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Institutional Ownership · SEC Form 13F

Who owns BAR (BAR)


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

175
Institutional holders
15,780,109
Shares held (tracked funds)
46.3%
Of shares outstanding

How the tape is positioned

40 tracked funds added or opened BAR while 18 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

BAR’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes BAR more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in BAR 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 175 tracked filers holding BAR, 73 increased or opened the position and 75 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 BAR 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 7

  • Belpointe Asset Management LLC$3M
  • Quadrature Capital Ltd$3M
  • Capital Advisor Network LLC$3M
  • CITADEL ADVISORS LLC$2M
  • LexAurum Advisors, LLC$1M
  • HANSEATIC MANAGEMENT SERVICES INC$1M

Full exits 5

  • a16z Perennial Management, L.P.$8M
  • Capital Advisory Group Advisory Services, LLC$7M
  • FLOW TRADERS U.S. LLC$3M
  • NewEdge Advisors, LLC$2M
  • OPPENHEIMER & CO INC$2M

Largest adds

  • LPL Financial LLC$8M
  • BANK OF AMERICA CORP /DE/$6M
  • Richard Bernstein Advisors LLC$6M
  • NATIONS FINANCIAL GROUP INC, /IA/ /ADV$3M
  • Bank of New York Mellon Corp$2M
  • Ausdal Financial Partners, Inc.$2M

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$130M
  • RENAISSANCE TECHNOLOGIES LLC$3M
  • ALM First Financial Advisors, LLC$2M
  • CORE WEALTH ADVISORS, LLC$2M
  • Steward Partners Investment Advisory, LLC$2M
  • U.S. Capital Wealth Advisors, LLC$903K

