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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 2,517,348 | $116M | 15.9% | 2026-Q1 |
| Richard Bernstein Advisors LLC trimmed | 2,151,643 | $99M | 13.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 692,049 | $32M | 4.4% | 2026-Q1 |
| LPL Financial LLC added | 655,122 | $30M | 4.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 630,227 | $29M | 4.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 573,021 | $26M | 3.6% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 459,652 | $21M | 2.9% | 2026-Q1 |
| Advyzon Investment Management, LLC trimmed | 437,991 | $20M | 2.8% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 435,565 | $20M | 2.8% | 2026-Q1 |
| BRANDYWINE OAK PRIVATE WEALTH LLC added | 430,687 | $20M | 2.7% | 2026-Q1 |
| LAKE STREET PRIVATE WEALTH, LLC added | 407,472 | $19M | 2.6% | 2026-Q1 |
| China Universal Asset Management Co., Ltd. | 303,000 | $14M | 1.9% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 301,484 | $14M | 1.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 277,222 | $13M | 1.8% | 2026-Q1 |
| Cambria Investment Management, L.P. trimmed | 272,801 | $13M | 1.7% | 2026-Q1 |
| Columbus Macro, LLC trimmed | 244,650 | $11M | 1.5% | 2026-Q1 |
| Maridea Wealth Management LLC added | 231,757 | $11M | 1.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 231,378 | $11M | 1.5% | 2026-Q1 |
| Empowered Funds, LLC added | 225,661 | $10M | 1.4% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 208,685 | $10M | 1.3% | 2026-Q1 |
| Mason & Associates Inc added | 192,912 | $9M | 1.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 171,284 | $8M | 1.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 166,959 | $8M | 1.1% | 2026-Q1 |
| ALM First Financial Advisors, LLC | 233,353 | $7M | 1.0% | 2026-Q1 |
| Brendel Financial Advisors LLC trimmed | 146,753 | $7M | 0.9% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 140,639 | $6M | 0.9% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 118,418 | $5M | 0.7% | 2026-Q1 |
| ETF Store, Inc. added | 115,676 | $5M | 0.7% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC trimmed | 106,324 | $5M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 104,026 | $5M | 0.7% | 2026-Q1 |
| Clear Point Advisors Inc. added | 93,884 | $4M | 0.6% | 2026-Q1 |
| FSA Investment Group, LLC added | 92,609 | $4M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 79,445 | $4M | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 76,589 | $4M | 0.5% | 2026-Q1 |
| Jackson Hole Capital Partners, LLC | 70,950 | $3M | 0.4% | 2026-Q1 |
| Belpointe Asset Management LLC added | 70,657 | $3M | 0.4% | 2026-Q1 |
| MORGAN STANLEY added | 68,916 | $3M | 0.4% | 2026-Q1 |
| Quadrature Capital Ltd added | 68,716 | $3M | 0.4% | 2026-Q1 |
| Cherry Creek Investment Advisors, Inc. trimmed | 65,800 | $3M | 0.4% | 2026-Q1 |
| Capital Advisor Network LLC new | 60,893 | $3M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 59,161 | $3M | 0.4% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 58,640 | $3M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 57,623 | $3M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 50,479 | $2M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 50,600 | $2M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 46,991 | $2M | 0.3% | 2026-Q1 |
| SMITH, MOORE & CO. added | 44,799 | $2M | 0.3% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 44,065 | $2M | 0.3% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 43,586 | $2M | 0.3% | 2026-Q1 |
