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Institutional Ownership · SEC Form 13F

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.

79
Institutional holders
21,061,039
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
SIT INVESTMENT ASSOCIATES INC added2,753,133$31M11.9%2026-Q1
Coastal Bridge Advisors, LLC trimmed2,451,500$27M10.6%2026-Q1
MORGAN STANLEY added2,224,204$25M9.6%2026-Q1
BANK OF AMERICA CORP /DE/ added1,973,911$22M8.6%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,867,523$21M8.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,158,800$13M5.0%2026-Q1
HighTower Advisors, LLC added911,038$10M3.9%2026-Q1
Advisors Asset Management, Inc. trimmed840,029$9M3.6%2026-Q1
Cresset Asset Management, LLC added678,182$8M2.9%2026-Q1
UBS Group AG added492,955$5M2.1%2026-Q1
TRANSCEND CAPITAL ADVISORS, LLC trimmed440,497$5M1.9%2026-Q1
LOOMIS SAYLES & CO L P new429,518$5M1.9%2026-Q1
LPL Financial LLC added376,150$4M1.6%2026-Q1
Pathstone Holdings, LLC added329,670$4M1.4%2026-Q1
Logan Stone Capital, LLC added321,202$4M1.4%2026-Q1
Integrated Wealth Concepts LLC trimmed288,008$3M1.2%2026-Q1
GUGGENHEIM CAPITAL LLC trimmed278,123$3M1.2%2026-Q1
Vestmark Advisory Solutions, Inc. added262,784$3M1.1%2026-Q1
ELEVATION POINT WEALTH PARTNERS, LLC added262,620$3M1.1%2026-Q1
Invesco Ltd. trimmed250,938$3M1.1%2026-Q1
Stolper Co trimmed25,931$3M1.0%2026-Q1
Robbins Farley added213,678$2M0.9%2026-Q1
Merit Financial Group, LLC added170,368$2M0.7%2026-Q1
Thrivent Financial for Lutherans trimmed163,716$2M0.7%2026-Q1
Capital Investment Advisors, LLC trimmed157,363$2M0.7%2026-Q1
Almitas Capital LLC added144,834$2M0.6%2026-Q1
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed118,666$1M0.5%2026-Q1
Tranquility Partners, LLC trimmed103,079$1M0.4%2026-Q1
QUANTIFY CHAOS ADVISORS, LLC added102,296$1M0.4%2026-Q1
ROYAL BANK OF CANADA trimmed101,710$1M0.4%2026-Q1
STIFEL FINANCIAL CORP trimmed96,751$1M0.4%2026-Q1
Clear Harbor Asset Management, LLC added86,070$960K0.4%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC trimmed78,916$880K0.3%2026-Q1
CSS LLC/IL added72,187$805K0.3%2026-Q1
Lido Advisors, LLC56,848$634K0.2%2026-Q1
Closed-End Fund Advisors, Inc. added53,041$591K0.2%2026-Q1
OPPENHEIMER & CO INC added52,513$586K0.2%2026-Q1
Oder Investment Management, LLC added48,305$539K0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed45,785$509K0.2%2026-Q1
&PARTNERS trimmed40,617$453K0.2%2026-Q1
Virtus Investment Advisers, LLC trimmed35,175$392K0.2%2026-Q1
Calamos Advisors LLC added34,943$390K0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed34,718$387K0.2%2026-Q1
Kingsview Wealth Management, LLC added34,340$383K0.1%2026-Q1
BTG Pactual Asset Management US LLC added29,223$326K0.1%2026-Q1
DAVENPORT & Co LLC27,827$310K0.1%2026-Q1
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC added27,575$307K0.1%2026-Q1
Moors & Cabot, Inc. added27,225$304K0.1%2026-Q1
Snowden Capital Advisors LLC trimmed20,138$225K0.1%2026-Q1
Advisory Services Network, LLC trimmed19,615$219K0.1%2026-Q1
