Who owns BKGI (BKGI)
Which tracked institutional funds hold BKGI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BKGI 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 BKGI is one-sided between 2025-Q4 and 2026-Q1: 47 added or opened and 5 trimmed or exited — on balance accumulating.
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
BKGI’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BKGI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BKGI 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 BKGI, 70 increased or opened the position and 21 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 BKGI 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 15
- CAPTRUST FINANCIAL ADVISORS$37M
- BANK OF AMERICA CORP /DE/$18M
- MML INVESTORS SERVICES, LLC$8M
- CITADEL ADVISORS LLC$3M
- FIFTH THIRD BANCORP$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
Full exits 4
- FLOW TRADERS U.S. LLC$3M
- 3EDGE Asset Management, LP$3M
- COMERICA BANK$2M
- NewEdge Advisors, LLC$1M
Largest adds
- MORGAN STANLEY$124M
- ROYAL BANK OF CANADA$28M
- LPL Financial LLC$20M
- Stratos Wealth Partners, LTD.$16M
- RAYMOND JAMES FINANCIAL INC$13M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$9M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$604K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 4,275,407 | $190M | 27.0% | 2026-Q1 |
| LPL Financial LLC added | 1,432,088 | $64M | 9.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,293,694 | $58M | 8.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS new | 827,999 | $37M | 5.2% | 2026-Q1 |
| Sovereign Investment Advisors, LLC added | 746,732 | $33M | 4.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 624,176 | $28M | 3.9% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 549,525 | $24M | 3.5% | 2026-Q1 |
| Modern Wealth Management, LLC added | 471,068 | $21M | 3.0% | 2026-Q1 |
| CWM, LLC added | 436,027 | $19M | 2.8% | 2026-Q1 |
| Legacy CG, LLC trimmed | 435,775 | $19M | 2.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ new | 405,460 | $18M | 2.6% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 376,425 | $17M | 2.4% | 2026-Q1 |
| NOTTINGHAM ADVISORS, INC. added | 297,415 | $13M | 1.9% | 2026-Q1 |
| Insight Wealth Strategies, LLC added | 264,809 | $12M | 1.7% | 2026-Q1 |
| TWIN FOCUS CAPITAL PARTNERS, LLC trimmed | 252,819 | $11M | 1.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 199,591 | $9M | 1.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 195,209 | $9M | 1.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 190,859 | $9M | 1.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 180,241 | $8M | 1.1% | 2026-Q1 |
| Waterloo Capital, L.P. added | 168,663 | $8M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers added | 167,958 | $7M | 1.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 121,918 | $5M | 0.8% | 2026-Q1 |
| COURIER CAPITAL LLC added | 111,505 | $5M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 108,453 | $5M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 100,035 | $4M | 0.6% | 2026-Q1 |
| Community Bank, N.A. added | 79,899 | $4M | 0.5% | 2026-Q1 |
| Trilogy Capital Inc. added | 64,927 | $3M | 0.4% | 2026-Q1 |
| Aureum Wealth Management, LLC added | 61,894 | $3M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 60,735 | $3M | 0.4% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 60,428 | $3M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 59,107 | $3M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 58,945 | $3M | 0.4% | 2026-Q1 |
| Kensington Asset Management, LLC | 64,716 | $3M | 0.4% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 51,707 | $2M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 49,661 | $2M | 0.3% | 2026-Q1 |
| &PARTNERS trimmed | 46,843 | $2M | 0.3% | 2026-Q1 |
| Proficio Capital Partners LLC new | 43,715 | $2M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 40,548 | $2M | 0.3% | 2026-Q1 |
| Base Wealth Management LLC trimmed | 36,087 | $2M | 0.2% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 30,233 | $1M | 0.2% | 2026-Q1 |
| SPIREPOINT PRIVATE CLIENT, LLC new | 29,259 | $1M | 0.2% | 2026-Q1 |
