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Institutional Ownership · SEC Form 13F

Who owns BAPR (BAPR)


Which tracked institutional funds hold BAPR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BAPR company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

108
Institutional holders
5,806,129
Shares held (tracked funds)

How the tape is positioned

14 tracked funds added or opened BAPR while 7 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

BAPR’s largest tracked holder by dollar value, Lido Advisors, LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BAPR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 108 tracked filers holding BAPR, 41 increased or opened the position and 52 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in BAPR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 6

  • Orion Porfolio Solutions, LLC$2M
  • GOLDMAN SACHS GROUP INC$1M
  • Atria Investments, Inc$1M
  • CWM, LLC$944K
  • HB Wealth Management, LLC$749K
  • Triad Wealth Partners, LLC$615K

Full exits 2

  • Motiv8 Investments LLC$2M
  • Clear Point Advisors Inc.$1M

Largest adds

  • Penserra Capital Management LLC$2M
  • Lido Advisors, LLC$2M
  • Cerity Partners LLC$1M
  • World Investment Advisors$1M
  • Macco Financial Group, Inc.$945K
  • INTEGRAL INVESTMENT ADVISORS, INC.$615K

Largest trims

  • OSAIC HOLDINGS, INC.$2M
  • OLD MISSION CAPITAL LLC$1M
  • Benson Wealth Management INC$1M
  • MML INVESTORS SERVICES, LLC$848K
  • ENVESTNET ASSET MANAGEMENT INC$280K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Lido Advisors, LLC trimmed2,194,315$107M27.2%2026-Q1
Penserra Capital Management LLC added425,357$21M5.3%2026-Q1
COFG Advisors, LLC trimmed374,205$18M4.6%2026-Q1
Cerity Partners LLC added348,558$17M4.3%2026-Q1
INTEGRAL INVESTMENT ADVISORS, INC. added295,477$14M3.7%2026-Q1
HighTower Advisors, LLC trimmed177,685$9M2.2%2026-Q1
LPL Financial LLC added150,749$7M1.9%2026-Q1
Macco Financial Group, Inc. added112,569$6M1.4%2026-Q1
OSAIC HOLDINGS, INC. trimmed108,621$5M1.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added92,598$5M1.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed82,152$4M1.0%2026-Q1
Hardworking Capital Advisors, LLC trimmed79,985$4M1.0%2026-Q1
My Personal CFO, LLC trimmed78,828$4M1.0%2026-Q1
Cetera Investment Advisers trimmed78,503$4M1.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added71,843$4M0.9%2026-Q1
First Commonwealth Financial Corp /PA/ trimmed56,289$3M0.7%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed48,357$2M0.6%2026-Q1
Benson Wealth Management INC trimmed39,018$2M0.5%2026-Q1
Maltin Wealth Management, Inc. trimmed37,494$2M0.5%2026-Q1
Kestra Advisory Services, LLC trimmed32,923$2M0.4%2026-Q1
Orion Porfolio Solutions, LLC new32,774$2M0.4%2026-Q1
Cambridge Investment Research Advisors, Inc. added32,633$2M0.4%2026-Q1
Southland Equity Partners LLC32,146$2M0.4%2026-Q1
TopTier Wealth Management, LLC trimmed30,541$1M0.4%2026-Q1
SIGNATUREFD, LLC28,341$1M0.4%2026-Q1
Spire Wealth Management trimmed26,773$1M0.3%2026-Q1
World Investment Advisors added23,865$1M0.3%2026-Q1
Janney Montgomery Scott LLC added23,765$1M0.3%2026-Q1
Sigma Planning Corp trimmed23,552$1M0.3%2026-Q1
GOLDMAN SACHS GROUP INC added23,064$1M0.3%2026-Q1
Valtinson Bruner Financial Planning LLC trimmed22,836$1M0.3%2026-Q1
Atria Investments, Inc new22,692$1M0.3%2026-Q1
Berkshire Money Management, Inc.21,374$1M0.3%2026-Q1
DHJJ Financial Advisors, Ltd. trimmed20,883$1M0.3%2026-Q1
Snowden Capital Advisors LLC trimmed19,964$978K0.2%2026-Q1
CWM, LLC added19,269$944K0.2%2026-Q1
