Who owns BGRN
Which tracked institutional funds hold BGRN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BGRN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-27). 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
The tracked-fund tape on BGRN is one-sided between 2026-Q1 and 2026-Q2: 16 added or opened and 5 trimmed or exited — on balance accumulating.
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
BGRN’s largest tracked holder by dollar value, MERCER GLOBAL ADVISORS INC /ADV, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BGRN 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 128 tracked filers holding BGRN, 79 increased or opened the position and 41 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 BGRN 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
- SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$44M
- Gateway Wealth Partners, LLC$2M
Full exits 4
- Betterment LLC$66M
- HighTower Advisors, LLC$890K
- CITADEL ADVISORS LLC$607K
- Mariner, LLC$575K
Largest adds
- MERCER GLOBAL ADVISORS INC /ADV$4M
- Empower Advisory Group, LLC$3M
- BANK OF AMERICA CORP /DE/$3M
- JANE STREET GROUP, LLC$2M
- LPL Financial LLC$2M
- Impact Investors, Inc$2M
Largest trims
- Private Wealth Management Group, LLC$282K
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 |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV added | 1,287,316 | $61M | 18.9% | 2026-Q2 |
| Empower Advisory Group, LLC added | 1,158,380 | $55M | 17.0% | 2026-Q2 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co new | 531,914 | $44M | 13.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 476,001 | $23M | 7.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 256,931 | $12M | 3.8% | 2026-Q2 |
| Francis Financial, Inc. added | 254,794 | $12M | 3.7% | 2026-Q2 |
| LPL Financial LLC added | 221,988 | $11M | 3.3% | 2026-Q2 |
| Impact Investors, Inc added | 201,844 | $10M | 3.0% | 2026-Q2 |
| Creative Planning added | 201,096 | $10M | 2.9% | 2026-Q2 |
| SEEDS INVESTOR LLC added | 140,678 | $7M | 2.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 119,432 | $6M | 1.8% | 2026-Q2 |
| ASSETMARK, INC added | 100,388 | $5M | 1.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 100,324 | $5M | 1.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 83,785 | $4M | 1.2% | 2026-Q2 |
| Laurel Wealth Planning LLC added | 72,378 | $3M | 1.1% | 2026-Q2 |
| UBS Group AG added | 71,769 | $3M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers added | 64,685 | $3M | 0.9% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 52,006 | $2M | 0.8% | 2026-Q2 |
| Gateway Wealth Partners, LLC new | 51,724 | $2M | 0.8% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 48,578 | $2M | 0.7% | 2026-Q2 |
| Plum Street Advisors, LLC added | 47,429 | $2M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 39,504 | $2M | 0.6% | 2026-Q2 |
| Pathstone Holdings, LLC | 36,187 | $2M | 0.5% | 2026-Q2 |
| Johnson Financial Group, LLC added | 32,935 | $2M | 0.5% | 2026-Q2 |
| Wealthfront Advisers LLC added | 32,185 | $2M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 27,100 | $1M | 0.4% | 2026-Q2 |
| Brio Consultants, LLC added | 27,083 | $1M | 0.4% | 2026-Q2 |
| Invera Wealth Advisors, LLC added | 25,827 | $1M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 25,764 | $1M | 0.4% | 2026-Q2 |
| Equita Financial Network, Inc. added | 25,643 | $1M | 0.4% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 24,576 | $1M | 0.4% | 2026-Q2 |
| Modern Wealth Management, LLC added | 23,842 | $1M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 22,305 | $1M | 0.3% | 2026-Q2 |
| Private Wealth Management Group, LLC trimmed | 21,250 | $1M | 0.3% | 2026-Q2 |
| ZEVIN ASSET MANAGEMENT LLC trimmed | 20,555 | $976K | 0.3% | 2026-Q2 |
| Midwest Financial Partners Investments, Inc. trimmed | 18,921 | $898K | 0.3% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich | 18,700 | $888K | 0.3% | 2026-Q2 |
| Omega Financial Group, LLC trimmed | 18,664 | $886K | 0.3% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 18,276 | $868K | 0.3% | 2026-Q2 |
| Falcon Wealth Planning trimmed | 17,891 | $849K | 0.3% | 2026-Q2 |