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
BANK OF AMERICA CORP /DE/ trimmed2,517,348$116M15.9%2026-Q1
Richard Bernstein Advisors LLC trimmed2,151,643$99M13.6%2026-Q1
Bank of New York Mellon Corp trimmed692,049$32M4.4%2026-Q1
LPL Financial LLC added655,122$30M4.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed630,227$29M4.0%2026-Q1
ROYAL BANK OF CANADA trimmed573,021$26M3.6%2026-Q1
Rockefeller Capital Management L.P. trimmed459,652$21M2.9%2026-Q1
Advyzon Investment Management, LLC trimmed437,991$20M2.8%2026-Q1
Ausdal Financial Partners, Inc. added435,565$20M2.8%2026-Q1
BRANDYWINE OAK PRIVATE WEALTH LLC added430,687$20M2.7%2026-Q1
LAKE STREET PRIVATE WEALTH, LLC added407,472$19M2.6%2026-Q1
China Universal Asset Management Co., Ltd.303,000$14M1.9%2026-Q1
Cetera Investment Advisers trimmed301,484$14M1.9%2026-Q1
OSAIC HOLDINGS, INC. trimmed277,222$13M1.8%2026-Q1
Cambria Investment Management, L.P. trimmed272,801$13M1.7%2026-Q1
Columbus Macro, LLC trimmed244,650$11M1.5%2026-Q1
Maridea Wealth Management LLC added231,757$11M1.5%2026-Q1
MML INVESTORS SERVICES, LLC trimmed231,378$11M1.5%2026-Q1
Empowered Funds, LLC added225,661$10M1.4%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added208,685$10M1.3%2026-Q1
Mason & Associates Inc added192,912$9M1.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed171,284$8M1.1%2026-Q1
STIFEL FINANCIAL CORP trimmed166,959$8M1.1%2026-Q1
ALM First Financial Advisors, LLC233,353$7M1.0%2026-Q1
Brendel Financial Advisors LLC trimmed146,753$7M0.9%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed140,639$6M0.9%2026-Q1
Steward Partners Investment Advisory, LLC trimmed118,418$5M0.7%2026-Q1
ETF Store, Inc. added115,676$5M0.7%2026-Q1
U.S. Capital Wealth Advisors, LLC trimmed106,324$5M0.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added104,026$5M0.7%2026-Q1
Clear Point Advisors Inc. added93,884$4M0.6%2026-Q1
FSA Investment Group, LLC added92,609$4M0.6%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed79,445$4M0.5%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed76,589$4M0.5%2026-Q1
Jackson Hole Capital Partners, LLC70,950$3M0.4%2026-Q1
Belpointe Asset Management LLC added70,657$3M0.4%2026-Q1
MORGAN STANLEY added68,916$3M0.4%2026-Q1
Quadrature Capital Ltd added68,716$3M0.4%2026-Q1
Cherry Creek Investment Advisors, Inc. trimmed65,800$3M0.4%2026-Q1
Capital Advisor Network LLC new60,893$3M0.4%2026-Q1
HighTower Advisors, LLC trimmed59,161$3M0.4%2026-Q1
AE Wealth Management LLC trimmed58,640$3M0.4%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed57,623$3M0.4%2026-Q1
Sanctuary Advisors, LLC trimmed50,479$2M0.3%2026-Q1
JPMORGAN CHASE & CO trimmed50,600$2M0.3%2026-Q1
Farther Finance Advisors, LLC added46,991$2M0.3%2026-Q1
SMITH, MOORE & CO. added44,799$2M0.3%2026-Q1
ELEVATION POINT WEALTH PARTNERS, LLC added44,065$2M0.3%2026-Q1
Vestmark Advisory Solutions, Inc. added43,586$2M0.3%2026-Q1
INSPIRION WEALTH ADVISORS, LLC40,445$2M0.3%2026-Q1
HighPoint Advisor Group LLC added39,601$2M0.3%2026-Q1
CITADEL ADVISORS LLC added38,779$2M0.2%2026-Q1
Aptus Capital Advisors, LLC trimmed33,892$2M0.2%2026-Q1
IBEX WEALTH ADVISORS trimmed32,853$2M0.2%2026-Q1
Semus Wealth Partners LLC trimmed32,611$2M0.2%2026-Q1
CORE WEALTH ADVISORS, LLC trimmed32,227$1M0.2%2026-Q1
AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed31,231$1M0.2%2026-Q1
UBS Group AG added30,521$1M0.2%2026-Q1
Financial Guidance Group, Inc. trimmed28,869$1M0.2%2026-Q1
LexAurum Advisors, LLC added28,545$1M0.2%2026-Q1
BKM Wealth Management, LLC added28,498$1M0.2%2026-Q1
HANSEATIC MANAGEMENT SERVICES INC new27,654$1M0.2%2026-Q1
Mariner, LLC added27,509$1M0.2%2026-Q1
EQ LLC trimmed26,476$1M0.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed26,400$1M0.2%2026-Q1
DMC Group, LLC added24,465$1M0.2%2026-Q1
Leo Wealth, LLC added23,929$1M0.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed21,415$988K0.1%2026-Q1
Virtue Capital Management, LLC added22,144$985K0.1%2026-Q1
CHOREO, LLC added20,903$964K0.1%2026-Q1
PFG Advisors added20,652$953K0.1%2026-Q1
MGO ONE SEVEN LLC added19,320$891K0.1%2026-Q1
WELLS FARGO & COMPANY/MN added19,270$889K0.1%2026-Q1
Freestone Capital Holdings, LLC added18,264$843K0.1%2026-Q1
Atria Investments, Inc trimmed17,535$809K0.1%2026-Q1
Creative Planning added16,864$778K0.1%2026-Q1
Corient Private Wealth LLC trimmed16,776$774K0.1%2026-Q1
Tactive Advisors, LLC trimmed16,200$747K0.1%2026-Q1
Jaffetilchin Investment Partners, LLC trimmed15,784$728K0.1%2026-Q1
Private Advisor Group, LLC trimmed15,391$710K0.1%2026-Q1
Essex Financial Services, Inc. trimmed15,011$692K0.1%2026-Q1
Investor's Fiduciary Advisor Network, LLC added14,689$677K0.1%2026-Q1
Almanack Investment Partners, LLC.14,645$676K0.1%2026-Q1
FLYNN ZITO CAPITAL MANAGEMENT, LLC added14,636$675K0.1%2026-Q1
Pacific Excel Wealth Advisors, Inc. added14,351$662K0.1%2026-Q1
DENVER WEALTH MANAGEMENT, INC.14,241$657K0.1%2026-Q1
Cerity Partners LLC added13,791$636K0.1%2026-Q1
EHRLICH FINANCIAL GROUP trimmed13,550$625K0.1%2026-Q1
ARMSTRONG ADVISORY GROUP, INC trimmed13,399$618K0.1%2026-Q1
IHT Wealth Management, LLC trimmed13,315$614K0.1%2026-Q1
Crew Capital Management, Ltd added13,307$614K0.1%2026-Q1
PATRON PARTNERS, LLC trimmed13,166$607K0.1%2026-Q1
a16z Perennial Management, L.P.181,946$8M1.1%2025-Q4 stale
Capital Advisory Group Advisory Services, LLC added153,843$7M0.9%2025-Q4 stale
FLOW TRADERS U.S. LLC added68,245$3M0.4%2025-Q4 stale
NewEdge Advisors, LLC added46,616$2M0.3%2025-Q4 stale
Prime Capital Investment Advisors, LLC new60,450$2M0.3%2025-Q1 stale
TRANSCEND CAPITAL ADVISORS, LLC trimmed54,161$2M0.2%2025-Q1 stale
OPPENHEIMER & CO INC new36,691$2M0.2%2025-Q4 stale
Defined Financial Planning LLC new41,930$1M0.2%2025-Q2 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