Institutional Holders (2026 Q2)
52 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BSGM. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Yorkville Advisors Global, LP | 3.70% | 3,750,000 | $3.2M |
| 2 | Legacy Wealth Managment, LLC/ID | 2.29% | 6,530,074 | $5.6M |
| 3 | Rossby Financial, LCC | 0.06% | 385,030 | $327K |
| 4 | Quattro Advisors LLC | 0.06% | 103,345 | $88K |
| 5 | Shay Capital LLC | 0.02% | 285,466 | $243K |
| 6 | PFG Investments, LLC | 0.00% | 147,841 | $126K |
| 7 | NorthCoast Asset Management LLC | 0.00% | 207,913 | $177K |
| 8 | Legacy Wealth Managment, LLC/ID | 0.00% | 9,200 | $8K |
| 9 | United Capital Management of KS, Inc. | 0.00% | 18,454 | $16K |
| 10 | United Capital Financial Advisors, LLC | 0.00% | 307,029 | $261K |
| 11 | Caption Management, LLC | 0.00% | 300,000 | $255K |
| 12 | SteelPeak Wealth, LLC | 0.00% | 34,900 | $30K |
| 13 | Greenleaf Trust | 0.00% | 68,632 | $58K |
| 14 | Renaissance Technologies LLC | 0.00% | 473,603 | $403K |
| 15 | Boothbay Fund Management, LLC | 0.00% | 44,456 | $38K |
| 16 | Engineers Gate Manager LP | 0.00% | 41,533 | $35K |
| 17 | IHT Wealth Management, LLC | 0.00% | 24,641 | $21K |
| 18 | Independent Financial Group, LLC | 0.00% | 24,113 | $21K |
| 19 | Webster Bank, N. A. | 0.00% | 4,000 | $3K |
| 20 | Savant Capital, LLC | 0.00% | 83,600 | $79K |
| 21 | Arax Advisory Partners | 0.00% | 38,000 | $32K |
| 22 | National Bank of Canada /Fi/ | 0.00% | 320,000 | $266K |
| 23 | Cary Street Partners Financial LLC | 0.00% | 10,000 | $9K |
| 24 | Tower Research Capital LLC (TRC) | 0.00% | 6,837 | $6K |
| 25 | Vanguard Fiduciary Trust Co | 0.00% | 631,990 | $537K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|