Who owns 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-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BAPR is one-sided between 2026-Q1 and 2026-Q2: 20 added or opened and 5 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 116 tracked filers holding BAPR, 54 increased or opened the position and 45 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 2026-Q1 and 2026-Q2 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.
Full exits 5
- Penserra Capital Management LLC$21M
- HighTower Advisors, LLC$9M
- Cambridge Investment Research Advisors, Inc.$2M
- Janney Montgomery Scott LLC$1M
- CWM, LLC$944K
Largest adds
- Cerity Partners LLC$11M
- Lido Advisors, LLC$7M
- LPL Financial LLC$2M
- COFG Advisors, LLC$2M
- Macco Financial Group, Inc.$2M
- ENVESTNET ASSET MANAGEMENT INC$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Lido Advisors, LLC trimmed | 2,144,758 | $114M | 39.3% | 2026-Q2 |
| Cerity Partners LLC added | 519,837 | $28M | 9.5% | 2026-Q2 |
| COFG Advisors, LLC added | 383,163 | $20M | 7.0% | 2026-Q2 |
| INTEGRAL INVESTMENT ADVISORS, INC. added | 300,336 | $16M | 5.5% | 2026-Q2 |
| LPL Financial LLC added | 184,989 | $10M | 3.4% | 2026-Q2 |
| Macco Financial Group, Inc. added | 141,289 | $8M | 2.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 123,925 | $7M | 2.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 108,092 | $6M | 2.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 89,415 | $5M | 1.6% | 2026-Q2 |
| Cetera Investment Advisers added | 79,878 | $4M | 1.5% | 2026-Q2 |
| Hardworking Capital Advisors, LLC trimmed | 74,926 | $4M | 1.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 70,910 | $4M | 1.3% | 2026-Q2 |
| My Personal CFO, LLC trimmed | 68,328 | $4M | 1.3% | 2026-Q2 |
| First Commonwealth Financial Corp /PA/ trimmed | 55,355 | $3M | 1.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 51,496 | $3M | 0.9% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 40,205 | $2M | 0.7% | 2026-Q2 |
| Benson Wealth Management INC trimmed | 38,843 | $2M | 0.7% | 2026-Q2 |
| Maltin Wealth Management, Inc. | 37,494 | $2M | 0.7% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 35,356 | $2M | 0.6% | 2026-Q2 |
| HB Wealth Management, LLC added | 34,779 | $2M | 0.6% | 2026-Q2 |
| Southland Equity Partners LLC trimmed | 30,908 | $2M | 0.6% | 2026-Q2 |
| TopTier Wealth Management, LLC trimmed | 28,432 | $2M | 0.5% | 2026-Q2 |
| Spire Wealth Management trimmed | 26,648 | $1M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 25,943 | $1M | 0.5% | 2026-Q2 |
| Sigma Planning Corp added | 24,584 | $1M | 0.5% | 2026-Q2 |
| Lantz Financial LLC added | 22,894 | $1M | 0.4% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC | 22,836 | $1M | 0.4% | 2026-Q2 |
| SIGNATUREFD, LLC trimmed | 22,595 | $1M | 0.4% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. added | 21,892 | $1M | 0.4% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 21,749 | $1M | 0.4% | 2026-Q2 |
| World Investment Advisors trimmed | 21,546 | $1M | 0.4% | 2026-Q2 |
| Brookstone Capital Management added | 21,542 | $1M | 0.4% | 2026-Q2 |
| Atria Investments, Inc trimmed | 21,392 | $1M | 0.4% | 2026-Q2 |
| Berkshire Money Management, Inc. | 21,374 | $1M | 0.4% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 20,992 | $1M | 0.4% | 2026-Q2 |
| FORONJY FINANCIAL LLC added | 19,184 | $1M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 17,733 | $944K | 0.3% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 17,484 | $931K | 0.3% | 2026-Q2 |
| CORRADO ADVISORS, LLC added | 15,744 | $839K | 0.3% | 2026-Q2 |
| City Center Advisors, LLC trimmed | 15,603 | $831K | 0.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 15,148 | $807K | 0.3% | 2026-Q2 |
| Outlook Wealth Advisors, LLC trimmed | 14,967 | $797K | 0.3% | 2026-Q2 |
| FSA Advisors, Inc. trimmed | 14,798 | $788K | 0.3% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 13,681 | $729K | 0.3% | 2026-Q2 |
