BGR

BlackRock Enrgy & Res TR$15.75 1.81%
UnclassifiedUSCUSIP 09250U101· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
21
+6 QoQ
13F Value (tracked)
$10.5M
Insider Net · 180d
$64K
1↑ 0↓
Recent Filings
12
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)5 adding · 3 trimming
Insider net (180d)+$64K

Price & smart-money activity

$15.75 1.81%5Y +61.5%
$7.80$10.33$12.86$15.38$17.9120212022202320242025202666357310676961178961155697105857510768669584117
Hover for who · click for detailEnd-of-day closing prices52w $12.68 – $17.39
Build

Use BGR data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns BGR

This stock page is the Follow view. The Build view lets your agent query BGR owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BGR"
Ask your agent
Use Arkolith to show who owns BGR,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

21 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Advisors Asset Management, Inc.
$3.7M
213K
−5.3%
Reduced · −12K sh
Q1 2026
2Moors & Cabot, Inc.
$1.6M
92K
+9.3%
Added · +8K sh
Q1 2026
3Private Advisor Group, LLC
$911K
53K
+6.6%
Added · +3K sh
Q1 2026
4AlphaCore Capital LLC
$863K
50K
+1.3%
Added · +629 sh
Q1 2026
5Summit Financial, LLC
$691K
40K
−26%
Reduced · −14K sh
Q1 2026
6WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$687K
42K
−32%
Reduced · −20K sh
Q1 2026
7NATIONS FINANCIAL GROUP INC, /IA/ /ADV
$483K
28K
+3.6%
Added · +961 sh
Q1 2026
8LEVEL FOUR ADVISORY SERVICES, LLC
$325K
19K
+17%
Added · +3K sh
Q1 2026
9CENTAURUS FINANCIAL, INC.
$275K
16K
Held
Q1 2026
10Allspring Global Investments Holdings, LLC
$266K
15K
−9.4%
Reduced · −2K sh
Q1 2026
11MML INVESTORS SERVICES, LLC
$223K
13K
+0.7%
Added · +88 sh
Q1 2026
12CHOREO, LLC
$194K
11K
New
+11K sh
Q1 2026
13Ancora Advisors LLC
$121K
7K
Held
Q1 2026
14BROWN BROTHERS HARRIMAN & CO
$75K
4K
Held
Q1 2026
15ASSETMARK, INC
$38K
2K
+11%
Added · +225 sh
Q1 2026
16Atlantic Union Bankshares Corp
$12K
700
Held
Q1 2026
17Geneos Wealth Management Inc.
$11K
650
Held
Q1 2026
18CWM, LLC
$3K
201
New
+201 sh
Q1 2026
19WHITTIER TRUST CO
$2K
100
New
+100 sh
Q1 2026
20Steward Partners Investment Advisory, LLC
$2K
92
Held
Q1 2026
21WHITTIER TRUST CO OF NEVADA INC
$977
59
New
+59 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.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
4
funds
Reduced
3
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$64K
1 insiders
Sells · 180d
$0
0 insiders
Net
$64K
4 P/S txns
Signal
Net Buying
open-market
DateInsiderRoleActionSharesValue
Feb 10, 2026Minar Stephen ThomasVice PresidentBuy (P)850$13K
Feb 10, 2026Minar Stephen ThomasVice PresidentBuy (P)270$4K
Feb 10, 2026Minar Stephen ThomasVice PresidentBuy (P)1K$19K
Feb 10, 2026Minar Stephen ThomasVice PresidentBuy (P)2K$28K
Jan 30, 2026Hume MarkInsiderOption exercise (M)398
Jan 30, 2026Hume MarkInsiderOption exercise (M)431
Jan 30, 2026Hume MarkInsiderOption exercise (M)336
Jan 30, 2026Hume MarkInsiderGrant (A)632$10K
Jan 30, 2026McClements KyleInsiderOption exercise (M)2K
Jan 30, 2026McClements KyleInsiderDisposed to issuer (D)2K$34K
Jan 30, 2026McClements KyleInsiderOption exercise (M)888
Jan 30, 2026McClements KyleInsiderOption exercise (M)807

Institutional ownership over time

52 funds+15 since Q2 2022
02652Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $67.9M

Funds that own BGR also own

CompanyCo-held byCombined value
APPLE INCAAPL24 funds$10.2B
NVIDIA CORPNVDA24 funds$9.5B
MICROSOFT CORPMSFT24 funds$9.4B
AMAZON.COM INCAMZN24 funds$6.8B
BROADCOM INCAVGO24 funds$4.5B
ALPHABET INC-CL CGOOG24 funds$4.4B
META PLATFORMS INC-CLASS AMETA24 funds$3.7B
JPMORGAN CHASE & COJPM24 funds$3.6B
BERKSHIRE HATHAWAY INC-CL BBRK/B24 funds$3.1B
ELI LILLY & COLLY24 funds$2.3B
WALMART INCWMT24 funds$2.2B
VISA INC-CLASS A SHARESV24 funds$2.1B

Ranked by how many of BGR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

12 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BGR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.