Security record · archived quarter
BGH
name pending profile ingest
21Tracked holders
0Δ holders
1.78MShares held
$24.37MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.1% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 651.22K | -1.6% | $8.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Invesco Ltd. | 336.56K | -5.2% | $4.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 189.54K | +2.1% | $2.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 168.29K | -3.5% | $2.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 63.26K | +11.5% | $864,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 62.30K | +6.1% | $850,991 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 43.98K | -7.7% | $600,834 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 37.59K | +2.4% | $513,475 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 37.50K | -44.9% | $512,250 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Corient Private Wealth LP | 34.44K | -36.4% | $470,383 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | First Trust Advisors Lp | 26.58K | -2.7% | $363,066 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 26.39K | +29.2% | $360,528 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 24.92K | +0.6% | $340,353 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Lido Advisors, LLC | 20.73K | 0.0% | $285,735 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 20.86K | +3.7% | $285,068 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 15.44K | -6.0% | $210,843 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Fifth Third Bancorp | 12.00K | New | $163,920 | 0.0% | New | 1 | SEC ↗ |
| 18 | UBS Group AG | 6.08K | -60.9% | $83,066 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Rockefeller Capital Management L.P. | 3.93K | -67.1% | $53,684 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 1.84K | -45.0% | $25,093 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cwm, Llc | 560 | 0.0% | $7,650 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $163,920 | 0.0% |
Exited
| Jones Financial Companies Lllp | $12,759 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 50 holders, 3.31M shares, $41.17M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
Get this via the API