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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Lido Advisors, LLC trimmed | 2,194,315 | $107M | 27.2% | 2026-Q1 |
| Penserra Capital Management LLC added | 425,357 | $21M | 5.3% | 2026-Q1 |
| COFG Advisors, LLC trimmed | 374,205 | $18M | 4.6% | 2026-Q1 |
| Cerity Partners LLC added | 348,558 | $17M | 4.3% | 2026-Q1 |
| INTEGRAL INVESTMENT ADVISORS, INC. added | 295,477 | $14M | 3.7% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 177,685 | $9M | 2.2% | 2026-Q1 |
| LPL Financial LLC added | 150,749 | $7M | 1.9% | 2026-Q1 |
| Macco Financial Group, Inc. added | 112,569 | $6M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 108,621 | $5M | 1.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 92,598 | $5M | 1.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 82,152 | $4M | 1.0% | 2026-Q1 |
| Hardworking Capital Advisors, LLC trimmed | 79,985 | $4M | 1.0% | 2026-Q1 |
| My Personal CFO, LLC trimmed | 78,828 | $4M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 78,503 | $4M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 71,843 | $4M | 0.9% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ trimmed | 56,289 | $3M | 0.7% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 48,357 | $2M | 0.6% | 2026-Q1 |
| Benson Wealth Management INC trimmed | 39,018 | $2M | 0.5% | 2026-Q1 |
| Maltin Wealth Management, Inc. trimmed | 37,494 | $2M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 32,923 | $2M | 0.4% | 2026-Q1 |
| Orion Porfolio Solutions, LLC new | 32,774 | $2M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 32,633 | $2M | 0.4% | 2026-Q1 |
| Southland Equity Partners LLC | 32,146 | $2M | 0.4% | 2026-Q1 |
| TopTier Wealth Management, LLC trimmed | 30,541 | $1M | 0.4% | 2026-Q1 |
| SIGNATUREFD, LLC | 28,341 | $1M | 0.4% | 2026-Q1 |
| Spire Wealth Management trimmed | 26,773 | $1M | 0.3% | 2026-Q1 |
| World Investment Advisors added | 23,865 | $1M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 23,765 | $1M | 0.3% | 2026-Q1 |
| Sigma Planning Corp trimmed | 23,552 | $1M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 23,064 | $1M | 0.3% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC trimmed | 22,836 | $1M | 0.3% | 2026-Q1 |
| Atria Investments, Inc new | 22,692 | $1M | 0.3% | 2026-Q1 |
| Berkshire Money Management, Inc. | 21,374 | $1M | 0.3% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 20,883 | $1M | 0.3% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 19,964 | $978K | 0.2% | 2026-Q1 |
| CWM, LLC added | 19,269 | $944K | 0.2% | 2026-Q1 |
| Lantz Financial LLC added | 18,948 | $928K | 0.2% | 2026-Q1 |
| Brookstone Capital Management added | 18,149 | $889K | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC added | 17,688 | $866K | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 17,047 | $835K | 0.2% | 2026-Q1 |
| City Center Advisors, LLC added | 16,478 | $807K | 0.2% | 2026-Q1 |
| FSA Advisors, Inc. trimmed | 16,153 | $791K | 0.2% | 2026-Q1 |
| HB Wealth Management, LLC new | 15,301 | $749K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 15,288 | $749K | 0.2% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 15,211 | $745K | 0.2% | 2026-Q1 |
| FORONJY FINANCIAL LLC added | 14,635 | $717K | 0.2% | 2026-Q1 |
| XML Financial, LLC added | 13,485 | $660K | 0.2% | 2026-Q1 |
| Ballast Rock Private Wealth LLC | 13,109 | $642K | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 12,917 | $633K | 0.2% | 2026-Q1 |
| Triad Wealth Partners, LLC new | 12,550 | $615K | 0.2% | 2026-Q1 |
| GWN SECURITIES INC. trimmed | 12,248 | $600K | 0.2% | 2026-Q1 |
