| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $57.6M | 1.2M | ▲+20% Added · +205K sh | Q1 2026 | |
| 2 | Empower Advisory Group, LLC | $52.3M | 1.1M | ▼−13% Reduced · −169K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $19.9M | 419K | ▲+21% Added · +74K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $12.2M | 257K | ▲+2.5% Added · +6K sh | Q1 2026 | |
| 5 | Creative Planning | $9.0M | 190K | ▲+6.7% Added · +12K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $8.9M | 188K | ▲+11% Added · +19K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $5.4M | 113K | ▼−0.6% Reduced · −650 sh | Q1 2026 | |
| 8 | Bank of New York Mellon Corp | $4.8M | 100K | ▲+2.4% Added · +2K sh | Q1 2026 | |
| 9 | ASSETMARK, INC | $3.9M | 83K | ▲+10% Added · +8K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $3.6M | 75K | ▲+26% Added · +15K sh | Q1 2026 | |
| 11 | UBS Group AG | $3.4M | 71K | ▼−4.4% Reduced · −3K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $3.1M | 64K | ▲+2.4% Added · +1K sh | Q1 2026 | |
| 13 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $2.3M | 49K | ▲+3.7% Added · +2K sh | Q2 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 39K | ▲+5.3% Added · +2K sh | Q1 2026 | |
| 15 | Pathstone Holdings, LLC | $1.7M | 36K | —Held | Q1 2026 | |
| 16 | Wealthfront Advisers LLC | $1.5M | 31K | ▲+2.3% Added · +700 sh | Q1 2026 | |
| 17 | Envestnet Portfolio Solutions, Inc. | $1.2M | 25K | ▲+7.4% Added · +2K sh | Q2 2026 | |
| 18 | Modern Wealth Management, LLC | $1.0M | 22K | ▼−29% Reduced · −9K sh | Q1 2026 | |
| 19 | Northwest & Ethical Investments L.P. | $1.0M | 22K | —Held | Q1 2026 | |
| 20 | Midwest Financial Partners Investments, Inc. | $898K | 19K | ▼−0.4% Reduced · −82 sh | Q2 2026 | |
| 21 | HighTower Advisors, LLC | $890K | 19K | ▲+6.7% Added · +1K sh | Q1 2026 | |
| 22 | Bank Julius Baer & Co. Ltd, Zurich | $888K | 19K | ▼−58% Reduced · −26K sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $887K | 19K | ▲+32% Added · +5K sh | Q1 2026 | |
| 24 | Falcon Wealth Planning | $849K | 18K | ▼−11% Reduced · −2K sh | Q2 2026 | |
| 25 | Compound Planning, Inc. | $805K | 17K | ▼−3.4% Reduced · −596 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 42 funds | $19.7B |
| MICROSOFT CORPMSFT | 42 funds | $15.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 42 funds | $12.5B |
| ALPHABET INC-CL AGOOGL | 42 funds | $10.8B |
| BROADCOM INCAVGO | 42 funds | $7.2B |
| JPMORGAN CHASE & COJPM | 42 funds | $6.6B |
| ALPHABET INC-CL CGOOG | 42 funds | $6.5B |
| JOHNSON & JOHNSONJNJ | 42 funds | $4.1B |
| EXXON MOBIL CORPXOM | 42 funds | $3.5B |
| WALMART INCWMT | 42 funds | $3.5B |
| PROCTER & GAMBLE CO/THEPG | 42 funds | $2.5B |
| MERCK & CO. INC.MRK | 42 funds | $2.1B |
Ranked by how many of BGRN's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/BGRN/capital-change-brief"
Use Arkolith's capital_change_brief for BGRN. 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 BGRN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.