Who owns BKHY
Which tracked institutional funds hold BKHY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BKHY 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
6 tracked funds added or opened BKHY while 5 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
BKHY’s largest tracked holder by dollar value, Bank of New York Mellon Corp, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BKHY 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 39 tracked filers holding BKHY, 22 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 BKHY 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
- JANE STREET GROUP, LLC$1M
Full exits 3
- Integrated Wealth Concepts LLC$3M
- WORLD EQUITY GROUP, INC.$2M
- Janney Montgomery Scott LLC$780K
Largest adds
- MORGAN STANLEY$6M
- JPMORGAN CHASE & CO$2M
- ShoreHaven Wealth Partners, LLC$2M
- Bank of New York Mellon Corp$1M
- ENVESTNET ASSET MANAGEMENT INC$415K
Largest trims
- LPL Financial LLC$3M
- ASSETMARK, INC$414K
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 |
|---|---|---|---|---|
| Bank of New York Mellon Corp added | 631,480 | $30M | 27.0% | 2026-Q2 |
| MORGAN STANLEY added | 350,490 | $17M | 15.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 210,767 | $10M | 9.0% | 2026-Q2 |
| Ocean Park Asset Management, LLC | 131,600 | $6M | 5.6% | 2026-Q2 |
| ShoreHaven Wealth Partners, LLC added | 101,068 | $5M | 4.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 101,067 | $5M | 4.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 99,254 | $5M | 4.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 77,173 | $4M | 3.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 60,592 | $3M | 2.6% | 2026-Q2 |
| Cetera Investment Advisers added | 58,890 | $3M | 2.5% | 2026-Q2 |
| CRUX WEALTH ADVISORS added | 57,059 | $3M | 2.4% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 45,200 | $2M | 1.9% | 2026-Q2 |
| Sellwood Investment Partners LLC added | 25,225 | $1M | 1.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 21,071 | $1M | 0.9% | 2026-Q2 |
| Symphony Financial, Ltd. Co. added | 20,841 | $992K | 0.9% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 19,207 | $914K | 0.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 14,198 | $676K | 0.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 12,331 | $587K | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 9,659 | $460K | 0.4% | 2026-Q2 |
| Global View Capital Management LLC trimmed | 6,197 | $295K | 0.3% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 5,531 | $263K | 0.2% | 2026-Q2 |
| RPOA Advisors, Inc. trimmed | 4,510 | $215K | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 4,268 | $203K | 0.2% | 2026-Q2 |
| Beacon Capital Management, Inc. added | 1,860 | $89K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 1,700 | $81K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA | 995 | $47K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 888 | $42K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 763 | $36K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC added | 214 | $10K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 135 | $6K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 117 | $6K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC added | 109 | $5K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC added | 103 | $5K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 49 | $2K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 45 | $2K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 24 | $1K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 2 | $104 | 0.0% | 2026-Q2 |
| Financial Gravity Companies, Inc. trimmed | 2 | $95 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 0 | $15 | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 64,065 | $3M | 2.7% | 2026-Q1 stale (1 quarter behind) |
| WORLD EQUITY GROUP, INC. added | 33,984 | $2M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 16,460 | $780K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 9,123 | $433K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 5,947 | $282K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,920 | $281K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. added | 5,250 | $249K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| IFP Advisors, Inc trimmed | 205 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 167 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 31 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Financial Gravity Asset Management, Inc. | 2 | $95 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HERITAGE OAK WEALTH ADVISORS LLC trimmed | 9,205 | $446K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Legacy Capital Group California, Inc. trimmed | 4,430 | $213K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 816 | $39K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FIFTH THIRD BANCORP new | 125 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Networth Advisors, LLC new | 46 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MAI Capital Management | 25 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GeoWealth Management, LLC trimmed | 7 | $336 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| HighTower Advisors, LLC added | 13,625 | $664K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| TFB Advisors LLC added | 7,381 | $356K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Arkadios Wealth Advisors trimmed | 6,930 | $337K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Strategic Blueprint, LLC trimmed | 6,182 | $301K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Global Assets Advisory, LLC new | 5,584 | $272K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Atria Investments, Inc trimmed | 5,520 | $269K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| MGO ONE SEVEN LLC trimmed | 4,941 | $241K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 944 | $46K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG added | 263 | $13K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| OLD MISSION CAPITAL LLC added | 19,838 | $958K | 0.9% | 2025-Q2 stale (4 quarters behind) |
| Freedom Investment Management, Inc. trimmed | 9,731 | $470K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Fulcrum Equity Management trimmed | 8,944 | $432K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Envestnet Portfolio Solutions, Inc. trimmed | 7,607 | $367K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 4,723 | $228K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| TOTAL INVESTMENT MANAGEMENT INC new | 2,051 | $99K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CIBC Private Wealth Group LLC added | 76 | $4K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Astor Investment Management LLC trimmed | 43 | $2K | 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.