BGRN

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$47.01

+0.11 (+0.23%)

USD · as of 2026-07-28 · marketstack

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

131 holders

% of shares outstanding held

—

Shares held (13F)

6,895,779

Reporting holders

131

Top holders

largest 100 of 131 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Betterment LLC	1,381,1551.4M	$66M	—	ADD 3%
2	MERCER GLOBAL ADVISORS INC /ADV	1,213,3011.2M	$58M	—	ADD 20%
3	Empower Advisory Group, LLC	1,100,9751.1M	$52M	—	TRIM -13%
4	BANK OF AMERICA CORP /DE/	418,909418,909	$20M	—	ADD 21%
5	ROYAL BANK OF CANADA	256,841256,841	$12M	—	ADD 3%
6	Francis Financial, Inc.	248,407248,407	$12M	—	TRIM -2%
7	Creative Planning	189,974189,974	$9M	—	ADD 7%
8	LPL Financial LLC	187,588187,588	$9M	—	ADD 11%
9	Impact Investors, Inc	169,667169,667	$8M	—	ADD 11%
10	SEEDS INVESTOR LLC	139,828139,828	$7M	—	ADD 8%
11	ENVESTNET ASSET MANAGEMENT INC	112,763112,763	$5M	—	—
12	Bank of New York Mellon Corp	100,108100,108	$5M	—	ADD 2%
13	ASSETMARK, INC	82,59482,594	$4M	—	ADD 10%
14	RAYMOND JAMES FINANCIAL INC	75,44375,443	$4M	—	ADD 26%
15	UBS Group AG	70,93870,938	$3M	—	TRIM -4%
16	Laurel Wealth Planning LLC	69,71669,716	$3M	—	—
17	Cetera Investment Advisers	64,28364,283	$3M	—	ADD 2%
18	Plum Street Advisors, LLC	46,93046,930	$2M	—	—
19	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	46,84246,842	$2M	—	—
20	COMMONWEALTH EQUITY SERVICES, LLC	39,38339,383	$2M	—	ADD 5%
21	Pathstone Holdings, LLC	36,18736,187	$2M	—	—
22	Wealthfront Advisers LLC	31,21831,218	$1M	—	ADD 2%
23	Johnson Financial Group, LLC	29,30429,304	$1M	—	ADD 79%
24	Private Wealth Management Group, LLC	27,19627,196	$1M	—	ADD 2%
25	Brio Consultants, LLC	26,42626,426	$1M	—	ADD 23%
26	Invera Wealth Advisors, LLC	25,27725,277	$1M	—	ADD 6%
27	Equita Financial Network, Inc.	23,25423,254	$1M	—	TRIM -2%
28	Envestnet Portfolio Solutions, Inc.	22,87422,874	$1M	—	ADD 5%
29	Modern Wealth Management, LLC	21,78121,781	$1M	—	TRIM -29%
30	ZEVIN ASSET MANAGEMENT LLC	20,61120,611	$978,416	—	TRIM -45%
31	Falcon Wealth Planning	20,21220,212	$959,496	—	TRIM -5%
32	Midwest Financial Partners Investments, Inc.	19,00319,003	$902,103	—	ADD 8%
33	Omega Financial Group, LLC	18,79518,795	$892,228	—	—
34	HighTower Advisors, LLC	18,74018,740	$889,634	—	ADD 7%
35	Bank Julius Baer & Co. Ltd, Zurich	18,70018,700	$887,717	—	TRIM -58%
36	OSAIC HOLDINGS, INC.	18,67518,675	$886,568	—	ADD 32%
37	Walkner Condon Financial Advisors LLC	17,94217,942	$851,735	—	ADD 5%
38	Compound Planning, Inc.	16,96516,965	$805,356	—	TRIM -3%
39	FRANKLIN RESOURCES INC	16,86216,862	$800,466	—	TRIM -10%
40	Dynamic Advisor Solutions LLC	16,84016,840	$799,413	—	ADD 6%
41	Livet Wealth, LLC	16,63416,634	$789,643	—	—
42	Shotwell Rutter Baer Inc	16,54516,545	$785,424	—	—
43	AMERIPRISE FINANCIAL INC	15,68015,680	$744,357	—	ADD 49%
44	PRINCIPAL SECURITIES, INC.	14,90614,906	$707,611	—	ADD 9%
45	JONES FINANCIAL COMPANIES LLLP	15,00515,005	$707,245	—	ADD 124%
46	Tanager Wealth Management LLP	14,85314,853	$705,096	—	—
47	Cardinal Point Capital Management ULC	13,83813,838	$656,905	—	ADD 3%
