Who owns BFOR
Which tracked institutional funds hold BFOR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BFOR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-29). 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 BFOR is one-sided between 2025-Q4 and 2026-Q1: 5 added or opened and 0 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
BFOR’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BFOR 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 40 tracked filers holding BFOR, 18 increased or opened the position and 10 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 BFOR 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 1
- NATIONAL BANK OF CANADA /FI/$2M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- GTS SECURITIES LLC$421K
- BANK OF AMERICA CORP /DE/$362K
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 483,446 | $40M | 54.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 75,404 | $6M | 8.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 58,313 | $5M | 6.5% | 2026-Q1 |
| Trilogy Capital Inc. added | 36,091 | $3M | 4.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 31,247 | $3M | 3.5% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 19,300 | $2M | 2.2% | 2026-Q1 |
| GTS SECURITIES LLC added | 16,892 | $1M | 1.9% | 2026-Q1 |
| LPL Financial LLC added | 14,123 | $1M | 1.6% | 2026-Q1 |
| Alteri Wealth LLC added | 12,767 | $1M | 1.4% | 2026-Q1 |
| Veltria Advisors Corp. added | 11,518 | $1M | 1.4% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 12,423 | $1M | 1.4% | 2026-Q1 |
| RMR Capital Management, LLC trimmed | 11,302 | $938K | 1.3% | 2026-Q1 |
| BANTAMAC CAPITAL, LLC | 10,767 | $894K | 1.2% | 2026-Q1 |
| UBS Group AG added | 10,158 | $843K | 1.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 8,876 | $737K | 1.0% | 2026-Q1 |
| Waverly Advisors, LLC | 8,475 | $703K | 0.9% | 2026-Q1 |
| Texas Yale Capital Corp. | 5,770 | $479K | 0.6% | 2026-Q1 |
| FMR LLC | 5,506 | $457K | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 5,419 | $450K | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 5,300 | $440K | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 4,265 | $354K | 0.5% | 2026-Q1 |
| IFP Advisors, Inc added | 4,180 | $347K | 0.5% | 2026-Q1 |
| CWA Asset Management Group, LLC | 3,500 | $291K | 0.4% | 2026-Q1 |
| Sensible Money, LLC | 3,236 | $269K | 0.4% | 2026-Q1 |
| Asset Dedication, LLC | 3,236 | $269K | 0.4% | 2026-Q1 |
| Huntleigh Advisors, Inc. | 3,197 | $265K | 0.4% | 2026-Q1 |
| Orange Investment Advisors, Inc. | 3,000 | $249K | 0.3% | 2026-Q1 |
| RVW Wealth, LLC | 2,899 | $241K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 2,843 | $236K | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 2,698 | $224K | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA | 2,335 | $194K | 0.3% | 2026-Q1 |
| Spire Wealth Management | 2,200 | $183K | 0.2% | 2026-Q1 |
| US BANCORP \DE\ new | 1,000 | $83K | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 210 | $17K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 172 | $14K | 0.0% | 2026-Q1 |
| Clearstead Advisors, LLC | 100 | $8K | 0.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC | 97 | $8K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 90 | $7K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 190 | $7K | 0.0% | 2026-Q1 |
| High Note Wealth, LLC | 40 | $3K | 0.0% | 2026-Q1 |
| WOLVERINE TRADING, LLC new | 4,069 | $312K | 0.4% | 2025-Q2 stale |
| ENVESTNET ASSET MANAGEMENT INC added | 3,209 | $260K | 0.4% | 2025-Q3 stale |
| NORTHERN TRUST CORP new | 3,000 | $244K | 0.3% | 2025-Q3 stale |
| AlphaCore Capital LLC new | 1,200 | $99K | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC | 750 | $62K | 0.1% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC trimmed | 300 | $23K | 0.0% | 2025-Q2 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 259 | $18K | 0.0% | 2025-Q1 stale |
| COMERICA BANK | 179 | $15K | 0.0% | 2025-Q4 stale |
| HARBOR INVESTMENT ADVISORY, LLC | 151 | $12K | 0.0% | 2025-Q2 stale |
| SIGNATUREFD, LLC | 115 | $8K | 0.0% | 2025-Q1 stale |
| PNC Financial Services Group, Inc. | 32 | $3K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.