Who owns BKAG
Which tracked institutional funds hold BKAG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BKAG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
25 tracked funds added or opened BKAG while 19 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
BKAG’s largest tracked holder by dollar value, RPOA Advisors, Inc., sizes it at 24.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 24.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BKAG 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 91 tracked filers holding BKAG, 63 increased or opened the position and 33 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 BKAG 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 4
- Wealthspire Advisors, LLC$28M
- CITADEL ADVISORS LLC$2M
- Concurrent Investment Advisors, LLC$2M
- SageView Advisory Group, LLC$730K
Full exits 8
- Talon Private Wealth, LLC$51M
- Integrated Wealth Concepts LLC$36M
- GM Advisory Group, LLC$26M
- M Holdings Securities, Inc.$2M
- PARK AVENUE SECURITIES LLC$2M
- BankPlus Wealth Management LLC$2M
Largest adds
- Bank of New York Mellon Corp$41M
- CENTRAL TRUST Co$10M
- Signal Advisors Wealth, LLC$10M
- Tailwinds Wealth, LLC$5M
- OSAIC HOLDINGS, INC.$3M
- JPMORGAN CHASE & CO$3M
Largest trims
- Tanager Wealth Management LLP$8M
- Curran Financial Partners, LLC$7M
- First Heartland Consultants, Inc.$5M
- TOTAL INVESTMENT MANAGEMENT INC$990K
- RAYMOND JAMES FINANCIAL INC$915K
- Glen Eagle Advisors, LLC$869K
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 |
|---|---|---|---|---|
| RPOA Advisors, Inc. added | 20,729,160 | $870M | 44.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 6,294,450 | $264M | 13.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,445,005 | $103M | 5.3% | 2026-Q2 |
| TOTAL INVESTMENT MANAGEMENT INC added | 1,732,205 | $72M | 3.7% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 1,137,964 | $48M | 2.5% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 1,062,469 | $45M | 2.3% | 2026-Q2 |
| Tanager Wealth Management LLP trimmed | 1,018,696 | $43M | 2.2% | 2026-Q2 |
| Brookstone Capital Management added | 1,010,180 | $42M | 2.2% | 2026-Q2 |
| CENTRAL TRUST Co added | 941,445 | $39M | 2.0% | 2026-Q2 |
| Stadion Money Management, LLC added | 798,129 | $33M | 1.7% | 2026-Q2 |
| Glen Eagle Advisors, LLC trimmed | 699,904 | $29M | 1.5% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 676,711 | $28M | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 491,335 | $21M | 1.1% | 2026-Q2 |
| CRUX WEALTH ADVISORS added | 323,784 | $14M | 0.7% | 2026-Q2 |
| Carolina Wealth Advisors, LLC added | 306,994 | $13M | 0.7% | 2026-Q2 |
| Lord & Richards Wealth Management, LLC added | 255,358 | $11M | 0.6% | 2026-Q2 |
| MORGAN STANLEY added | 238,030 | $10M | 0.5% | 2026-Q2 |
| Wealth Forward, LLC added | 212,034 | $9M | 0.5% | 2026-Q2 |
| Tailwinds Wealth, LLC added | 189,927 | $8M | 0.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 171,573 | $7M | 0.4% | 2026-Q2 |
| MARIPAU WEALTH MANAGEMENT LLC added | 169,814 | $7M | 0.4% | 2026-Q2 |
| SevenBridge Financial Group, LLC added | 171,841 | $7M | 0.4% | 2026-Q2 |
| Curran Financial Partners, LLC trimmed | 149,356 | $6M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 143,614 | $6M | 0.3% | 2026-Q2 |
| Symphony Financial, Ltd. Co. added | 121,552 | $5M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 117,261 | $5M | 0.3% | 2026-Q2 |
| Sightline Wealth Advisors, LLC added | 112,492 | $5M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 111,661 | $5M | 0.2% | 2026-Q2 |
| Second Line Capital, LLC added | 106,590 | $4M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 104,107 | $4M | 0.2% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 102,787 | $4M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 101,820 | $4M | 0.2% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 88,101 | $4M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 82,174 | $3M | 0.2% | 2026-Q2 |
| Merited Wealth, LLC added | 82,171 | $3M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 70,821 | $3M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 65,159 | $3M | 0.1% | 2026-Q2 |
| Stiles Financial Services Inc added | 62,452 | $3M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 54,494 | $2M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 51,467 | $2M | 0.1% | 2026-Q2 |
