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Institutional Ownership · SEC Form 13F

Who owns BKIE (BKIE)


Which tracked institutional funds hold BKIE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BKIE 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.

75
Institutional holders
6,554,154
Shares held (tracked funds)

How the tape is positioned

16 tracked funds added or opened BKIE while 14 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

BKIE’s largest tracked holder by dollar value, RPOA Advisors, Inc., sizes it at 7.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BKIE 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 75 tracked filers holding BKIE, 46 increased or opened the position and 34 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 BKIE 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 2

  • FLOW TRADERS U.S. LLC$21M
  • Balboa Wealth Partners$648K

Full exits 2

  • FLAGSHIP WEALTH ADVISORS, LLC$7M
  • GOLDMAN SACHS GROUP INC$4M

Largest adds

  • JANE STREET GROUP, LLC$20M
  • Integrated Wealth Concepts LLC$15M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12M
  • VestGen Advisors, LLC$8M
  • RAYMOND JAMES FINANCIAL INC$6M
  • Sunrise Financial Services, LLC$6M

Largest trims

  • RPOA Advisors, Inc.$230M
  • DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$13M
  • IFC & Insurance Marketing, Inc.$5M
  • LPL Financial LLC$3M
  • Cetera Investment Advisers$3M
  • COMMONWEALTH EQUITY SERVICES, LLC$3M

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).

