Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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
24 tracked funds added or opened BKIE while 10 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
BKIE’s largest tracked holder by dollar value, RPOA Advisors, Inc., sizes it at 9.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 9.3pp 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 2026-Q1 and 2026-Q2, across 72 tracked filers holding BKIE, 42 increased or opened the position and 31 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 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 2
- GOLDMAN SACHS GROUP INC$4M
- DAVENPORT & Co LLC$3M
Full exits 3
- Integrated Wealth Concepts LLC$51M
- FLOW TRADERS U.S. LLC$21M
- Cambridge Investment Research Advisors, Inc.$502K
Largest adds
- RPOA Advisors, Inc.$162M
- Bank of New York Mellon Corp$44M
- CREATIVE FINANCIAL DESIGNS INC /ADV$9M
- FLAGSHIP WEALTH ADVISORS, LLC$8M
- SENTINEL PENSION ADVISORS, LLC$7M
- MGO ONE SEVEN LLC$5M
Largest trims
- JANE STREET GROUP, LLC$18M
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$3M
- VestGen Advisors, LLC$2M
- OSAIC HOLDINGS, INC.$874K
- Certified Advisory Corp$726K
- INDEPENDENT FINANCIAL GROUP, LLC$324K
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 |
|---|---|---|---|---|
| RPOA Advisors, Inc. added | 3,242,222 | $326M | 38.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 648,189 | $65M | 7.7% | 2026-Q2 |
| SENTINEL PENSION ADVISORS, LLC added | 1,838,019 | $61M | 7.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 503,315 | $51M | 5.9% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 479,766 | $48M | 5.7% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 349,866 | $35M | 4.1% | 2026-Q2 |
| LPL Financial LLC added | 311,097 | $31M | 3.7% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 122,788 | $12M | 1.4% | 2026-Q2 |
| FLAGSHIP WEALTH ADVISORS, LLC added | 116,558 | $12M | 1.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 116,001 | $12M | 1.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 104,277 | $10M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 102,888 | $10M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 71,139 | $7M | 0.8% | 2026-Q2 |
| Wealth Forward, LLC added | 71,072 | $7M | 0.8% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 69,005 | $7M | 0.8% | 2026-Q2 |
| Sunrise Financial Services, LLC added | 65,061 | $7M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 63,759 | $6M | 0.8% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 55,407 | $6M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 49,712 | $5M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 46,964 | $5M | 0.6% | 2026-Q2 |
| Innovative Wealth Building LLC added | 41,755 | $4M | 0.5% | 2026-Q2 |
| MORGAN STANLEY added | 38,758 | $4M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 36,406 | $4M | 0.4% | 2026-Q2 |
| Zhang Financial LLC added | 36,261 | $4M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 35,078 | $4M | 0.4% | 2026-Q2 |
| DAVENPORT & Co LLC new | 33,708 | $3M | 0.4% | 2026-Q2 |
| Alta Wealth Advisors LLC added | 28,414 | $3M | 0.3% | 2026-Q2 |
| Treasure Coast Financial Planning trimmed | 26,762 | $3M | 0.3% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 26,194 | $3M | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 23,944 | $2M | 0.3% | 2026-Q2 |
| CRUX WEALTH ADVISORS added | 17,376 | $2M | 0.2% | 2026-Q2 |
| IFC & Insurance Marketing, Inc. trimmed | 14,398 | $1M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors added | 11,699 | $1M | 0.1% | 2026-Q2 |
| Symphony Financial, Ltd. Co. added | 10,625 | $1M | 0.1% | 2026-Q2 |
| Advisory Resource Group trimmed | 9,649 | $971K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 9,383 | $944K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 9,382 | $944K | 0.1% | 2026-Q2 |
| Glen Eagle Advisors, LLC added | 8,379 | $843K | 0.1% | 2026-Q2 |
| Fifth Third Wealth Advisors LLC | 7,440 | $748K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 7,269 | $731K | 0.1% | 2026-Q2 |
| Balboa Wealth Partners added | 7,010 | $705K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 6,748 | $679K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 6,310 | $635K | 0.1% | 2026-Q2 |
| FMR LLC added | 6,305 | $634K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 5,520 | $555K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 4,784 | $481K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 4,767 | $480K | 0.1% | 2026-Q2 |
| XY Planning Network, Inc. new | 4,730 | $476K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC new | 3,897 | $392K | 0.0% | 2026-Q2 |
| Certified Advisory Corp trimmed | 3,696 | $372K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 3,009 | $303K | 0.0% | 2026-Q2 |
| Key Financial Inc added | 2,779 | $280K | 0.0% | 2026-Q2 |
| SageView Advisory Group, LLC new | 2,740 | $276K | 0.0% | 2026-Q2 |
| ZENITH SOLUTIONS, INC. new | 2,714 | $273K | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 2,374 | $238K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 2,361 | $238K | 0.0% | 2026-Q2 |
| Ethic Inc. | 2,335 | $235K | 0.0% | 2026-Q2 |
| Krilogy Financial LLC trimmed | 2,203 | $222K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 2,152 | $216K | 0.0% | 2026-Q2 |
| Birchwood Financial Partners, Inc. added | 1,857 | $187K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,779 | $179K | 0.0% | 2026-Q2 |
| Arlington Trust Co LLC new | 1,000 | $101K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 486 | $49K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 387 | $39K | 0.0% | 2026-Q2 |
| Abound Wealth Management | 329 | $33K | 0.0% | 2026-Q2 |
| CGC Financial Services, LLC | 240 | $24K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 240 | $24K | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. | 206 | $21K | 0.0% | 2026-Q2 |
| Kings Path Partners LLC | 196 | $20K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 40 | $4K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 17 | $2K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC trimmed | 1 | $78 | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 546,183 | $51M | 6.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 221,481 | $21M | 2.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 5,372 | $502K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 3,530 | $330K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 3,043 | $284K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 2,142 | $200K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC | 1,415 | $132K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NewEdge Advisors, LLC added | 30,639 | $31K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC new | 186 | $18K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| TWIN PEAKS WEALTH ADVISORS, LLC new | 158 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GHP Investment Advisors, Inc. new | 151 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC trimmed | 80 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Cerity Partners LLC trimmed | 4,450 | $412K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GTS SECURITIES LLC new | 3,967 | $367K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Peak Asset Management, LLC new | 2,288 | $212K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Sanctuary Advisors, LLC trimmed | 2,200 | $204K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Rockefeller Capital Management L.P. added | 503 | $47K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CWM, LLC new | 368 | $34K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| TOTH FINANCIAL ADVISORY CORP new | 95 | $9K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| U.S. Capital Wealth Advisors, LLC new | 14,487 | $1M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Tortoise Investment Management, LLC new | 425 | $38K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| BIRCHBROOK, INC. new | 278 | $25K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| FSA Wealth Management LLC | 120 | $11K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 2,372 | $204K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| TOTAL INVESTMENT MANAGEMENT INC trimmed | 1,383 | $119K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Creekmur Asset Management LLC new | 893 | $77K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| First Horizon Advisors, Inc. added | 600 | $52K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CIBC Private Wealth Group LLC new | 532 | $46K | 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.