Among active 13F managers last quarter, 4 opened and 6 added, while 5 reduced; the largest holder to move was Guggenheim Capital LLC (−28%).
41 tracked 13F filers disclose a position in BGX as of the latest SEC 13F filings, a combined $47.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Pathstone Holdings, LLC | 639K | $6.9M | ▼−9.7% Reduced · −68K sh | Q2 2026 | |
| 2 | Guggenheim Capital LLC | 502K | $5.5M | ▼−28% Reduced · −196K sh | Q1 2026 | |
| 3 | Morgan Stanley | 391K | $4.3M | ▼−34% Reduced · −198K sh | Q1 2026 | |
| 4 | Logan Stone Capital, LLC | 335K | $3.6M | ▼−4.7% Reduced · −17K sh | Q2 2026 | |
| 5 | Landscape Capital Management, L.L.C. | 285K | $3.1M | ▲+103% Added · +145K sh | Q2 2026 | |
| 6 | Bank Of America Corp | 215K | $2.3M | ▲+49% Added · +71K sh | Q1 2026 | |
| 7 | Adapt Wealth Advisors, LLC | 197K | $2.1M | ▲+3.0% Added · +6K sh | Q2 2026 | |
| 8 | Atlas Wealth LLC | 196K | $2.1M | ▲New +196K sh | Q2 2026 | |
| 9 | Bulldog Investors, LLP | 186K | $2.0M | ▲New +186K sh | Q2 2026 | |
| 10 | Thomas J. Herzfeld Advisors, Inc. | 177K | $1.9M | ▲+50% Added · +59K sh | Q2 2026 | |
| 11 | Matisse Capital | 170K | $1.8M | —Held | Q2 2026 | |
| 12 | Envestnet Asset Management Inc | 157K | $1.7M | ▼−47% Reduced · −138K sh | Q1 2026 | |
| 13 | Wells Fargo & Company | 149K | $1.6M | ▲+27% Added · +32K sh | Q1 2026 | |
| 14 | UBS Group AG | 101K | $1.1M | ▼−5.9% Reduced · −6K sh | Q1 2026 | |
| 15 | 1607 Capital Partners, LLC | 99K | $1.1M | ▼−50% Reduced · −97K sh | Q2 2026 | |
| 16 | Closed-End Fund Advisors, Inc. | 97K | $1.1M | ▲+28% Added · +21K sh | Q2 2026 | |
| 17 | Nations Financial Group Inc, /Ia | 61K | $662K | —Held | Q2 2026 | |
| 18 | SeaCrest Wealth Management, LLC | 43K | $467K | ▼−28% Reduced · −16K sh | Q2 2026 | |
| 19 | Raymond James Financial Inc | 40K | $440K | ▲+23% Added · +7K sh | Q1 2026 | |
| 20 | Calamos Advisors LLC | 31K | $332K | ▲New +31K sh | Q2 2026 | |
| 21 | Almitas Capital LLC | 25K | $273K | —Held | Q2 2026 | |
| 22 | Choreo, LLC | 24K | $262K | ▲+52% Added · +8K sh | Q2 2026 | |
| 23 | Cetera Investment Advisers | 24K | $257K | ▼−41% Reduced · −16K sh | Q1 2026 | |
| 24 | Rockefeller Capital Management L.P. | 22K | $236K | ▲4k× Added · +22K sh | Q1 2026 | |
| 25 | Sax Wealth Advisors, LLC | 19K | $205K | ▼−1.2% Reduced · −232 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, 4 funds opened a new position in BGX and 6 added to an existing one, while 5 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 | 13 funds | $1.8B |
| Meta Platforms Inc-Class AMETA | 13 funds | $847.0M |
| Eli Lilly & CoLLY | 13 funds | $635.0M |
| Cisco Systems IncCSCO | 13 funds | $390.5M |
| Bank Of New York Mellon CorpBNY | 13 funds | $59.3M |
| Nuveen Floating Rate IncomeJFR | 13 funds | $45.5M |
| Nuveen S&P 500 Dynam OverwrXSSPX | 13 funds | $44.3M |
| Nvidia CorpNVDA | 12 funds | $2.9B |
| Amazon.com IncAMZN | 12 funds | $1.5B |
| Alphabet Inc-CL AGOOGL | 12 funds | $1.4B |
| Tesla IncTSLA | 12 funds | $672.1M |
| SS SPDR S&P 500 ETF Trust-USSPY | 12 funds | $603.1M |
Ranked by how many of BGX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BGX.
Connected entities for BGX
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/BGX/capital-change-brief"
Use Arkolith's capital_change_brief for BGX. 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 BGX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.