Who owns 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-Q2 13F filings (latest filed 2026-08-26). 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
58 tracked funds added or opened BKLC while 23 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
BKLC’s largest tracked holder by dollar value, RPOA Advisors, Inc., sizes it at 44.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 44.7pp 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 2026-Q1 and 2026-Q2, across 146 tracked filers holding BKLC, 86 increased or opened the position and 59 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 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 13
- VAQUERO PRIVATE WEALTH, LTD$18M
- NewEdge Advisors, LLC$6M
- Vestmark Advisory Solutions, Inc.$2M
- ELEVATION POINT WEALTH PARTNERS, LLC$2M
- Andina Capital Management, LLC$1M
- Quantinno Capital Management LP$1M
Full exits 13
- Integrated Wealth Concepts LLC$361M
- Main Management Fund Advisors LLC$252M
- GM Advisory Group, LLC$78M
- WIN ADVISORS, INC$10M
- PARK AVENUE SECURITIES LLC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
Largest adds
- RPOA Advisors, Inc.$832M
- MORGAN STANLEY$169M
- Wealthspire Advisors, LLC$98M
- Bank of New York Mellon Corp$67M
- WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$24M
- SENTINEL PENSION ADVISORS, LLC$22M
Largest trims
- Tidal Investments LLC$32M
- KMG FIDUCIARY PARTNERS, LLC$8M
- ROYAL BANK OF CANADA$5M
- RAYMOND JAMES FINANCIAL INC$2M
- GOLDMAN SACHS GROUP INC$1M
- Symphony Financial, Ltd. Co.$785K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| RPOA Advisors, Inc. added | 10,957,162 | $1.6B | 48.3% | 2026-Q2 |
| SENTINEL PENSION ADVISORS, LLC added | 3,089,007 | $147M | 4.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,798,540 | $258M | 7.9% | 2026-Q2 |
| MORGAN STANLEY added | 1,591,662 | $228M | 7.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 815,965 | $117M | 3.6% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 687,689 | $99M | 3.0% | 2026-Q2 |
| Stadion Money Management, LLC trimmed | 574,513 | $82M | 2.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 519,190 | $74M | 2.3% | 2026-Q2 |
| Tidal Investments LLC trimmed | 409,475 | $59M | 1.8% | 2026-Q2 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV added | 390,319 | $56M | 1.7% | 2026-Q2 |
| LPL Financial LLC added | 367,942 | $53M | 1.6% | 2026-Q2 |
| JDM Financial Group LLC added | 343,702 | $34M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 324,262 | $46M | 1.4% | 2026-Q2 |
| Zhang Financial LLC trimmed | 290,869 | $42M | 1.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 280,378 | $40M | 1.2% | 2026-Q2 |
| WealthBridge Capital Management, LLC added | 155,823 | $22M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 152,466 | $22M | 0.7% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 146,767 | $21M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 141,380 | $20M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 128,639 | $18M | 0.6% | 2026-Q2 |
| VAQUERO PRIVATE WEALTH, LTD new | 126,339 | $18M | 0.6% | 2026-Q2 |
| Carolina Wealth Advisors, LLC added | 118,144 | $17M | 0.5% | 2026-Q2 |
| Principia Wealth Advisory, LLC added | 102,922 | $15M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 99,349 | $14M | 0.4% | 2026-Q2 |
| Advisors Preferred, LLC | 89,643 | $13M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 82,378 | $12M | 0.4% | 2026-Q2 |
| CRUX WEALTH ADVISORS added | 69,947 | $10M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 69,204 | $10M | 0.3% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 50,408 | $7M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC added | 47,477 | $7M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 41,123 | $6M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 39,043 | $6M | 0.2% | 2026-Q2 |
| Wealth Forward, LLC added | 35,865 | $5M | 0.2% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 34,326 | $5M | 0.2% | 2026-Q2 |
| Strategic Financial Planning, Inc. trimmed | 32,027 | $5M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 29,561 | $4M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 26,625 | $4M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 26,560 | $4M | 0.1% | 2026-Q2 |