| INSPIRION WEALTH ADVISORS, LLC | 40,445 | $2M | 0.3% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 39,601 | $2M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 38,779 | $2M | 0.2% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 33,892 | $2M | 0.2% | 2026-Q1 |
| IBEX WEALTH ADVISORS trimmed | 32,853 | $2M | 0.2% | 2026-Q1 |
| Semus Wealth Partners LLC trimmed | 32,611 | $2M | 0.2% | 2026-Q1 |
| CORE WEALTH ADVISORS, LLC trimmed | 32,227 | $1M | 0.2% | 2026-Q1 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 31,231 | $1M | 0.2% | 2026-Q1 |
| UBS Group AG added | 30,521 | $1M | 0.2% | 2026-Q1 |
| Financial Guidance Group, Inc. trimmed | 28,869 | $1M | 0.2% | 2026-Q1 |
| LexAurum Advisors, LLC added | 28,545 | $1M | 0.2% | 2026-Q1 |
| BKM Wealth Management, LLC added | 28,498 | $1M | 0.2% | 2026-Q1 |
| HANSEATIC MANAGEMENT SERVICES INC new | 27,654 | $1M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 27,509 | $1M | 0.2% | 2026-Q1 |
| EQ LLC trimmed | 26,476 | $1M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 26,400 | $1M | 0.2% | 2026-Q1 |
| DMC Group, LLC added | 24,465 | $1M | 0.2% | 2026-Q1 |
| Leo Wealth, LLC added | 23,929 | $1M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 21,415 | $988K | 0.1% | 2026-Q1 |
| Virtue Capital Management, LLC added | 22,144 | $985K | 0.1% | 2026-Q1 |
| CHOREO, LLC added | 20,903 | $964K | 0.1% | 2026-Q1 |
| PFG Advisors added | 20,652 | $953K | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 19,320 | $891K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 19,270 | $889K | 0.1% | 2026-Q1 |
| Freestone Capital Holdings, LLC added | 18,264 | $843K | 0.1% | 2026-Q1 |
| Atria Investments, Inc trimmed | 17,535 | $809K | 0.1% | 2026-Q1 |
| Creative Planning added | 16,864 | $778K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 16,776 | $774K | 0.1% | 2026-Q1 |
| Tactive Advisors, LLC trimmed | 16,200 | $747K | 0.1% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC trimmed | 15,784 | $728K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 15,391 | $710K | 0.1% | 2026-Q1 |
| Essex Financial Services, Inc. trimmed | 15,011 | $692K | 0.1% | 2026-Q1 |
| Investor's Fiduciary Advisor Network, LLC added | 14,689 | $677K | 0.1% | 2026-Q1 |
| Almanack Investment Partners, LLC. | 14,645 | $676K | 0.1% | 2026-Q1 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC added | 14,636 | $675K | 0.1% | 2026-Q1 |
| Pacific Excel Wealth Advisors, Inc. added | 14,351 | $662K | 0.1% | 2026-Q1 |
| DENVER WEALTH MANAGEMENT, INC. | 14,241 | $657K | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 13,791 | $636K | 0.1% | 2026-Q1 |
| EHRLICH FINANCIAL GROUP trimmed | 13,550 | $625K | 0.1% | 2026-Q1 |
| ARMSTRONG ADVISORY GROUP, INC trimmed | 13,399 | $618K | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 13,315 | $614K | 0.1% | 2026-Q1 |
| Crew Capital Management, Ltd added | 13,307 | $614K | 0.1% | 2026-Q1 |
| PATRON PARTNERS, LLC trimmed | 13,166 | $607K | 0.1% | 2026-Q1 |
| a16z Perennial Management, L.P. | 181,946 | $8M | 1.1% | 2025-Q4 stale |
| Capital Advisory Group Advisory Services, LLC added | 153,843 | $7M | 0.9% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 68,245 | $3M | 0.4% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 46,616 | $2M | 0.3% | 2025-Q4 stale |
| Prime Capital Investment Advisors, LLC new | 60,450 | $2M | 0.3% | 2025-Q1 stale |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 54,161 | $2M | 0.2% | 2025-Q1 stale |
| OPPENHEIMER & CO INC new | 36,691 | $2M | 0.2% | 2025-Q4 stale |
| Defined Financial Planning LLC new | 41,930 | $1M | 0.2% | 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.
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.