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Funds Holding BGT

On this page, we present all of the funds holding BGT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BGT, with a link to that fund's top holdings. The next columns indicate the amount of BGT stock held by each of the funds holding BGT, followed by the BGT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 67 funds holding BGT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Ameriprise Financial Inc.. For more details on the positions held by Ameriprise Financial Inc. (or by any of the other funds holding BGT), click the fund name in the "Holder" column of the funds-holding-BGT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Ameriprise Financial Inc.665,206$8,234 12/31/2023
     BGT665,206$8,234 12/31/2023
Morgan Stanley548,950$6,796 12/31/2023
     BGT548,950$6,796 12/31/2023
Guggenheim Capital LLC540,584$6,692 12/31/2023
     BGT540,584$6,692 12/31/2023
Invesco Ltd.444,512$5,503 12/31/2023
     BGT444,512$5,503 12/31/2023
UBS Group AG415,201$5,140 12/31/2023
     BGT415,201$5,140 12/31/2023
Advisors Asset Management Inc.397,241$4,918 12/31/2023
     BGT397,241$4,918 12/31/2023
LPL Financial LLC226,697$2,807 12/31/2023
     BGT226,697$2,807 12/31/2023
Dean Investment Associates LLC194,759$2,411 12/31/2023
     BGT194,759$2,411 12/31/2023
Baird Financial Group Inc.192,514$2,383 12/31/2023
     BGT192,514$2,383 12/31/2023
JNB Advisors LLC174,129$2,156 12/31/2023
     BGT174,129$2,156 12/31/2023
ICA Group Wealth Management LLC118,072$1,462 12/31/2023
     BGT118,072$1,462 12/31/2023
Cohen & Steers Inc.108,470$1,343 12/31/2023
     BGT108,470$1,343 12/31/2023
Bank of America Corp DE106,469$1,318 12/31/2023
     BGT106,469$1,318 12/31/2023
Melfa Wealth Management LLC100,362$1,303 03/31/2024
     BGT100,362$1,303 03/31/2024
City of London Investment Management Co. Ltd.94,343$1,168 12/31/2023
     BGT94,343$1,168 12/31/2023
MML Investors Services LLC92,871$1,150 12/31/2023
     BGT92,871$1,150 12/31/2023
Waterfront Wealth Inc.92,329$1,143 12/31/2023
     BGT92,329$1,143 12/31/2023
1607 Capital Partners LLC86,639$1,073 12/31/2023
     BGT86,639$1,073 12/31/2023
Advisor Group Holdings Inc.61,531$762 12/31/2023
     BGT61,531$762 12/31/2023
ProVise Management Group LLC52,980$656 12/31/2023
     BGT52,980$656 12/31/2023
Wells Fargo & Company MN52,869$655 12/31/2023
     BGT52,869$655 12/31/2023
Significant Wealth Partners LLC50,042$620 12/31/2023
     BGT50,042$620 12/31/2023
Cornerstone Advisory LLC50,000$619 12/31/2023
     BGT50,000$619 12/31/2023
Global Retirement Partners LLC39,495$513 03/31/2024
     BGT39,495$513 03/31/2024
Wagner Wealth Management LLC39,392$511 03/31/2024
     BGT39,392$511 03/31/2024
Jones Road Capital Management L.P.40,311$499 12/31/2023
     BGT40,311$499 12/31/2023
Royal Bank of Canada40,171$497 12/31/2023
     BGT40,171$497 12/31/2023
Pinnacle Associates Ltd.34,536$428 12/31/2023
     BGT34,536$428 12/31/2023
Virtus ETF Advisers LLC31,808$394 12/31/2023
     BGT31,808$394 12/31/2023
Cambridge Investment Research Advisors Inc.27,264$354 03/31/2024
     BGT27,264$354 03/31/2024
