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BlackRock Enrgy & RES TR (BGR)

CUSIP: 09250U101 | US | Financial Services · Asset Management | Small Cap | 369 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Allspring Global Investments Holdings, LLC396,086
0.0% of portfolio›$6.7M
City of London Investment Management Co LTD361,231
0.4% of portfolio›$6.1M
Wolverine Asset Management LLC160,737
0.0% of portfolio›$2.7M
Formidable Asset Management, LLC79,400
0.2% of portfolio›$1.2M
Absolute Investment Advisers, LLC59,911
0.1% of portfolio›$1.0M
Stolper Co56,967
0.5% of portfolio›$963.0K
Apollon Wealth Management, LLC48,758
0.0% of portfolio›$824.0K
AlphaCore Capital LLC48,700
0.0% of portfolio›$823.0K
Wealth Enhancement Advisory Services, LLC42,832
0.0% of portfolio›$751.7K
Ashton Thomas Securities, LLC38,005
0.1% of portfolio›$642.3K
Creative Planning37,590
0.0% of portfolio›$635.3K
Uhlmann Price Securities, LLC34,753
0.0% of portfolio›$587.4K
Decision Investments, Inc21,500
0.3% of portfolio›$363.4K
TMB Capital Partners, LLC21,168
0.1% of portfolio›$357.7K
Alessandra Capital Management, LLC18,450
0.2% of portfolio›$311.8K
Choreo, LLC15,507
0.0% of portfolio›$262.1K
NWF Advisory Services Inc.15,303
0.0% of portfolio›$258.6K
Commonwealth Equity Services, LLC15,001
0.0% of portfolio›$253.5K
Wealth Effects LLC15,000
0.1% of portfolio›$253.5K
Truist Financial Corp12,125
0.0% of portfolio›$204.9K
Mezzasalma Advisors, LLC11,690
0.0% of portfolio›$197.6K
Lanark Financial, Inc.10,209
0.0% of portfolio›$172.5K
EverSource Wealth Advisors, LLC5,043
0.0% of portfolio›$85.2K
Evermay Wealth Management LLC4,485
0.0% of portfolio›$75.8K
Assetmark, Inc2,848
0.0% of portfolio›$48.1K
Triumph Capital Management2,400
0.0% of portfolio›$40.6K
Murphy & Mullick Capital Management Corp2,000
0.0% of portfolio›$33.8K
Parallel Advisors, LLC775
0.0% of portfolio›$13.1K
Investment Research & Advisory Group, Inc.102
0.0% of portfolio›$1.7K
JFS Wealth Advisors, LLC66
0.0% of portfolio›$1.1K
Signaturefd, LLC1
0.0% of portfolio›$13
StyleTurnoverLocationFiled
Allspring Global Investments Holdings, LLC
396,086$6.7M0.0%CoreMediumCharlotte, NC2026-11-04
City of London Investment Management Co LTD
361,231$6.1M0.4%YieldMediumLondon, United Kingdom2026-10-30
Wolverine Asset Management LLC
160,737$2.7M0.0%Deep ValueVery HighChicago, IL2026-11-02
Formidable Asset Management, LLC
79,400$1.2M0.2%CoreLowCincinnati, OH2026-11-03
Absolute Investment Advisers, LLC
59,911$1.0M0.1%YieldHighRosemary Beach, FL2026-10-21
Stolper Co
56,967$963.0K0.5%ValueMediumTulsa, OK2026-10-13
Apollon Wealth Management, LLC
48,758$824.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
AlphaCore Capital LLC
48,700$823.0K0.0%ETFLowLa Jolla, CA2026-11-04
Wealth Enhancement Advisory Services, LLC
42,832$751.7K0.0%CoreLowPlymouth, MN2026-10-13
Ashton Thomas Securities, LLC
38,005$642.3K0.1%ETFMediumRochester, NY2026-10-26
Creative Planning
37,590$635.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Uhlmann Price Securities, LLC
34,753$587.4K0.0%Agg GrowthLowSkokie, IL2026-11-03
Decision Investments, Inc
21,500$363.4K0.3%GrowthLowSan Diego, CA2026-10-07
TMB Capital Partners, LLC
21,168$357.7K0.1%MomentumMediumLittle Rock, AR2026-10-20
Alessandra Capital Management, LLC
18,450$311.8K0.2%CoreMediumTorrance, CA2026-10-30
Choreo, LLC
15,507$262.1K0.0%IndexLowRockford, IL2026-10-28
NWF Advisory Services Inc.
15,303$258.6K0.0%GARPLowLos Angeles, CA2026-10-19
Commonwealth Equity Services, LLC
15,001$253.5K0.0%ETFLowWaltham, MA2026-11-02
Wealth Effects LLC
15,000$253.5K0.1%GrowthLowBoston, MA2026-10-23
Truist Financial Corp
12,125$204.9K0.0%CoreLowCharlotte, NC2026-10-30
Mezzasalma Advisors, LLC
11,690$197.6K0.0%GrowthLowTinton Falls, NJ2026-10-14
Lanark Financial, Inc.
10,209$172.5K0.0%CoreMediumBirmingham, AL2026-10-26
EverSource Wealth Advisors, LLC
5,043$85.2K0.0%CoreMediumBirmingham, AL2026-11-04
Evermay Wealth Management LLC
4,485$75.8K0.0%ETFLowArlington, VA2026-11-05
Assetmark, Inc
2,848$48.1K0.0%ETFLowConcord, CA2026-10-21
Triumph Capital Management
2,400$40.6K0.0%ETFMediumDenver, CO2026-10-14
Murphy & Mullick Capital Management Corp
2,000$33.8K0.0%GrowthLowSmithtown, NY2026-11-02
Parallel Advisors, LLC
775$13.1K0.0%IndexLowSan Francisco, CA2026-11-03
Investment Research & Advisory Group, Inc.
102$1.7K0.0%GrowthVery LowAtlanta, GA2026-10-19
JFS Wealth Advisors, LLC
66$1.1K0.0%ETFVery LowHermitage, PA2026-11-03
Signaturefd, LLC
1$130.0%IndexLowAtlanta, GA2026-10-23