Among active 13F managers last quarter, 5 opened and 11 added, while 15 reduced; the largest holder to move was Coastal Bridge Advisors, LLC (−7.8%).
75 tracked 13F filers disclose a position in BGB as of the latest SEC 13F filings, a combined $203.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Coastal Bridge Advisors, LLC | 2.3M | $25.5M | ▼−7.8% Reduced · −192K sh | Q2 2026 | |
| 2 | Morgan Stanley | 2.2M | $24.8M | ▲+0.5% Added · +11K sh | Q1 2026 | |
| 3 | Bank Of America Corp | 2.0M | $22.0M | ▲+2.2% Added · +42K sh | Q1 2026 | |
| 4 | Wells Fargo & Company | 1.9M | $20.8M | ▼−3.9% Reduced · −75K sh | Q1 2026 | |
| 5 | Raymond James Financial Inc | 1.2M | $12.9M | ▲+8.4% Added · +90K sh | Q1 2026 | |
| 6 | Atlas Wealth LLC | 940K | $10.6M | ▲New +940K sh | Q2 2026 | |
| 7 | HighTower Advisors, LLC | 911K | $10.2M | ▲+1.2% Added · +11K sh | Q1 2026 | |
| 8 | Cresset Asset Management, LLC | 723K | $8.2M | ▲+6.5% Added · +44K sh | Q2 2026 | |
| 9 | Advisors Asset Management, Inc. | 592K | $6.7M | ▼−30% Reduced · −248K sh | Q2 2026 | |
| 10 | UBS Group AG | 493K | $5.5M | ▲+0.7% Added · +3K sh | Q1 2026 | |
| 11 | Transcend Capital Advisors, LLC | 439K | $5.0M | ▼−0.4% Reduced · −2K sh | Q2 2026 | |
| 12 | Loomis Sayles & Co L P | 430K | $4.8M | ▲New +430K sh | Q1 2026 | |
| 13 | LPL Financial LLC | 376K | $4.2M | ▲+12% Added · +40K sh | Q1 2026 | |
| 14 | Pathstone Holdings, LLC | 332K | $3.7M | ▲+0.6% Added · +2K sh | Q2 2026 | |
| 15 | Logan Stone Capital, LLC | 324K | $3.7M | ▲+0.8% Added · +3K sh | Q2 2026 | |
| 16 | Guggenheim Capital LLC | 278K | $3.1M | ▼−0.1% Reduced · −358 sh | Q1 2026 | |
| 17 | Integrated Wealth Concepts LLC | 270K | $3.0M | ▼−6.3% Reduced · −18K sh | Q2 2026 | |
| 18 | Robbins Farley | 242K | $2.7M | ▲+13% Added · +28K sh | Q2 2026 | |
| 19 | Vestmark Advisory Solutions, Inc. | 235K | $2.7M | ▼−11% Reduced · −28K sh | Q2 2026 | |
| 20 | Elevation Point Wealth Partners, LLC | 234K | $2.6M | ▼−11% Reduced · −28K sh | Q2 2026 | |
| 21 | Merit Financial Group, LLC | 161K | $1.8M | ▼−5.4% Reduced · −9K sh | Q2 2026 | |
| 22 | Almitas Capital LLC | 145K | $1.6M | —Held | Q2 2026 | |
| 23 | Thomas J. Herzfeld Advisors, Inc. | 113K | $1.3M | ▲New +113K sh | Q2 2026 | |
| 24 | Royal Bank Of Canada | 102K | $1.1M | ▼−60% Reduced · −155K sh | Q1 2026 | |
| 25 | Stifel Financial Corp | 97K | $1.1M | ▼−6.0% Reduced · −6K 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, 5 funds opened a new position in BGB and 11 added to an existing one, while 15 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 34 funds | $4.9B |
| Nvidia CorpNVDA | 33 funds | $11.1B |
| Meta Platforms Inc-Class AMETA | 33 funds | $5.5B |
| Alphabet Inc-CL AGOOGL | 31 funds | $7.2B |
| Apple IncAAPL | 31 funds | $4.4B |
| Broadcom IncAVGO | 31 funds | $1.6B |
| Bank Of America CorpBAC | 31 funds | $382.6M |
| Amazon.com IncAMZN | 30 funds | $6.1B |
| JPMorgan Chase & CoJPM | 30 funds | $1.3B |
| Micron Technology IncMU | 30 funds | $1.1B |
| Caterpillar IncCAT | 30 funds | $591.6M |
| Cisco Systems IncCSCO | 30 funds | $566.9M |
Ranked by how many of BGB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BGB.
Connected entities for BGB
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.