BGX — Institutional owners (13F)

52 filers · $55.2M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
Pathstone Holdings, LLC $6,948,917 638,687 12.59% Shares
Logan Stone Capital, LLC $3,649,000 335,386 6.61% Shares
GUGGENHEIM CAPITAL LLC $3,549,763 326,265 6.43% Shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $3,105,479 285,430 5.63% Shares
WOLVERINE ASSET MANAGEMENT LLC $2,986,147 274,462 5.41% Shares
Invesco Ltd. $2,940,766 270,291 5.33% Shares
MORGAN STANLEY $2,554,422 234,781 4.63% Shares
BANK OF AMERICA CORP /DE/ $2,548,750 234,260 4.62% Shares
ENVESTNET ASSET MANAGEMENT INC $2,497,402 229,541 4.53% Shares
ADAPT WEALTH ADVISORS, LLC $2,142,816 196,950 3.88% Shares
Atlas Wealth LLC $2,134,515 196,187 3.87% Shares
Bulldog Investors, LLP $2,018,294 185,505 3.66% Shares
WELLS FARGO & COMPANY/MN $1,962,692 180,395 3.56% Shares
Thomas J. Herzfeld Advisors, Inc. $1,926,902 177,105 3.49% Shares
Matisse Capital $1,853,000 170,000 3.36% Shares
Advisors Asset Management, Inc. $1,827,239 156,710 3.31% Shares
Saba Capital Management, L.P. $1,626,495 149,494 2.95% Shares
UBS Group AG $1,082,865 99,528 1.96% Shares
1607 Capital Partners, LLC $1,075,107 98,815 1.95% Shares
Closed-End Fund Advisors, Inc. $1,054,718 96,941 1.91% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $661,504 60,800 1.20% Shares
RAYMOND JAMES FINANCIAL INC $485,030 44,580 0.88% Shares
SeaCrest Wealth Management, LLC $467,296 42,950 0.85% Shares
OSAIC HOLDINGS, INC. $429,659 39,490 0.78% Shares
Capital Investment Advisors, LLC $365,834 33,624 0.66% Shares
Calamos Advisors LLC $332,003 30,515 0.60% Shares
Almitas Capital LLC $272,925 25,085 0.49% Shares
CHOREO, LLC $261,969 24,078 0.47% Shares
Rockefeller Capital Management L.P. $238,467 21,917 0.43% Shares
SAX WEALTH ADVISORS, LLC $204,776 18,787 0.37% Shares
LPL Financial LLC $185,064 17,010 0.34% Shares
Kestra Advisory Services, LLC $182,250 16,751 0.33% Shares
OPPENHEIMER & CO INC $177,344 16,300 0.32% Shares
World Investment Advisors $173,788 15,966 0.31% Shares
Ethos Financial Group, LLC $168,716 15,507 0.31% Shares
NewEdge Advisors, LLC $167,715 15,415 0.30% Shares
Laird Norton Wetherby Wealth Management, LLC $166,704 13,892 0.30% Shares
Cetera Investment Advisers $150,045 13,791 0.27% Shares
ROYAL BANK OF CANADA $142,000 13,030 0.26% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $138,502 12,730 0.25% Shares
Ausdal Financial Partners, Inc. $121,858 11,200 0.22% Shares
COMERICA BANK $81,655 7,003 0.15% Shares
Noble Wealth Management PBC $52,272 4,950 0.09% Shares
FIFTH THIRD BANCORP $19,268 1,771 0.03% Shares
AllSquare Wealth Management LLC $14,400 1,200 0.03% Shares
SIT INVESTMENT ASSOCIATES INC $6,607 607,252 0.01% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $6,528 600 0.01% Shares
BNP PARIBAS FINANCIAL MARKETS $5,843 537 0.01% Shares
FIDUCIARY FINANCIAL ADVISORS $3,829 352 0.01% Shares
HIGHLINE WEALTH PARTNERS LLC $3,808 350 0.01% Shares
Clear Street Group Inc. $2,372 218 0.00% Shares
COHEN & STEERS, INC. $1,632 149,996 0.00% Shares