BGIG

—

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$36.44

+0.11 (+0.30%)

USD · as of 2026-07-30 · marketstack

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Institutional ownership· 13F filers holding BGIG · 2026-Q1 methodology → sources →

78 holders

FUNDETF SER SOLUTIONSA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

14,050,079

Reporting holders

% of shares outstanding is not shown for BGIG: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.

Active share of register100.0%77 active filers

Index / screened out0.0%1 filers

Reporting holders782026-Q1

Top-10 concentration87.9%

HHI0.1771

Effective holders5.6

Crowding percentile—

Crowding percentile withheld — no market cap for BGIG in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 78 of 78 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	4,561,0434.6M	$152M	—	ADD 319749%
2	BANK OF AMERICA CORP /DE/	3,363,5263.4M	$112M	—	ADD 22%
3	Rockefeller Capital Management L.P.	863,602863,602	$29M	—	ADD 753%
4	ENVESTNET ASSET MANAGEMENT INC	725,564725,564	$24M	—	ADD 999%
5	RAYMOND JAMES FINANCIAL INC	601,352601,352	$20M	—	ADD 19%
6	LPL Financial LLC	571,771571,771	$19M	—	NEW
7	Prime Capital Investment Advisors, LLC	527,196527,196	$18M	—	ADD 4%
8	WELLS FARGO & COMPANY/MN	498,312498,312	$17M	—	ADD 54%
9	TRUIST FINANCIAL CORP	437,397437,397	$15M	—	ADD 6389%
10	Sanctuary Advisors, LLC	193,471193,471	$6M	—	ADD 1675%
11	Corient Private Wealth LLC	192,343192,343	$6M	—	NEW
12	Avidian Wealth Enterprises, LLC	146,831146,831	$5M	—	—
13	US BANCORP \DE\	120,043120,043	$4M	—	—
14	U.S. Capital Wealth Advisors, LLC	108,574108,574	$4M	—	ADD 2%
15	MML INVESTORS SERVICES, LLC	90,18490,184	$3M	—	ADD 71%
16	Cambridge Investment Research Advisors, Inc.	83,50883,508	$3M	—	ADD 1135%
17	HighTower Advisors, LLC	65,31565,315	$2M	—	ADD 224%
18	Gryphon Financial Partners LLC	61,57761,577	$2M	—	NEW
19	KESTRA PRIVATE WEALTH SERVICES, LLC	58,73858,738	$2M	—	NEW
20	Heritage Wealth Management, Inc.	53,00053,000	$2M	—	—
21	Centric Wealth Management	50,16350,163	$2M	—	ADD 161%
22	STIFEL FINANCIAL CORP	50,84250,842	$2M	—	ADD 146%
23	D.A. DAVIDSON & CO.	49,47849,478	$2M	—	NEW
24	COMMONWEALTH EQUITY SERVICES, LLC	42,31542,315	$1M	—	NEW
25	FIFTH THIRD BANCORP	41,43241,432	$1M	—	NEW
26	CAPTRUST FINANCIAL ADVISORS	39,54539,545	$1M	—	NEW
27	Marble Wealth, LLC	31,68231,682	$1M	—	NEW
28	SUSQUEHANNA INTERNATIONAL GROUP, LLP	28,21028,210	$938,265	—	ADD 271%
29	Janney Montgomery Scott LLC	28,04528,045	$933,000	—	NEW
30	Private Advisor Group, LLC	25,90625,906	$861,634	—	NEW
31	N.E.W. Advisory Services LLC	25,13925,139	$836,123	—	NEW
32	Haverford Trust Co	24,07324,073	$800,668	—	NEW
33	Arkadios Wealth Advisors	23,67223,672	$787,331	—	NEW
34	Stratos Wealth Partners, LTD.	16,67516,675	$554,631	—	NEW
35	&PARTNERS	16,55816,558	$550,719	—	NEW
36	DAYMARK WEALTH PARTNERS, LLC	13,49513,495	$448,844	—	NEW
37	Vertex Planning Partners, LLC	12,91112,911	$429,427	—	NEW
38	PUREfi Wealth, LLC	10,85510,855	$361,037	—	NEW
39	GOLDMAN SACHS GROUP INC	10,66610,666	$354,751	—	NEW
40	ROYAL BANK OF CANADA	10,01310,013	$333,000	—	TRIM -56%
41	HB Wealth Management, LLC	9,8739,873	$328,376	—	NEW
42	NewEdge Wealth, LLC	9,7559,755	$324,450	—	NEW
43	Flavin Financial Services, Inc.	9,6189,618	$319,895	—	NEW
44	Cornerstone Wealth Management, LLC	9,4679,467	$314,872	—	NEW
45	Uniting Wealth Partners, LLC	9,3679,367	$311,532	—	NEW
46	FMR LLC	8,7128,712	$289,761	—	NEW
47	Baird Financial Group, Inc.	7,9607,960	$264,750	—	NEW
48	CWM, LLC	7,2987,298	$242,731	—	NEW
49	CITADEL ADVISORS LLC	7,2227,222	$240,204	—	NEW
50	Dakota Wealth Management	6,9726,972	$231,889	—	NEW
51	Kinloch Capital, LLC	6,8846,884	$228,962	—	NEW
52	OSAIC HOLDINGS, INC.	6,7896,789	$225,801	—	NEW
53	Indivisible Partners	6,6956,695	$222,676	—	NEW
54	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	6,6006,600	$219,516	—	NEW
55	Vestmark Advisory Solutions, Inc.	6,5316,531	$217,250	—	NEW
56	ELEVATION POINT WEALTH PARTNERS, LLC	6,5326,532	$217,250	—	NEW
57	FULTON BREAKEFIELD BROENNIMAN LLC	6,3446,344	$211,001	—	NEW
58	Creative Planning	6,2186,218	$206,811	—	NEW
59	Allworth Financial LP	5,7825,782	$192,310	—	NEW
60	Anchor Investment Management, LLC	3,7893,789	$126,022	—	NEW
61	Steward Partners Investment Advisory, LLC	2,8392,839	$94,425	—	NEW
62	JPMORGAN CHASE & CO	2,5542,554	$83,567	—	NEW
63	SIGNATUREFD, LLC	2,4712,471	$82,185	—	NEW
64	ASSETMARK, INC	2,4462,446	$81,354	—	NEW
65	AdvisorNet Financial, Inc	2,4002,400	$79,824	—	NEW
66	IFP Advisors, Inc	1,3801,380	$45,899	—	ADD 2126%
67	AlphaCore Capital LLC	1,2851,285	$42,739	—	NEW
68	Advisory Services Network, LLC	1,0821,082	$35,987	—	NEW
69	First Command Advisory Services, Inc.	836836	$27,789	—	NEW
70	Farther Finance Advisors, LLC	751751	$24,971	—	NEW
71	Aptus Capital Advisors, LLC	644644	$21,419	—	NEW
72	Arax Advisory Partners	601601	$19,989	—	NEW
73	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	414414	$13,770	—	ADD 41300%
74	PRIVATE TRUST CO NA	358358	$11,907	—	NEW
75	HARBOUR INVESTMENTS, INC.	258258	$8,581	—	NEW
76	BARTLETT & CO. WEALTH MANAGEMENT LLC	182182	$6,323	—	NEW
77	NewEdge Advisors, LLC	6,0526,052	$6,052	—	NEW
78	DecisionPoint Financial, LLC	9696	$3,193	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 73 bought / 8 sold · net +9,136,582 shares · 72.0d of ADV

