BGGG Institutional Ownership & Shareholders
BG LONG TERM GLBL GRWTH ETF (BGGG) is currently held by 26 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $159.40M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Clearstead Advisors, Llc is currently the largest disclosed institutional shareholder of BGGG tracked by InsiderSet, reporting ownership valued at approximately $124.14M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $111.29M, representing an estimated loss of -10.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed BGGG value among the investors covered in this analysis. Major shareholders include Clearstead Advisors, Llc, Rwa Wealth Partners, Llc, Jane Street Group, Llc, and several other long-term asset managers with concentrated positions in BG LONG TERM GLBL GRWTH ETF (BGGG).
This page ranks the largest institutional BGGG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
26
Total Reported Value
$159.40M
Largest Holder
Clearstead Advisors, Llc
Largest Position
$124.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Clearstead Advisors, Llc | 1.17% | 3,520,580 | $124,138,483 | $111,292,927 | -$12,845,556 | -10.35% | |
| Rwa Wealth Partners, Llc | 0.12% | 354,341 | $12,494,347 | $11,201,463 | -$1,292,884 | -10.35% | |
| Jane Street Group, Llc | 0.00% | 124,924 | $4,404,920 | $3,949,110 | -$455,810 | -10.35% | |
| Greenfield Ftc, Inc. | 0.45% | 96,276 | $3,341,239 | $3,043,487 | -$297,752 | -8.91% | |
| Pnc Financial Services Group, Inc. | 0.00% | 86,834 | $3,061,854 | $2,745,005 | -$316,849 | -10.35% | |
| Stembrook Asset Management, Llc | 1.52% | 49,811 | $1,756,376 | $1,574,630 | -$181,746 | -10.35% | |
| Fisher Asset Management, Llc | 0.00% | 45,223 | $1,594,599 | $1,429,594 | -$165,005 | -10.35% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 41,401 | $1,444,945 | $1,308,773 | -$136,172 | -9.42% | |
| Aqr Capital Management Llc | 0.00% | 32,104 | $1,132,013 | $1,014,875 | -$117,138 | -10.35% | |
| Susquehanna International Group, Llp | 0.00% | 23,582 | $831,520 | $745,477 | -$86,043 | -10.35% | |
| Forum Finance Group S.A. | 0.30% | 29,147 | $831,000 | $921,398 | +$90,398 | +10.88% | |
| Titleist Asset Management, Llc | 0.05% | 23,420 | $812,786 | $740,355 | -$72,431 | -8.91% | |
| Citadel Advisors Llc | 0.00% | 16,183 | $570,626 | $511,579 | -$59,047 | -10.35% | |
| Hrt Financial Lp | 0.00% | 15,686 | $553,000 | $495,867 | -$57,133 | -10.33% | |
| Morgan Stanley | 0.00% | 11,578 | $408,266 | $366,005 | -$42,261 | -10.35% | |
| Harpswell Capital Advisors, Llc | 0.23% | 10,140 | $351,907 | $320,547 | -$31,360 | -8.91% | |
| Raymond James Financial Inc | 0.00% | 9,228 | $325,387 | $291,716 | -$33,671 | -10.35% | |
| Mosaic Financial Group, Llc | 0.16% | 7,183 | $253,000 | $227,070 | -$25,930 | -10.25% | |
| Lpl Financial Llc | 0.00% | 6,394 | $225,458 | $202,128 | -$23,330 | -10.35% | |
| Ellsworth Advisors, Llc | 0.03% | 6,155 | $213,608 | $194,572 | -$19,036 | -8.91% | |
| Manchester Capital Management Llc | 0.03% | 5,994 | $208,021 | $189,483 | -$18,538 | -8.91% | |
| Fmr Llc | 0.00% | 5,498 | $193,864 | $173,803 | -$20,061 | -10.35% | |
| Osaic Holdings, Inc. | 0.00% | 2,543 | $89,660 | $80,390 | -$9,270 | -10.34% | |
| Ubs Group Ag | 0.00% | 1,752 | $61,777 | $55,384 | -$6,393 | -10.35% | |
| Financial Perspectives, Inc | 0.01% | 1,505 | $53,068 | $47,576 | -$5,492 | -10.35% | |
| Clearstead Trust, Llc | 0.01% | 1,431 | $50,459 | $45,237 | -$5,222 | -10.35% |
Frequently asked questions about BGGG
Who are the largest institutional holders of BGGG?
The largest institutional holders of BGGG reported in the latest SEC Form 13F filings include Clearstead Advisors, Llc, Rwa Wealth Partners, Llc, Jane Street Group, Llc, Greenfield Ftc, Inc., and Pnc Financial Services Group, Inc.. InsiderSet ranks institutional holders by their latest reported BGGG position.
What is BGGG institutional ownership?
This page tracks BGGG positions reported by institutional investment managers through SEC Form 13F. BG LONG TERM GLBL GRWTH ETF (BGGG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BGGG?
InsiderSet currently tracks 26 institutional managers reporting BGGG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BGGG shareholders.
How much BGGG stock do institutions own?
Institutional investment managers disclosed approximately $159.40M in BGGG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BGGG institutional ownership last updated?
The latest BGGG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BGGG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BGGG position after the reporting date.
Are institutions buying or selling BGGG?
Institutional buying and selling can be analyzed by comparing BGGG positions across consecutive 13F reporting periods. InsiderSet's BGGG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BGGG ownership changes.
How has BGGG institutional ownership changed over time?
InsiderSet tracks BGGG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.