Who owns BKCI
Which tracked institutional funds hold BKCI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BKCI 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
8 tracked funds added or opened BKCI 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
BKCI’s largest tracked holder by dollar value, Harbor Group, Inc., sizes it at 6.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BKCI 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 30 tracked filers holding BKCI, 16 increased or opened the position and 13 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 BKCI 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
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$561K
Largest adds
- Harbor Group, Inc.$6M
- Bank of New York Mellon Corp$3M
- GTS SECURITIES LLC$3M
- LPL Financial LLC$1M
- ROYAL BANK OF CANADA$684K
- BANK OF AMERICA CORP /DE/$410K
Largest trims
- Weil Company, Inc.$3M
- Pathway Financial Advisors LLC$3M
- CITADEL ADVISORS LLC$629K
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 |
|---|---|---|---|---|
| Harbor Group, Inc. added | 1,013,162 | $55M | 37.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 730,001 | $39M | 26.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 119,344 | $6M | 4.4% | 2026-Q2 |
| Pathway Financial Advisors LLC trimmed | 91,287 | $5M | 3.3% | 2026-Q2 |
| GTS SECURITIES LLC added | 79,271 | $4M | 2.9% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 73,502 | $4M | 2.7% | 2026-Q2 |
| CRUX WEALTH ADVISORS added | 73,001 | $4M | 2.7% | 2026-Q2 |
| LPL Financial LLC added | 31,179 | $2M | 1.1% | 2026-Q2 |
| Weil Company, Inc. trimmed | 31,138 | $2M | 1.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 29,619 | $2M | 1.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 26,717 | $1M | 1.0% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 13,206 | $713K | 0.5% | 2026-Q2 |
| Cerity Partners LLC trimmed | 12,428 | $671K | 0.5% | 2026-Q2 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC added | 10,458 | $564K | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,393 | $561K | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 9,485 | $512K | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 6,784 | $366K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 6,511 | $351K | 0.2% | 2026-Q2 |
| Maia Wealth LLC trimmed | 5,478 | $296K | 0.2% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. trimmed | 4,038 | $218K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,850 | $99K | 0.1% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. new | 1,400 | $76K | 0.1% | 2026-Q2 |
| UBS Group AG added | 863 | $47K | 0.0% | 2026-Q2 |
| Oakmont Advisory Group, LLC new | 355 | $19K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 328 | $18K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 189 | $10K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 142 | $8K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 73 | $4K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 64 | $3K | 0.0% | 2026-Q2 |
| Versant Capital Management, Inc | 30 | $2K | 0.0% | 2026-Q2 |
| FLOW TRADERS U.S. LLC trimmed | 7,436 | $368K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Atlantic Union Bankshares Corp trimmed | 900 | $45K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 892 | $44K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 156,015 | $8M | 5.4% | 2025-Q4 stale (2 quarters behind) |
| MLG Wealth Management DBA Pine Grove Financial Group new | 85,105 | $4M | 3.0% | 2025-Q4 stale (2 quarters behind) |
| ENVESTNET ASSET MANAGEMENT INC added | 27,472 | $1M | 1.0% | 2025-Q4 stale (2 quarters behind) |
| PARK AVENUE SECURITIES LLC added | 24,295 | $1M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| SOL Capital Management CO added | 20,644 | $1M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC trimmed | 1,453 | $75K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Crossmark Global Holdings, Inc. trimmed | 46,815 | $2M | 1.6% | 2025-Q3 stale (3 quarters behind) |
| Northwest Capital Management Inc | 892 | $46K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC new | 2,106 | $108K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| MV CAPITAL MANAGEMENT, INC. | 148 | $8K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.