| GenTrust, LLC trimmed | 24,351 | $3M | 0.1% | 2026-Q2 |
| Vanguard National Trust Co trimmed | 23,275 | $3M | 0.1% | 2026-Q2 |
| Symphony Financial, Ltd. Co. trimmed | 22,695 | $3M | 0.1% | 2026-Q2 |
| FMR LLC added | 22,180 | $3M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 21,511 | $3M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 21,241 | $3M | 0.1% | 2026-Q2 |
| Optiver Holding B.V. | 21,000 | $3M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 20,969 | $3M | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 20,942 | $3M | 0.1% | 2026-Q2 |
| David Kennon Inc added | 20,115 | $3M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 15,654 | $2M | 0.1% | 2026-Q2 |
| Wealth Group Ltd added | 14,058 | $2M | 0.1% | 2026-Q2 |
| PRUDENTIAL PLC added | 13,700 | $2M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 12,705 | $2M | 0.1% | 2026-Q2 |
| COLLECTIVE FAMILY OFFICE LLC trimmed | 11,657 | $2M | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 11,580 | $2M | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 11,580 | $2M | 0.1% | 2026-Q2 |
| Stiles Financial Services Inc trimmed | 11,474 | $2M | 0.1% | 2026-Q2 |
| Herold Advisors, Inc. added | 11,174 | $2M | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 11,067 | $2M | 0.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 10,573 | $2M | 0.0% | 2026-Q2 |
| Andina Capital Management, LLC new | 9,976 | $1M | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP new | 9,574 | $1M | 0.0% | 2026-Q2 |
| Single Point Partners, LLC added | 9,142 | $1M | 0.0% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 9,132 | $1M | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 8,380 | $1M | 0.0% | 2026-Q2 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 7,501 | $1M | 0.0% | 2026-Q2 |
| RETIREMENT INCOME SOLUTIONS, INC | 7,460 | $931K | 0.0% | 2026-Q2 |
| Krilogy Financial LLC trimmed | 6,968 | $999K | 0.0% | 2026-Q2 |
| Lantern Wealth Advisors, LLC added | 6,890 | $988K | 0.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 5,986 | $858K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 5,848 | $839K | 0.0% | 2026-Q2 |
| Arlington Trust Co LLC new | 5,675 | $814K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 5,580 | $800K | 0.0% | 2026-Q2 |
| Western Wealth Management, LLC new | 5,317 | $762K | 0.0% | 2026-Q2 |
| E6 Portfolios, LLC added | 5,148 | $738K | 0.0% | 2026-Q2 |
| Penobscot Investment Management Company, Inc. new | 4,749 | $681K | 0.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 4,628 | $664K | 0.0% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 4,591 | $658K | 0.0% | 2026-Q2 |
| BBR PARTNERS, LLC new | 4,517 | $648K | 0.0% | 2026-Q2 |
| Foundations Investment Advisors, LLC new | 4,271 | $612K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 4,211 | $604K | 0.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 4,146 | $594K | 0.0% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 4,101 | $588K | 0.0% | 2026-Q2 |
| CHOREO, LLC | 3,925 | $563K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 3,864 | $554K | 0.0% | 2026-Q2 |
| Quadcap Wealth Management, LLC trimmed | 3,481 | $499K | 0.0% | 2026-Q2 |
| Oath Planning, LLC new | 3,166 | $454K | 0.0% | 2026-Q2 |
| BRIGHTON JONES LLC added | 3,139 | $450K | 0.0% | 2026-Q2 |
| Accredited Investors Inc. | 3,070 | $440K | 0.0% | 2026-Q2 |
| Outlook Wealth Advisors, LLC | 2,959 | $424K | 0.0% | 2026-Q2 |
| Keyes, Stange & Wooten Wealth Management, LLC new | 2,957 | $424K | 0.0% | 2026-Q2 |
| Peterson Wealth Advisors, LLC new | 2,928 | $420K | 0.0% | 2026-Q2 |
| Creative Planning new | 2,925 | $419K | 0.0% | 2026-Q2 |
| WealthCare Investment Partners, LLC added | 2,882 | $413K | 0.0% | 2026-Q2 |
| Cerity Partners LLC trimmed | 2,877 | $413K | 0.0% | 2026-Q2 |
| 626 Financial, LLC added | 2,872 | $412K | 0.0% | 2026-Q2 |
| Fiduciary Alliance LLC | 2,868 | $411K | 0.0% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 2,705 | $388K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,668 | $383K | 0.0% | 2026-Q2 |
| FIDUCIENT ADVISORS LLC | 2,495 | $358K | 0.0% | 2026-Q2 |
| M&T Bank Corp | 2,492 | $357K | 0.0% | 2026-Q2 |
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.