Who owns 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-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
11 tracked funds added or opened BGB while 14 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
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 2026-Q1 and 2026-Q2, across 79 tracked filers holding BGB, 37 increased or opened the position and 35 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 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.
New buyers 6
- Atlas Wealth LLC$11M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Thomas J. Herzfeld Advisors, Inc.$1M
- JANE STREET GROUP, LLC$1M
- ICON ADVISERS INC/CO$679K
- NewEdge Advisors, LLC$622K
Full exits 6
- SIT INVESTMENT ASSOCIATES INC$31M
- HighTower Advisors, LLC$10M
- Integrated Wealth Concepts LLC$3M
- Stolper Co$3M
- Thrivent Financial for Lutherans$2M
- Lido Advisors, LLC$634K
Largest adds
- MORGAN STANLEY$4M
- LOOMIS SAYLES & CO L P$837K
- Cresset Asset Management, LLC$603K
- LPL Financial LLC$519K
- Robbins Farley$352K
Largest trims
- BANK OF AMERICA CORP /DE/$3M
- Advisors Asset Management, Inc.$3M
- Coastal Bridge Advisors, LLC$2M
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1M
- WELLS FARGO & COMPANY/MN$927K
- Invesco Ltd.$651K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 2,536,491 | $29M | 10.8% | 2026-Q2 |
| Coastal Bridge Advisors, LLC trimmed | 2,259,024 | $26M | 9.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,760,729 | $20M | 7.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,657,405 | $19M | 7.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,144,384 | $13M | 4.9% | 2026-Q2 |
| Atlas Wealth LLC new | 939,961 | $11M | 4.0% | 2026-Q2 |
| Cresset Asset Management, LLC added | 722,558 | $8M | 3.1% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 591,684 | $7M | 2.5% | 2026-Q2 |
| UBS Group AG added | 502,174 | $6M | 2.1% | 2026-Q2 |
| LOOMIS SAYLES & CO L P added | 497,855 | $6M | 2.1% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 438,553 | $5M | 1.9% | 2026-Q2 |
| LPL Financial LLC added | 417,101 | $5M | 1.8% | 2026-Q2 |
| Pathstone Holdings, LLC added | 331,531 | $4M | 1.4% | 2026-Q2 |
| Logan Stone Capital, LLC added | 323,899 | $4M | 1.4% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC | 278,123 | $3M | 1.2% | 2026-Q2 |
| Robbins Farley added | 241,957 | $3M | 1.0% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 234,528 | $3M | 1.0% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 234,122 | $3M | 1.0% | 2026-Q2 |
| Invesco Ltd. trimmed | 189,997 | $2M | 0.8% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 161,119 | $2M | 0.7% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 153,574 | $2M | 0.7% | 2026-Q2 |
| Almitas Capital LLC | 144,834 | $2M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 142,157 | $2M | 0.6% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 112,665 | $1M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 105,228 | $1M | 0.4% | 2026-Q2 |
| QUANTIFY CHAOS ADVISORS, LLC added | 103,629 | $1M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 101,807 | $1M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 100,602 | $1M | 0.4% | 2026-Q2 |
| Tranquility Partners, LLC trimmed | 85,313 | $964K | 0.4% | 2026-Q2 |
| Clear Harbor Asset Management, LLC trimmed | 85,305 | $964K | 0.4% | 2026-Q2 |
| CSS LLC/IL added | 82,787 | $935K | 0.4% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 70,378 | $795K | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 60,692 | $686K | 0.3% | 2026-Q2 |
| ICON ADVISERS INC/CO new | 60,067 | $679K | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 55,332 | $625K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 55,084 | $622K | 0.2% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. trimmed | 52,645 | $595K | 0.2% | 2026-Q2 |
| Oder Investment Management, LLC added | 48,984 | $554K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 43,585 | $493K | 0.2% | 2026-Q2 |
| &PARTNERS added | 40,924 | $462K | 0.2% | 2026-Q2 |
| Calamos Advisors LLC added | 37,439 | $423K | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 34,367 | $388K | 0.1% | 2026-Q2 |
| Moors & Cabot, Inc. added | 28,600 | $323K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC | 27,827 | $314K | 0.1% | 2026-Q2 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 27,575 | $312K | 0.1% | 2026-Q2 |
