BGIG Institutional Ownership & Shareholders
BAHL & GAYNOR INC GROWTH ETF (BGIG) is currently held by 95 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.07B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of BGIG tracked by InsiderSet, reporting ownership valued at approximately $447.56M 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 $463.40M, representing an estimated gain of +3.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed BGIG value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in BAHL & GAYNOR INC GROWTH ETF (BGIG).
This page ranks the largest institutional BGIG 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
95
Total Reported Value
$1.07B
Largest Holder
Bank Of America Corp
Largest Position
$447.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
106
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.03% | 12,470,334 | $447,560,298 | $463,397,611 | +$15,837,313 | +3.54% | |
| Morgan Stanley | 0.01% | 7,827,274 | $280,920,917 | $290,861,502 | +$9,940,585 | +3.54% | |
| Raymond James Financial Inc | 0.01% | 1,278,989 | $45,902,915 | $47,527,231 | +$1,624,316 | +3.54% | |
| Ubs Group Ag | 0.01% | 1,117,145 | $40,094,334 | $41,513,108 | +$1,418,774 | +3.54% | |
| Rockefeller Capital Management L.P. | 0.05% | 922,930 | $33,123,978 | $34,296,079 | +$1,172,101 | +3.54% | |
| Envestnet Asset Management Inc | 0.01% | 741,400 | $26,608,837 | $27,550,424 | +$941,587 | +3.54% | |
| Wells Fargo & Company/Mn | 0.00% | 610,386 | $21,906,753 | $22,681,944 | +$775,191 | +3.54% | |
| Lpl Financial Llc | 0.00% | 570,340 | $20,469,503 | $21,193,834 | +$724,331 | +3.54% | |
| Prime Capital Investment Advisors, Llc | 0.18% | 513,103 | $18,040,705 | $19,066,907 | +$1,026,202 | +5.69% | |
| Royal Bank Of Canada | 0.00% | 434,685 | $15,601,000 | $16,152,895 | +$551,895 | +3.54% | |
| Quantinno Capital Management Lp | 0.02% | 381,239 | $13,682,668 | $14,166,841 | +$484,173 | +3.54% | |
| Truist Financial Corp | 0.02% | 388,724 | $13,667,524 | $14,444,984 | +$777,460 | +5.69% | |
| Sanctuary Advisors, Llc | 0.03% | 191,680 | $6,879,388 | $7,122,829 | +$243,441 | +3.54% | |
| Corient Private Wealth Llc | 0.01% | 161,610 | $5,800,209 | $6,005,428 | +$205,219 | +3.54% | |
| Us Bancorp \De\ | 0.00% | 119,446 | $4,286,917 | $4,438,613 | +$151,696 | +3.54% | |
| Avidian Wealth Enterprises, Llc | 0.11% | 112,227 | $3,945,893 | $4,170,355 | +$224,462 | +5.69% | |
| Arax Advisory Partners | 0.03% | 107,486 | $3,857,673 | $3,994,180 | +$136,507 | +3.54% | |
| Mml Investors Services, Llc | 0.01% | 106,299 | $3,815,066 | $3,950,071 | +$135,005 | +3.54% | |
| U.S. Capital Wealth Advisors, Llc | 0.09% | 108,574 | $3,611,171 | $4,034,610 | +$423,439 | +11.73% | |
| Stifel Financial Corp | 0.00% | 88,582 | $3,179,128 | $3,291,707 | +$112,579 | +3.54% | |
| Goldman Sachs Group Inc | 0.00% | 77,498 | $2,781,403 | $2,879,826 | +$98,423 | +3.54% | |
| Cetera Investment Advisers | 0.00% | 75,331 | $2,703,630 | $2,799,300 | +$95,670 | +3.54% | |
| Tcfg Investment Advisors, Llc | 0.86% | 71,595 | $2,517,294 | $2,660,470 | +$143,176 | +5.69% | |
| D.A. Davidson & Co. | 0.01% | 64,516 | $2,268,383 | $2,397,415 | +$129,032 | +5.69% | |
| Gryphon Financial Partners Llc | 0.20% | 61,547 | $2,208,934 | $2,287,087 | +$78,153 | +3.54% | |
| Mgo One Seven Llc | 0.03% | 59,980 | $2,108,881 | $2,228,857 | +$119,976 | +5.69% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 56,225 | $2,017,915 | $2,089,321 | +$71,406 | +3.54% | |
| Kestra Private Wealth Services, Llc | 0.02% | 55,601 | $1,954,926 | $2,066,133 | +$111,207 | +5.69% | |