| Livet Wealth, LLC added | 17,621 | $837K | 0.3% | 2026-Q2 |
| Shotwell Rutter Baer Inc added | 17,361 | $824K | 0.3% | 2026-Q2 |
| Compound Planning, Inc. added | 17,174 | $815K | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 17,044 | $809K | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 16,530 | $785K | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 16,440 | $780K | 0.2% | 2026-Q2 |
| Tanager Wealth Management LLP added | 15,090 | $716K | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 14,363 | $682K | 0.2% | 2026-Q2 |
| Cardinal Point Capital Management ULC added | 13,841 | $657K | 0.2% | 2026-Q2 |
| Sound View Wealth Advisors Group, LLC trimmed | 12,360 | $587K | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 12,180 | $578K | 0.2% | 2026-Q2 |
| XY Planning Network, Inc. trimmed | 11,839 | $562K | 0.2% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 11,577 | $550K | 0.2% | 2026-Q2 |
| Vontobel Holding Ltd. trimmed | 10,899 | $517K | 0.2% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 9,656 | $458K | 0.1% | 2026-Q2 |
| Savant Capital, LLC trimmed | 9,115 | $433K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 9,003 | $427K | 0.1% | 2026-Q2 |
| Values Added Financial LLC added | 8,849 | $420K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS new | 8,580 | $407K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 8,498 | $403K | 0.1% | 2026-Q2 |
| KilterHowling LLC trimmed | 7,496 | $356K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 7,398 | $351K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 6,968 | $331K | 0.1% | 2026-Q2 |
| MAI Capital Management added | 6,956 | $330K | 0.1% | 2026-Q2 |
| Torren Management, LLC added | 6,825 | $324K | 0.1% | 2026-Q2 |
| Arax Advisory Partners trimmed | 6,641 | $315K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 6,641 | $315K | 0.1% | 2026-Q2 |
| DORVAL Corp added | 6,379 | $303K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 6,181 | $293K | 0.1% | 2026-Q2 |
| LRI Investments, LLC | 6,158 | $292K | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. | 6,152 | $292K | 0.1% | 2026-Q2 |
| COREPATH WEALTH PARTNERS LLC new | 6,097 | $287K | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. trimmed | 6,002 | $285K | 0.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 5,500 | $260K | 0.1% | 2026-Q2 |
| ZENITH SOLUTIONS, INC. new | 5,494 | $261K | 0.1% | 2026-Q2 |
| Storen Legacy Partners, LLC new | 5,422 | $257K | 0.1% | 2026-Q2 |
| Morton Brown Family Wealth, LLC added | 5,202 | $247K | 0.1% | 2026-Q2 |
| Continuum Advisory, LLC added | 5,176 | $246K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 4,934 | $234K | 0.1% | 2026-Q2 |
| Rossby Financial, LCC added | 4,882 | $232K | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. | 4,811 | $228K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 4,513 | $214K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC | 4,221 | $200K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 3,332 | $158K | 0.0% | 2026-Q2 |
| Sachetta, LLC added | 2,689 | $128K | 0.0% | 2026-Q2 |
| Westfuller Advisors, LLC added | 2,459 | $117K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,245 | $107K | 0.0% | 2026-Q2 |
| Trust Co added | 1,548 | $74K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. | 1,361 | $65K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 1,100 | $52K | 0.0% | 2026-Q2 |
| CBIZ Investment Advisory Services, LLC | 1,095 | $52K | 0.0% | 2026-Q2 |
| RICHARDSON FINANCIAL SERVICES INC. added | 971 | $46K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 965 | $46K | 0.0% | 2026-Q2 |
| Robinswood Financial LLC added | 797 | $38K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 765 | $36K | 0.0% | 2026-Q2 |
| Signature Resources Capital Management, LLC trimmed | 658 | $31K | 0.0% | 2026-Q2 |
| Lodestone Wealth Management LLC added | 652 | $31K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 630 | $30K | 0.0% | 2026-Q2 |
| BIRCHBROOK, INC. added | 527 | $25K | 0.0% | 2026-Q2 |
| Archer Investment Corp | 463 | $22K | 0.0% | 2026-Q2 |
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.