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Institutional Ownership · SEC Form 13F

Who owns BKLC (BKLC)


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

139
Institutional holders
20,902,179
Shares held (tracked funds)

How the tape is positioned

35 tracked funds added or opened BKLC while 28 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

BKLC’s largest tracked holder by dollar value, RPOA Advisors, Inc., sizes it at 32.4% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 32.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BKLC 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 139 tracked filers holding BKLC, 77 increased or opened the position and 58 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 BKLC 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 5

  • WIN ADVISORS, INC$10M
  • Vanguard National Trust Co$3M
  • Optiver Holding B.V.$3M
  • PRUDENTIAL PLC$2M
  • Savvy Advisors, Inc.$1M

Full exits 9

  • Ferguson Shapiro LLC$18M
  • Principia Wealth Advisory, LLC$9M
  • NewEdge Advisors, LLC$3M
  • Elevation Capital Advisory, LLC$2M
  • GTS SECURITIES LLC$1M
  • Fisher Asset Management, LLC$678K

Largest adds

  • Main Management Fund Advisors LLC$117M
  • Aptus Capital Advisors, LLC$88M
  • ROYAL BANK OF CANADA$49M
  • Integrated Wealth Concepts LLC$44M
  • MORGAN STANLEY$44M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$35M

Largest trims

  • RPOA Advisors, Inc.$979M
  • AMERIPRISE FINANCIAL INC$15M
  • OSAIC HOLDINGS, INC.$5M
  • JPMORGAN CHASE & CO$4M
  • Zhang Financial LLC$3M
  • WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$2M