48	Savant Capital, LLC	13,75813,758	$653,115	—	TRIM -6%
49	XY Planning Network, Inc.	13,06613,066	$617,565	—	—
50	CITADEL ADVISORS LLC	12,79212,792	$607,257	—	TRIM -46%
51	Sound View Wealth Advisors Group, LLC	12,76612,766	$606,022	—	—
52	Aprio Wealth Management, LLC	12,28112,281	$583,018	—	—
53	JANE STREET GROUP, LLC	12,12512,125	$575,593	—	NEW
54	Mariner, LLC	12,10412,104	$574,591	—	NEW
55	CITIGROUP INC	11,84711,847	$562,396	—	ADD 23%
56	Vontobel Holding Ltd.	11,78611,786	$559,500	—	—
57	Ameritas Investment Partners, Inc.	10,71710,717	$508,739	—	ADD 6%
58	Kestra Advisory Services, LLC	9,9009,900	$469,989	—	ADD 51%
59	KESTRA PRIVATE WEALTH SERVICES, LLC	8,9498,949	$424,819	—	TRIM -5%
60	GOLDMAN SACHS GROUP INC	7,9207,920	$375,975	—	NEW
61	KilterHowling LLC	7,8417,841	$372,236	—	ADD 38%
62	MML INVESTORS SERVICES, LLC	7,5647,564	$359,059	—	TRIM -7%
63	STIFEL FINANCIAL CORP	6,9826,982	$331,447	—	ADD 8%
64	MAI Capital Management	6,9426,942	$329,566	—	—
65	GWN SECURITIES INC.	6,8736,873	$326,299	—	ADD 42%
66	Torren Management, LLC	6,6606,660	$316,141	—	ADD 3%
67	AQR CAPITAL MANAGEMENT LLC	6,6416,641	$315,259	—	—
68	DORVAL Corp	6,3786,378	$302,762	—	ADD 11%
69	LRI Investments, LLC	6,1586,158	$292,330	—	—
70	CIBC Bancorp USA Inc.	6,1526,152	$292,045	—	NEW
71	First Affirmative Financial Network	5,8175,817	$276,161	—	NEW
72	EP Wealth Advisors, LLC	5,6575,657	$268,547	—	TRIM -22%
73	TD Waterhouse Canada Inc.	5,5005,500	$259,930	—	NEW
74	Values Added Financial LLC	5,3295,329	$252,976	—	TRIM -60%
75	Sanctuary Advisors, LLC	4,8824,882	$231,735	—	—
76	Morton Brown Family Wealth, LLC	4,8774,877	$231,519	—	ADD 32%
77	Pinnacle Financial Partners, Inc.	4,8114,811	$228,386	—	ADD 2%
78	Rossby Financial, LCC	4,6914,691	$221,721	—	ADD 126%
79	Continuum Advisory, LLC	4,4794,479	$212,641	—	NEW
80	Rockefeller Capital Management L.P.	4,2804,280	$203,188	—	—
81	Perigon Wealth Management, LLC	4,2214,221	$200,378	—	—
82	BANK OF MONTREAL /CAN/	3,3323,332	$158,175	—	—
83	Clarity Asset Management, Inc.	2,8092,809	$133,339	—	ADD 84%
84	Sachetta, LLC	2,5892,589	$122,920	—	—
85	Westfuller Advisors, LLC	2,4432,443	$115,960	—	TRIM -70%
86	Farther Finance Advisors, LLC	2,4422,442	$115,422	—	NEW
87	WealthShield Partners, LLC	2,2482,248	$106,716	—	—
88	Advisory Services Network, LLC	1,8341,834	$87,063	—	NEW
89	Trust Co	1,5451,545	$73,365	—	TRIM -4%
90	Federation des caisses Desjardins du Quebec	1,5051,505	$71,445	—	—
91	Steward Partners Investment Advisory, LLC	1,4951,495	$70,949	—	—
92	Silver Grove Financial Group, Inc.	1,3611,361	$64,609	—	NEW
93	WFA of San Diego, LLC	1,3411,341	$63,659	—	—
94	WELLS FARGO & COMPANY/MN	1,2331,233	$58,522	—	TRIM -32%
95	Signature Resources Capital Management, LLC	1,1311,131	$53,707	—	ADD 6%
96	CBIZ Investment Advisory Services, LLC	1,0951,095	$51,983	—	—
97	CWM, LLC	950950	$45,098	—	TRIM -26%
98	RICHARDSON FINANCIAL SERVICES INC.	941941	$44,670	—	—
99	Smithfield Trust Co	920920	$44,000	—	—
100	Lodestone Wealth Management LLC	645645	$30,618	—	—

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.

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

Betterment LLC

1.3M

1.4M

$66M

MERCER GLOBAL ADVISORS INC /ADV

604K

653K

748K

947K

1.0M

1.2M

$58M

Empower Advisory Group, LLC

1.0M

1.1M

1.3M

1.1M

$52M

BANK OF AMERICA CORP /DE/

238K

258K

299K

330K

345K

419K

$20M

ROYAL BANK OF CANADA

215K

217K

449K

239K

250K

257K

$12M

Francis Financial, Inc.

345K

370K

253K

265K

254K

248K

$12M

Creative Planning

119K

127K

141K

158K

178K

190K

$9M

LPL Financial LLC

151K

120K

141K

158K

169K

188K

$9M

Impact Investors, Inc

—

157K

153K

170K

$8M

SEEDS INVESTOR LLC

109K

119K

113K

118K

129K

140K

$7M

ENVESTNET ASSET MANAGEMENT INC

639K

637K

660K

122K

113K

$5M

Bank of New York Mellon Corp

76K

83K

85K

89K

98K

100K

$5M

ASSETMARK, INC

59K

66K

67K

71K

75K

83K

$4M

RAYMOND JAMES FINANCIAL INC

30K

33K

68K

60K

75K

$4M

UBS Group AG

73K

74K

72K

74K

71K

$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	131	6,895,779	—	$327M
2025-Q4	117	6,664,961	—	$319M
2025-Q3	118	6,321,845	—	$304M
2025-Q2	115	6,492,678	—	$309M
2025-Q1	117	6,174,108	—	$292M
2024-Q4	118	5,981,672	—	$279M
2024-Q3	109	5,604,835	—	$271M
2024-Q2	114	5,351,187	—	$249M
2024-Q1	108	5,080,441	—	$238M
2023-Q4	101	4,613,610	—	$218M
2023-Q3	95

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.

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

131 holders

% of shares outstanding held

—

Shares held (13F)

