Who owns BGR
Which tracked institutional funds hold BGR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BGR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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 BGR while 15 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
BGR’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BGR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BGR 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 84 tracked filers holding BGR, 43 increased or opened the position and 32 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 BGR 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 2
- Saba Capital Management, L.P.$1M
- Beacon Pointe Advisors, LLC$566K
Full exits 3
- Navis Wealth Advisors, LLC$2M
- JANE STREET GROUP, LLC$825K
- Janney Montgomery Scott LLC$673K
Largest adds
- Allspring Global Investments Holdings, LLC$3M
- WOLVERINE ASSET MANAGEMENT LLC$1M
- Logan Stone Capital, LLC$797K
- Thomas J. Herzfeld Advisors, Inc.$393K
- Formidable Asset Management, LLC$252K
Largest trims
- MORGAN STANLEY$6M
- RAYMOND JAMES FINANCIAL INC$1M
- UBS Group AG$1M
- WELLS FARGO & COMPANY/MN$772K
- ABSOLUTE INVESTMENT ADVISERS, LLC$746K
- Z3 Capital Partners, LLC$449K
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 trimmed | 1,217,122 | $18M | 18.1% | 2026-Q2 |
| Invesco Ltd. added | 438,330 | $6M | 6.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 403,501 | $6M | 6.0% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 320,379 | $5M | 4.8% | 2026-Q2 |
| Cypress Capital Management LLC (WY) added | 281,912 | $4M | 4.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 266,994 | $4M | 4.0% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. added | 238,075 | $4M | 3.5% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 237,874 | $4M | 3.5% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 231,787 | $3M | 3.4% | 2026-Q2 |
| ABSOLUTE INVESTMENT ADVISERS, LLC trimmed | 216,502 | $3M | 3.2% | 2026-Q2 |
| UBS Group AG trimmed | 205,375 | $3M | 3.0% | 2026-Q2 |
| LPL Financial LLC added | 188,142 | $3M | 2.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 143,633 | $2M | 2.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 140,300 | $2M | 2.1% | 2026-Q2 |
| Logan Stone Capital, LLC added | 119,093 | $2M | 1.8% | 2026-Q2 |
| Z3 Capital Partners, LLC trimmed | 94,281 | $1M | 1.4% | 2026-Q2 |
| Saba Capital Management, L.P. added | 93,440 | $1M | 1.4% | 2026-Q2 |
| Moors & Cabot, Inc. trimmed | 92,225 | $1M | 1.4% | 2026-Q2 |
| Quarry LP added | 91,152 | $1M | 1.4% | 2026-Q2 |
| Formidable Asset Management, LLC trimmed | 75,314 | $1M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 68,871 | $1M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers added | 65,458 | $970K | 1.0% | 2026-Q2 |
| Carl P. Sherr & Co., LLC | 60,966 | $904K | 0.9% | 2026-Q2 |
| Private Advisor Group, LLC added | 56,603 | $839K | 0.8% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 50,836 | $753K | 0.8% | 2026-Q2 |
| AlphaCore Capital LLC added | 50,350 | $746K | 0.7% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 49,202 | $729K | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 42,241 | $656K | 0.7% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC | 43,855 | $650K | 0.7% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 38,197 | $566K | 0.6% | 2026-Q2 |
| Creative Planning trimmed | 35,850 | $531K | 0.5% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC added | 33,472 | $496K | 0.5% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 31,469 | $466K | 0.5% | 2026-Q2 |
| Summit Financial, LLC trimmed | 27,141 | $402K | 0.4% | 2026-Q2 |
| XTX Topco Ltd added | 27,056 | $401K | 0.4% | 2026-Q2 |
| TMB Capital Partners, LLC trimmed | 21,862 | $324K | 0.3% | 2026-Q2 |
| DECISION INVESTMENTS, INC added | 21,530 | $319K | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 21,328 | $316K | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 20,032 | $297K | 0.3% | 2026-Q2 |
| Alessandra Capital Management, LLC trimmed | 18,450 | $273K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 16,138 | $239K | 0.2% | 2026-Q2 |
| Mariner, LLC added | 15,858 | $235K | 0.2% | 2026-Q2 |
| CHOREO, LLC added | 15,539 | $230K | 0.2% | 2026-Q2 |
| NWF Advisory Services Inc. | 15,303 | $227K | 0.2% | 2026-Q2 |
| WEALTH EFFECTS LLC | 15,000 | $222K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 13,194 | $196K | 0.2% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. new | 12,911 | $191K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 12,883 | $191K | 0.2% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 12,133 | $180K | 0.2% | 2026-Q2 |
| Cypress Capital Group trimmed | 11,996 | $178K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 11,732 | $174K | 0.2% | 2026-Q2 |
| Mezzasalma Advisors, LLC added | 11,597 | $172K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,338 | $168K | 0.2% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP new | 11,088 | $164K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 11,028 | $163K | 0.2% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 10,272 | $152K | 0.2% | 2026-Q2 |
| Ancora Advisors LLC | 7,000 | $104K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 5,811 | $86K | 0.1% | 2026-Q2 |
| EVERMAY WEALTH MANAGEMENT LLC | 5,800 | $86K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 5,307 | $79K | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 5,020 | $74K | 0.1% | 2026-Q2 |
| LRI Investments, LLC new | 4,442 | $66K | 0.1% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO | 4,335 | $64K | 0.1% | 2026-Q2 |
| ASSETMARK, INC added | 3,217 | $48K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3,026 | $45K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 2,637 | $39K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 2,400 | $36K | 0.0% | 2026-Q2 |
| Murphy & Mullick Capital Management Corp | 2,000 | $30K | 0.0% | 2026-Q2 |
| Founders Capital Management | 2,000 | $30K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,249 | $19K | 0.0% | 2026-Q2 |
| Millstone Evans Group, LLC | 1,030 | $15K | 0.0% | 2026-Q2 |
| SHP Wealth Management trimmed | 916 | $14K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 762 | $11K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 742 | $11K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 700 | $10K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 370 | $5K | 0.0% | 2026-Q2 |
| BAYBAN | 200 | $3K | 0.0% | 2026-Q2 |
| Investment Research & Advisory Group, Inc. | 102 | $2K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 92 | $1K | 0.0% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC new | 66 | $979 | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 59 | $904 | 0.0% | 2026-Q2 |
| MCGUIRE CAPITAL ADVISORS INC added | 50 | $746 | 0.0% | 2026-Q2 |
| Allworth Financial LP | 7 | $104 | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC | 1 | $11 | 0.0% | 2026-Q2 |
| Navis Wealth Advisors, LLC added | 138,762 | $2M | 2.4% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 47,655 | $825K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 38,855 | $673K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. | 15,884 | $275K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 15,180 | $263K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| SPIREPOINT PRIVATE CLIENT, LLC | 10,026 | $174K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| &PARTNERS new | 77,437 | $1M | 1.0% | 2025-Q4 stale (2 quarters behind) |
| Samalin Investment Counsel, LLC trimmed | 71,383 | $967K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| MGB Wealth Management, LLC added | 34,205 | $463K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 11,332 | $153K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 7,535 | $102K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| WNY Asset Management, LLC trimmed | 32,067 | $435K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| one8zero8, LLC | 10,600 | $144K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP new | 10,317 | $140K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Northside Capital Management, LLC | 24,299 | $322K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Waverly Advisors, LLC trimmed | 12,190 | $162K | 0.2% | 2025-Q2 stale (4 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.