AI Holders Summary · Q1 2026

84 institutions reported BGB in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 14.9% 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

Coastal Bridge Advisors, LLC

CIK 0001665976

$27M2.5M1.93%Q1 2026 03

MORGAN STANLEY

CIK 0000895421

$25M2.2M0.00%Q1 2026 04

BANK OF AMERICA CORP /DE/

CIK 0000070858

$22M2.0M0.00%Q1 2026 05

WELLS FARGO & COMPANY/MN

CIK 0000072971

$21M1.9M0.00%Q1 2026 06

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$13M1.2M0.00%Q1 2026 07

HighTower Advisors, LLC

CIK 0001462245

$10M911K0.01%Q1 2026 08

Advisors Asset Management, Inc.

CIK 0001297376

$9M840K0.16%Q1 2026 09

Cresset Asset Management, LLC

CIK 0001761013

$8M678K0.03%Q1 2026 10

UBS Group AG

CIK 0001610520

$5M493K0.00%Q1 2026 11

TRANSCEND CAPITAL ADVISORS, LLC

CIK 0001776082

$5M440K0.39%Q1 2026 12

LOOMIS SAYLES & CO L P

CIK 0000312348

$5M430K0.01%Q1 2026 13

LPL Financial LLC

CIK 0001403438

$4M376K0.00%Q1 2026 14

Pathstone Holdings, LLC

CIK 0002011612

$4M330K0.01%Q1 2026 15

Integrated Wealth Concepts LLC

CIK 0001737109

$3M288K0.03%Q1 2026 16

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$3M278K0.02%Q1 2026 17

Vestmark Advisory Solutions, Inc.

CIK 0001736982

$3M263K0.03%Q1 2026 18

ELEVATION POINT WEALTH PARTNERS, LLC

CIK 0001744349

$3M263K0.07%Q1 2026 19

Invesco Ltd.

CIK 0000914208

$3M251K0.00%Q1 2026 20

Robbins Farley

CIK 0001847820

$3M242K1.05%Q2 2026

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