BGIG

Bahl & Gaynor Inc Growth ETFETF
UnclassifiedUSCUSIP 26922B527◍ Confluence graph
Tracked 13F Holders
94
-16 QoQ
13F Value (tracked)
$483.8M
13F Moves · latest Q
31 added
5 trimmed
Recent Filings
0

Who owns BGIG?

94 tracked 13F filers

94 tracked 13F filers disclose a position in BGIG as of the latest SEC 13F filings, a combined $483.8M 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.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$151.7M
4.6M
3k×
Added · +4.6M sh
Q1 2026
2BANK OF AMERICA CORP /DE/
$111.9M
3.4M
+22%
Added · +599K sh
Q1 2026
3Rockefeller Capital Management L.P.
$28.7M
864K
+753%
Added · +762K sh
Q1 2026
4ENVESTNET ASSET MANAGEMENT INC
$24.1M
726K
11×
Added · +660K sh
Q1 2026
5RAYMOND JAMES FINANCIAL INC
$20.0M
601K
+19%
Added · +98K sh
Q1 2026
6LPL Financial LLC
$19.0M
572K
New
+572K sh
Q1 2026
7Prime Capital Investment Advisors, LLC
$18.7M
522K
−0.9%
Reduced · −5K sh
Q2 2026
8WELLS FARGO & COMPANY/MN
$16.6M
498K
+54%
Added · +174K sh
Q1 2026
9TRUIST FINANCIAL CORP
$14.5M
437K
65×
Added · +431K sh
Q1 2026
10Corient Private Wealth LLC
$6.4M
192K
New
+192K sh
Q1 2026
11Sanctuary Advisors, LLC
$6.9M
192K
−0.9%
Reduced · −2K sh
Q2 2026
12Avidian Wealth Enterprises, LLC
$4.8M
132K
−9.8%
Reduced · −14K sh
Q2 2026
13US BANCORP \DE\
$4.0M
120K
−0.1%
Reduced · −174 sh
Q1 2026
14U.S. Capital Wealth Advisors, LLC
$3.6M
109K
+2.3%
Added · +2K sh
Q1 2026
15Arax Advisory Partners
$3.9M
107K
179×
Added · +107K sh
Q2 2026
16MML INVESTORS SERVICES, LLC
$3.8M
106K
+18%
Added · +16K sh
Q2 2026
17TCFG Investment Advisors, LLC
$2.7M
76K
New
+76K sh
Q2 2026
18MGO ONE SEVEN LLC
$2.4M
66K
New
+66K sh
Q2 2026
19HighTower Advisors, LLC
$2.2M
65K
+224%
Added · +45K sh
Q1 2026
20Gryphon Financial Partners LLC
$2.2M
62K
~0%
Reduced · −30 sh
Q2 2026
21D.A. DAVIDSON & CO.
$2.2M
60K
+22%
Added · +11K sh
Q2 2026
22Steward Partners Investment Advisory, LLC
$2.0M
56K
20×
Added · +53K sh
Q2 2026
23Heritage Wealth Management, Inc.
$1.9M
54K
+1.9%
Added · +1K sh
Q2 2026
24STIFEL FINANCIAL CORP
$1.7M
51K
+146%
Added · +30K sh
Q1 2026
25Centric Wealth Management
$1.7M
50K
Held
Q2 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.

Is BGIG being bought or sold by institutions?

Last quarter, 24 funds opened a new position in BGIG and 7 added to an existing one, while 5 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).

Opened (NEW)
24
funds
Added
7
funds
Reduced
5
funds
Exited
0
funds

Funds that own BGIG also own

CompanyCo-held byCombined value
APPLE INCAAPL40 funds$6.3B
ALPHABET INC-CL AGOOGL40 funds$2.7B
JPMORGAN CHASE & COJPM40 funds$1.9B
BERKSHIRE HATHAWAY INC-CL BBRK/B40 funds$1.5B
NVIDIA CORPNVDA39 funds$7.4B
AMAZON.COM INCAMZN39 funds$3.9B
MICROSOFT CORPMSFT39 funds$3.5B
BROADCOM INCAVGO39 funds$2.7B
META PLATFORMS INC-CLASS AMETA39 funds$2.1B
JOHNSON & JOHNSONJNJ39 funds$1.3B
ABBVIE INCABBV39 funds$701.5M
ALPHABET INC-CL CGOOG38 funds$2.1B

Ranked by how many of BGIG's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

59 funds+52 since Q3 2024
03875Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $72.0M

Share classes

Class13F holdersValue held
BGIGthis pagemc94 funds$483.8M
SMIGFUND66 funds$809.1M
IDUBcommon49 funds$625.7M
JUCYmc49 funds$301.9M
TRFMETP39 funds$115.1M
DUBScommon38 funds$485.7M
JEDImc36 funds$26.6M
DSMCETF30 funds$86.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for BGIG

Browse more

Build

Ask your agent what changed in BGIG

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BGIG/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BGIG.
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 BGIG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.