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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| RPOA Advisors, Inc. trimmed | 1,757,428 | $164M | 26.3% | 2026-Q1 |
| SENTINEL PENSION ADVISORS, LLC trimmed | 578,831 | $54M | 8.7% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 546,183 | $51M | 8.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 458,509 | $43M | 6.9% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 445,080 | $42M | 6.7% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 407,438 | $38M | 6.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 329,725 | $31M | 4.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 297,914 | $28M | 4.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 227,567 | $21M | 3.4% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 221,481 | $21M | 3.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 125,601 | $12M | 1.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 121,641 | $11M | 1.8% | 2026-Q1 |
| VestGen Advisors, LLC added | 88,622 | $9M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 87,342 | $8M | 1.3% | 2026-Q1 |
| Wealth Forward, LLC added | 70,036 | $7M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 65,405 | $6M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 62,673 | $6M | 0.9% | 2026-Q1 |
| Sunrise Financial Services, LLC added | 60,099 | $6M | 0.9% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 58,906 | $6M | 0.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 43,743 | $4M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 43,170 | $4M | 0.6% | 2026-Q1 |
| Innovative Wealth Building LLC added | 40,160 | $4M | 0.6% | 2026-Q1 |
| Zhang Financial LLC trimmed | 35,857 | $3M | 0.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 34,021 | $3M | 0.5% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 29,251 | $3M | 0.4% | 2026-Q1 |
| Treasure Coast Financial Planning trimmed | 27,694 | $3M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 26,740 | $2M | 0.4% | 2026-Q1 |
| Alta Wealth Advisors LLC added | 21,462 | $2M | 0.3% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 19,596 | $2M | 0.3% | 2026-Q1 |
| CRUX WEALTH ADVISORS trimmed | 17,074 | $2M | 0.3% | 2026-Q1 |
| IFC & Insurance Marketing, Inc. trimmed | 14,518 | $1M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 13,048 | $1M | 0.2% | 2026-Q1 |
| Certified Advisory Corp added | 11,747 | $1M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 11,407 | $1M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 9,757 | $912K | 0.1% | 2026-Q1 |
| Advisory Resource Group trimmed | 9,730 | $909K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 7,864 | $741K | 0.1% | 2026-Q1 |
| Fifth Third Wealth Advisors LLC | 7,440 | $695K | 0.1% | 2026-Q1 |
| Symphony Financial, Ltd. Co. added | 7,528 | $691K | 0.1% | 2026-Q1 |
| Glen Eagle Advisors, LLC trimmed | 7,075 | $661K | 0.1% | 2026-Q1 |
| Balboa Wealth Partners new | 6,936 | $648K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 6,278 | $587K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 5,528 | $516K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 5,439 | $508K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 5,372 | $502K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 4,776 | $446K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 4,109 | $386K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. new | 3,834 | $355K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 3,530 | $330K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP new | 3,043 | $284K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 2,990 | $279K | 0.0% | 2026-Q1 |
| FMR LLC added | 2,773 | $259K | 0.0% | 2026-Q1 |
| Krilogy Financial LLC new | 2,294 | $226K | 0.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 2,361 | $221K | 0.0% | 2026-Q1 |
| Ethic Inc. trimmed | 2,335 | $218K | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 2,142 | $200K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 1,890 | $177K | 0.0% | 2026-Q1 |
| Birchwood Financial Partners, Inc. added | 1,842 | $172K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,734 | $157K | 0.0% | 2026-Q1 |
| Capital Analysts, LLC | 1,415 | $132K | 0.0% | 2026-Q1 |
| Key Financial Inc added | 678 | $63K | 0.0% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 486 | $45K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC added | 367 | $34K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 335 | $31K | 0.0% | 2026-Q1 |
| Abound Wealth Management new | 329 | $31K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 30,639 | $31K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 240 | $22K | 0.0% | 2026-Q1 |
| CGC Financial Services, LLC trimmed | 240 | $22K | 0.0% | 2026-Q1 |
| MATHER GROUP, LLC. trimmed | 206 | $19K | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC trimmed | 186 | $18K | 0.0% | 2026-Q1 |
| TWIN PEAKS WEALTH ADVISORS, LLC new | 158 | $15K | 0.0% | 2026-Q1 |
| GHP Investment Advisors, Inc. new | 151 | $14K | 0.0% | 2026-Q1 |
| McIlrath & Eck, LLC trimmed | 80 | $7K | 0.0% | 2026-Q1 |
| ASSETMARK, INC trimmed | 40 | $4K | 0.0% | 2026-Q1 |
| SIGNATUREFD, LLC new | 35 | $3K | 0.0% | 2026-Q1 |
| FLAGSHIP WEALTH ADVISORS, LLC added | 76,301 | $7M | 1.1% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC new | 47,874 | $4M | 0.7% | 2025-Q4 stale |
| U.S. Capital Wealth Advisors, LLC new | 14,487 | $1M | 0.2% | 2025-Q3 stale |
| Cerity Partners LLC trimmed | 4,450 | $412K | 0.1% | 2025-Q4 stale |
| GTS SECURITIES LLC new | 3,967 | $367K | 0.1% | 2025-Q4 stale |
| Peak Asset Management, LLC new | 2,288 | $212K | 0.0% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 2,372 | $204K | 0.0% | 2025-Q2 stale |
| Sanctuary Advisors, LLC trimmed | 2,200 | $204K | 0.0% | 2025-Q4 stale |
| TOTAL INVESTMENT MANAGEMENT INC trimmed | 1,383 | $119K | 0.0% | 2025-Q2 stale |
| BESSEMER GROUP INC | 1,463 | $113K | 0.0% | 2025-Q1 stale |
| Creekmur Asset Management LLC new | 893 | $77K | 0.0% | 2025-Q2 stale |
| First Horizon Advisors, Inc. added | 600 | $52K | 0.0% | 2025-Q2 stale |
| Rockefeller Capital Management L.P. added | 503 | $47K | 0.0% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC new | 532 | $46K | 0.0% | 2025-Q2 stale |
| SVB WEALTH LLC new | 500 | $39K | 0.0% | 2025-Q1 stale |
| Tortoise Investment Management, LLC new | 425 | $38K | 0.0% | 2025-Q3 stale |
| CWM, LLC added | 368 | $34K | 0.0% | 2025-Q4 stale |
| BIRCHBROOK, INC. new | 278 | $25K | 0.0% | 2025-Q3 stale |
| FSA Wealth Management LLC | 120 | $11K | 0.0% | 2025-Q3 stale |
| TOTH FINANCIAL ADVISORY CORP new | 95 | $9K | 0.0% | 2025-Q4 stale |
| Parallel Advisors, LLC new | 19 | $1K | 0.0% | 2025-Q1 stale |
| UBS Group AG trimmed | 10 | $862 | 0.0% | 2025-Q2 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.