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BG Long Term Glbl Grwth ETF (BGGG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Clearstead Advisors, LLC
DECREASED
Shares2,677,651 from 3,520,580
Change-842,929 (-24%)
Value$92.9M (-$31.2M)
Filed 2026-11-06
46 Peaks LLC
NEW
Shares267,311
Change+267,311
Value$9.3M
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares102,442 from 173,668
Change-71,226 (-41%)
Value$3.6M (-$2.6M)
Filed 2026-11-06
Greenfield FTC, Inc.
UNCHANGED
Shares96,276 from 96,276
Change0 (0%)
Value$3.3M (-$53.5K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares41,401 from 42,827
Change-1,426 (-3%)
Value$1.4M (-$89.5K)
Filed 2026-10-13
Titleist Asset Management, LLC
NEW
Shares23,420
Change+23,420
Value$812.8K
Filed 2026-10-08
Fisher Asset Management, LLC
DECREASED
Shares11,307 from 45,223
Change-33,916 (-75%)
Value$392.4K (-$1.2M)
Filed 2026-11-06
Harpswell Capital Advisors, LLC
DECREASED
Shares10,140 from 14,493
Change-4,353 (-30%)
Value$351.9K (-$159.1K)
Filed 2026-10-09
LPL Financial LLC
DECREASED
Shares6,263 from 6,394
Change-131 (-2%)
Value$217.4K (-$8.1K)
Filed 2026-11-06
Ellsworth Advisors, LLC
NEW
Shares6,155
Change+6,155
Value$213.6K
Filed 2026-10-15
Manchester Capital Management LLC
UNCHANGED
Shares5,994 from 5,994
Change0 (0%)
Value$208.0K (-$3.3K)
Filed 2026-10-22
Financial Perspectives, Inc
UNCHANGED
Shares1,505 from 1,505
Change0 (0%)
Value$52.2K (-$837)
Filed 2026-11-03
Clearstead Trust, LLC
UNCHANGED
Shares1,431 from 1,431
Change0 (0%)
Value$49.7K (-$796)
Filed 2026-11-06
Richardson Capital Management LLC
CLOSED
Shares0 from 113
Change-113 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-23
RWA Wealth Partners, LLC
N/A
Shares— from 354,341
Change-354,341 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 200,338
Change-200,338 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 124,924
Change-124,924 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 49,811
Change-49,811 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 49,771
Change-49,771 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 32,104
Change-32,104 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 29,147
Change-29,147 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,582
Change-23,582 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 16,183
Change-16,183 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 15,686
Change-15,686 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 11,578
Change-11,578 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 9,228
Change-9,228 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 7,183
Change-7,183 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,498
Change-5,498 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,543
Change-2,543 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,752
Change-1,752 (-100%)
Value—
Status
Clearstead Advisors, LLC
DECREASED2,677,6513,520,580-842,929-24%$124.1M$92.9M-$31.2M2026-11-06
46 Peaks LLC
NEW267,311—+267,311——$9.3M—2026-11-03
PNC Financial Services Group, Inc.
DECREASED102,442173,668-71,226-41%$6.1M$3.6M-$2.6M2026-11-06
Greenfield FTC, Inc.
UNCHANGED96,27696,27600%$3.4M$3.3M-$53.5K2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED41,40142,827-1,426-3%$1.5M$1.4M-$89.5K2026-10-13
Titleist Asset Management, LLC
NEW23,420—+23,420——$812.8K—2026-10-08
Fisher Asset Management, LLC
DECREASED11,30745,223-33,916-75%$1.6M$392.4K-$1.2M2026-11-06
Harpswell Capital Advisors, LLC
DECREASED10,14014,493-4,353-30%$511.0K$351.9K-$159.1K2026-10-09
LPL Financial LLC
DECREASED6,2636,394-131-2%$225.5K$217.4K-$8.1K2026-11-06
Ellsworth Advisors, LLC
NEW6,155—+6,155——$213.6K—2026-10-15
Manchester Capital Management LLC
UNCHANGED5,9945,99400%$211.4K$208.0K-$3.3K2026-10-22
Financial Perspectives, Inc
UNCHANGED1,5051,50500%$53.1K$52.2K-$8372026-11-03
Clearstead Trust, LLC
UNCHANGED1,4311,43100%$50.5K$49.7K-$7962026-11-06
Richardson Capital Management LLC
CLOSED0113-113-100%$4.0K$0-$4.0K2026-10-23
RWA Wealth Partners, LLC
N/A—354,341-354,341-100%$12.5M———
Pathstone Holdings, LLC
N/A—200,338-200,338-100%$7.1M———
Jane Street Group, LLC
N/A—124,924-124,924-100%$4.4M———
Stembrook Asset Management, LLC
N/A—49,811-49,811-100%$1.8M———
HighTower Advisors, LLC
N/A—49,771-49,771-100%$1.8M———
AQR Capital Management LLC
N/A—32,104-32,104-100%$1.1M———
Forum Finance Group S.A.
N/A—29,147-29,147-100%$831———
Susquehanna International Group, LLP
N/A—23,582-23,582-100%$831.5K———
Citadel Advisors LLC
N/A—16,183-16,183-100%$570.6K———
HRT Financial LP
N/A—15,686-15,686-100%$553———
Morgan Stanley
N/A—11,578-11,578-100%$408.3K———
Raymond James Financial Inc
N/A—9,228-9,228-100%$325.4K———
Mosaic Financial Group, LLC
N/A—7,183-7,183-100%$253———
FMR LLC
N/A—5,498-5,498-100%$193.9K———
Osaic Holdings, Inc.
N/A—2,543-2,543-100%$89.7K———
UBS Group AG
N/A—1,752-1,752-100%$61.8K———
Showing 30 of 30 institutions