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Funds Holding BAUG

On this page, we present all of the funds holding BAUG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BAUG, with a link to that fund's top holdings. The next columns indicate the amount of BAUG stock held by each of the funds holding BAUG, followed by the BAUG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 95 funds holding BAUG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by AE Wealth Management LLC. For more details on the positions held by AE Wealth Management LLC (or by any of the other funds holding BAUG), click the fund name in the "Holder" column of the funds-holding-BAUG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
AE Wealth Management LLC650,948$23,883 12/31/2023
     BAUG650,948$23,883 12/31/2023
Envestnet Asset Management Inc.506,633$18,227 12/31/2023
     BAUG506,633$18,227 12/31/2023
Brookstone Capital Management254,549$9,894 03/31/2024
     BAUG254,549$9,894 03/31/2024
Personal CFO Solutions LLC272,248$9,794 12/31/2023
     BAUG272,248$9,794 12/31/2023
Commonwealth Equity Services LLC220,842$8,584 03/31/2024
     BAUG220,842$8,584 03/31/2024
Atria Investments LLC227,521$8,185 12/31/2023
     BAUG227,521$8,185 12/31/2023
Mariner LLC224,881$8,090 12/31/2023
     BAUG224,881$8,090 12/31/2023
Advisor Group Holdings Inc.188,049$6,765 12/31/2023
     BAUG188,049$6,765 12/31/2023
Truist Financial Corp175,831$6,326 12/31/2023
     BAUG175,831$6,326 12/31/2023
Penserra Capital Management LLC168,429$6,059 12/31/2023
     BAUG168,429$6,059 12/31/2023
HighTower Advisors LLC77,388$2,785 12/31/2023
     BAUG77,388$2,785 12/31/2023
Cambridge Investment Research Advisors Inc.61,986$2,409 03/31/2024
     BAUG61,986$2,409 03/31/2024
Diligent Investors LLC66,879$2,406 12/31/2023
     BAUG66,879$2,406 12/31/2023
Raymond James Financial Services Advisors Inc.47,898$1,862 03/31/2024
     BAUG47,898$1,862 03/31/2024
Cetera Advisors LLC49,684$1,787 12/31/2023
     BAUG49,684$1,787 12/31/2023
Beacon Pointe Advisors LLC46,463$1,672 12/31/2023
     BAUG46,463$1,672 12/31/2023
Kestra Advisory Services LLC46,359$1,668 12/31/2023
     BAUG46,359$1,668 12/31/2023
Janney Montgomery Scott LLC40,882$1,589 03/31/2024
     BAUG40,882$1,589 03/31/2024
Cetera Advisor Networks LLC40,134$1,444 12/31/2023
     BAUG40,134$1,444 12/31/2023
Blue Bell Private Wealth Management LLC35,814$1,392 03/31/2024
     BAUG35,814$1,392 03/31/2024
Fragasso Group Inc.34,670$1,348 03/31/2024
     BAUG34,670$1,348 03/31/2024
Lincoln National Corp34,130$1,327 03/31/2024
     BAUG34,130$1,327 03/31/2024
CoreCap Advisors LLC35,880$1,291 12/31/2023
     BAUG35,880$1,291 12/31/2023
RFG Advisory LLC32,627$1,268 03/31/2024
     BAUG32,627$1,268 03/31/2024
Beacon Financial Advisory LLC29,893$1,162 03/31/2024
     BAUG29,893$1,162 03/31/2024
Jane Street Group LLC30,755$1,106 12/31/2023
     BAUG30,755$1,106 12/31/2023
Snowden Capital Advisors LLC30,144$1,084 12/31/2023
     BAUG30,144$1,084 12/31/2023
Axxcess Wealth Management LLC29,277$1,053 12/31/2023
     BAUG29,277$1,053 12/31/2023
BCS Wealth Management26,453$1,028 03/31/2024
     BAUG26,453$1,028 03/31/2024
Mercer Global Advisors Inc. ADV28,450$1,024 12/31/2023
     BAUG28,450$1,024 12/31/2023
Integral Investment Advisors Inc.24,942$969 03/31/2024
     BAUG24,942$969 03/31/2024
DHJJ Financial Advisors Ltd.24,039$934 03/31/2024
     BAUG24,039$934 03/31/2024
Townsquare Capital LLC25,017$900 12/31/2023
     BAUG25,017$900 12/31/2023
MML Investors Services LLC24,839$894 12/31/2023
     BAUG24,839$894 12/31/2023
Sunbelt Securities Inc.22,876$889 03/31/2024
     BAUG22,876$889 03/31/2024
LPL Financial LLC23,962$862 12/31/2023
     BAUG23,962$862 12/31/2023
Berkshire Money Management Inc.22,116$796 12/31/2023
     BAUG22,116$796 12/31/2023
CRA Financial Services LLC18,704$727 03/31/2024
     BAUG18,704$727 03/31/2024
Cetera Investment Advisers20,061$722 12/31/2023
     BAUG20,061$722 12/31/2023
Steward Partners Investment Advisory LLC17,749$639 12/31/2023
     BAUG17,749$639 12/31/2023
Sigma Planning Corp15,262$593 03/31/2024
     BAUG15,262$593 03/31/2024
Rockefeller Capital Management L.P.16,239$584 12/31/2023
     BAUG16,239$584 12/31/2023
