Institutional Holders (2026 Q2)
51 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BGX. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Closed-End Fund Advisors, Inc. | 1.03% | 96,941 | $1.1M |
| 2 | Logan Stone Capital, LLC | 0.77% | 335,386 | $3.6M |
| 3 | Matisse Capital | 0.74% | 170,000 | $1.8M |
| 4 | Adapt Wealth Advisors, LLC | 0.70% | 196,950 | $2.1M |
| 5 | Thomas J. Herzfeld Advisors, Inc. | 0.59% | 177,105 | $1.9M |
| 6 | Bulldog Investors, LLP | 0.44% | 185,505 | $2.0M |
| 7 | Atlas Wealth LLC | 0.30% | 196,187 | $2.1M |
| 8 | Landscape Capital Management, L.L.C. | 0.20% | 285,430 | $3.1M |
| 9 | 1607 Capital Partners, LLC | 0.09% | 98,815 | $1.1M |
| 10 | Pension & Wealth Management Advisors, INC. | 0.09% | 9,553 | $104K |
| 11 | Almitas Capital LLC | 0.07% | 25,085 | $273K |
| 12 | SeaCrest Wealth Management, LLC | 0.05% | 42,950 | $467K |
| 13 | Saba Capital Management, L.P. | 0.04% | 149,494 | $1.6M |
| 14 | Nations Financial Group Inc, /Ia/ /Adv | 0.03% | 60,800 | $662K |
| 15 | Wolverine Asset Management LLC | 0.03% | 274,462 | $3.0M |
| 16 | Noble Wealth Management PBC | 0.02% | 4,950 | $54K |
| 17 | Guggenheim Capital LLC | 0.02% | 326,265 | $3.5M |
| 18 | Pathstone Holdings, LLC | 0.02% | 638,687 | $6.9M |
| 19 | Ethos Financial Group, LLC | 0.01% | 15,507 | $169K |
| 20 | Sax Wealth Advisors, LLC | 0.01% | 18,787 | $205K |
| 21 | Capital Investment Advisors, LLC | 0.00% | 33,624 | $366K |
| 22 | Ausdal Financial Partners, Inc. | 0.00% | 11,200 | $122K |
| 23 | Hennion & Walsh Asset Management, Inc. | 0.00% | 14,658 | $159K |
| 24 | World Investment Advisors | 0.00% | 15,966 | $174K |
| 25 | Choreo, LLC | 0.00% | 24,078 | $262K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|