AI Holders Summary · Q1 2026

89 institutions reported BGB in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 14.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$31M2.8M0.62%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$29M2.5M0.00%Q2 2026 03

Coastal Bridge Advisors, LLC

CIK 0001665976

$26M2.3M1.58%Q2 2026 04

WELLS FARGO & COMPANY/MN

CIK 0000072971

$20M1.8M0.00%Q2 2026 05

BANK OF AMERICA CORP /DE/

CIK 0000070858

$19M1.7M0.00%Q2 2026 06

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$13M1.1M0.00%Q2 2026 07

Atlas Wealth LLC

CIK 0001964106

$11M940K1.51%Q2 2026 08

HighTower Advisors, LLC

CIK 0001462245

$11M935K0.01%Q2 2026 09

Advisors Asset Management, Inc.

CIK 0001297376

$9M840K0.16%Q1 2026 10

Cresset Asset Management, LLC

CIK 0001761013

$8M723K0.03%Q2 2026 11

Integrated Wealth Concepts LLC

CIK 0001737109

$6M530K0.03%Q2 2026 12

UBS Group AG

CIK 0001610520

$6M502K0.00%Q2 2026 13

LOOMIS SAYLES & CO L P

CIK 0000312348

$6M498K0.01%Q2 2026 14

TRANSCEND CAPITAL ADVISORS, LLC

CIK 0001776082

$5M439K0.33%Q2 2026 15

LPL Financial LLC

CIK 0001403438

$5M417K0.00%Q2 2026 16

Pathstone Holdings, LLC

CIK 0002011612

$4M332K0.01%Q2 2026 17

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$3M278K0.02%Q2 2026 18

Robbins Farley

CIK 0001847820

$3M242K1.05%Q2 2026 19

Stolper Co

CIK 0001808195⚠ data anomaly

$3M26K0.76%Q1 2026 20

Vestmark Advisory Solutions, Inc.

CIK 0001736982

$3M235K0.02%Q2 2026

Page 1 of 5

69 more holders available. Log in →