Security record · archived quarter
BGRN
name pending profile ingest
33Tracked holders
0Δ holders
3.96MShares held
$189.72MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.6% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | 1.27M | n/a | $60.90M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 1.01M | n/a | $48.33M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 345.00K | n/a | $16.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 250.49K | n/a | $12.01M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 5 | Creative Planning | 177.98K | n/a | $8.53M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 168.61K | n/a | $8.08M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 113.41K | n/a | $5.44M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 97.76K | n/a | $4.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Assetmark, Inc | 74.99K | n/a | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 74.21K | n/a | $3.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 62.81K | n/a | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 59.97K | n/a | $2.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Bank Julius Baer & Co. Ltd, Zurich | 45.00K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 37.39K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wealthfront Advisers LLC | 30.52K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 23.62K | -45.5% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Franklin Resources Inc | 18.81K | n/a | $901,718 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 17.56K | n/a | $841,566 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 14.13K | n/a | $677,389 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Ameriprise Financial Inc | 10.52K | n/a | $504,403 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citigroup Inc | 9.62K | n/a | $460,902 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 8.16K | n/a | $391,183 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Lido Advisors, LLC | 7.06K | n/a | $339,976 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 6.70K | n/a | $321,079 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 6.64K | 0.0% | $318,341 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Stifel Financial Corp | 6.44K | n/a | $308,754 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 4.25K | n/a | $203,792 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 3.33K | n/a | $159,722 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 1.81K | n/a | $86,601 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Cwm, Llc | 1.29K | n/a | $62,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 638 | n/a | $30,560 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 256 | -93.1% | $12,279 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | Fidelity (FMR) ✦ | 134 | +7.2% | $6,408 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 130 holders, 6.90M shares, $261.14M 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: Q4 2025 ·
Methodology ·
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