| Ballast Rock Private Wealth LLC | 13,109 | $698K | 0.2% | 2026-Q2 |
| XML Financial, LLC trimmed | 12,732 | $678K | 0.2% | 2026-Q2 |
| GWN SECURITIES INC. trimmed | 12,210 | $650K | 0.2% | 2026-Q2 |
| Keystone Wealth Services, LLC | 12,095 | $644K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 11,958 | $637K | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 11,806 | $629K | 0.2% | 2026-Q2 |
| Chris Bulman Inc added | 10,368 | $552K | 0.2% | 2026-Q2 |
| WealthPLAN Partners, LLC added | 9,763 | $520K | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC | 9,708 | $517K | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 9,706 | $517K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 9,428 | $500K | 0.2% | 2026-Q2 |
| Caliber Wealth Management, LLC / KS | 9,306 | $496K | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors added | 8,973 | $478K | 0.2% | 2026-Q2 |
| Simplicity Wealth,LLC new | 8,892 | $474K | 0.2% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 8,815 | $475K | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 8,706 | $464K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,617 | $459K | 0.2% | 2026-Q2 |
| Goldstein Advisors, LLC new | 8,548 | $455K | 0.2% | 2026-Q2 |
| Diligent Investors, LLC added | 8,483 | $452K | 0.2% | 2026-Q2 |
| WPWealth LLP added | 8,454 | $450K | 0.2% | 2026-Q2 |
| Fragasso Financial Advisors Inc | 8,347 | $445K | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 8,304 | $442K | 0.2% | 2026-Q2 |
| Main Street Financial Solutions, LLC new | 8,085 | $431K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 7,956 | $424K | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 7,571 | $403K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 7,291 | $388K | 0.1% | 2026-Q2 |
| Tradition Wealth Management, LLC trimmed | 7,232 | $385K | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 7,232 | $385K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 6,904 | $368K | 0.1% | 2026-Q2 |
| PlanVest Financial, Inc trimmed | 6,472 | $345K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 6,030 | $321K | 0.1% | 2026-Q2 |
| BECK CAPITAL MANAGEMENT, LLC trimmed | 6,030 | $321K | 0.1% | 2026-Q2 |
| Souders Financial Advisors | 5,857 | $312K | 0.1% | 2026-Q2 |
| Trek Financial, LLC | 5,727 | $305K | 0.1% | 2026-Q2 |
| BFI Wealth Solutions, LLC | 5,674 | $302K | 0.1% | 2026-Q2 |
| Blue Sky Capital Consultants Group, Inc. new | 5,548 | $295K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 5,162 | $277K | 0.1% | 2026-Q2 |
| Bellwether Advisors, LLC | 5,152 | $274K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC new | 5,000 | $266K | 0.1% | 2026-Q2 |
| Beacon Financial Advisory LLC | 4,905 | $261K | 0.1% | 2026-Q2 |
| Commerce Advisors, LLC | 4,800 | $256K | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC new | 4,659 | $248K | 0.1% | 2026-Q2 |
| AlphaStar Capital Management, LLC trimmed | 4,457 | $237K | 0.1% | 2026-Q2 |
| 4J Wealth Management LLC new | 4,000 | $213K | 0.1% | 2026-Q2 |
| Integrity Financial Corp /WA | 3,833 | $204K | 0.1% | 2026-Q2 |
| KFG WEALTH MANAGEMENT, LLC trimmed | 3,774 | $201K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 3,132 | $167K | 0.1% | 2026-Q2 |
| CHAPMAN FINANCIAL GROUP, LLC trimmed | 3,003 | $160K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 2,887 | $154K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 2,802 | $149K | 0.1% | 2026-Q2 |
| Orion Capital Management LLC | 2,670 | $142K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1,763 | $94K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 1,654 | $88K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 1,582 | $84K | 0.0% | 2026-Q2 |
| Nalls Sherbakoff Group, LLC | 1,575 | $84K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 1,356 | $72K | 0.0% | 2026-Q2 |
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.
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.