Who owns BGGG
Which tracked institutional funds hold BGGG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BGGG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
BGGG’s largest tracked holder by dollar value, Clearstead Advisors, LLC, sizes it at 1.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BGGG 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
Only one quarter (2026-Q2) of 13F history is available — a quarter-over-quarter accumulation delta needs two.
We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Clearstead Advisors, LLC new | 3,520,580 | $124M | 54.2% | 2026-Q2 |
| Pathstone Holdings, LLC new | 1,642,201 | $43M | 18.8% | 2026-Q2 |
| New World Advisors LLC new | 384,300 | $10M | 4.4% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC new | 354,341 | $12M | 5.5% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 280,000 | $7M | 3.0% | 2026-Q2 |
| MORGAN STANLEY new | 202,666 | $5M | 2.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. new | 173,668 | $6M | 2.7% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 124,924 | $4M | 1.9% | 2026-Q2 |
| Greenfield FTC, Inc. new | 96,276 | $3M | 1.5% | 2026-Q2 |
| Stembrook Asset Management, LLC new | 49,811 | $2M | 0.8% | 2026-Q2 |
| Portside Wealth Group, LLC new | 46,540 | $1M | 0.5% | 2026-Q2 |
| Fisher Asset Management, LLC new | 45,223 | $2M | 0.7% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 44,618 | $1M | 0.5% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 44,618 | $1M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 42,827 | $2M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 32,104 | $1M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 23,582 | $832K | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 16,183 | $571K | 0.2% | 2026-Q2 |
| Harpswell Capital Advisors, LLC new | 14,493 | $511K | 0.2% | 2026-Q2 |
| NORDEN GROUP LLC new | 13,387 | $351K | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 9,228 | $325K | 0.1% | 2026-Q2 |
| LPL Financial LLC new | 6,394 | $225K | 0.1% | 2026-Q2 |
| Manchester Capital Management LLC new | 5,994 | $211K | 0.1% | 2026-Q2 |
| FMR LLC new | 5,498 | $194K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. new | 2,543 | $90K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ new | 2,006 | $53K | 0.0% | 2026-Q2 |
| UBS Group AG new | 1,752 | $62K | 0.0% | 2026-Q2 |
| Financial Perspectives, Inc new | 1,505 | $53K | 0.0% | 2026-Q2 |
| Clearstead Trust, LLC new | 1,431 | $50K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 756 | $20K | 0.0% | 2026-Q2 |
| Richardson Capital Management LLC new | 113 | $4K | 0.0% | 2026-Q2 |
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.