Lantz Financial LLC added18,948$928K0.2%2026-Q1
Brookstone Capital Management added18,149$889K0.2%2026-Q1
Strategic Blueprint, LLC added17,688$866K0.2%2026-Q1
Beacon Pointe Advisors, LLC added17,047$835K0.2%2026-Q1
City Center Advisors, LLC added16,478$807K0.2%2026-Q1
FSA Advisors, Inc. trimmed16,153$791K0.2%2026-Q1
HB Wealth Management, LLC new15,301$749K0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed15,288$749K0.2%2026-Q1
Outlook Wealth Advisors, LLC trimmed15,211$745K0.2%2026-Q1
FORONJY FINANCIAL LLC added14,635$717K0.2%2026-Q1
XML Financial, LLC added13,485$660K0.2%2026-Q1
Ballast Rock Private Wealth LLC13,109$642K0.2%2026-Q1
PRINCIPAL SECURITIES, INC. added12,917$633K0.2%2026-Q1
Triad Wealth Partners, LLC new12,550$615K0.2%2026-Q1
GWN SECURITIES INC. trimmed12,248$600K0.2%2026-Q1
Keystone Wealth Services, LLC12,095$592K0.1%2026-Q1
HARBOUR INVESTMENTS, INC.11,958$586K0.1%2026-Q1
Arax Advisory Partners trimmed10,478$513K0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS added9,856$483K0.1%2026-Q1
Advisory Services Network, LLC9,708$475K0.1%2026-Q1
BENJAMIN EDWARDS INC trimmed9,676$474K0.1%2026-Q1
WealthPLAN Partners, LLC9,458$463K0.1%2026-Q1
Caliber Wealth Management, LLC / KS new9,306$456K0.1%2026-Q1
Focus Partners Wealth8,600$421K0.1%2026-Q1
Fragasso Financial Advisors Inc trimmed8,347$414K0.1%2026-Q1
WPWealth LLP added8,430$413K0.1%2026-Q1
Tradition Wealth Management, LLC7,740$379K0.1%2026-Q1
Signal Advisors Wealth, LLC7,632$374K0.1%2026-Q1
Arkadios Wealth Advisors trimmed7,363$361K0.1%2026-Q1
CoreCap Advisors, LLC added7,149$350K0.1%2026-Q1
CreativeOne Wealth, LLC added7,116$349K0.1%2026-Q1
Stratos Wealth Advisors, LLC trimmed6,792$333K0.1%2026-Q1
PlanVest Financial, Inc new6,756$331K0.1%2026-Q1
Chris Bulman Inc trimmed6,505$319K0.1%2026-Q1
Farther Finance Advisors, LLC6,110$302K0.1%2026-Q1
OLD MISSION CAPITAL LLC trimmed6,108$299K0.1%2026-Q1
BECK CAPITAL MANAGEMENT, LLC trimmed6,045$296K0.1%2026-Q1
AE Wealth Management LLC trimmed6,006$294K0.1%2026-Q1
Souders Financial Advisors5,857$287K0.1%2026-Q1
JPMORGAN CHASE & CO added5,970$285K0.1%2026-Q1
BFI Wealth Solutions, LLC5,674$281K0.1%2026-Q1
Diligent Investors, LLC5,733$281K0.1%2026-Q1
Trek Financial, LLC trimmed5,727$281K0.1%2026-Q1
Annis Gardner Whiting Capital Advisors, LLC5,300$260K0.1%2026-Q1
Bellwether Advisors, LLC trimmed5,152$252K0.1%2026-Q1
Beacon Financial Advisory LLC4,905$240K0.1%2026-Q1
Stuart Chaussee & Associates, Inc. trimmed2,204,829$103M26.2%2025-Q3 stale
Motiv8 Investments LLC trimmed40,301$2M0.5%2025-Q4 stale
Bison Wealth, LLC added28,834$1M0.3%2025-Q2 stale
Clear Point Advisors Inc. trimmed21,872$1M0.3%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed18,825$883K0.2%2025-Q3 stale
M Holdings Securities, Inc. trimmed15,740$711K0.2%2025-Q2 stale
Brown Financial Advisors new11,886$537K0.1%2025-Q2 stale
Mattson Financial Services, LLC new10,012$452K0.1%2025-Q2 stale
Paladin Wealth, LLC new9,775$442K0.1%2025-Q2 stale
Secure Asset Management, LLC trimmed7,949$381K0.1%2025-Q4 stale
Belpointe Asset Management LLC trimmed7,796$374K0.1%2025-Q4 stale
AlphaStar Capital Management, LLC trimmed7,624$366K0.1%2025-Q4 stale
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,388$354K0.1%2025-Q4 stale
Castellan Group7,160$336K0.1%2025-Q3 stale
BCS Wealth Management trimmed6,796$326K0.1%2025-Q4 stale
Lion Street Advisors, LLC new6,514$294K0.1%2025-Q2 stale
Siligmueller & Norvid Wealth Advisors LLC trimmed5,600$254K0.1%2025-Q2 stale
TOWNSQUARE CAPITAL LLC trimmed5,875$250K0.1%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership