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Institutional Ownership · SEC Form 13F

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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

89
Institutional holders
44M
Shares held (tracked funds)

How the tape is positioned

32 tracked funds added or opened BKAG while 13 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

BKAG’s largest tracked holder by dollar value, RPOA Advisors, Inc., sizes it at 38.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 38.0pp 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 2025-Q4 and 2026-Q1, across 89 tracked filers holding BKAG, 63 increased or opened the position and 29 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 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 5

  • Talon Private Wealth, LLC$51M
  • PARK AVENUE SECURITIES LLC$2M
  • VestGen Advisors, LLC$1M
  • Merited Wealth, LLC$753K
  • Krilogy Financial LLC$695K

Full exits 1

  • Fisher Asset Management, LLC$847K

Largest adds

  • Bank of New York Mellon Corp$104M
  • ROYAL BANK OF CANADA$20M
  • Curran Financial Partners, LLC$9M
  • Integrated Wealth Concepts LLC$6M
  • RAYMOND JAMES FINANCIAL INC$3M
  • Signal Advisors Wealth, LLC$3M

Largest trims

  • RPOA Advisors, Inc.$229M
  • JANE STREET GROUP, LLC$3M
  • Tanager Wealth Management LLP$2M
  • GOLDMAN SACHS GROUP INC$2M
  • BANK OF AMERICA CORP /DE/$1M
  • NewEdge Advisors, LLC$813K

