64 tracked 13F filers disclose a position in BGB as of the latest SEC 13F filings, a combined $172.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $24.8M | 2.2M | ▲+0.5% Added · +11K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $22.0M | 2.0M | ▲+2.2% Added · +42K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $20.8M | 1.9M | ▼−3.9% Reduced · −75K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $12.9M | 1.2M | ▲+8.4% Added · +90K sh | Q1 2026 | |
| 5 | Atlas Wealth LLC | $10.6M | 940K | ▲New +940K sh | Q2 2026 | |
| 6 | HighTower Advisors, LLC | $10.2M | 911K | ▲+1.2% Added · +11K sh | Q1 2026 | |
| 7 | Advisors Asset Management, Inc. | $9.4M | 840K | ▼−7.8% Reduced · −72K sh | Q1 2026 | |
| 8 | Cresset Asset Management, LLC | $7.6M | 678K | ▲+6.4% Added · +41K sh | Q1 2026 | |
| 9 | UBS Group AG | $5.5M | 493K | ▲+0.7% Added · +3K sh | Q1 2026 | |
| 10 | LOOMIS SAYLES & CO L P | $4.8M | 430K | ▲New +430K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $4.2M | 376K | ▲+12% Added · +40K sh | Q1 2026 | |
| 12 | Pathstone Holdings, LLC | $3.7M | 330K | ▲+0.6% Added · +2K sh | Q1 2026 | |
| 13 | Logan Stone Capital, LLC | $3.6M | 321K | ▲+59% Added · +119K sh | Q1 2026 | |
| 14 | Integrated Wealth Concepts LLC | $3.2M | 288K | ▼−13% Reduced · −44K sh | Q1 2026 | |
| 15 | GUGGENHEIM CAPITAL LLC | $3.1M | 278K | ▼−0.1% Reduced · −358 sh | Q1 2026 | |
| 16 | Vestmark Advisory Solutions, Inc. | $2.9M | 263K | ▲+3.8% Added · +10K sh | Q1 2026 | |
| 17 | ELEVATION POINT WEALTH PARTNERS, LLC | $2.9M | 263K | ▲+3.6% Added · +9K sh | Q1 2026 | |
| 18 | Robbins Farley | $2.7M | 242K | ▲+13% Added · +28K sh | Q2 2026 | |
| 19 | Merit Financial Group, LLC | $1.8M | 161K | ▼−5.4% Reduced · −9K sh | Q2 2026 | |
| 20 | Almitas Capital LLC | $1.6M | 145K | ▲New +145K sh | Q1 2026 | |
| 21 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $1.3M | 119K | ▼−38% Reduced · −73K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $1.1M | 102K | ▼−60% Reduced · −155K sh | Q1 2026 | |
| 23 | STIFEL FINANCIAL CORP | $1.1M | 97K | ▼−6.0% Reduced · −6K sh | Q1 2026 | |
| 24 | Tranquility Partners, LLC | $964K | 85K | ▼−17% Reduced · −18K sh | Q2 2026 | |
| 25 | CARY STREET PARTNERS FINANCIAL LLC | $880K | 79K | ▼−11% Reduced · −10K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in BGB and 10 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 32 funds | $10.8B |
| ALPHABET INC-CL AGOOGL | 32 funds | $7.7B |
| BROADCOM INCAVGO | 32 funds | $5.5B |
| JOHNSON & JOHNSONJNJ | 32 funds | $3.0B |
| TESLA INCTSLA | 32 funds | $2.8B |
| CHEVRON CORPCVX | 32 funds | $2.3B |
| PNC FINANCIAL SERVICES GROUPPNC | 32 funds | $664.3M |
| MEDTRONIC PLCMDT | 32 funds | $612.0M |
| CVS HEALTH CORPCVS | 32 funds | $583.0M |
| CAPITAL ONE FINANCIAL CORPCOF | 32 funds | $535.7M |
| UNITED PARCEL SERVICE-CL BUPS | 32 funds | $534.7M |
| COMCAST CORP-CLASS ACMCSA | 32 funds | $533.8M |
Ranked by how many of BGB's institutional holders also hold each name, a cross-fund conviction signal.
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BGB/capital-change-brief"
Use Arkolith's capital_change_brief for BGB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BGB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.