| Keystone Wealth Services, LLC | 12,095 | $592K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 11,958 | $586K | 0.1% | 2026-Q1 |
| Arax Advisory Partners trimmed | 10,478 | $513K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 9,856 | $483K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC | 9,708 | $475K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 9,676 | $474K | 0.1% | 2026-Q1 |
| WealthPLAN Partners, LLC | 9,458 | $463K | 0.1% | 2026-Q1 |
| Caliber Wealth Management, LLC / KS new | 9,306 | $456K | 0.1% | 2026-Q1 |
| Focus Partners Wealth | 8,600 | $421K | 0.1% | 2026-Q1 |
| Fragasso Financial Advisors Inc trimmed | 8,347 | $414K | 0.1% | 2026-Q1 |
| WPWealth LLP added | 8,430 | $413K | 0.1% | 2026-Q1 |
| Tradition Wealth Management, LLC | 7,740 | $379K | 0.1% | 2026-Q1 |
| Signal Advisors Wealth, LLC | 7,632 | $374K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 7,363 | $361K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC added | 7,149 | $350K | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 7,116 | $349K | 0.1% | 2026-Q1 |
| Stratos Wealth Advisors, LLC trimmed | 6,792 | $333K | 0.1% | 2026-Q1 |
| PlanVest Financial, Inc new | 6,756 | $331K | 0.1% | 2026-Q1 |
| Chris Bulman Inc trimmed | 6,505 | $319K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC | 6,110 | $302K | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 6,108 | $299K | 0.1% | 2026-Q1 |
| BECK CAPITAL MANAGEMENT, LLC trimmed | 6,045 | $296K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 6,006 | $294K | 0.1% | 2026-Q1 |
| Souders Financial Advisors | 5,857 | $287K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 5,970 | $285K | 0.1% | 2026-Q1 |
| BFI Wealth Solutions, LLC | 5,674 | $281K | 0.1% | 2026-Q1 |
| Diligent Investors, LLC | 5,733 | $281K | 0.1% | 2026-Q1 |
| Trek Financial, LLC trimmed | 5,727 | $281K | 0.1% | 2026-Q1 |
| Annis Gardner Whiting Capital Advisors, LLC | 5,300 | $260K | 0.1% | 2026-Q1 |
| Bellwether Advisors, LLC trimmed | 5,152 | $252K | 0.1% | 2026-Q1 |
| Beacon Financial Advisory LLC | 4,905 | $240K | 0.1% | 2026-Q1 |
| Stuart Chaussee & Associates, Inc. trimmed | 2,204,829 | $103M | 26.2% | 2025-Q3 stale |
| Motiv8 Investments LLC trimmed | 40,301 | $2M | 0.5% | 2025-Q4 stale |
| Bison Wealth, LLC added | 28,834 | $1M | 0.3% | 2025-Q2 stale |
| Clear Point Advisors Inc. trimmed | 21,872 | $1M | 0.3% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 18,825 | $883K | 0.2% | 2025-Q3 stale |
| M Holdings Securities, Inc. trimmed | 15,740 | $711K | 0.2% | 2025-Q2 stale |
| Brown Financial Advisors new | 11,886 | $537K | 0.1% | 2025-Q2 stale |
| Mattson Financial Services, LLC new | 10,012 | $452K | 0.1% | 2025-Q2 stale |
| Paladin Wealth, LLC new | 9,775 | $442K | 0.1% | 2025-Q2 stale |
| Secure Asset Management, LLC trimmed | 7,949 | $381K | 0.1% | 2025-Q4 stale |
| Belpointe Asset Management LLC trimmed | 7,796 | $374K | 0.1% | 2025-Q4 stale |
| AlphaStar Capital Management, LLC trimmed | 7,624 | $366K | 0.1% | 2025-Q4 stale |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7,388 | $354K | 0.1% | 2025-Q4 stale |
| Castellan Group | 7,160 | $336K | 0.1% | 2025-Q3 stale |
| BCS Wealth Management trimmed | 6,796 | $326K | 0.1% | 2025-Q4 stale |
| Lion Street Advisors, LLC new | 6,514 | $294K | 0.1% | 2025-Q2 stale |
| Siligmueller & Norvid Wealth Advisors LLC trimmed | 5,600 | $254K | 0.1% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 5,875 | $250K | 0.1% | 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.
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.