Who owns BKCI (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-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
The tracked-fund tape on BKCI is one-sided between 2025-Q4 and 2026-Q1: 3 added or opened and 14 trimmed or exited — on balance reducing.
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 7.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.0pp 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 2025-Q4 and 2026-Q1, across 26 tracked filers holding BKCI, 10 increased or opened the position and 20 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 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 1
- Cerity Partners LLC$769K
Full exits 4
- HighTower Advisors, LLC$8M
- ENVESTNET ASSET MANAGEMENT INC$1M
- PARK AVENUE SECURITIES LLC$1M
- SOL Capital Management CO$1M
Largest adds
- BANK OF AMERICA CORP /DE/$691K
- JANE STREET GROUP, LLC$492K
Largest trims
- Bank of New York Mellon Corp$32M
- JPMORGAN CHASE & CO$5M
- ROYAL BANK OF CANADA$3M
- Pathway Financial Advisors LLC$2M
- Weil Company, Inc.$2M
- Orion Porfolio Solutions, LLC$692K
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 | 977,236 | $48M | 34.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 730,112 | $36M | 25.5% | 2026-Q1 |
| Pathway Financial Advisors LLC trimmed | 164,669 | $8M | 5.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 116,393 | $6M | 4.1% | 2026-Q1 |
| Weil Company, Inc. trimmed | 101,456 | $5M | 3.5% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 77,965 | $4M | 2.7% | 2026-Q1 |
| CRUX WEALTH ADVISORS added | 72,992 | $4M | 2.5% | 2026-Q1 |
| GTS SECURITIES LLC added | 31,207 | $2M | 1.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 26,853 | $1M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 24,038 | $1M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 23,057 | $1M | 0.8% | 2026-Q1 |
| Cerity Partners LLC new | 15,543 | $769K | 0.5% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 13,158 | $651K | 0.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 11,727 | $580K | 0.4% | 2026-Q1 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC trimmed | 10,421 | $516K | 0.4% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 7,436 | $368K | 0.3% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. new | 6,860 | $339K | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 6,784 | $336K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 6,496 | $321K | 0.2% | 2026-Q1 |
| Maia Wealth LLC trimmed | 6,453 | $319K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 2,644 | $127K | 0.1% | 2026-Q1 |
| Atlantic Union Bankshares Corp trimmed | 900 | $45K | 0.0% | 2026-Q1 |
| CWM, LLC trimmed | 892 | $44K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 189 | $9K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 142 | $7K | 0.0% | 2026-Q1 |
| Versant Capital Management, Inc | 30 | $1K | 0.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 156,015 | $8M | 5.7% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 123,729 | $6M | 4.2% | 2025-Q1 stale |
| Crossmark Global Holdings, Inc. trimmed | 46,815 | $2M | 1.7% | 2025-Q3 stale |
| ENVESTNET ASSET MANAGEMENT INC added | 27,472 | $1M | 1.0% | 2025-Q4 stale |
| PARK AVENUE SECURITIES LLC added | 24,295 | $1M | 0.9% | 2025-Q4 stale |
| SOL Capital Management CO added | 20,644 | $1M | 0.8% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 19,717 | $1M | 0.7% | 2025-Q2 stale |
| Ameritas Advisory Services, LLC trimmed | 2,106 | $108K | 0.1% | 2025-Q2 stale |
| Kestra Advisory Services, LLC trimmed | 1,453 | $75K | 0.1% | 2025-Q4 stale |
| Northwest Capital Management Inc | 892 | $46K | 0.0% | 2025-Q3 stale |
| UBS Group AG trimmed | 429 | $22K | 0.0% | 2025-Q4 stale |
| MV CAPITAL MANAGEMENT, INC. | 148 | $8K | 0.0% | 2025-Q2 stale |
| Global Retirement Partners, LLC | 127 | $7K | 0.0% | 2025-Q4 stale |
| ASSETMARK, INC | 46 | $2K | 0.0% | 2025-Q1 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.