| Virtus Investment Advisers, LLC trimmed | 27,390 | $310K | 0.1% | 2026-Q2 |
| BTG Pactual Asset Management US LLC trimmed | 26,375 | $298K | 0.1% | 2026-Q2 |
| Snowden Capital Advisors LLC | 20,138 | $228K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 19,597 | $221K | 0.1% | 2026-Q2 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed | 17,779 | $201K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 17,362 | $196K | 0.1% | 2026-Q2 |
| Ethos Financial Group, LLC added | 17,222 | $195K | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. added | 16,649 | $188K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 15,520 | $175K | 0.1% | 2026-Q2 |
| CHOREO, LLC trimmed | 15,099 | $171K | 0.1% | 2026-Q2 |
| SIERRA SUMMIT ADVISORS LLC new | 14,109 | $159K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 14,073 | $159K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 13,226 | $149K | 0.1% | 2026-Q2 |
| Keystone Financial Group added | 12,059 | $136K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11,686 | $132K | 0.0% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 11,555 | $131K | 0.0% | 2026-Q2 |
| M&T Bank Corp | 11,306 | $128K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 11,257 | $127K | 0.0% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. | 11,167 | $126K | 0.0% | 2026-Q2 |
| 1776 Wealth LLC | 10,912 | $123K | 0.0% | 2026-Q2 |
| JT Stratford LLC trimmed | 10,175 | $115K | 0.0% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC new | 10,145 | $115K | 0.0% | 2026-Q2 |
| Graves Light Lenhart Wealth, Inc. | 10,000 | $113K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 9,600 | $108K | 0.0% | 2026-Q2 |
| Horrell Capital Management, Inc. | 5,000 | $56K | 0.0% | 2026-Q2 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC trimmed | 4,170 | $47K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 2,500 | $28K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 2,300 | $26K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. | 1,950 | $22K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 1,800 | $20K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 780 | $9K | 0.0% | 2026-Q2 |
| Noble Wealth Management PBC | 600 | $7K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 350 | $4K | 0.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 205 | $2K | 0.0% | 2026-Q2 |
| SIT INVESTMENT ASSOCIATES INC added | 2,753,133 | $31M | 11.6% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 911,038 | $10M | 3.8% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Concepts LLC trimmed | 288,008 | $3M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Stolper Co trimmed | 25,931 | $3M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans trimmed | 163,716 | $2M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Lido Advisors, LLC | 56,848 | $634K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| SeaCrest Wealth Management, LLC added | 13,918 | $155K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 13,263 | $148K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Kathmere Capital Management, LLC new | 12,842 | $143K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Lalia Capital, LLC new | 148,800 | $2M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| Shaker Financial Services, LLC trimmed | 136,680 | $2M | 0.6% | 2025-Q4 stale (2 quarters behind) |
| FIRST TRUST ADVISORS LP trimmed | 53,958 | $636K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| READYSTATE ASSET MANAGEMENT LP trimmed | 20,226 | $238K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MILLENNIUM MANAGEMENT LLC trimmed | 18,361 | $216K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Perigon Wealth Management, LLC trimmed | 16,349 | $193K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Janney Montgomery Scott LLC trimmed | 11,700 | $138K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Spinnaker Investment Group, LLC trimmed | 11,428 | $135K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC added | 780,984 | $10M | 3.6% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP new | 45,102 | $548K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Catalina Capital Group, LLC added | 17,923 | $218K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Laird Norton Wetherby Wealth Management, LLC | 12,500 | $152K | 0.1% | 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.