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. trimmed5,925,578$740M27.5%2026-Q1
Integrated Wealth Concepts LLC added2,889,746$361M13.4%2026-Q1
Main Management Fund Advisors LLC added1,592,635$252M9.3%2026-Q1
Bank of New York Mellon Corp added1,526,246$190M7.1%2026-Q1
SENTINEL PENSION ADVISORS, LLC added997,197$124M4.6%2026-Q1
Aptus Capital Advisors, LLC added920,811$115M4.3%2026-Q1
Tidal Investments LLC added728,287$91M3.4%2026-Q1
GM Advisory Group, LLC added622,092$78M2.9%2026-Q1
Stadion Money Management, LLC added607,509$76M2.8%2026-Q1
AMERIPRISE FINANCIAL INC trimmed596,247$74M2.8%2026-Q1
MORGAN STANLEY added476,084$59M2.2%2026-Q1
ROYAL BANK OF CANADA added411,647$51M1.9%2026-Q1
Zhang Financial LLC trimmed303,387$38M1.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added289,326$36M1.3%2026-Q1
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV trimmed257,377$32M1.2%2026-Q1
LPL Financial LLC added251,461$31M1.2%2026-Q1
JDM Financial Group LLC added263,197$30M1.1%2026-Q1
Kestra Advisory Services, LLC added148,706$19M0.7%2026-Q1
WealthBridge Capital Management, LLC trimmed145,919$18M0.7%2026-Q1
MGO ONE SEVEN LLC added139,658$17M0.6%2026-Q1
Carolina Wealth Advisors, LLC added112,564$14M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added110,940$14M0.5%2026-Q1
UBS Group AG added104,016$13M0.5%2026-Q1
Advisors Preferred, LLC89,643$11M0.4%2026-Q1
WIN ADVISORS, INC added78,689$10M0.4%2026-Q1
JPMORGAN CHASE & CO trimmed78,551$10M0.4%2026-Q1
Cetera Investment Advisers added69,921$9M0.3%2026-Q1
CRUX WEALTH ADVISORS added68,580$9M0.3%2026-Q1
KMG FIDUCIARY PARTNERS, LLC trimmed63,270$8M0.3%2026-Q1
OSAIC HOLDINGS, INC. trimmed58,151$7M0.3%2026-Q1
IFP Advisors, Inc added56,416$7M0.3%2026-Q1
GOLDMAN SACHS GROUP INC trimmed42,408$5M0.2%2026-Q1
Strategic Financial Planning, Inc. added114,206$5M0.2%2026-Q1
Equitable Holdings, Inc. added36,039$5M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added36,462$5M0.2%2026-Q1
Wealth Forward, LLC trimmed35,002$4M0.2%2026-Q1
GenTrust, LLC trimmed33,886$4M0.2%2026-Q1
Symphony Financial, Ltd. Co. added32,658$4M0.1%2026-Q1
PARK AVENUE SECURITIES LLC added32,116$4M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added27,813$3M0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added26,658$3M0.1%2026-Q1
Vanguard National Trust Co new23,488$3M0.1%2026-Q1
Optiver Holding B.V. new21,000$3M0.1%2026-Q1
David Kennon Inc added19,976$2M0.1%2026-Q1
Advisory Services Network, LLC added19,211$2M0.1%2026-Q1
MML INVESTORS SERVICES, LLC added17,332$2M0.1%2026-Q1
Sigma Planning Corp trimmed15,999$2M0.1%2026-Q1
Stratos Wealth Partners, LTD. added15,104$2M0.1%2026-Q1
SILVER OAK SECURITIES, INCORPORATED added14,660$2M0.1%2026-Q1
Capital Analysts, LLC added13,618$2M0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added13,471$2M0.1%2026-Q1
Wealth Group Ltd added13,235$2M0.1%2026-Q1
Stiles Financial Services Inc trimmed12,977$2M0.1%2026-Q1
COLLECTIVE FAMILY OFFICE LLC trimmed12,831$2M0.1%2026-Q1
JANE STREET GROUP, LLC added12,530$2M0.1%2026-Q1
Steward Partners Investment Advisory, LLC added12,372$2M0.1%2026-Q1
PRUDENTIAL PLC new12,200$2M0.1%2026-Q1
Sanctuary Advisors, LLC added11,346$1M0.1%2026-Q1
Herold Advisors, Inc. trimmed11,170$1M0.1%2026-Q1
FMR LLC added11,092$1M0.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed10,064$1M0.0%2026-Q1
Single Point Partners, LLC added9,112$1M0.0%2026-Q1
Wealthspire Advisors, LLC added8,617$1M0.0%2026-Q1
Savvy Advisors, Inc. new8,078$1M0.0%2026-Q1
Krilogy Financial LLC added7,263$975K0.0%2026-Q1
INSIGNEO ADVISORY SERVICES, LLC trimmed7,751$967K0.0%2026-Q1
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC trimmed7,501$936K0.0%2026-Q1
RETIREMENT INCOME SOLUTIONS, INC7,460$931K0.0%2026-Q1
Lantern Wealth Advisors, LLC added6,380$796K0.0%2026-Q1
FLOW TRADERS U.S. LLC added6,231$778K0.0%2026-Q1
Concurrent Investment Advisors, LLC trimmed5,881$734K0.0%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added5,744$717K0.0%2026-Q1
FIRST TRUST ADVISORS LP trimmed5,552$693K0.0%2026-Q1
BANK OF MONTREAL /CAN/5,270$658K0.0%2026-Q1
HighTower Advisors, LLC trimmed5,191$648K0.0%2026-Q1
Betterment LLC added5,126$640K0.0%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added4,572$571K0.0%2026-Q1
Capital Investment Advisory Services, LLC4,203$525K0.0%2026-Q1
PRINCIPAL SECURITIES, INC. trimmed4,185$522K0.0%2026-Q1
E6 Portfolios, LLC added3,975$496K0.0%2026-Q1
CHOREO, LLC new3,925$490K0.0%2026-Q1
Quadcap Wealth Management, LLC3,661$457K0.0%2026-Q1
Ferguson Shapiro LLC new141,392$18M0.7%2025-Q4 stale
TWO SIGMA INVESTMENTS, LP trimmed90,600$11M0.4%2025-Q2 stale
Principia Wealth Advisory, LLC added69,497$9M0.3%2025-Q4 stale
NewEdge Advisors, LLC added20,969$3M0.1%2025-Q4 stale
Elevation Capital Advisory, LLC new14,312$2M0.1%2025-Q4 stale
Fort Point Capital Partners LLC added11,735$1M0.1%2025-Q2 stale
Atria Wealth Solutions, Inc. trimmed11,060$1M0.0%2025-Q2 stale
GTS SECURITIES LLC new9,580$1M0.0%2025-Q4 stale
Fisher Asset Management, LLC added5,179$678K0.0%2025-Q4 stale
Pinnacle Wealth Management, LLC trimmed4,820$630K0.0%2025-Q4 stale
Clear Point Advisors Inc. added4,455$583K0.0%2025-Q4 stale
Mayflower Financial Advisors, LLC trimmed4,216$551K0.0%2025-Q4 stale
HRT FINANCIAL LP new4,554$484K0.0%2025-Q1 stale
Dean, Jacobson Financial Services, LLC new3,646$432K0.0%2025-Q2 stale
Virtue Capital Management, LLC added2,118$413K0.0%2025-Q4 stale
Gunderson Capital Management Inc. new3,185$409K0.0%2025-Q3 stale
BRIGHTON JONES LLC new3,131$402K0.0%2025-Q3 stale
Goodman Financial Corp new3,749$399K0.0%2025-Q1 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