Among active 13F managers last quarter, 7 opened and 12 added, while 10 reduced; the largest holder to move was Guggenheim Capital LLC (−9.9%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
69 tracked 13F filers disclose a position in BGT as of the latest SEC 13F filings, a combined $78.3M 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 | Guggenheim Capital LLC | 1.4M | $14.7M | ▼−9.9% Reduced · −150K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 764K | $8.2M | ▲+0.4% Added · +3K sh | Q1 2026 | |
| 3 | Morgan Stanley | 700K | $7.5M | ▼−1.6% Reduced · −11K sh | Q1 2026 | |
| 4 | Advisors Asset Management, Inc. | 558K | $5.9M | ▲+38% Added · +152K sh | Q2 2026 | |
| 5 | UBS Group AG | 463K | $5.0M | ▲+4.4% Added · +20K sh | Q1 2026 | |
| 6 | Integrity Alliance, LLC. | 443K | $4.7M | ▲+10% Added · +42K sh | Q2 2026 | |
| 7 | Loomis Sayles & Co L P | 404K | $4.3M | ▲New +404K sh | Q1 2026 | |
| 8 | Ameriprise Financial Inc | 367K | $4.0M | ▼−1.5% Reduced · −6K sh | Q1 2026 | |
| 9 | Ethos Financial Group, LLC | 276K | $2.9M | ▼−7.0% Reduced · −21K sh | Q2 2026 | |
| 10 | Cerity Partners LLC | 226K | $2.4M | ▲+3.3% Added · +7K sh | Q1 2026 | |
| 11 | Raymond James Financial Inc | 178K | $1.9M | ▲+59% Added · +66K sh | Q1 2026 | |
| 12 | Sidoxia Capital Management, LLC | 157K | $1.7M | ▲+3.4% Added · +5K sh | Q2 2026 | |
| 13 | Icon Advisers Inc | 141K | $1.5M | ▲New +141K sh | Q2 2026 | |
| 14 | Byrne Asset Management LLC | 134K | $1.4M | ▼−14% Reduced · −22K sh | Q2 2026 | |
| 15 | MML Investors Services, LLC | 108K | $1.2M | ▲+7.4% Added · +7K sh | Q2 2026 | |
| 16 | Osaic Holdings, Inc. | 86K | $921K | ▲+24% Added · +17K sh | Q1 2026 | |
| 17 | Melfa Wealth Management, Inc. | 72K | $769K | ▼−6.4% Reduced · −5K sh | Q2 2026 | |
| 18 | WealthCare Asset Management, LLC | 66K | $701K | ▲+95% Added · +32K sh | Q2 2026 | |
| 19 | Cetera Investment Advisers | 57K | $609K | ▲+1.0% Added · +563 sh | Q1 2026 | |
| 20 | Bank Of America Corp | 56K | $604K | ▼−47% Reduced · −49K sh | Q1 2026 | |
| 21 | Quarry LP | 44K | $464K | ▼−64% Reduced · −77K sh | Q2 2026 | |
| 22 | Wells Fargo & Company | 40K | $432K | ▼−12% Reduced · −5K sh | Q1 2026 | |
| 23 | Virtus Investment Advisers, LLC | 40K | $424K | ▼−21% Reduced · −11K sh | Q2 2026 | |
| 24 | ProVise Management Group, LLC | 37K | $396K | ▼−2.2% Reduced · −839 sh | Q2 2026 | |
| 25 | Equitable Holdings, Inc. | 34K | $367K | ▲+8.8% Added · +3K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 7 funds opened a new position in BGT and 12 added to an existing one, while 10 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 | 34 funds | $5.4B |
| Nvidia CorpNVDA | 32 funds | $11.7B |
| Amazon.com IncAMZN | 32 funds | $8.0B |
| Meta Platforms Inc-Class AMETA | 31 funds | $5.7B |
| Apple IncAAPL | 31 funds | $5.0B |
| Caterpillar IncCAT | 31 funds | $900.2M |
| Oracle CorpORCL | 30 funds | $3.4B |
| Broadcom IncAVGO | 30 funds | $2.2B |
| Eli Lilly & CoLLY | 30 funds | $1.6B |
| Cisco Systems IncCSCO | 30 funds | $834.8M |
| Alphabet Inc-CL AGOOGL | 29 funds | $7.3B |
| Alphabet Inc-CL CGOOG | 29 funds | $2.7B |
Ranked by how many of BGT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BGT.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 29, 2024 | Harris Stayce D. | Director | Buy (P) | 10 | $131 |
| Jan 16, 2019 | Gabbay Henry | Director | Buy (P) | 90 | $1K |
| Jan 15, 2019 | Gabbay Henry | Director | Buy (P) | 10 | $120 |
| Jun 30, 2015 | Hart Leland | Insider | Buy (P) | 6K | $77K |
| Jun 26, 2015 | Hart Leland | Insider | Buy (P) | 7K | $91K |
| Jan 16, 2015 | Hart Leland | Insider | Buy (P) | 7K | $90K |
| Jan 14, 2015 | Hart Leland | Insider | Buy (P) | 7K | $90K |
| Jan 5, 2015 | Gabbay Henry | Insider | Sell (S) | 100 | $1K |
| Feb 8, 2010 | Merrill Lynch, Pierce, Fenner & Smith Inc. | 10% Owner | Sell (S) | 110 | $2K |
| Feb 8, 2010 | Merrill Lynch, Pierce, Fenner & Smith Inc. | 10% Owner | Buy (P) | 110 | $2K |
| Jan 15, 2010 | Gabbay Henry | Director | Buy (P) | 100 | $1K |
| Feb 15, 2008 | Harris Jerrold B | Director | Buy (P) | 100 | $1K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 24 | 19 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for BGT
This stock 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/BGT/capital-change-brief"
Use Arkolith's capital_change_brief for BGT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BGT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.