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
RPOA Advisors, Inc. trimmed20,618,899$870M46.8%2026-Q1
Bank of New York Mellon Corp added5,280,228$223M12.0%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed2,377,880$100M5.4%2026-Q1
TOTAL INVESTMENT MANAGEMENT INC added1,718,308$73M3.9%2026-Q1
Tanager Wealth Management LLP trimmed1,204,595$51M2.7%2026-Q1
Talon Private Wealth, LLC trimmed1,200,865$51M2.7%2026-Q1
Aptus Capital Advisors, LLC added1,089,848$46M2.5%2026-Q1
Brookstone Capital Management added998,424$42M2.3%2026-Q1
Integrated Wealth Concepts LLC added862,791$36M2.0%2026-Q1
Signal Advisors Wealth, LLC added827,487$35M1.9%2026-Q1
Stadion Money Management, LLC trimmed785,210$33M1.8%2026-Q1
Glen Eagle Advisors, LLC added716,350$30M1.6%2026-Q1
CENTRAL TRUST Co added703,812$30M1.6%2026-Q1
GM Advisory Group, LLC added615,975$26M1.4%2026-Q1
ROYAL BANK OF CANADA added471,820$20M1.1%2026-Q1
CRUX WEALTH ADVISORS added322,805$14M0.7%2026-Q1
Curran Financial Partners, LLC added320,689$14M0.7%2026-Q1
Carolina Wealth Advisors, LLC trimmed301,218$13M0.7%2026-Q1
Lord & Richards Wealth Management, LLC added239,716$10M0.5%2026-Q1
MORGAN STANLEY added233,873$10M0.5%2026-Q1
First Heartland Consultants, Inc. added209,940$9M0.5%2026-Q1
Wealth Forward, LLC added207,879$9M0.5%2026-Q1
LPL Financial LLC added178,072$8M0.4%2026-Q1
SevenBridge Financial Group, LLC added163,114$7M0.4%2026-Q1
MARIPAU WEALTH MANAGEMENT LLC added146,567$6M0.3%2026-Q1
Rockefeller Capital Management L.P. trimmed128,601$5M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added122,897$5M0.3%2026-Q1
Symphony Financial, Ltd. Co. added115,300$5M0.3%2026-Q1
Equitable Holdings, Inc. added108,912$5M0.2%2026-Q1
Second Line Capital, LLC added104,032$4M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added101,936$4M0.2%2026-Q1
Sightline Wealth Advisors, LLC added99,066$4M0.2%2026-Q1
GUARDIAN WEALTH ADVISORS, LLC / NC added88,467$4M0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed77,528$3M0.2%2026-Q1
Advisory Services Network, LLC added65,082$3M0.1%2026-Q1
Tailwinds Wealth, LLC added63,538$3M0.1%2026-Q1
M Holdings Securities, Inc. added56,231$2M0.1%2026-Q1
Cetera Investment Advisers added54,209$2M0.1%2026-Q1
SENTINEL PENSION ADVISORS, LLC trimmed51,871$2M0.1%2026-Q1
COLLECTIVE FAMILY OFFICE LLC added44,458$2M0.1%2026-Q1
PARK AVENUE SECURITIES LLC added40,815$2M0.1%2026-Q1
BankPlus Wealth Management LLC added40,522$2M0.1%2026-Q1
Legacy Private Trust Co. trimmed38,601$2M0.1%2026-Q1
Stiles Financial Services Inc added32,825$1M0.1%2026-Q1
Fifth Third Securities, Inc. added31,406$1M0.1%2026-Q1
JANE STREET GROUP, LLC trimmed29,319$1M0.1%2026-Q1
VestGen Advisors, LLC new28,813$1M0.1%2026-Q1
GOLDMAN SACHS GROUP INC trimmed27,969$1M0.1%2026-Q1
E6 Portfolios, LLC added27,924$1M0.1%2026-Q1
Savvy Advisors, Inc. trimmed21,807$920K0.0%2026-Q1
Zhang Financial LLC trimmed21,433$904K0.0%2026-Q1
Sanctuary Advisors, LLC added20,691$873K0.0%2026-Q1
Magnolia Private Wealth, LLC trimmed18,934$799K0.0%2026-Q1
Harbour Capital Advisors, LLC added18,840$796K0.0%2026-Q1
Independent Advisor Alliance added18,827$794K0.0%2026-Q1
Stratos Wealth Partners, LTD. added18,646$787K0.0%2026-Q1
Envestnet Portfolio Solutions, Inc. added18,516$781K0.0%2026-Q1
Merited Wealth, LLC new17,832$753K0.0%2026-Q1
JPMORGAN CHASE & CO added17,832$749K0.0%2026-Q1
Dynamic Advisor Solutions LLC trimmed16,755$707K0.0%2026-Q1
Krilogy Financial LLC new16,477$695K0.0%2026-Q1
Strong Retirement Solutions LLC trimmed12,764$539K0.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added12,484$527K0.0%2026-Q1
Farther Finance Advisors, LLC added12,391$521K0.0%2026-Q1
Blueprint Financial Advisors LLC new10,718$452K0.0%2026-Q1
Blueprint Investment Partners LLC new10,718$452K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed9,752$412K0.0%2026-Q1
Pathstone Holdings, LLC trimmed8,813$372K0.0%2026-Q1
Advisor Resource Council added8,622$364K0.0%2026-Q1
BankPlus Trust Department added8,445$356K0.0%2026-Q1
CAPTRUST FINANCIAL ADVISORS added7,183$303K0.0%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed6,075$256K0.0%2026-Q1
Waverly Advisors, LLC5,440$230K0.0%2026-Q1
Mariner, LLC trimmed5,289$223K0.0%2026-Q1
Lantern Wealth Advisors, LLC added4,931$208K0.0%2026-Q1
FMR LLC added4,204$177K0.0%2026-Q1
UBS Group AG trimmed3,486$147K0.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed38,604$2M0.1%2025-Q3 stale
CITADEL ADVISORS LLC trimmed33,584$1M0.1%2025-Q3 stale
United Advisor Group, LLC added33,458$1M0.1%2025-Q2 stale
Fisher Asset Management, LLC added19,981$847K0.0%2025-Q4 stale
Second Half Financial Partners, LLC trimmed15,488$653K0.0%2025-Q1 stale
GTS SECURITIES LLC new15,102$637K0.0%2025-Q2 stale
HB Wealth Management, LLC14,300$602K0.0%2025-Q1 stale
CreativeOne Wealth, LLC added10,503$445K0.0%2025-Q4 stale
FLOW TRADERS U.S. LLC trimmed10,354$439K0.0%2025-Q4 stale
London & Capital Asset Management Ltd new10,343$436K0.0%2025-Q2 stale
OLD MISSION CAPITAL LLC trimmed9,069$386K0.0%2025-Q3 stale
HRT FINANCIAL LP trimmed7,805$332K0.0%2025-Q3 stale
RENASANT BANK new7,637$322K0.0%2025-Q1 stale
True Vision MN LLC added6,584$277K0.0%2025-Q1 stale
Trajan Wealth LLC new6,220$262K0.0%2025-Q1 stale
SILVER OAK SECURITIES, INCORPORATED trimmed6,072$258K0.0%2025-Q4 stale
Atria Investments, Inc trimmed6,058$255K0.0%2025-Q1 stale
Empower Advisory Group, LLC new5,244$221K0.0%2025-Q2 stale
Dean, Jacobson Financial Services, LLC new5,185$219K0.0%2025-Q2 stale
Herold Advisors, Inc. new5,153$217K0.0%2025-Q2 stale
Waterloo Capital, L.P. trimmed5,048$213K0.0%2025-Q2 stale
Wealthspire Advisors, LLC new2,817$120K0.0%2025-Q3 stale
BOKF, NA2,770$117K0.0%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.

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.

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