| SENTINEL PENSION ADVISORS, LLC trimmed | 50,688 | $2M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 48,609 | $2M | 0.1% | 2026-Q2 |
| Legacy Private Trust Co. added | 45,016 | $2M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 39,242 | $2M | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC added | 39,094 | $2M | 0.1% | 2026-Q2 |
| COLLECTIVE FAMILY OFFICE LLC trimmed | 35,488 | $1M | 0.1% | 2026-Q2 |
| E6 Portfolios, LLC added | 34,402 | $1M | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 31,676 | $1M | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 24,166 | $1M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 20,749 | $870K | 0.0% | 2026-Q2 |
| Harbour Capital Advisors, LLC added | 19,695 | $819K | 0.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 18,678 | $784K | 0.0% | 2026-Q2 |
| Zhang Financial LLC trimmed | 18,485 | $775K | 0.0% | 2026-Q2 |
| SageView Advisory Group, LLC new | 17,409 | $730K | 0.0% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 16,647 | $698K | 0.0% | 2026-Q2 |
| Krilogy Financial LLC trimmed | 16,223 | $681K | 0.0% | 2026-Q2 |
| Strong Retirement Solutions LLC added | 13,861 | $581K | 0.0% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 13,611 | $571K | 0.0% | 2026-Q2 |
| Blueprint Investment Partners LLC added | 11,442 | $480K | 0.0% | 2026-Q2 |
| Blueprint Financial Advisors LLC added | 11,442 | $480K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 11,272 | $473K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 10,123 | $425K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 9,866 | $414K | 0.0% | 2026-Q2 |
| Advisor Resource Council added | 9,190 | $384K | 0.0% | 2026-Q2 |
| Pathstone Holdings, LLC added | 9,116 | $382K | 0.0% | 2026-Q2 |
| Foundations Investment Advisors, LLC new | 9,065 | $380K | 0.0% | 2026-Q2 |
| BankPlus Trust Department added | 9,045 | $379K | 0.0% | 2026-Q2 |
| Strategic Financial Planning, Inc. new | 8,579 | $360K | 0.0% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 8,007 | $336K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 7,260 | $305K | 0.0% | 2026-Q2 |
| FMR LLC added | 6,453 | $271K | 0.0% | 2026-Q2 |
| Bouchey Financial Group, Ltd. new | 5,898 | $247K | 0.0% | 2026-Q2 |
| Waverly Advisors, LLC | 5,440 | $228K | 0.0% | 2026-Q2 |
| Lantern Wealth Advisors, LLC added | 5,399 | $226K | 0.0% | 2026-Q2 |
| Oath Planning, LLC new | 5,322 | $223K | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 5,266 | $221K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 5,023 | $211K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 3,247 | $136K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 2,663 | $112K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,878 | $79K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc new | 1,680 | $70K | 0.0% | 2026-Q2 |
| Kings Path Partners LLC | 762 | $32K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC added | 220 | $9K | 0.0% | 2026-Q2 |
| Princeton Global Asset Management LLC trimmed | 180 | $8K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 152 | $6K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 126 | $5K | 0.0% | 2026-Q2 |
| NEW ENGLAND ASSET MANAGEMENT INC | 100 | $4K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 59 | $2K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 38 | $2K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC trimmed | 23 | $965 | 0.0% | 2026-Q2 |
| Copia Wealth Management | 5 | $210 | 0.0% | 2026-Q2 |
| Talon Private Wealth, LLC trimmed | 1,200,865 | $51M | 2.6% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Concepts LLC added | 862,791 | $36M | 1.9% | 2026-Q1 stale (1 quarter behind) |
| GM Advisory Group, LLC added | 615,975 | $26M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| M Holdings Securities, Inc. added | 56,231 | $2M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| PARK AVENUE SECURITIES LLC added | 40,815 | $2M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| BankPlus Wealth Management LLC added | 40,522 | $2M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC trimmed | 27,969 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 38,604 | $2M | 0.1% | 2025-Q3 stale (3 quarters behind) |
| United Advisor Group, LLC added | 33,458 | $1M | 0.1% | 2025-Q2 stale (4 quarters behind) |
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.