| Providence First Trust Co new | 26,577 | $1M | 0.2% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 26,004 | $1M | 0.2% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 25,000 | $1M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance new | 23,556 | $1M | 0.1% | 2026-Q1 |
| IFP Advisors, Inc new | 21,805 | $971K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 20,956 | $933K | 0.1% | 2026-Q1 |
| Stratos Investment Management, LLC trimmed | 20,120 | $896K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 19,788 | $885K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 18,654 | $831K | 0.1% | 2026-Q1 |
| Arax Advisory Partners new | 17,765 | $791K | 0.1% | 2026-Q1 |
| WealthCare Investment Partners, LLC added | 17,742 | $785K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 16,044 | $715K | 0.1% | 2026-Q1 |
| Trademark Financial Management, LLC added | 14,040 | $625K | 0.1% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 13,677 | $609K | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC new | 12,426 | $553K | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC new | 12,350 | $550K | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC new | 11,853 | $528K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 11,060 | $493K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 10,937 | $487K | 0.1% | 2026-Q1 |
| PCG Wealth Advisors, LLC added | 10,809 | $481K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. new | 10,712 | $477K | 0.1% | 2026-Q1 |
| Rubicon Advisors, GP added | 10,614 | $473K | 0.1% | 2026-Q1 |
| BXM Wealth LLC added | 9,875 | $440K | 0.1% | 2026-Q1 |
| Principle Wealth Partners LLC new | 8,958 | $399K | 0.1% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. trimmed | 8,299 | $371K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 8,298 | $370K | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 8,151 | $363K | 0.1% | 2026-Q1 |
| Capital Analysts, LLC new | 7,517 | $334K | 0.0% | 2026-Q1 |
| Summit Financial, LLC added | 6,667 | $297K | 0.0% | 2026-Q1 |
| MONECO ADVISORS, LLC new | 6,648 | $296K | 0.0% | 2026-Q1 |
| SMITH, MOORE & CO. trimmed | 6,365 | $283K | 0.0% | 2026-Q1 |
| Barnes Wealth Management Group, Inc trimmed | 6,329 | $282K | 0.0% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 6,000 | $267K | 0.0% | 2026-Q1 |
| Balefire, LLC new | 5,945 | $265K | 0.0% | 2026-Q1 |
| Reliant Investment Partners, LLC new | 5,228 | $233K | 0.0% | 2026-Q1 |
| Total Clarity Wealth Management, Inc. new | 5,047 | $225K | 0.0% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC new | 4,941 | $220K | 0.0% | 2026-Q1 |
| UBS Group AG | 4,663 | $208K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC new | 4,424 | $197K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,102 | $93K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA added | 1,757 | $78K | 0.0% | 2026-Q1 |
| Bank of Jackson Hole Trust new | 610 | $27K | 0.0% | 2026-Q1 |
| Harbor Asset Planning, Inc. new | 446 | $20K | 0.0% | 2026-Q1 |
| Crewe Advisors LLC | 313 | $14K | 0.0% | 2026-Q1 |
| Atlantic Union Bankshares Corp trimmed | 300 | $13K | 0.0% | 2026-Q1 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ new | 114 | $5K | 0.0% | 2026-Q1 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC new | 50 | $2K | 0.0% | 2026-Q1 |
| Larson Financial Group LLC | 0 | $7 | 0.0% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 79,401 | $3M | 0.5% | 2025-Q4 stale |
| 3EDGE Asset Management, LP added | 66,271 | $3M | 0.4% | 2025-Q4 stale |
| COMERICA BANK new | 52,744 | $2M | 0.3% | 2025-Q4 stale |
| GTS SECURITIES LLC trimmed | 31,297 | $1M | 0.2% | 2025-Q3 stale |
| NewEdge Advisors, LLC trimmed | 29,389 | $1M | 0.2% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC new | 12,022 | $468K | 0.1% | 2025-Q3 stale |
| Encompass More Asset Management new | 10,992 | $443K | 0.1% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 3,084 | $124K | 0.0% | 2025-Q4 stale |
| GPS Wealth Strategies Group, LLC new | 640 | $25K | 0.0% | 2025-Q3 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.