6,895,779

Reporting holders

131

Top holders

largest 100 of 131 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Betterment LLC	1,381,1551.4M	$66M	—	ADD 3%
2	MERCER GLOBAL ADVISORS INC /ADV	1,213,3011.2M	$58M	—	ADD 20%
3	Empower Advisory Group, LLC	1,100,9751.1M	$52M	—	TRIM -13%
4	BANK OF AMERICA CORP /DE/	418,909418,909	$20M	—	ADD 21%
5	ROYAL BANK OF CANADA	256,841256,841	$12M	—	ADD 3%
6	Francis Financial, Inc.	248,407248,407	$12M	—	TRIM -2%
7	Creative Planning	189,974189,974	$9M	—	ADD 7%
8	LPL Financial LLC	187,588187,588	$9M	—	ADD 11%
9	Impact Investors, Inc	169,667169,667	$8M	—	ADD 11%
10	SEEDS INVESTOR LLC	139,828139,828	$7M	—	ADD 8%
11	ENVESTNET ASSET MANAGEMENT INC	112,763112,763	$5M	—	—
12	Bank of New York Mellon Corp	100,108100,108	$5M	—	ADD 2%
13	ASSETMARK, INC	82,59482,594	$4M	—	ADD 10%
14	RAYMOND JAMES FINANCIAL INC	75,44375,443	$4M	—	ADD 26%
15	UBS Group AG	70,93870,938	$3M	—	TRIM -4%
16	Laurel Wealth Planning LLC	69,71669,716	$3M	—	—
17	Cetera Investment Advisers	64,28364,283	$3M	—	ADD 2%
18	Plum Street Advisors, LLC	46,93046,930	$2M	—	—
19	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	46,84246,842	$2M	—	—
20	COMMONWEALTH EQUITY SERVICES, LLC	39,38339,383	$2M	—	ADD 5%
21	Pathstone Holdings, LLC	36,18736,187	$2M	—	—
22	Wealthfront Advisers LLC	31,21831,218	$1M	—	ADD 2%
23	Johnson Financial Group, LLC	29,30429,304	$1M	—	ADD 79%
24	Private Wealth Management Group, LLC	27,19627,196	$1M	—	ADD 2%
25	Brio Consultants, LLC	26,42626,426	$1M	—	ADD 23%
26	Invera Wealth Advisors, LLC	25,27725,277	$1M	—	ADD 6%
27	Equita Financial Network, Inc.	23,25423,254	$1M	—	TRIM -2%
28	Envestnet Portfolio Solutions, Inc.	22,87422,874	$1M	—	ADD 5%
29	Modern Wealth Management, LLC	21,78121,781	$1M	—	TRIM -29%
30	ZEVIN ASSET MANAGEMENT LLC	20,61120,611	$978,416	—	TRIM -45%
31	Falcon Wealth Planning	20,21220,212	$959,496	—	TRIM -5%
32	Midwest Financial Partners Investments, Inc.	19,00319,003	$902,103	—	ADD 8%
33	Omega Financial Group, LLC	18,79518,795	$892,228	—	—
34	HighTower Advisors, LLC	18,74018,740	$889,634	—	ADD 7%
35	Bank Julius Baer & Co. Ltd, Zurich	18,70018,700	$887,717	—	TRIM -58%
36	OSAIC HOLDINGS, INC.	18,67518,675	$886,568	—	ADD 32%
37	Walkner Condon Financial Advisors LLC	17,94217,942	$851,735	—	ADD 5%
38	Compound Planning, Inc.	16,96516,965	$805,356	—	TRIM -3%
39	FRANKLIN RESOURCES INC	16,86216,862	$800,466	—	TRIM -10%
40	Dynamic Advisor Solutions LLC	16,84016,840	$799,413	—	ADD 6%
41	Livet Wealth, LLC	16,63416,634	$789,643	—	—
42	Shotwell Rutter Baer Inc	16,54516,545	$785,424	—	—
43	AMERIPRISE FINANCIAL INC	15,68015,680	$744,357	—	ADD 49%
44	PRINCIPAL SECURITIES, INC.	14,90614,906	$707,611	—	ADD 9%
45	JONES FINANCIAL COMPANIES LLLP	15,00515,005	$707,245	—	ADD 124%
46	Tanager Wealth Management LLP	14,85314,853	$705,096	—	—
47	Cardinal Point Capital Management ULC	13,83813,838	$656,905	—	ADD 3%
48	Savant Capital, LLC	13,75813,758	$653,115	—	TRIM -6%
49	XY Planning Network, Inc.	13,06613,066	$617,565	—	—
50	CITADEL ADVISORS LLC	12,79212,792	$607,257	—	TRIM -46%
51	Sound View Wealth Advisors Group, LLC	12,76612,766	$606,022	—	—
52	Aprio Wealth Management, LLC	12,28112,281	$583,018	—	—
53	JANE STREET GROUP, LLC	12,12512,125	$575,593	—	NEW
54	Mariner, LLC	12,10412,104	$574,591	—	NEW
55	CITIGROUP INC	11,84711,847	$562,396	—	ADD 23%
56	Vontobel Holding Ltd.	11,78611,786	$559,500	—	—
57	Ameritas Investment Partners, Inc.	10,71710,717	$508,739	—	ADD 6%
58	Kestra Advisory Services, LLC	9,9009,900	$469,989	—	ADD 51%
59	KESTRA PRIVATE WEALTH SERVICES, LLC	8,9498,949	$424,819	—	TRIM -5%
60	GOLDMAN SACHS GROUP INC	7,9207,920	$375,975	—	NEW
61	KilterHowling LLC	7,8417,841	$372,236	—	ADD 38%
62	MML INVESTORS SERVICES, LLC	7,5647,564	$359,059	—	TRIM -7%
63	STIFEL FINANCIAL CORP	6,9826,982	$331,447	—	ADD 8%
64	MAI Capital Management	6,9426,942	$329,566	—	—
65	GWN SECURITIES INC.	6,8736,873	$326,299	—	ADD 42%
66	Torren Management, LLC	6,6606,660	$316,141	—	ADD 3%
67	AQR CAPITAL MANAGEMENT LLC	6,6416,641	$315,259	—	—
68	DORVAL Corp	6,3786,378	$302,762	—	ADD 11%
69	LRI Investments, LLC	6,1586,158	$292,330	—	—
70	CIBC Bancorp USA Inc.	6,1526,152	$292,045	—	NEW
71	First Affirmative Financial Network	5,8175,817	$276,161	—	NEW
72	EP Wealth Advisors, LLC	5,6575,657	$268,547	—	TRIM -22%
73	TD Waterhouse Canada Inc.	5,5005,500	$259,930	—	NEW
74	Values Added Financial LLC	5,3295,329	$252,976	—	TRIM -60%
75	Sanctuary Advisors, LLC	4,8824,882	$231,735	—	—
76	Morton Brown Family Wealth, LLC	4,8774,877	$231,519	—	ADD 32%
77	Pinnacle Financial Partners, Inc.	4,8114,811	$228,386	—	ADD 2%
78	Rossby Financial, LCC	4,6914,691	$221,721	—	ADD 126%
79	Continuum Advisory, LLC	4,4794,479	$212,641	—	NEW
80	Rockefeller Capital Management L.P.	4,2804,280	$203,188	—	—
81	Perigon Wealth Management, LLC	4,2214,221	$200,378	—	—
82	BANK OF MONTREAL /CAN/	3,3323,332	$158,175	—	—
83	Clarity Asset Management, Inc.	2,8092,809	$133,339	—	ADD 84%
84	Sachetta, LLC	2,5892,589	$122,920	—	—
85	Westfuller Advisors, LLC	2,4432,443	$115,960	—	TRIM -70%
86	Farther Finance Advisors, LLC	2,4422,442	$115,422	—	NEW
87	WealthShield Partners, LLC	2,2482,248	$106,716	—	—
88	Advisory Services Network, LLC	1,8341,834	$87,063	—	NEW
89	Trust Co	1,5451,545	$73,365	—	TRIM -4%
90	Federation des caisses Desjardins du Quebec	1,5051,505	$71,445	—	—
91	Steward Partners Investment Advisory, LLC	1,4951,495	$70,949	—	—
92	Silver Grove Financial Group, Inc.	1,3611,361	$64,609	—	NEW
93	WFA of San Diego, LLC	1,3411,341	$63,659	—	—
94	WELLS FARGO & COMPANY/MN	1,2331,233	$58,522	—	TRIM -32%
95	Signature Resources Capital Management, LLC	1,1311,131	$53,707	—	ADD 6%
96	CBIZ Investment Advisory Services, LLC	1,0951,095	$51,983	—	—
97	CWM, LLC	950950	$45,098	—	TRIM -26%
98	RICHARDSON FINANCIAL SERVICES INC.	941941	$44,670	—	—
99	Smithfield Trust Co	920920	$44,000	—	—
100	Lodestone Wealth Management LLC	645645	$30,618	—	—