| Heritage Wealth Management, Inc. | 0.47% | 54,002 | $1,898,710 | $2,006,714 | +$108,004 | +5.69% | |
| Fifth Third Bancorp | 0.00% | 52,797 | $1,894,893 | $1,961,937 | +$67,044 | +3.54% | |
| Citadel Advisors Llc | 0.00% | 52,244 | $1,875,037 | $1,941,387 | +$66,350 | +3.54% | |
| Centric Wealth Management | 0.27% | 50,163 | $1,740,149 | $1,864,057 | +$123,908 | +7.12% | |
| Baird Financial Group, Inc. | 0.00% | 44,833 | $1,609,056 | $1,665,994 | +$56,938 | +3.54% | |
| Americana Partners, Llc | 0.03% | 44,251 | $1,555,851 | $1,644,367 | +$88,516 | +5.69% | |
| Captrust Financial Advisors | 0.00% | 39,850 | $1,430,209 | $1,480,826 | +$50,617 | +3.54% | |
| Commonwealth Equity Services, Llc | 0.00% | 39,233 | $1,408,060 | $1,457,898 | +$49,838 | +3.54% | |
| Marble Wealth, Llc | 0.17% | 31,573 | $1,133,168 | $1,173,253 | +$40,085 | +3.54% | |
| Janney Montgomery Scott Llc | 0.00% | 28,334 | $1,017,000 | $1,052,891 | +$35,891 | +3.53% | |
| Intrua Financial, Llc | 0.09% | 27,465 | $965,653 | $1,020,599 | +$54,946 | +5.69% | |
| Moors & Cabot, Inc. | 0.04% | 25,947 | $931,236 | $964,191 | +$32,955 | +3.54% | |
| N.E.W. Advisory Services Llc | 0.06% | 25,184 | $903,843 | $935,837 | +$31,994 | +3.54% | |
| Indivisible Partners | 0.04% | 24,428 | $858,889 | $907,744 | +$48,855 | +5.69% | |
| Well Done, Llc | 0.11% | 23,208 | $815,994 | $862,409 | +$46,415 | +5.69% | |
| Private Advisor Group, Llc | 0.00% | 22,585 | $810,559 | $839,259 | +$28,700 | +3.54% | |
| Haverford Trust Co | 0.01% | 21,982 | $788,934 | $816,851 | +$27,917 | +3.54% | |
| Arkadios Wealth Advisors | 0.01% | 17,156 | $615,737 | $637,517 | +$21,780 | +3.54% | |
| &Partners | 0.00% | 16,607 | $596,035 | $617,116 | +$21,081 | +3.54% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 15,412 | $553,137 | $572,710 | +$19,573 | +3.54% | |
| Bank Of New York Mellon Corp | 0.00% | 15,118 | $542,599 | $561,785 | +$19,186 | +3.54% | |
| Osaic Holdings, Inc. | 0.00% | 14,782 | $530,519 | $549,299 | +$18,780 | +3.54% |
Frequently asked questions about BGIG
Who are the largest institutional holders of BGIG?
The largest institutional holders of BGIG reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Raymond James Financial Inc, Ubs Group Ag, and Rockefeller Capital Management L.P.. InsiderSet ranks institutional holders by their latest reported BGIG position.
What is BGIG institutional ownership?
This page tracks BGIG positions reported by institutional investment managers through SEC Form 13F. BAHL & GAYNOR INC GROWTH ETF (BGIG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BGIG?
InsiderSet currently tracks 95 institutional managers reporting BGIG 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 BGIG shareholders.
How much BGIG stock do institutions own?
Institutional investment managers disclosed approximately $1.07B in BGIG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BGIG institutional ownership last updated?
The latest BGIG 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 BGIG 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 BGIG position after the reporting date.
Are institutions buying or selling BGIG?
Institutional buying and selling can be analyzed by comparing BGIG positions across consecutive 13F reporting periods. InsiderSet's BGIG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BGIG ownership changes.
How has BGIG institutional ownership changed over time?
InsiderSet tracks BGIG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.