Bought73 filers

Shares: 9,200,838
Value: $306M
Opened: 55 · 1,470,043 sh
Days of ADV: 72.5d

Sold8 filers

Shares: 64,256
Value: $2M
Closed: 5 · 49,472 sh
Days of ADV: 0.5d

Net (all filers) +9,136,582 sh · $304M · 185.9% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

—

4.6M

$152M

BANK OF AMERICA CORP /DE/

—

587K

1.6M

2.8M

3.4M

$112M

Rockefeller Capital Management L.P.

—

17K

217K

93K

101K

864K

$29M

ENVESTNET ASSET MANAGEMENT INC

16K

31K

82K

85K

66K

726K

$24M

RAYMOND JAMES FINANCIAL INC

223K

225K

351K

494K

504K

601K

$20M

LPL Financial LLC

—

572K

$19M

Prime Capital Investment Advisors, LLC

93K

77K

89K

507K

527K

$18M

WELLS FARGO & COMPANY/MN

—

76K

153K

325K

498K

$17M

TRUIST FINANCIAL CORP

—

437K

$15M

Sanctuary Advisors, LLC

—

15K

11K

193K

$6M

Corient Private Wealth LLC

—

192K

$6M

Avidian Wealth Enterprises, LLC

15K

97K

72K

146K

149K

147K

$5M

US BANCORP \DE\

121K

120K

$4M

U.S. Capital Wealth Advisors, LLC

—

106K

109K

$4M

MML INVESTORS SERVICES, LLC

—

49K

53K

90K

$3M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	78	14,050,079	—	$467M
2025-Q4	28	4,913,497	—	$159M
2025-Q3	21	3,006,350	—	$97M
2025-Q2	18	1,780,728	—	$54M
2025-Q1	13	685,040	—	$20M
2024-Q4	9	542,335	—	$16M
2024-Q3	7	278,849	—	$8M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