Coastal Bridge Advisors LLC26,822$332 12/31/2023
     BGT26,822$332 12/31/2023
Hunter Associates Investment Management LLC26,011$322 12/31/2023
     BGT26,011$322 12/31/2023
Snowden Capital Advisors LLC25,750$319 12/31/2023
     BGT25,750$319 12/31/2023
Conning Inc.25,307$313 12/31/2023
     BGT25,307$313 12/31/2023
MONECO Advisors LLC23,227$301 03/31/2024
     BGT23,227$301 03/31/2024
Qube Research & Technologies Ltd23,976$297 12/31/2023
     BGT23,976$297 12/31/2023
Janney Montgomery Scott LLC22,193$275 12/31/2023
     BGT22,193$275 12/31/2023
Shulman DeMeo Asset Management LLC19,129$248 03/31/2024
     BGT19,129$248 03/31/2024
Avantax Advisory Services Inc.16,623$206 12/31/2023
     BGT16,623$206 12/31/2023
Rockefeller Capital Management L.P.16,200$201 12/31/2023
     BGT16,200$201 12/31/2023
Mid American Wealth Advisory Group Inc.14,871$193 03/31/2024
     BGT14,871$193 03/31/2024
Stephens Inc. AR15,290$189 12/31/2023
     BGT15,290$189 12/31/2023
Atria Wealth Solutions Inc.15,221$188 12/31/2023
     BGT15,221$188 12/31/2023
AE Wealth Management LLC15,234$185 12/31/2023
     BGT15,234$185 12/31/2023
Rockland Trust Co.12,242$159 03/31/2024
     BGT12,242$159 03/31/2024
Commonwealth Equity Services LLC12,756$158 12/31/2023
     BGT12,756$158 12/31/2023
Horizon Kinetics Asset Management LLC12,678$157 12/31/2023
     BGT12,678$157 12/31/2023
Wedbush Securities Inc.11,600$144 12/31/2023
     BGT11,600$144 12/31/2023
Landscape Capital Management L.L.C.11,639$144 12/31/2023
     BGT11,639$144 12/31/2023
Kennedy Investment Group10,131$132 03/31/2024
     BGT10,131$132 03/31/2024
Virtu Financial LLC10,431$129 12/31/2023
     BGT10,431$129 12/31/2023
Cary Street Partners Investment Advisory LLC10,000$124 12/31/2023
     BGT10,000$124 12/31/2023
Geneos Wealth Management Inc.5,588$69 12/31/2023
     BGT5,588$69 12/31/2023
Northwestern Mutual Wealth Management Co.4,747$59 12/31/2023
     BGT4,747$59 12/31/2023
Cullen Frost Bankers Inc.3,129$39 12/31/2023
     BGT3,129$39 12/31/2023
The PNC Financial Services Group Inc.3,000$37 12/31/2023
     BGT3,000$37 12/31/2023
Jamison Private Wealth Management Inc.3,015$37 12/31/2023
     BGT3,015$37 12/31/2023
Principal Securities Inc.2,371$29 12/31/2023
     BGT2,371$29 12/31/2023
Proequities Inc.2,300$28 12/31/2023
     BGT2,300$28 12/31/2023
NBC Securities Inc.1,270$16 03/31/2024
     BGT1,270$16 03/31/2024
Delta Asset Management LLC TN1,000$12 12/31/2023
     BGT1,000$12 12/31/2023
JPMorgan Chase & Co.885$11 12/31/2023
     BGT885$11 12/31/2023
Highlander Capital Management LLC575$7 12/31/2023
     BGT575$7 12/31/2023
Comerica Bank520$6 12/31/2023
     BGT520$6 12/31/2023
Cape Investment Advisory Inc.132$2 12/31/2023
     BGT132$2 12/31/2023
Tortoise Investment Management LLC100$1 12/31/2023
     BGT100$1 12/31/2023
Huntington National Bank1$0 12/31/2023
     BGT1$0 12/31/2023
First Manhattan Co.6$0 12/31/2023
     BGT6$0 12/31/2023

See Summary: Institutional Holders of BGT
See Details: Top 10 Hedge Funds Holding BGT
Also See: BGT Insider Buying
Also See: BGT Holdings Changes

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