Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record

BGRN

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
36Tracked holders
-2Δ holders
4.45MShares held
$211.38MReported value
+1New positions
−3Exits
Stable 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -5.3% · share flow +7.4% · net new positions -5.6%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 36 -2 4.45M $211.38M +1 −3
Q1 2026 39 +5 4.15M $196.94M +6 −1
Q4 2025 33 0 3.96M $189.72M
Q3 2025 4 +2 53.82K $2.59M +2
Q2 2025 1 -1 43 $2,034 −1
Q1 2025 1 +1 5.09K $240,920 +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Mercer Global Advisors Inc /Adv 1.29M +6.1% $61.11M 0.1% ▲ Add 3 SEC ↗
2 Empower Advisory Group, LLC 1.16M +5.2% $54.99M 0.1% ▲ Add 3 SEC ↗
3 Bank Of America Corp /De/ 476.00K +13.6% $22.60M 0.0% ▲ Add 3 SEC ↗
4 Bank Of America Corp /De/ 476.00K +13.6% $22.60M 0.0% ▲ Add 3 SEC ↗
5 Bank Of America Corp /De/ 476.00K +13.6% $22.60M 0.0% ▲ Add 3 SEC ↗
6 Royal Bank Of Canada 256.93K 0.0% $12.20M 0.0% ▲ Add 3 SEC ↗
7 Royal Bank Of Canada 256.93K 0.0% $12.20M 0.0% ▲ Add 3 SEC ↗
8 Royal Bank Of Canada 256.93K 0.0% $12.20M 0.0% ▲ Add 3 SEC ↗
9 Royal Bank Of Canada 256.93K 0.0% $12.20M 0.0% ▲ Add 3 SEC ↗
10 Royal Bank Of Canada 256.93K 0.0% $12.20M 0.0% ▲ Add 3 SEC ↗
11 LPL Financial LLC 221.99K +18.3% $10.54M 0.0% ▲ Add 3 SEC ↗
12 Creative Planning 201.10K +5.8% $9.55M 0.0% ▲ Add 3 SEC ↗
13 Envestnet Asset Management Inc 119.43K +5.9% $5.67M 0.0% ▲ Add 3 SEC ↗
14 Assetmark, Inc 100.39K +21.5% $4.77M 0.0% ▲ Add 3 SEC ↗
15 Bank of New York Mellon Corp 100.32K +0.2% $4.76M 0.0% ▲ Add 3 SEC ↗
16 Bank of New York Mellon Corp 100.32K +0.2% $4.76M 0.0% ▲ Add 3 SEC ↗
17 Bank of New York Mellon Corp 100.32K +0.2% $4.76M 0.0% ▲ Add 3 SEC ↗
18 Raymond James Financial Inc 83.78K +11.1% $3.98M 0.0% ▲ Add 3 SEC ↗
19 Raymond James Financial Inc 83.78K +11.1% $3.98M 0.0% ▲ Add 3 SEC ↗
20 Raymond James Financial Inc 83.78K +11.1% $3.98M 0.0% ▲ Add 3 SEC ↗
21 UBS Group AG 71.77K +1.2% $3.41M 0.0% ▲ Add 3 SEC ↗
22 Cetera Investment Advisers 64.69K +0.6% $3.07M 0.0% ▲ Add 3 SEC ↗
23 Jane Street Group, Llc 52.01K +328.9% $2.47M 0.0% ▲ Add 2 SEC ↗
24 Commonwealth Equity Services, Llc 39.50K +0.3% $1.88M 0.0% ▲ Add 3 SEC ↗
25 Wealthfront Advisers LLC 32.19K +3.1% $1.53M 0.0% ▲ Add 3 SEC ↗
26 Osaic Holdings, Inc. 27.10K +45.1% $1.29M 0.0% ▲ Add 3 SEC ↗
27 Osaic Holdings, Inc. 27.10K +45.1% $1.29M 0.0% ▲ Add 3 SEC ↗
28 Osaic Holdings, Inc. 27.10K +45.1% $1.29M 0.0% ▲ Add 3 SEC ↗
29 Jones Financial Companies Lllp 25.76K +71.7% $1.23M 0.0% ▲ Add 3 SEC ↗
30 HighTower Advisors, LLC 19.57K +4.4% $928,905 0.0% ▲ Add 3 SEC ↗
31 Bank Julius Baer & Co. Ltd, Zurich 18.70K 0.0% $887,733 0.0% Held 3 SEC ↗
32 Franklin Resources Inc 17.04K +1.1% $809,140 0.0% ▲ Add 3 SEC ↗
33 Ameriprise Financial Inc 14.36K -8.4% $681,835 0.0% ▼ Trim 3 SEC ↗
34 Citigroup Inc 12.18K +2.8% $578,215 0.0% ▲ Add 3 SEC ↗
35 Captrust Financial Advisors 8.58K New $407,314 0.0% New 1 SEC ↗
36 Mml Investors Services, Llc 8.50K +12.3% $403,442 0.0% ▲ Add 3 SEC ↗
37 Stifel Financial Corp 7.40K +6.0% $351,202 0.0% ▲ Add 3 SEC ↗
38 AQR Capital Management 6.64K 0.0% $315,265 0.0% Held 4 SEC ↗
39 CIBC Bancorp USA Inc. 6.15K 0.0% $292,051 0.0% Held 2 SEC ↗
40 CIBC Bancorp USA Inc. 6.15K 0.0% $292,051 0.0% Held 2 SEC ↗
41 TD Waterhouse Canada Inc. 5.50K 0.0% $259,875 0.0% Held 2 SEC ↗
42 Rockefeller Capital Management L.P. 4.51K +5.4% $214,288 0.0% ▲ Add 3 SEC ↗
43 Bank Of Montreal /Can/ 3.33K 0.0% $158,178 0.0% Held 3 SEC ↗
44 National Bank Of Canada /Fi/ 765 +19.9% $36,299 0.0% ▲ Add 3 SEC ↗
45 JPMorgan Chase 448 +109.3% $21,339 0.0% ▲ Add 2 SEC ↗
46 Morgan Stanley 255 -0.4% $12,105 0.0% ▼ Trim 4 SEC ↗
47 Fidelity (FMR) 100 -3.9% $4,742 0.0% ▼ Trim 5 SEC ↗
48 Northwestern Mutual Wealth… 56 +2700.0% $2,658 0.0% ▲ Add 2 SEC ↗
49 Wells Fargo & Company/Mn 1 -99.9% $44 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Captrust Financial Advisors $407,314 0.0%

Exited

Citadel Advisors $607,257 was 0.0%
Mariner, LLC $574,591 was 0.0%
Goldman Sachs Group $375,975 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: Q2 2026 · Methodology · Get this via the API