Raymond James & Associates14,680$571 03/31/2024
     BAUG14,680$571 03/31/2024
Valtinson Bruner Financial Planning LLC14,393$559 03/31/2024
     BAUG14,393$559 03/31/2024
Lantz Financial LLC13,921$541 03/31/2024
     BAUG13,921$541 03/31/2024
Citadel Advisors LLC14,275$514 12/31/2023
     BAUG14,275$514 12/31/2023
BCJ Capital Management LLC14,280$514 12/31/2023
     BAUG14,280$514 12/31/2023
Benchmark Investment Advisors LLC14,280$514 12/31/2023
     BAUG14,280$514 12/31/2023
SRS Capital Advisors Inc.13,468$485 12/31/2023
     BAUG13,468$485 12/31/2023
Outlook Wealth Advisors LLC12,364$481 03/31/2024
     BAUG12,364$481 03/31/2024
Visionary Wealth Advisors13,282$478 12/31/2023
     BAUG13,282$478 12/31/2023
Vantage Financial Partners LLC13,215$475 12/31/2023
     BAUG13,215$475 12/31/2023
EverSource Wealth Advisors LLC12,906$464 12/31/2023
     BAUG12,906$464 12/31/2023
SageView Advisory Group LLC12,332$456 12/31/2023
     BAUG12,332$456 12/31/2023
Family Wealth Group LLC12,465$448 12/31/2023
     BAUG12,465$448 12/31/2023
Cerity Partners LLC12,421$447 12/31/2023
     BAUG12,421$447 12/31/2023
Pinnacle Wealth Management Group Inc.11,450$445 03/31/2024
     BAUG11,450$445 03/31/2024
Weaver Consulting Group11,076$431 03/31/2024
     BAUG11,076$431 03/31/2024
Chicago Partners Investment Group LLC11,130$422 03/31/2024
     BAUG11,130$422 03/31/2024
Principal Securities Inc.11,378$409 12/31/2023
     BAUG11,378$409 12/31/2023
Strategic Blueprint LLC10,448$406 03/31/2024
     BAUG10,448$406 03/31/2024
OLD Mission Capital LLC11,232$404 12/31/2023
     BAUG11,232$404 12/31/2023
Change Path LLC10,569$380 12/31/2023
     BAUG10,569$380 12/31/2023
PCA Investment Advisory Services Inc.10,375$373 12/31/2023
     BAUG10,375$373 12/31/2023
Secure Asset Management LLC9,575$372 03/31/2024
     BAUG9,575$372 03/31/2024
Central Valley Advisors LLC8,574$333 03/31/2024
     BAUG8,574$333 03/31/2024
Harbour Investments Inc.8,316$299 12/31/2023
     BAUG8,316$299 12/31/2023
Share Andrew L.7,776$280 12/31/2023
     BAUG7,776$280 12/31/2023
PFG Advisors7,658$276 12/31/2023
     BAUG7,658$276 12/31/2023
IFP Advisors Inc7,446$268 12/31/2023
     BAUG7,446$268 12/31/2023
Garden State Investment Advisory Services LLC7,325$264 12/31/2023
     BAUG7,325$264 12/31/2023
Vista Investment Management7,258$261 12/31/2023
     BAUG7,258$261 12/31/2023
Walleye Capital LLC7,156$257 12/31/2023
     BAUG7,156$257 12/31/2023
National Asset Management Inc.6,554$236 12/31/2023
     BAUG6,554$236 12/31/2023
Stratos Wealth Advisors LLC6,055$235 03/31/2024
     BAUG6,055$235 03/31/2024
First Commonwealth Financial Corp PA 6,281$226 12/31/2023
     BAUG6,281$226 12/31/2023
Nations Financial Group Inc. IA ADV5,520$215 03/31/2024
     BAUG5,520$215 03/31/2024
Spire Wealth Management4,560$177 03/31/2024
     BAUG4,560$177 03/31/2024
Larson Financial Group LLC3,822$138 12/31/2023
     BAUG3,822$138 12/31/2023
Royal Bank of Canada2,030$73 12/31/2023
     BAUG2,030$73 12/31/2023
Gradient Investments LLC1,793$70 03/31/2024
     BAUG1,793$70 03/31/2024
Morgan Stanley1,750$63 12/31/2023
     BAUG1,750$63 12/31/2023
Capital Analysts LLC1,644$59 12/31/2023
     BAUG1,644$59 12/31/2023
Benjamin F. Edwards & Company Inc.1,375$53 03/31/2024
     BAUG1,375$53 03/31/2024
Advisory Services Network LLC1,287$46 12/31/2023
     BAUG1,287$46 12/31/2023
AdvisorNet Financial Inc922$36 03/31/2024
     BAUG922$36 03/31/2024
Oliver Lagore Vanvalin Investment Group865$31 12/31/2023
     BAUG865$31 12/31/2023
UBS Group AG749$27 12/31/2023
     BAUG749$27 12/31/2023
Integrity Financial Corp WA685$25 12/31/2023
     BAUG685$25 12/31/2023
Creative Financial Designs Inc. ADV600$23 03/31/2024
     BAUG600$23 03/31/2024
JDM Financial Group LLC456$16 12/31/2023
     BAUG456$16 12/31/2023
JPMorgan Chase & Co.167$6 12/31/2023
     BAUG167$6 12/31/2023
Allworth Financial LP63$2 03/31/2024
     BAUG63$2 03/31/2024
US Bancorp DE59$2 12/31/2023
     BAUG59$2 12/31/2023
Caitlin John LLC46$2 12/31/2023
     BAUG46$2 12/31/2023
Proequities Inc.0$0 03/31/2024
     BAUG0$0 03/31/2024

See Summary: Institutional Holders of BAUG
See Details: Top 10 Hedge Funds Holding BAUG
Also See: BAUG Holdings Changes

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