Security record · archived quarter
BGRN
name pending profile ingest
39Tracked holders
+5Δ holders
4.15MShares held
$196.94MReported value
+6New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +14.7% ·
share flow +4.7% ·
net new positions +12.8%
· formula
Broad accumulation: rising shares across more holders
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 | Mercer Global Advisors Inc /Adv | 1.21M | +20.3% | $57.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Empower Advisory Group, LLC | 1.10M | -13.3% | $52.27M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 418.91K | +21.4% | $19.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 256.84K | +2.5% | $12.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 5 | Creative Planning | 189.97K | +6.7% | $9.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 187.59K | +11.3% | $8.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 112.76K | -0.6% | $5.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 100.11K | +2.4% | $4.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Assetmark, Inc | 82.59K | +10.1% | $3.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 75.44K | +25.8% | $3.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | UBS Group AG | 70.94K | -4.4% | $3.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 64.28K | +2.4% | $3.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 39.38K | +5.3% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wealthfront Advisers LLC | 31.22K | +2.3% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 18.74K | +6.7% | $889,634 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Julius Baer & Co. Ltd, Zurich | 18.70K | -58.4% | $887,717 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 18.68K | +32.2% | $886,568 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Franklin Resources Inc | 16.86K | -10.4% | $800,466 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 15.68K | +49.0% | $744,357 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 15.01K | +124.0% | $707,245 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 12.79K | -45.9% | $607,257 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 12.12K | New | $575,593 | 0.0% | New | 1 | SEC ↗ |
| 23 | Mariner, LLC | 12.10K | New | $574,591 | 0.0% | New | 1 | SEC ↗ |
| 24 | Citigroup Inc | 11.85K | +23.2% | $562,396 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 7.92K | New | $375,975 | 0.0% | New | 1 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 7.56K | -7.3% | $359,059 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 6.98K | +8.4% | $331,447 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 6.64K | 0.0% | $315,259 | 0.0% | Held | 3 | SEC ↗ |
| 29 | CIBC Bancorp USA Inc. | 6.15K | n/a | $292,045 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | TD Waterhouse Canada Inc. | 5.50K | New | $259,930 | 0.0% | New | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 4.28K | +0.7% | $203,188 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 3.33K | 0.0% | $158,175 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 1.23K | -31.8% | $58,522 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Cwm, Llc | 950 | -26.2% | $45,098 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 638 | 0.0% | $30,254 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 256 | 0.0% | $12,167 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 37 | JPMorgan Chase ✦ | 214 | New | $10,108 | 0.0% | New | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 104 | -22.4% | $4,922 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 2 | New | $95 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $575,593 | 0.0% |
| Mariner, LLC | $574,591 | 0.0% |
| Goldman Sachs Group | $375,975 | 0.0% |
| TD Waterhouse Canada Inc. | $259,930 | 0.0% |
| JPMorgan Chase | $10,108 | 0.0% |
| Northwestern Mutual Wealth… | $95 | 0.0% |
Exited
| Lido Advisors, LLC | $339,976 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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