undamentalytics Newsletter

Bgsf, Inc.: which funds bought and sold

Institutions that bought and sold Bgsf shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 16 institutions that filed 13F reports for both quarters added to or opened positions in Bgsf, and 13 cut or closed them. Together they sold a net 131K shares, −4.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 19K shares (−8.1%); index fund managers were net sellers of 2,888 shares (−0.3%). 5 opened a new position and 4 sold out entirely.

Bought, Q2 2026 16 institutions, 5 of them new holders Sold, Q2 2026 13 institutions, 4 of them sold out
Net change, all compared −131K shares (−4.6%)
Net change, active managers −19K shares (−8.1%), 2 bought, 2 sold

Buyers versus sellers

institutions compared, 37
Active managers and hedge funds 2 bought · 2 sold · −19K
Index fund managers 3 bought · 2 sold · −2,888
Other institutions 11 bought · 9 sold · −109K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Oxford Financial Group, Ltd. LLC +50K New position 50K $287,601
Citadel Advisors LLC Hedge fund +37K +71.5% 88K $502,257
Indie Asset Partners, LLC +20K New position 20K $114,200
Susquehanna International Group, LLP +10K +14.3% 81K $462,590
Blackrock, Inc. Index funds +8,835 +5.7% 164K $936,931
Bridgeway Capital Management, LLC Active manager +2,879 +2.9% 102K $580,336
Empowered Funds, LLC +2,879 +7.7% 40K $230,884
Tieton Capital Management, LLC +2,370 +0.4% 633K $3.6M
Geode Capital Management, LLC Index funds +2,104 +1.9% 112K $640,338
Arax Advisory Partners +499 New position 499 $2,849
Vanguard Fiduciary Trust Co Index funds +452 +0.8% 61K $346,351
Us Bancorp +300 +10.0% 3,300 $18,843
Sbi Securities Co., Ltd. +92 +484.2% 111 $634
Barclays PLC +77 New position 77 $440
Clear Harbor Asset Management, LLC +25 0.0% 52K $297,228
Caitong International Asset Management Co., Ltd +3 New position 3 $17

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Sei Investments Co −141K −50.0% 141K $803,957
Walleye Capital LLC Hedge fund −33K Sold out 0 —
Vise Technologies, Inc. −26K Sold out 0 —
O'Shaughnessy Asset Management, LLC Active manager −25K −63.8% 14K $81,990
Ritholtz Wealth Management −14K −51.2% 13K $74,361
Northern Trust Corp Index funds −8,954 −29.4% 21K $122,537
Dimensional Fund Advisors LP −7,424 −5.1% 139K $792,526
Vanguard Capital Management LLC Index funds −5,325 −1.1% 485K $2.8M
UBS Group AG −3,190 −92.4% 263 $1,502
Pacific Ridge Capital Partners, LLC −2,954 −0.8% 381K $2.2M
Group One Trading LLC −1,567 Sold out 0 —
Tower Research Capital LLC (TRC) −173 −39.1% 269 $1,536
Morgan Stanley −1 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Oxford Financial Group, Ltd. LLC 50K $287,601
Indie Asset Partners, LLC 20K $114,200
Arax Advisory Partners 499 $2,849
Barclays PLC 77 $440
Caitong International Asset Management Co., Ltd 3 $17

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Walleye Capital LLCHedge fund 33K $215,128
Vise Technologies, Inc. 26K $121,926
Group One Trading LLC 1,567 $10,138
Morgan Stanley 1 $8

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
33
Ten largest holders
85.3%
of 13F-reported shares
Index fund managers
32.6%
of 13F-reported shares
Active managers and hedge funds
7.9%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 2 2 0 1 −19K −8.1%
Index fund managers 3 2 0 0 −2,888 −0.3%
Other institutions 11 9 5 3 −109K −6.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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