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Security record · archived quarter

BHG

name pending profile ingest

Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024
7Tracked holders
0Δ holders
417.45KShares held
$2.78MReported value
+0New positions
−0Exits
Stable 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.1% · net new positions 0.0% — formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2025 7 0 417.45K $2.78M — —
Q2 2025 5 0 413.42K $2.85M — —
Q1 2025 3 0 103.48K $699,608 — —
Q4 2024 3 0 102.09K $757,605 — —
Q3 2024 2 0 91.21K $476,167 — —
Q2 2024 2 — 89.84K $488,780 — —
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 196.22K -0.2% $1.31M 0.0% ▼ Trim 2 SEC ↗
2 The Vanguard Group ✦ (passive) 196.22K -0.2% $1.31M 0.0% ▼ Trim 2 SEC ↗
3 The Vanguard Group ✦ (passive) 196.22K -0.2% $1.31M 0.0% ▼ Trim 2 SEC ↗
4 BlackRock ✦ (passive) 113.63K +0.4% $757,905 0.0% ▲ Add 2 SEC ↗
5 BlackRock ✦ (passive) 113.63K +0.4% $757,905 0.0% ▲ Add 2 SEC ↗
6 BlackRock ✦ (passive) 113.63K +0.4% $757,905 0.0% ▲ Add 2 SEC ↗
7 Renaissance Technologies ✦ 56.26K +0.2% $375,274 0.0% ▲ Add 6 SEC ↗
8 Geode Capital Management ✦ (passive) 35.41K +1.3% $236,291 0.0% ▲ Add 6 SEC ↗
9 Geode Capital Management ✦ (passive) 35.41K +1.3% $236,291 0.0% ▲ Add 6 SEC ↗
10 State Street Global Advisors ✦ (passive) 12.38K 0.0% $82,581 0.0% Held 4 SEC ↗
11 Morgan Stanley ✦ 3.49K — $23,298 0.0% n/c 1 SEC ↗
12 JPMorgan Chase ✦ 48 — $320 0.0% n/c 1 SEC ↗
13 JPMorgan Chase ✦ 48 — $320 0.0% n/c 1 SEC ↗
14 JPMorgan Chase ✦ 48 — $320 0.0% n/c 1 SEC ↗
15 JPMorgan Chase ✦ 48 — $320 0.0% n/c 1 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.
Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

GSM7shared holders TTSH7shared holders VRE7shared holders NINE7shared holders HTHT7shared holders
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: Q3 2025 · Methodology · Get this via the API