Among active 13F managers last quarter, 2 opened and 8 added, while 5 reduced; the largest holder to move was TSP Capital Management Group, LLC (−1.7%).
43 tracked 13F filers disclose a position in BGH as of the latest SEC 13F filings, a combined $39.7M 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 | Wells Fargo & Company | 651K | $8.9M | ▼−1.6% Reduced · −11K sh | Q1 2026 | |
| 2 | TSP Capital Management Group, LLC | 402K | $5.7M | ▼−1.7% Reduced · −7K sh | Q2 2026 | |
| 3 | Guggenheim Capital LLC | 308K | $4.2M | ▼−6.7% Reduced · −22K sh | Q1 2026 | |
| 4 | Morgan Stanley | 190K | $2.6M | ▲+2.1% Added · +4K sh | Q1 2026 | |
| 5 | Shaker Financial Services, LLC | 189K | $2.7M | ▼−15% Reduced · −33K sh | Q2 2026 | |
| 6 | Raymond James Financial Inc | 168K | $2.3M | ▼−3.5% Reduced · −6K sh | Q1 2026 | |
| 7 | PFG Investments, LLC | 109K | $1.5M | ▲+2.5% Added · +3K sh | Q1 2026 | |
| 8 | NewEdge Advisors, LLC | 80K | $1.1M | ▲+20% Added · +13K sh | Q2 2026 | |
| 9 | Advisors Asset Management, Inc. | 69K | $970K | ▲+28% Added · +15K sh | Q2 2026 | |
| 10 | Secure Asset Management, LLC | 63K | $895K | ▼−26% Reduced · −23K sh | Q2 2026 | |
| 11 | Royal Bank Of Canada | 63K | $864K | ▲+12% Added · +7K sh | Q1 2026 | |
| 12 | Bank Of America Corp | 62K | $851K | ▲+6.1% Added · +4K sh | Q1 2026 | |
| 13 | Hennion & Walsh Asset Management, Inc. | 62K | $871K | ▲+282% Added · +46K sh | Q2 2026 | |
| 14 | LPL Financial LLC | 44K | $601K | ▼−7.7% Reduced · −4K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | 38K | $513K | ▲+2.4% Added · +868 sh | Q1 2026 | |
| 16 | Ameriprise Financial Inc | 38K | $512K | ▼−45% Reduced · −31K sh | Q1 2026 | |
| 17 | Corient Private Wealth LP | 34K | $470K | ▲+27% Added · +7K sh | Q1 2026 | |
| 18 | First Trust Advisors LP | 27K | $363K | ▼−2.6% Reduced · −725 sh | Q1 2026 | |
| 19 | Susquehanna International Group, LLP | 26K | $361K | ▲+29% Added · +6K sh | Q1 2026 | |
| 20 | Jefferies Financial Group Inc. | 26K | $366K | ▲+42% Added · +8K sh | Q2 2026 | |
| 21 | Baird Financial Group, Inc. | 25K | $340K | ▲+0.6% Added · +149 sh | Q1 2026 | |
| 22 | Osaic Holdings, Inc. | 21K | $285K | ▲+3.7% Added · +738 sh | Q1 2026 | |
| 23 | MML Investors Services, LLC | 17K | $233K | ▲+7.0% Added · +1K sh | Q2 2026 | |
| 24 | Caldwell Sutter Capital, Inc. | 16K | $231K | —Held | Q2 2026 | |
| 25 | Barings LLC | 16K | $217K | ▲+2.5% Added · +388 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, 2 funds opened a new position in BGH and 8 added to an existing one, while 5 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 | 15 funds | $1.3B |
| Micron Technology IncMU | 15 funds | $528.2M |
| Chevron CorpCVX | 15 funds | $308.2M |
| Netflix IncNFLX | 15 funds | $212.2M |
| Duke Energy CorpDUK | 15 funds | $116.5M |
| Nvidia CorpNVDA | 14 funds | $1.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 14 funds | $1.5B |
| Invesco QQQ Trust Series 1QQQ | 14 funds | $1.3B |
| Amazon.com IncAMZN | 14 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 14 funds | $1.0B |
| Janus Henderson Aaa Clo ETFJAAA | 14 funds | $743.8M |
| Meta Platforms Inc-Class AMETA | 14 funds | $722.9M |
Ranked by how many of BGH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BGH.
Connected entities for BGH
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/BGH/capital-change-brief"
Use Arkolith's capital_change_brief for BGH. 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 BGH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.