Signals

BGRN

127 in-universe funds with a nonzero position in BGRN within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#2432
Score / z0.000 / -0.00
Consensus64.09 over 101 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Empower Advisory Group, LLC CIK 0001978885 0.959 532 51.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 45.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 15.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 12.8 2.3% 2 -0.5 pp +2.3 pp +2.3 pp +2.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 7.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 7.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Impact Investors, Inc CIK 0001824539 0.278 88 7.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 5.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laurel Wealth Planning LLC CIK 0001842010 0.337 67 3.1 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plum Street Advisors, LLC CIK 0002068236 0.454 107 2.1 0.8% 4 +0.2 pp +0.1 pp +0.1 pp +0.8 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 1.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Invera Wealth Advisors, LLC CIK 0001976780 0.130 132 1.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Omega Financial Group, LLC CIK 0001767982 0.514 91 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 0.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Values Added Financial LLC CIK 0001973921 0.422 147 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.3 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DORVAL Corp CIK 0001999144 0.667 49 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KilterHowling LLC CIK 0001759354 0.789 50 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just BGRN). Qtrs Held counts distinct quarters this fund has actually held BGRN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BGRN position size. Δ columns are the percentage-point change in BGRN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status