Essex Financial Services, Inc. added16,646$186K0.1%2026-Q1
Ethos Financial Group, LLC15,718$185K0.1%2026-Q1
Sanctuary Advisors, LLC added14,196$158K0.1%2026-Q1
SeaCrest Wealth Management, LLC added13,918$155K0.1%2026-Q1
CITADEL ADVISORS LLC added13,263$148K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed12,995$145K0.1%2026-Q1
Kathmere Capital Management, LLC new12,842$143K0.1%2026-Q1
JT Stratford LLC trimmed12,415$138K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed11,855$132K0.1%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,686$130K0.1%2026-Q1
CARY STREET PARTNERS INVESTMENT ADVISORY LLC11,400$127K0.0%2026-Q1
M&T Bank Corp added11,306$126K0.0%2026-Q1
MELFA WEALTH MANAGEMENT, INC.11,167$125K0.0%2026-Q1
Keystone Financial Group trimmed11,109$124K0.0%2026-Q1
1776 Wealth LLC10,912$122K0.0%2026-Q1
FIFTH THIRD BANCORP trimmed10,621$118K0.0%2026-Q1
Steward Partners Investment Advisory, LLC trimmed10,100$113K0.0%2026-Q1
Graves Light Lenhart Wealth, Inc.10,000$112K0.0%2026-Q1
Rockefeller Capital Management L.P.9,000$100K0.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added780,984$10M3.7%2025-Q3 stale
Lalia Capital, LLC new148,800$2M0.7%2025-Q4 stale
Shaker Financial Services, LLC trimmed136,680$2M0.6%2025-Q4 stale
NewEdge Advisors, LLC added64,389$759K0.3%2025-Q4 stale
INVICTUS PRIVATE WEALTH, LLC added56,339$681K0.3%2025-Q1 stale
FIRST TRUST ADVISORS LP trimmed53,958$636K0.2%2025-Q4 stale
Selway Asset Management trimmed47,005$568K0.2%2025-Q1 stale
HRT FINANCIAL LP added45,102$548K0.2%2025-Q3 stale
ROBINSON CAPITAL MANAGEMENT, LLC trimmed36,884$446K0.2%2025-Q1 stale
ENVESTNET ASSET MANAGEMENT INC added29,402$358K0.1%2025-Q3 stale
Round Rock Advisors, LLC20,748$251K0.1%2025-Q1 stale
READYSTATE ASSET MANAGEMENT LP trimmed20,226$238K0.1%2025-Q4 stale
Summit Financial Wealth Advisors, LLC18,100$219K0.1%2025-Q1 stale
Avior Wealth Management, LLC trimmed18,060$218K0.1%2025-Q1 stale
Catalina Capital Group, LLC added17,923$218K0.1%2025-Q3 stale
MILLENNIUM MANAGEMENT LLC trimmed18,361$216K0.1%2025-Q4 stale
Perigon Wealth Management, LLC trimmed16,349$193K0.1%2025-Q4 stale
JANE STREET GROUP, LLC trimmed15,216$185K0.1%2025-Q3 stale
Laird Norton Wetherby Wealth Management, LLC12,500$152K0.1%2025-Q3 stale
Clear Creek Financial Management, LLC trimmed11,938$144K0.1%2025-Q1 stale
Janney Montgomery Scott LLC trimmed11,700$138K0.1%2025-Q4 stale
Spinnaker Investment Group, LLC trimmed11,428$135K0.1%2025-Q4 stale
XTX Topco Ltd new11,323$133K0.1%2025-Q4 stale
Leo Wealth, LLC10,722$130K0.1%2025-Q2 stale
Apollon Wealth Management, LLC10,398$127K0.0%2025-Q3 stale
INDEPENDENT FINANCIAL GROUP, LLC trimmed10,238$125K0.0%2025-Q3 stale
Twelve Points Wealth Management LLC10,209$124K0.0%2025-Q2 stale
COMERICA BANK added10,478$123K0.0%2025-Q4 stale
Cetera Investment Advisers trimmed10,218$120K0.0%2025-Q4 stale
Adalta Capital Management LLC new10,000$119K0.0%2025-Q4 stale
WOLVERINE ASSET MANAGEMENT LLC trimmed6,351$77K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership