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-Q1 13F filings (latest filed 2026-05-18). 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
13 tracked funds added or opened BGRN while 10 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
BGRN’s largest tracked holder by dollar value, Betterment LLC, 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 2025-Q4 and 2026-Q1, across 131 tracked filers holding BGRN, 77 increased or opened the position and 34 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 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
- JANE STREET GROUP, LLC$576K
- Mariner, LLC$575K
Full exits 1
- Archer Investment Management, LLC$546K
Largest adds
- MERCER GLOBAL ADVISORS INC /ADV$9M
- BANK OF AMERICA CORP /DE/$3M
- Betterment LLC$1M
- LPL Financial LLC$823K
- Impact Investors, Inc$731K
- RAYMOND JAMES FINANCIAL INC$707K
Largest trims
- Empower Advisory Group, LLC$9M
- Bank Julius Baer & Co. Ltd, Zurich$1M
- NewEdge Advisors, LLC$1M
- ZEVIN ASSET MANAGEMENT LLC$802K
- CITADEL ADVISORS LLC$525K
- Modern Wealth Management, LLC$431K
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 |
|---|---|---|---|---|
| Betterment LLC added | 1,381,155 | $66M | 19.6% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 1,213,301 | $58M | 17.2% | 2026-Q1 |
| Empower Advisory Group, LLC trimmed | 1,100,975 | $52M | 15.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 418,909 | $20M | 5.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 256,841 | $12M | 3.6% | 2026-Q1 |
| Francis Financial, Inc. trimmed | 248,407 | $12M | 3.5% | 2026-Q1 |
| Creative Planning added | 189,974 | $9M | 2.7% | 2026-Q1 |
| LPL Financial LLC added | 187,588 | $9M | 2.7% | 2026-Q1 |
| Impact Investors, Inc added | 169,667 | $8M | 2.4% | 2026-Q1 |
| SEEDS INVESTOR LLC added | 139,828 | $7M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 112,763 | $5M | 1.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 100,108 | $5M | 1.4% | 2026-Q1 |
| ASSETMARK, INC added | 82,594 | $4M | 1.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 75,443 | $4M | 1.1% | 2026-Q1 |
| UBS Group AG trimmed | 70,938 | $3M | 1.0% | 2026-Q1 |
| Laurel Wealth Planning LLC added | 69,716 | $3M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers added | 64,283 | $3M | 0.9% | 2026-Q1 |
| Plum Street Advisors, LLC added | 46,930 | $2M | 0.7% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 46,842 | $2M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 39,383 | $2M | 0.6% | 2026-Q1 |
| Pathstone Holdings, LLC | 36,187 | $2M | 0.5% | 2026-Q1 |
| Wealthfront Advisers LLC added | 31,218 | $1M | 0.4% | 2026-Q1 |
| Johnson Financial Group, LLC added | 29,304 | $1M | 0.4% | 2026-Q1 |
| Private Wealth Management Group, LLC added | 27,196 | $1M | 0.4% | 2026-Q1 |
| Brio Consultants, LLC added | 26,426 | $1M | 0.4% | 2026-Q1 |
| Invera Wealth Advisors, LLC added | 25,277 | $1M | 0.4% | 2026-Q1 |
| Equita Financial Network, Inc. trimmed | 23,254 | $1M | 0.3% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 22,874 | $1M | 0.3% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 21,781 | $1M | 0.3% | 2026-Q1 |
| ZEVIN ASSET MANAGEMENT LLC trimmed | 20,611 | $978K | 0.3% | 2026-Q1 |
| Falcon Wealth Planning trimmed | 20,212 | $959K | 0.3% | 2026-Q1 |
| Midwest Financial Partners Investments, Inc. added | 19,003 | $902K | 0.3% | 2026-Q1 |
| Omega Financial Group, LLC added | 18,795 | $892K | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 18,740 | $890K | 0.3% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 18,700 | $888K | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 18,675 | $887K | 0.3% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC added | 17,942 | $852K | 0.3% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 16,965 | $805K | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 16,862 | $800K | 0.2% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 16,840 | $799K | 0.2% | 2026-Q1 |
| Livet Wealth, LLC trimmed | 16,634 | $790K | 0.2% | 2026-Q1 |
| Shotwell Rutter Baer Inc trimmed | 16,545 | $785K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 15,680 | $744K | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 14,906 | $708K | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 15,005 | $707K | 0.2% | 2026-Q1 |
| Tanager Wealth Management LLP | 14,853 | $705K | 0.2% | 2026-Q1 |
| Cardinal Point Capital Management ULC added | 13,838 | $657K | 0.2% | 2026-Q1 |
| Savant Capital, LLC trimmed | 13,758 | $653K | 0.2% | 2026-Q1 |
| XY Planning Network, Inc. added | 13,066 | $618K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 12,792 | $607K | 0.2% | 2026-Q1 |
| Sound View Wealth Advisors Group, LLC | 12,766 | $606K | 0.2% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 12,281 | $583K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 12,125 | $576K | 0.2% | 2026-Q1 |
| Mariner, LLC new | 12,104 | $575K | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 11,847 | $562K | 0.2% | 2026-Q1 |
| Vontobel Holding Ltd. | 11,786 | $560K | 0.2% | 2026-Q1 |
| Ameritas Investment Partners, Inc. added | 10,717 | $509K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 9,900 | $470K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 8,949 | $425K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 7,920 | $376K | 0.1% | 2026-Q1 |
| KilterHowling LLC added | 7,841 | $372K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 7,564 | $359K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 6,982 | $331K | 0.1% | 2026-Q1 |
| MAI Capital Management added | 6,942 | $330K | 0.1% | 2026-Q1 |
| GWN SECURITIES INC. added | 6,873 | $326K | 0.1% | 2026-Q1 |
| Torren Management, LLC added | 6,660 | $316K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC | 6,641 | $315K | 0.1% | 2026-Q1 |
| DORVAL Corp added | 6,378 | $303K | 0.1% | 2026-Q1 |
| LRI Investments, LLC added | 6,158 | $292K | 0.1% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 6,152 | $292K | 0.1% | 2026-Q1 |
| First Affirmative Financial Network | 6,036 | $291K | 0.1% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 5,657 | $269K | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. new | 5,500 | $260K | 0.1% | 2026-Q1 |
| Values Added Financial LLC trimmed | 5,329 | $253K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 4,882 | $232K | 0.1% | 2026-Q1 |
| Morton Brown Family Wealth, LLC added | 4,877 | $232K | 0.1% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 4,811 | $228K | 0.1% | 2026-Q1 |
| Rossby Financial, LCC added | 4,691 | $222K | 0.1% | 2026-Q1 |
| Continuum Advisory, LLC added | 4,479 | $213K | 0.1% | 2026-Q1 |
| Atria Wealth Solutions, Inc. added | 19,507 | $924K | 0.3% | 2025-Q1 stale |
| Northwest & Ethical Investments L.P. added | 18,456 | $874K | 0.3% | 2025-Q1 stale |
| Blue Barn Wealth, LLC trimmed | 16,633 | $801K | 0.2% | 2025-Q3 stale |
| Better Money Decisions, LLC added | 16,112 | $768K | 0.2% | 2025-Q2 stale |
| PrairieView Partners, LLC added | 14,915 | $710K | 0.2% | 2025-Q2 stale |
| Arax Advisory Partners new | 14,272 | $680K | 0.2% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 13,605 | $644K | 0.2% | 2025-Q1 stale |
| Archer Investment Management, LLC added | 11,382 | $546K | 0.2% | 2025-Q4 stale |
| Carr Financial Group Corp added | 10,471 | $496K | 0.1% | 2025-Q1 stale |
| Sonoma Allocations LLC new | 8,176 | $395K | 0.1% | 2025-Q3 stale |
| JFG Wealth Management, LLC | 7,304 | $346K | 0.1% | 2025-Q1 stale |
| Lido Advisors, LLC | 7,064 | $340K | 0.1% | 2025-Q4 stale |
| Thrivent Financial for Lutherans trimmed | 6,337 | $304K | 0.1% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 6,152 | $295K | 0.1% | 2025-Q4 stale |
| FIRST NATIONAL CORP /MA/ /ADV added | 5,888 | $283K | 0.1% | 2025-Q3 stale |
| LFA - Lugano Financial Advisors SA | 5,959 | $282K | 0.1% | 2025-Q1 stale |
| Fermata Advisors, LLC trimmed | 5,947 | $282K | 0.1% | 2025-Q1 stale |
| CW Advisors, LLC added | 5,423 | $259K | 0.1% | 2025-Q2 stale |
| SYNOVUS FINANCIAL CORP new | 4,697 | $226K | 0.1% | 2025-Q3 stale |
| Cambridge Investment Research Advisors, Inc. added | 4,704 | $223K | 0.1% | 2025-Q1 stale |
| Focus Partners Wealth | 4,238 | $204K | 0.1% | 2025-Q3 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.
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.