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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| RPOA Advisors, Inc. trimmed | 20,618,899 | $870M | 46.8% | 2026-Q1 |
| Bank of New York Mellon Corp added | 5,280,228 | $223M | 12.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,377,880 | $100M | 5.4% | 2026-Q1 |
| TOTAL INVESTMENT MANAGEMENT INC added | 1,718,308 | $73M | 3.9% | 2026-Q1 |
| Tanager Wealth Management LLP trimmed | 1,204,595 | $51M | 2.7% | 2026-Q1 |
| Talon Private Wealth, LLC trimmed | 1,200,865 | $51M | 2.7% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 1,089,848 | $46M | 2.5% | 2026-Q1 |
| Brookstone Capital Management added | 998,424 | $42M | 2.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 862,791 | $36M | 2.0% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 827,487 | $35M | 1.9% | 2026-Q1 |
| Stadion Money Management, LLC trimmed | 785,210 | $33M | 1.8% | 2026-Q1 |
| Glen Eagle Advisors, LLC added | 716,350 | $30M | 1.6% | 2026-Q1 |
| CENTRAL TRUST Co added | 703,812 | $30M | 1.6% | 2026-Q1 |
| GM Advisory Group, LLC added | 615,975 | $26M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 471,820 | $20M | 1.1% | 2026-Q1 |
| CRUX WEALTH ADVISORS added | 322,805 | $14M | 0.7% | 2026-Q1 |
| Curran Financial Partners, LLC added | 320,689 | $14M | 0.7% | 2026-Q1 |
| Carolina Wealth Advisors, LLC trimmed | 301,218 | $13M | 0.7% | 2026-Q1 |
| Lord & Richards Wealth Management, LLC added | 239,716 | $10M | 0.5% | 2026-Q1 |
| MORGAN STANLEY added | 233,873 | $10M | 0.5% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 209,940 | $9M | 0.5% | 2026-Q1 |
| Wealth Forward, LLC added | 207,879 | $9M | 0.5% | 2026-Q1 |
| LPL Financial LLC added | 178,072 | $8M | 0.4% | 2026-Q1 |
| SevenBridge Financial Group, LLC added | 163,114 | $7M | 0.4% | 2026-Q1 |
| MARIPAU WEALTH MANAGEMENT LLC added | 146,567 | $6M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 128,601 | $5M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 122,897 | $5M | 0.3% | 2026-Q1 |
| Symphony Financial, Ltd. Co. added | 115,300 | $5M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 108,912 | $5M | 0.2% | 2026-Q1 |
| Second Line Capital, LLC added | 104,032 | $4M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 101,936 | $4M | 0.2% | 2026-Q1 |
| Sightline Wealth Advisors, LLC added | 99,066 | $4M | 0.2% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 88,467 | $4M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 77,528 | $3M | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 65,082 | $3M | 0.1% | 2026-Q1 |
| Tailwinds Wealth, LLC added | 63,538 | $3M | 0.1% | 2026-Q1 |
| M Holdings Securities, Inc. added | 56,231 | $2M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 54,209 | $2M | 0.1% | 2026-Q1 |
| SENTINEL PENSION ADVISORS, LLC trimmed | 51,871 | $2M | 0.1% | 2026-Q1 |
| COLLECTIVE FAMILY OFFICE LLC added | 44,458 | $2M | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 40,815 | $2M | 0.1% | 2026-Q1 |
| BankPlus Wealth Management LLC added | 40,522 | $2M | 0.1% | 2026-Q1 |
| Legacy Private Trust Co. trimmed | 38,601 | $2M | 0.1% | 2026-Q1 |
| Stiles Financial Services Inc added | 32,825 | $1M | 0.1% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 31,406 | $1M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 29,319 | $1M | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC new | 28,813 | $1M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 27,969 | $1M | 0.1% | 2026-Q1 |
| E6 Portfolios, LLC added | 27,924 | $1M | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 21,807 | $920K | 0.0% | 2026-Q1 |
