证券记录
BGRN
名称等待档案录入
36被追踪持有人
-2Δ持有人
4.45M持有股份
$211.38M报告持仓市值
+1新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -5.3% ·
股份流向 +7.4% ·
净新建仓位 -5.6%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新增 | $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 ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Captrust Financial Advisors | $407,314 | 0.0% |
已清仓
| Citadel Advisors | $607,257 | 曾为 0.0% |
| Mariner, LLC | $574,591 | 曾为 0.0% |
| Goldman Sachs Group | $375,975 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 130 持有人, 6.90M 股份, $261.14M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据