36 tracked 13F filers disclose a position in BGX as of the latest SEC 13F filings, a combined $38.2M 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 | Pathstone Holdings, LLC | $7.7M | 707K | ▲+80% Added · +315K sh | Q1 2026 | |
| 2 | GUGGENHEIM CAPITAL LLC | $5.5M | 502K | ▼−28% Reduced · −196K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $4.3M | 391K | ▼−34% Reduced · −198K sh | Q1 2026 | |
| 4 | Logan Stone Capital, LLC | $3.8M | 352K | ▲+309% Added · +266K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $2.3M | 215K | ▲+49% Added · +71K sh | Q1 2026 | |
| 6 | Atlas Wealth LLC | $2.1M | 196K | ▲New +196K sh | Q2 2026 | |
| 7 | 1607 Capital Partners, LLC | $2.1M | 196K | ▲New +196K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 157K | ▼−47% Reduced · −138K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $1.6M | 149K | ▲+27% Added · +32K sh | Q1 2026 | |
| 10 | UBS Group AG | $1.1M | 101K | ▼−5.9% Reduced · −6K sh | Q1 2026 | |
| 11 | Closed-End Fund Advisors, Inc. | $1.1M | 97K | ▲+28% Added · +21K sh | Q2 2026 | |
| 12 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $662K | 61K | —Held | Q2 2026 | |
| 13 | SeaCrest Wealth Management, LLC | $467K | 43K | ▼−28% Reduced · −16K sh | Q2 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $440K | 40K | ▲+23% Added · +7K sh | Q1 2026 | |
| 15 | Advisors Asset Management, Inc. | $298K | 27K | ▼−83% Reduced · −129K sh | Q1 2026 | |
| 16 | Almitas Capital LLC | $273K | 25K | ▲New +25K sh | Q1 2026 | |
| 17 | Quarry LP | $271K | 25K | ▲New +25K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $257K | 24K | ▼−41% Reduced · −16K sh | Q1 2026 | |
| 19 | Rockefeller Capital Management L.P. | $236K | 22K | ▲4k× Added · +22K sh | Q1 2026 | |
| 20 | SAX WEALTH ADVISORS, LLC | $205K | 19K | ▼−1.2% Reduced · −232 sh | Q2 2026 | |
| 21 | ROYAL BANK OF CANADA | $184K | 17K | ▼−76% Reduced · −54K sh | Q1 2026 | |
| 22 | OPPENHEIMER & CO INC | $183K | 17K | ▲+6.3% Added · +1K sh | Q1 2026 | |
| 23 | Kestra Advisory Services, LLC | $182K | 17K | ▼−49% Reduced · −16K sh | Q2 2026 | |
| 24 | CHOREO, LLC | $173K | 16K | ▼−48% Reduced · −15K sh | Q1 2026 | |
| 25 | Papamarkou Wellner Asset Management inc. | $172K | 16K | —Held | 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.
Last quarter, 5 funds opened a new position in BGX and 4 added to an existing one, while 4 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 |
|---|---|---|
| NVIDIA CORPNVDA | 15 funds | $7.6B |
| APPLE INCAAPL | 15 funds | $7.2B |
| MICROSOFT CORPMSFT | 15 funds | $5.5B |
| AMAZON.COM INCAMZN | 15 funds | $4.9B |
| ALPHABET INC-CL AGOOGL | 15 funds | $3.7B |
| BROADCOM INCAVGO | 15 funds | $3.1B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $2.7B |
| JPMORGAN CHASE & COJPM | 15 funds | $2.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 15 funds | $2.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 15 funds | $2.0B |
| MICRON TECHNOLOGY INCMU | 15 funds | $1.9B |
| TESLA INCTSLA | 15 funds | $1.6B |
Ranked by how many of BGX's institutional holders also hold each name, a cross-fund conviction signal.
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.