263 | $148K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,995 | $145K | 0.1% | 2026-Q1 |
| Kathmere Capital Management, LLC new | 12,842 | $143K | 0.1% | 2026-Q1 |
| JT Stratford LLC trimmed | 12,415 | $138K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 11,855 | $132K | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11,686 | $130K | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 11,400 | $127K | 0.0% | 2026-Q1 |
| M&T Bank Corp added | 11,306 | $126K | 0.0% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. | 11,167 | $125K | 0.0% | 2026-Q1 |
| Keystone Financial Group trimmed | 11,109 | $124K | 0.0% | 2026-Q1 |
| 1776 Wealth LLC | 10,912 | $122K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP trimmed | 10,621 | $118K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 10,100 | $113K | 0.0% | 2026-Q1 |
| Graves Light Lenhart Wealth, Inc. | 10,000 | $112K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 9,000 | $100K | 0.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 780,984 | $10M | 3.7% | 2025-Q3 stale |
| Lalia Capital, LLC new | 148,800 | $2M | 0.7% | 2025-Q4 stale |
| Shaker Financial Services, LLC trimmed | 136,680 | $2M | 0.6% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 64,389 | $759K | 0.3% | 2025-Q4 stale |
| INVICTUS PRIVATE WEALTH, LLC added | 56,339 | $681K | 0.3% | 2025-Q1 stale |
| FIRST TRUST ADVISORS LP trimmed | 53,958 | $636K | 0.2% | 2025-Q4 stale |
| Selway Asset Management trimmed | 47,005 | $568K | 0.2% | 2025-Q1 stale |
| HRT FINANCIAL LP added | 45,102 | $548K | 0.2% | 2025-Q3 stale |
| ROBINSON CAPITAL MANAGEMENT, LLC trimmed | 36,884 | $446K | 0.2% | 2025-Q1 stale |
| ENVESTNET ASSET MANAGEMENT INC added | 29,402 | $358K | 0.1% | 2025-Q3 stale |
| Round Rock Advisors, LLC | 20,748 | $251K | 0.1% | 2025-Q1 stale |
| READYSTATE ASSET MANAGEMENT LP trimmed | 20,226 | $238K | 0.1% | 2025-Q4 stale |
| Summit Financial Wealth Advisors, LLC | 18,100 | $219K | 0.1% | 2025-Q1 stale |
| Avior Wealth Management, LLC trimmed | 18,060 | $218K | 0.1% | 2025-Q1 stale |
| Catalina Capital Group, LLC added | 17,923 | $218K | 0.1% | 2025-Q3 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 18,361 | $216K | 0.1% | 2025-Q4 stale |
| Perigon Wealth Management, LLC trimmed | 16,349 | $193K | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 15,216 | $185K | 0.1% | 2025-Q3 stale |
| Laird Norton Wetherby Wealth Management, LLC | 12,500 | $152K | 0.1% | 2025-Q3 stale |
| Clear Creek Financial Management, LLC trimmed | 11,938 | $144K | 0.1% | 2025-Q1 stale |
| Janney Montgomery Scott LLC trimmed | 11,700 | $138K | 0.1% | 2025-Q4 stale |
| Spinnaker Investment Group, LLC trimmed | 11,428 | $135K | 0.1% | 2025-Q4 stale |
| XTX Topco Ltd new | 11,323 | $133K | 0.1% | 2025-Q4 stale |
| Leo Wealth, LLC | 10,722 | $130K | 0.1% | 2025-Q2 stale |
| Apollon Wealth Management, LLC | 10,398 | $127K | 0.0% | 2025-Q3 stale |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 10,238 | $125K | 0.0% | 2025-Q3 stale |
| Twelve Points Wealth Management LLC | 10,209 | $124K | 0.0% | 2025-Q2 stale |
| COMERICA BANK added | 10,478 | $123K | 0.0% | 2025-Q4 stale |
| Cetera Investment Advisers trimmed | 10,218 | $120K | 0.0% | 2025-Q4 stale |
| Adalta Capital Management LLC new | 10,000 | $119K | 0.0% | 2025-Q4 stale |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 6,351 | $77K | 0.0% | 2025-Q2 stale |
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.