Institutional Holders (2026 Q1)
77 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BGIG. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Heritage Wealth Management, Inc. | 0.87% | 53,000 | $1.8M |
| 2 | Centric Wealth Management | 0.35% | 50,163 | $1.7M |
| 3 | PUREfi Wealth, LLC | 0.24% | 10,855 | $361K |
| 4 | Flavin Financial Services, Inc. | 0.22% | 9,618 | $320K |
| 5 | Gryphon Financial Partners LLC | 0.21% | 61,577 | $2.0M |
| 6 | Prime Capital Investment Advisors, LLC | 0.20% | 527,196 | $17.5M |
| 7 | Marble Wealth, LLC | 0.18% | 31,682 | $1.1M |
| 8 | Avidian Wealth Enterprises, LLC | 0.15% | 146,831 | $4.9M |
| 9 | Kinloch Capital, LLC | 0.09% | 6,884 | $229K |
| 10 | U.S. Capital Wealth Advisors, LLC | 0.09% | 108,574 | $3.6M |
| 11 | Vertex Planning Partners, LLC | 0.08% | 12,911 | $429K |
| 12 | Uniting Wealth Partners, LLC | 0.07% | 9,367 | $312K |
| 13 | N.E.W. Advisory Services LLC | 0.06% | 25,139 | $836K |
| 14 | Rockefeller Capital Management L.P. | 0.05% | 863,602 | $28.7M |
| 15 | Sanctuary Advisors, LLC | 0.03% | 193,471 | $6.4M |
| 16 | Kestra Private Wealth Services, LLC | 0.02% | 58,738 | $2.0M |
| 17 | Indivisible Partners | 0.02% | 6,695 | $223K |
| 18 | Truist Financial Corp | 0.02% | 437,397 | $14.5M |
| 19 | Cornerstone Wealth Management, LLC | 0.02% | 9,467 | $315K |
| 20 | Daymark Wealth Partners, LLC | 0.01% | 13,495 | $449K |
| 21 | Fulton Breakefield Broenniman LLC | 0.01% | 6,344 | $211K |
| 22 | Arkadios Wealth Advisors | 0.01% | 23,672 | $787K |
| 23 | Anchor Investment Management, LLC | 0.01% | 3,789 | $126K |
| 24 | D.A. Davidson & CO. | 0.01% | 49,478 | $1.6M |
| 25 | Corient Private Wealth LLC | 0.01% | 192,343 | $6.4M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|