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.

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

Betterment LLC

1.3M

1.4M

$66M

MERCER GLOBAL ADVISORS INC /ADV

604K

653K

748K

947K

1.0M

1.2M

$58M

Empower Advisory Group, LLC

1.0M

1.1M

1.3M

1.1M

$52M

BANK OF AMERICA CORP /DE/

238K

258K

299K

330K

345K

419K

$20M

ROYAL BANK OF CANADA

215K

217K

449K

239K

250K

257K

$12M

Francis Financial, Inc.

345K

370K

253K

265K

254K

248K

$12M

Creative Planning

119K

127K

141K

158K

178K

190K

$9M

LPL Financial LLC

151K

120K

141K

158K

169K

188K

$9M

Impact Investors, Inc

—

157K

153K

170K

$8M

SEEDS INVESTOR LLC

109K

119K

113K

118K

129K

140K

$7M

ENVESTNET ASSET MANAGEMENT INC

639K

637K

660K

122K

113K

$5M

Bank of New York Mellon Corp

76K

83K

85K

89K

98K

100K

$5M

ASSETMARK, INC

59K

66K

67K

71K

75K

83K

$4M

RAYMOND JAMES FINANCIAL INC

30K

33K

68K

60K

75K

$4M

UBS Group AG

73K

74K

72K

74K

71K

$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	131	6,895,779	—	$327M
2025-Q4	117	6,664,961	—	$319M
2025-Q3	118	6,321,845	—	$304M
2025-Q2	115	6,492,678	—	$309M
2025-Q1	117	6,174,108	—	$292M
2024-Q4	118	5,981,672	—	$279M
2024-Q3	109	5,604,835	—	$271M
2024-Q2	114	5,351,187	—	$249M
2024-Q1	108	5,080,441	—	$238M
2023-Q4	101	4,613,610	—	$218M
2023-Q3	95

Short interest has its own tab now — open SI →

BGRN☆

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

Top holders

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

Institutional footprint by quarter

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

Top holders

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

Institutional footprint by quarter

BGRN