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13F

Institutional ownership· 13F filers holding BGIG · 2026-Q1 methodology → sources →

78 holders

% of shares outstanding held

—

Shares held (13F)

14,050,079

Reporting holders

Active share of register100.0%77 active filers

Index / screened out0.0%1 filers

Reporting holders782026-Q1

Top-10 concentration87.9%

HHI0.1771

Effective holders5.6

Crowding percentile—

Crowding percentile withheld — no market cap for BGIG in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 78 of 78 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	4,561,0434.6M	$152M	—	ADD 319749%
2	BANK OF AMERICA CORP /DE/	3,363,5263.4M	$112M	—	ADD 22%
3	Rockefeller Capital Management L.P.	863,602863,602	$29M	—	ADD 753%
4	ENVESTNET ASSET MANAGEMENT INC	725,564725,564	$24M	—	ADD 999%
5	RAYMOND JAMES FINANCIAL INC	601,352601,352	$20M	—	ADD 19%
6	LPL Financial LLC	571,771571,771	$19M	—	NEW
7	Prime Capital Investment Advisors, LLC	527,196527,196	$18M	—	ADD 4%
8	WELLS FARGO & COMPANY/MN	498,312498,312	$17M	—	ADD 54%
9	TRUIST FINANCIAL CORP	437,397437,397	$15M	—	ADD 6389%
10	Sanctuary Advisors, LLC	193,471193,471	$6M	—	ADD 1675%
11	Corient Private Wealth LLC	192,343192,343	$6M	—	NEW
12	Avidian Wealth Enterprises, LLC	146,831146,831	$5M	—	—
13	US BANCORP \DE\	120,043120,043	$4M	—	—
14	U.S. Capital Wealth Advisors, LLC	108,574108,574	$4M	—	ADD 2%
15	MML INVESTORS SERVICES, LLC	90,18490,184	$3M	—	ADD 71%
16	Cambridge Investment Research Advisors, Inc.	83,50883,508	$3M	—	ADD 1135%
17	HighTower Advisors, LLC	65,31565,315	$2M	—	ADD 224%
18	Gryphon Financial Partners LLC	61,57761,577	$2M	—	NEW
19	KESTRA PRIVATE WEALTH SERVICES, LLC	58,73858,738	$2M	—	NEW
20	Heritage Wealth Management, Inc.	53,00053,000	$2M	—	—
21	Centric Wealth Management	50,16350,163	$2M	—	ADD 161%
22	STIFEL FINANCIAL CORP	50,84250,842	$2M	—	ADD 146%
23	D.A. DAVIDSON & CO.	49,47849,478	$2M	—	NEW
24	COMMONWEALTH EQUITY SERVICES, LLC	42,31542,315	$1M	—	NEW
25	FIFTH THIRD BANCORP	41,43241,432	$1M	—	NEW
26	CAPTRUST FINANCIAL ADVISORS	39,54539,545	$1M	—	NEW
27	Marble Wealth, LLC	31,68231,682	$1M	—	NEW
28	SUSQUEHANNA INTERNATIONAL GROUP, LLP	28,21028,210	$938,265	—	ADD 271%
29	Janney Montgomery Scott LLC	28,04528,045	$933,000	—	NEW
30	Private Advisor Group, LLC	25,90625,906	$861,634	—	NEW
31	N.E.W. Advisory Services LLC	25,13925,139	$836,123	—	NEW
32	Haverford Trust Co	24,07324,073	$800,668	—	NEW
33	Arkadios Wealth Advisors	23,67223,672	$787,331	—	NEW
34	Stratos Wealth Partners, LTD.	16,67516,675	$554,631	—	NEW
35	&PARTNERS	16,55816,558	$550,719	—	NEW
36	DAYMARK WEALTH PARTNERS, LLC	13,49513,495	$448,844	—	NEW
37	Vertex Planning Partners, LLC	12,91112,911	$429,427	—	NEW
38	PUREfi Wealth, LLC	10,85510,855	$361,037	—	NEW
39	GOLDMAN SACHS GROUP INC	10,66610,666	$354,751	—	NEW
40	ROYAL BANK OF CANADA	10,01310,013	$333,000	—	TRIM -56%
41	HB Wealth Management, LLC	9,8739,873	$328,376	—	NEW
42	NewEdge Wealth, LLC	9,7559,755	$324,450	—	NEW
43	Flavin Financial Services, Inc.	9,6189,618	$319,895	—	NEW
44	Cornerstone Wealth Management, LLC	9,4679,467	$314,872	—	NEW
45	Uniting Wealth Partners, LLC	9,3679,367	$311,532	—	NEW
46	FMR LLC	8,7128,712	$289,761	—	NEW
47	Baird Financial Group, Inc.	7,9607,960	$264,750	—	NEW
48	CWM, LLC	7,2987,298	$242,731	—	NEW
49	CITADEL ADVISORS LLC	7,2227,222	$240,204	—	NEW
50	Dakota Wealth Management	6,9726,972	$231,889	—	NEW
51	Kinloch Capital, LLC	6,8846,884	$228,962	—	NEW
52	OSAIC HOLDINGS, INC.	6,7896,789	$225,801	—	NEW
53	Indivisible Partners	6,6956,695	$222,676	—	NEW
54	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	6,6006,600	$219,516	—	NEW
55	Vestmark Advisory Solutions, Inc.	6,5316,531	$217,250	—	NEW
56	ELEVATION POINT WEALTH PARTNERS, LLC	6,5326,532	$217,250	—	NEW
57	FULTON BREAKEFIELD BROENNIMAN LLC	6,3446,344	$211,001	—	NEW
58	Creative Planning	6,2186,218	$206,811	—	NEW
59	Allworth Financial LP	5,7825,782	$192,310	—	NEW
60	Anchor Investment Management, LLC	3,7893,789	$126,022	—	NEW
61	Steward Partners Investment Advisory, LLC	2,8392,839	$94,425	—	NEW
62	JPMORGAN CHASE & CO	2,5542,554	$83,567	—	NEW
63	SIGNATUREFD, LLC	2,4712,471	$82,185	—	NEW
64	ASSETMARK, INC	2,4462,446	$81,354	—	NEW
65	AdvisorNet Financial, Inc	2,4002,400	$79,824	—	NEW
66	IFP Advisors, Inc	1,3801,380	$45,899	—	ADD 2126%
67	AlphaCore Capital LLC	1,2851,285	$42,739	—	NEW
68	Advisory Services Network, LLC	1,0821,082	$35,987	—	NEW
69	First Command Advisory Services, Inc.	836836	$27,789	—	NEW
70	Farther Finance Advisors, LLC	751751	$24,971	—	NEW
71	Aptus Capital Advisors, LLC	644644	$21,419	—	NEW
72	Arax Advisory Partners	601601	$19,989	—	NEW
73	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	414414	$13,770	—	ADD 41300%
74	PRIVATE TRUST CO NA	358358	$11,907	—	NEW
75	HARBOUR INVESTMENTS, INC.	258258	$8,581	—	NEW
76	BARTLETT & CO. WEALTH MANAGEMENT LLC	182182	$6,323	—	NEW
77	NewEdge Advisors, LLC	6,0526,052	$6,052	—	NEW
78	DecisionPoint Financial, LLC	9696	$3,193	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 73 bought / 8 sold · net +9,136,582 shares · 72.0d of ADV

Bought73 filers

Shares: 9,200,838
Value: $306M
Opened: 55 · 1,470,043 sh
Days of ADV: 72.5d

Sold8 filers

Shares: 64,256
Value: $2M
Closed: 5 · 49,472 sh
Days of ADV: 0.5d

Net (all filers) +9,136,582 sh · $304M · 185.9% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

—

4.6M

$152M

BANK OF AMERICA CORP /DE/

—

587K

1.6M

2.8M

3.4M

$112M

Rockefeller Capital Management L.P.

—

17K

217K

93K

101K

864K

$29M

ENVESTNET ASSET MANAGEMENT INC

16K

31K

82K

85K

66K

726K

$24M

RAYMOND JAMES FINANCIAL INC

223K

225K

351K

494K

504K

601K

$20M

LPL Financial LLC

—

572K

$19M

Prime Capital Investment Advisors, LLC

93K

77K

89K

507K

527K

$18M

WELLS FARGO & COMPANY/MN

—

76K

153K

325K

498K

$17M

TRUIST FINANCIAL CORP

—

437K

$15M

Sanctuary Advisors, LLC

—

15K

11K

193K

$6M

Corient Private Wealth LLC

—

192K

$6M

Avidian Wealth Enterprises, LLC

15K

97K

72K

146K

149K

147K

$5M

US BANCORP \DE\

121K

120K

$4M

U.S. Capital Wealth Advisors, LLC

—

106K

109K

$4M

MML INVESTORS SERVICES, LLC

—

49K

53K

90K

$3M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	78	14,050,079	—	$467M
2025-Q4	28	4,913,497	—	$159M
2025-Q3	21	3,006,350	—	$97M
2025-Q2	18	1,780,728	—	$54M
2025-Q1	13	685,040	—	$20M
2024-Q4	9	542,335	—	$16M
2024-Q3	7	278,849	—	$8M

Short interest has its own tab now — open SI →

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13F

BGIG☆

Institutional ownership· 13F filers holding BGIG · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

Institutional ownership· 13F filers holding BGIG · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

BGIG