129 tracked 13F filers disclose a position in BGRN as of the latest SEC 13F filings, a combined $300.0M 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 | 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 | $55.0M | 1.2M | ▲+5.2% Added · +57K sh | Q2 2026 | |
| 3 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | $43.5M | 532K | ▲New +532K sh | Q2 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $19.9M | 419K | ▲+21% Added · +74K sh | Q1 2026 | |
| 5 | ROYAL BANK OF CANADA | $12.2M | 257K | ▲+2.5% Added · +6K sh | Q1 2026 | |
| 6 | Impact Investors, Inc | $9.6M | 202K | ▲+19% Added · +32K sh | Q2 2026 | |
| 7 | Creative Planning | $9.0M | 190K | ▲+6.7% Added · +12K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $8.9M | 188K | ▲+11% Added · +19K sh | Q1 2026 | |
| 9 | SEEDS INVESTOR LLC | $6.7M | 141K | ▲+0.6% Added · +850 sh | Q2 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $5.4M | 113K | ▼−0.6% Reduced · −650 sh | Q1 2026 | |
| 11 | ASSETMARK, INC | $4.8M | 100K | ▲+22% Added · +18K sh | Q2 2026 | |
| 12 | Bank of New York Mellon Corp | $4.8M | 100K | ▲+2.4% Added · +2K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $3.6M | 75K | ▲+26% Added · +15K sh | Q1 2026 | |
| 14 | Laurel Wealth Planning LLC | $3.4M | 72K | ▲+3.8% Added · +3K sh | Q2 2026 | |
| 15 | UBS Group AG | $3.4M | 71K | ▼−4.4% Reduced · −3K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | $3.1M | 64K | ▲+2.4% Added · +1K sh | Q1 2026 | |
| 17 | Gateway Wealth Partners, LLC | $2.5M | 52K | ▲New +52K sh | Q2 2026 | |
| 18 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $2.3M | 49K | ▲+3.7% Added · +2K sh | Q2 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 39K | ▲+5.3% Added · +2K sh | Q1 2026 | |
| 20 | Pathstone Holdings, LLC | $1.7M | 36K | —Held | Q1 2026 | |
| 21 | Johnson Financial Group, LLC | $1.6M | 33K | ▲+12% Added · +4K sh | Q2 2026 | |
| 22 | Wealthfront Advisers LLC | $1.5M | 32K | ▲+3.1% Added · +967 sh | Q2 2026 | |
| 23 | Brio Consultants, LLC | $1.3M | 27K | ▲+2.5% Added · +657 sh | Q2 2026 | |
| 24 | Invera Wealth Advisors, LLC | $1.2M | 26K | ▲+2.2% Added · +550 sh | Q2 2026 | |
| 25 | Equita Financial Network, Inc. | $1.2M | 26K | ▲+10% Added · +2K sh | 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.
Last quarter, 5 funds opened a new position in BGRN and 20 added to an existing one, while 9 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).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 54 funds | $21.1B |
| APPLE INCAAPL | 54 funds | $20.4B |
| AMAZON.COM INCAMZN | 53 funds | $16.8B |
| ALPHABET INC-CL AGOOGL | 53 funds | $14.5B |
| ALPHABET INC-CL CGOOG | 53 funds | $8.6B |
| NVIDIA CORPNVDA | 52 funds | $29.0B |
| BROADCOM INCAVGO | 52 funds | $13.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 51 funds | $3.1B |
| JPMORGAN CHASE & COJPM | 50 funds | $6.3B |
| VISA INC-CLASS A SHARESV | 50 funds | $4.0B |
| CISCO SYSTEMS INCCSCO | 48 funds | $5.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 48 funds | $2.4B |
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.
Connected entities for BGRN
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.