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-Q2 13F filings (latest filed 2026-08-14). 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
6 tracked funds added or opened BFOR while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
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 2026-Q1 and 2026-Q2, across 42 tracked filers holding BFOR, 16 increased or opened the position and 15 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 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.
New buyers 1
- Aspire Capital Advisors LLC$636K
Full exits 1
- NATIONAL BANK OF CANADA /FI/$2M
Largest adds
- BANK OF AMERICA CORP /DE/$6M
- MORGAN STANLEY$6M
- JONES FINANCIAL COMPANIES LLLP$2M
- Trilogy Capital Inc.$1M
- WELLS FARGO & COMPANY/MN$785K
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- GTS SECURITIES LLC$1M
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 added | 486,188 | $46M | 51.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 118,198 | $11M | 12.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 86,391 | $8M | 9.0% | 2026-Q2 |
| Trilogy Capital Inc. added | 43,999 | $4M | 4.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 15,916 | $2M | 1.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 13,325 | $1M | 1.4% | 2026-Q2 |
| Alteri Wealth LLC added | 13,123 | $1M | 1.4% | 2026-Q2 |
| Veltria Advisors Corp. added | 46,072 | $1M | 1.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 11,487 | $1M | 1.2% | 2026-Q2 |
| RMR Capital Management, LLC trimmed | 11,107 | $1M | 1.2% | 2026-Q2 |
| BANTAMAC CAPITAL, LLC trimmed | 10,000 | $956K | 1.1% | 2026-Q2 |
| UBS Group AG trimmed | 9,601 | $918K | 1.0% | 2026-Q2 |
| Waverly Advisors, LLC | 8,475 | $810K | 0.9% | 2026-Q2 |
| Aspire Capital Advisors LLC new | 6,647 | $636K | 0.7% | 2026-Q2 |
| FMR LLC added | 6,014 | $575K | 0.6% | 2026-Q2 |
| Texas Yale Capital Corp. added | 23,080 | $552K | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 5,252 | $502K | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP | 4,265 | $408K | 0.5% | 2026-Q2 |
| IFP Advisors, Inc added | 4,192 | $401K | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 4,108 | $393K | 0.4% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 3,872 | $370K | 0.4% | 2026-Q2 |
| CWA Asset Management Group, LLC | 3,500 | $335K | 0.4% | 2026-Q2 |
| Sensible Money, LLC | 3,236 | $309K | 0.3% | 2026-Q2 |
| Asset Dedication, LLC | 3,236 | $309K | 0.3% | 2026-Q2 |
| Huntleigh Advisors, Inc. | 3,197 | $306K | 0.3% | 2026-Q2 |
| Orange Investment Advisors, Inc. | 3,000 | $287K | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 2,901 | $277K | 0.3% | 2026-Q2 |
| RVW Wealth, LLC | 2,899 | $277K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 2,509 | $240K | 0.3% | 2026-Q2 |
| IHT Wealth Management, LLC new | 2,431 | $232K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA | 2,335 | $223K | 0.2% | 2026-Q2 |
| Spire Wealth Management | 2,200 | $210K | 0.2% | 2026-Q2 |
| Caption Management, LLC new | 2,000 | $191K | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,486 | $142K | 0.2% | 2026-Q2 |
| US BANCORP \DE\ | 1,000 | $96K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC | 750 | $72K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 133 | $13K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC | 100 | $10K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 97 | $9K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 52 | $5K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 42 | $4K | 0.0% | 2026-Q2 |
| High Note Wealth, LLC | 40 | $4K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 19,300 | $2M | 1.8% | 2026-Q1 stale |
| WOLVERINE TRADING, LLC new | 4,069 | $312K | 0.3% | 2025-Q2 stale |
| ENVESTNET ASSET MANAGEMENT INC new | 3,209 | $260K | 0.3% | 2025-Q3 stale |
| NORTHERN TRUST CORP new | 3,000 | $244K | 0.3% | 2025-Q3 stale |
| Cambridge Investment Research Advisors, Inc. added | 2,843 | $236K | 0.3% | 2026-Q1 stale |
| AlphaCore Capital LLC new | 1,200 | $99K | 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 |
| HARBOUR INVESTMENTS, INC. new | 90 | $7K | 0.0% | 2026-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.