FundSharesReported value% of valueQuarter
RPOA Advisors, Inc. trimmed1,757,428$164M26.3%2026-Q1
SENTINEL PENSION ADVISORS, LLC trimmed578,831$54M8.7%2026-Q1
Integrated Wealth Concepts LLC added546,183$51M8.2%2026-Q1
MGO ONE SEVEN LLC added458,509$43M6.9%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added445,080$42M6.7%2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed407,438$38M6.1%2026-Q1
JANE STREET GROUP, LLC added329,725$31M4.9%2026-Q1
LPL Financial LLC trimmed297,914$28M4.5%2026-Q1
Bank of New York Mellon Corp trimmed227,567$21M3.4%2026-Q1
FLOW TRADERS U.S. LLC added221,481$21M3.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added125,601$12M1.9%2026-Q1
OSAIC HOLDINGS, INC. trimmed121,641$11M1.8%2026-Q1
VestGen Advisors, LLC added88,622$9M1.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added87,342$8M1.3%2026-Q1
Wealth Forward, LLC added70,036$7M1.0%2026-Q1
BANK OF AMERICA CORP /DE/ added65,405$6M1.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added62,673$6M0.9%2026-Q1
Sunrise Financial Services, LLC added60,099$6M0.9%2026-Q1
Stratos Wealth Partners, LTD. added58,906$6M0.9%2026-Q1
MML INVESTORS SERVICES, LLC trimmed43,743$4M0.7%2026-Q1
Cetera Investment Advisers trimmed43,170$4M0.6%2026-Q1
Innovative Wealth Building LLC added40,160$4M0.6%2026-Q1
Zhang Financial LLC trimmed35,857$3M0.5%2026-Q1
MORGAN STANLEY trimmed34,021$3M0.5%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed29,251$3M0.4%2026-Q1
Treasure Coast Financial Planning trimmed27,694$3M0.4%2026-Q1
WELLS FARGO & COMPANY/MN added26,740$2M0.4%2026-Q1
Alta Wealth Advisors LLC added21,462$2M0.3%2026-Q1
Capital Investment Advisors, LLC added19,596$2M0.3%2026-Q1
CRUX WEALTH ADVISORS trimmed17,074$2M0.3%2026-Q1
IFC & Insurance Marketing, Inc. trimmed14,518$1M0.2%2026-Q1
Steward Partners Investment Advisory, LLC13,048$1M0.2%2026-Q1
Certified Advisory Corp added11,747$1M0.2%2026-Q1
Arkadios Wealth Advisors added11,407$1M0.2%2026-Q1
Private Advisor Group, LLC added9,757$912K0.1%2026-Q1
Advisory Resource Group trimmed9,730$909K0.1%2026-Q1
Farther Finance Advisors, LLC trimmed7,864$741K0.1%2026-Q1
Fifth Third Wealth Advisors LLC7,440$695K0.1%2026-Q1
Symphony Financial, Ltd. Co. added7,528$691K0.1%2026-Q1
Glen Eagle Advisors, LLC trimmed7,075$661K0.1%2026-Q1
Balboa Wealth Partners new6,936$648K0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS added6,278$587K0.1%2026-Q1
PRINCIPAL SECURITIES, INC. added5,528$516K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed5,439$508K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed5,372$502K0.1%2026-Q1
ROYAL BANK OF CANADA added4,776$446K0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new4,109$386K0.1%2026-Q1
Equitable Holdings, Inc. new3,834$355K0.1%2026-Q1
HighTower Advisors, LLC added3,530$330K0.1%2026-Q1
HRT FINANCIAL LP new3,043$284K0.0%2026-Q1
Kestra Advisory Services, LLC trimmed2,990$279K0.0%2026-Q1
FMR LLC added2,773$259K0.0%2026-Q1
Krilogy Financial LLC new2,294$226K0.0%2026-Q1
AQR CAPITAL MANAGEMENT LLC new2,361$221K0.0%2026-Q1
Ethic Inc. trimmed2,335$218K0.0%2026-Q1
CITADEL ADVISORS LLC trimmed2,142$200K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed1,890$177K0.0%2026-Q1
Birchwood Financial Partners, Inc. added1,842$172K0.0%2026-Q1
JPMORGAN CHASE & CO added1,734$157K0.0%2026-Q1
Capital Analysts, LLC1,415$132K0.0%2026-Q1
Key Financial Inc added678$63K0.0%2026-Q1
VANGUARD ADVISERS INC new486$45K0.0%2026-Q1
AE Wealth Management LLC added367$34K0.0%2026-Q1
Geneos Wealth Management Inc. trimmed335$31K0.0%2026-Q1
Abound Wealth Management new329$31K0.0%2026-Q1
NewEdge Advisors, LLC added30,639$31K0.0%2026-Q1
IFP Advisors, Inc240$22K0.0%2026-Q1
CGC Financial Services, LLC trimmed240$22K0.0%2026-Q1
MATHER GROUP, LLC. trimmed206$19K0.0%2026-Q1
Sound Income Strategies, LLC trimmed186$18K0.0%2026-Q1
TWIN PEAKS WEALTH ADVISORS, LLC new158$15K0.0%2026-Q1
GHP Investment Advisors, Inc. new151$14K0.0%2026-Q1
McIlrath & Eck, LLC trimmed80$7K0.0%2026-Q1
ASSETMARK, INC trimmed40$4K0.0%2026-Q1
SIGNATUREFD, LLC new35$3K0.0%2026-Q1
FLAGSHIP WEALTH ADVISORS, LLC added76,301$7M1.1%2025-Q4 stale
GOLDMAN SACHS GROUP INC new47,874$4M0.7%2025-Q4 stale
U.S. Capital Wealth Advisors, LLC new14,487$1M0.2%2025-Q3 stale
Cerity Partners LLC trimmed4,450$412K0.1%2025-Q4 stale
GTS SECURITIES LLC new3,967$367K0.1%2025-Q4 stale
Peak Asset Management, LLC new2,288$212K0.0%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed2,372$204K0.0%2025-Q2 stale
Sanctuary Advisors, LLC trimmed2,200$204K0.0%2025-Q4 stale
TOTAL INVESTMENT MANAGEMENT INC trimmed1,383$119K0.0%2025-Q2 stale
BESSEMER GROUP INC1,463$113K0.0%2025-Q1 stale
Creekmur Asset Management LLC new893$77K0.0%2025-Q2 stale
First Horizon Advisors, Inc. added600$52K0.0%2025-Q2 stale
Rockefeller Capital Management L.P. added503$47K0.0%2025-Q4 stale
CIBC Private Wealth Group LLC new532$46K0.0%2025-Q2 stale
SVB WEALTH LLC new500$39K0.0%2025-Q1 stale
Tortoise Investment Management, LLC new425$38K0.0%2025-Q3 stale
CWM, LLC added368$34K0.0%2025-Q4 stale
BIRCHBROOK, INC. new278$25K0.0%2025-Q3 stale
FSA Wealth Management LLC120$11K0.0%2025-Q3 stale
TOTH FINANCIAL ADVISORY CORP new95$9K0.0%2025-Q4 stale
Parallel Advisors, LLC new19$1K0.0%2025-Q1 stale
UBS Group AG trimmed10$8620.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership