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Institutional Holders of BGRN

There is a long list of 97 institutional holders of BGRN within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of BGRN by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-BGRN table below, the initial column indicates the name of each top institutional holder of BGRN, with a link to that fund's top holdings. The next columns indicate the amount of BGRN stock held by each of the institutional holders of BGRN, followed by the BGRN position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Betterment LLC994,660$46,978 12/31/2023
     BGRN994,660$46,978 12/31/2023
Empower Advisory Group LLC942,575$44,518 12/31/2023
     BGRN942,575$44,518 12/31/2023
Envestnet Asset Management Inc.365,966$17,285 12/31/2023
     BGRN365,966$17,285 12/31/2023
Francis Financial Inc.291,536$13,670 03/31/2024
     BGRN291,536$13,670 03/31/2024
Mercer Global Advisors Inc. ADV275,070$12,992 12/31/2023
     BGRN275,070$12,992 12/31/2023
Royal Bank of Canada181,408$8,568 12/31/2023
     BGRN181,408$8,568 12/31/2023
Bank of America Corp DE168,500$7,958 12/31/2023
     BGRN168,500$7,958 12/31/2023
Stewardship Advisors LLC100,858$4,729 03/31/2024
     BGRN100,858$4,729 03/31/2024
UBS Group AG81,380$3,844 12/31/2023
     BGRN81,380$3,844 12/31/2023
Hsbc Holdings PLC77,900$3,679 12/31/2023
     BGRN77,900$3,679 12/31/2023
Cetera Advisor Networks LLC77,521$3,661 12/31/2023
     BGRN77,521$3,661 12/31/2023
LPL Financial LLC75,932$3,586 12/31/2023
     BGRN75,932$3,586 12/31/2023
Bank of New York Mellon Corp72,942$3,445 12/31/2023
     BGRN72,942$3,445 12/31/2023
Creative Planning69,542$3,284 12/31/2023
     BGRN69,542$3,284 12/31/2023
Bank Julius Baer & Co. Ltd Zurich58,200$2,749 12/31/2023
     BGRN58,200$2,749 12/31/2023
Laurel Wealth Planning LLC52,887$2,498 12/31/2023
     BGRN52,887$2,498 12/31/2023
Jane Street Group LLC50,213$2,372 12/31/2023
     BGRN50,213$2,372 12/31/2023
Assetmark Inc.38,989$1,841 12/31/2023
     BGRN38,989$1,841 12/31/2023
Envestnet Portfolio Solutions Inc.35,260$1,665 12/31/2023
     BGRN35,260$1,665 12/31/2023
HighTower Advisors LLC34,173$1,615 12/31/2023
     BGRN34,173$1,615 12/31/2023
Robinson Smith Wealth Advisors LLC31,798$1,502 12/31/2023
     BGRN31,798$1,502 12/31/2023
Flow Traders U.S. LLC29,587$1,397 12/31/2023
     BGRN29,587$1,397 12/31/2023
Commonwealth Equity Services LLC28,064$1,325 12/31/2023
     BGRN28,064$1,325 12/31/2023
Advisor Group Holdings Inc.27,973$1,321 12/31/2023
     BGRN27,973$1,321 12/31/2023
Raymond James Financial Services Advisors Inc.27,406$1,294 12/31/2023
     BGRN27,406$1,294 12/31/2023
Private Wealth Management Group LLC22,618$1,068 12/31/2023
     BGRN22,618$1,068 12/31/2023
Walkner Condon Financial Advisors LLC22,079$1,043 12/31/2023
     BGRN22,079$1,043 12/31/2023
Advisory Services Network LLC20,961$990 12/31/2023
     BGRN20,961$990 12/31/2023
Blue Barn Wealth LLC19,160$905 12/31/2023
     BGRN19,160$905 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC18,988$897 12/31/2023
     BGRN18,988$897 12/31/2023
Franklin Resources Inc.17,320$818 12/31/2023
     BGRN17,320$818 12/31/2023
Berger Financial Group Inc17,385$815 03/31/2024
     BGRN17,385$815 03/31/2024
Ameriprise Financial Inc.16,626$785 12/31/2023
     BGRN16,626$785 12/31/2023
Dynamic Advisor Solutions LLC16,656$781 03/31/2024
     BGRN16,656$781 03/31/2024
Wealthfront Advisers LLC16,138$757 03/31/2024
     BGRN16,138$757 03/31/2024
Vontobel Holding Ltd.15,905$751 12/31/2023
     BGRN15,905$751 12/31/2023
Omega Financial Group LLC15,908$746 03/31/2024
     BGRN15,908$746 03/31/2024
Better Money Decisions LLC15,633$738 12/31/2023
     BGRN15,633$738 12/31/2023
Carr Financial Group Corp14,616$690 12/31/2023
     BGRN14,616$690 12/31/2023
Atria Wealth Solutions Inc.12,614$596 12/31/2023
     BGRN12,614$596 12/31/2023
Retirement Capital Strategies12,599$595 12/31/2023
     BGRN12,599$595 12/31/2023
Johnson Financial Group LLC12,177$575 12/31/2023
     BGRN12,177$575 12/31/2023
Brio Consultants LLC12,177$575 12/31/2023
     BGRN12,177$575 12/31/2023
Aprio Wealth Management LLC12,186$571 03/31/2024
     BGRN12,186$571 03/31/2024
Lido Advisors LLC11,902$562 12/31/2023
     BGRN11,902$562 12/31/2023
Tanager Wealth Management LLP10,595$500 12/31/2023
     BGRN10,595$500 12/31/2023
Cardinal Point Capital Management ULC10,394$491 12/31/2023
     BGRN10,394$491 12/31/2023
PrairieView Partners LLC10,132$479 12/31/2023
     BGRN10,132$479 12/31/2023
Falcon Wealth Planning9,035$424 03/31/2024
     BGRN9,035$424 03/31/2024
Kestra Advisory Services LLC7,796$368 12/31/2023
     BGRN7,796$368 12/31/2023

See All: Funds Holding BGRN
See Details: Top 10 Hedge Funds Holding BGRN
Also See: BGRN Holdings Changes

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