| Zhang Financial LLC trimmed | 21,433 | $904K | 0.0% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 20,691 | $873K | 0.0% | 2026-Q1 |
| Magnolia Private Wealth, LLC trimmed | 18,934 | $799K | 0.0% | 2026-Q1 |
| Harbour Capital Advisors, LLC added | 18,840 | $796K | 0.0% | 2026-Q1 |
| Independent Advisor Alliance added | 18,827 | $794K | 0.0% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 18,646 | $787K | 0.0% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 18,516 | $781K | 0.0% | 2026-Q1 |
| Merited Wealth, LLC new | 17,832 | $753K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 17,832 | $749K | 0.0% | 2026-Q1 |
| Dynamic Advisor Solutions LLC trimmed | 16,755 | $707K | 0.0% | 2026-Q1 |
| Krilogy Financial LLC new | 16,477 | $695K | 0.0% | 2026-Q1 |
| Strong Retirement Solutions LLC trimmed | 12,764 | $539K | 0.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 12,484 | $527K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 12,391 | $521K | 0.0% | 2026-Q1 |
| Blueprint Financial Advisors LLC new | 10,718 | $452K | 0.0% | 2026-Q1 |
| Blueprint Investment Partners LLC new | 10,718 | $452K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 9,752 | $412K | 0.0% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 8,813 | $372K | 0.0% | 2026-Q1 |
| Advisor Resource Council added | 8,622 | $364K | 0.0% | 2026-Q1 |
| BankPlus Trust Department added | 8,445 | $356K | 0.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 7,183 | $303K | 0.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 6,075 | $256K | 0.0% | 2026-Q1 |
| Waverly Advisors, LLC | 5,440 | $230K | 0.0% | 2026-Q1 |
| Mariner, LLC trimmed | 5,289 | $223K | 0.0% | 2026-Q1 |
| Lantern Wealth Advisors, LLC added | 4,931 | $208K | 0.0% | 2026-Q1 |
| FMR LLC added | 4,204 | $177K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 3,486 | $147K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 38,604 | $2M | 0.1% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 33,584 | $1M | 0.1% | 2025-Q3 stale |
| United Advisor Group, LLC added | 33,458 | $1M | 0.1% | 2025-Q2 stale |
| Fisher Asset Management, LLC added | 19,981 | $847K | 0.0% | 2025-Q4 stale |
| Second Half Financial Partners, LLC trimmed | 15,488 | $653K | 0.0% | 2025-Q1 stale |
| GTS SECURITIES LLC new | 15,102 | $637K | 0.0% | 2025-Q2 stale |
| HB Wealth Management, LLC | 14,300 | $602K | 0.0% | 2025-Q1 stale |
| CreativeOne Wealth, LLC added | 10,503 | $445K | 0.0% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 10,354 | $439K | 0.0% | 2025-Q4 stale |
| London & Capital Asset Management Ltd new | 10,343 | $436K | 0.0% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC trimmed | 9,069 | $386K | 0.0% | 2025-Q3 stale |
| HRT FINANCIAL LP trimmed | 7,805 | $332K | 0.0% | 2025-Q3 stale |
| RENASANT BANK new | 7,637 | $322K | 0.0% | 2025-Q1 stale |
| True Vision MN LLC added | 6,584 | $277K | 0.0% | 2025-Q1 stale |
| Trajan Wealth LLC new | 6,220 | $262K | 0.0% | 2025-Q1 stale |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 6,072 | $258K | 0.0% | 2025-Q4 stale |
| Atria Investments, Inc trimmed | 6,058 | $255K | 0.0% | 2025-Q1 stale |
| Empower Advisory Group, LLC new | 5,244 | $221K | 0.0% | 2025-Q2 stale |
| Dean, Jacobson Financial Services, LLC new | 5,185 | $219K | 0.0% | 2025-Q2 stale |
| Herold Advisors, Inc. new | 5,153 | $217K | 0.0% | 2025-Q2 stale |
| Waterloo Capital, L.P. trimmed | 5,048 | $213K | 0.0% | 2025-Q2 stale |
| Wealthspire Advisors, LLC new | 2,817 | $120K | 0.0% | 2025-Q3 stale |
| BOKF, NA | 2,770 | $117K | 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.