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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| RPOA Advisors, Inc. trimmed | 5,925,578 | $740M | 27.5% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 2,889,746 | $361M | 13.4% | 2026-Q1 |
| Main Management Fund Advisors LLC added | 1,592,635 | $252M | 9.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,526,246 | $190M | 7.1% | 2026-Q1 |
| SENTINEL PENSION ADVISORS, LLC added | 997,197 | $124M | 4.6% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 920,811 | $115M | 4.3% | 2026-Q1 |
| Tidal Investments LLC added | 728,287 | $91M | 3.4% | 2026-Q1 |
| GM Advisory Group, LLC added | 622,092 | $78M | 2.9% | 2026-Q1 |
| Stadion Money Management, LLC added | 607,509 | $76M | 2.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 596,247 | $74M | 2.8% | 2026-Q1 |
| MORGAN STANLEY added | 476,084 | $59M | 2.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 411,647 | $51M | 1.9% | 2026-Q1 |
| Zhang Financial LLC trimmed | 303,387 | $38M | 1.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 289,326 | $36M | 1.3% | 2026-Q1 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV trimmed | 257,377 | $32M | 1.2% | 2026-Q1 |
| LPL Financial LLC added | 251,461 | $31M | 1.2% | 2026-Q1 |
| JDM Financial Group LLC added | 263,197 | $30M | 1.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 148,706 | $19M | 0.7% | 2026-Q1 |
| WealthBridge Capital Management, LLC trimmed | 145,919 | $18M | 0.7% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 139,658 | $17M | 0.6% | 2026-Q1 |
| Carolina Wealth Advisors, LLC added | 112,564 | $14M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 110,940 | $14M | 0.5% | 2026-Q1 |
| UBS Group AG added | 104,016 | $13M | 0.5% | 2026-Q1 |
| Advisors Preferred, LLC | 89,643 | $11M | 0.4% | 2026-Q1 |
| WIN ADVISORS, INC added | 78,689 | $10M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 78,551 | $10M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 69,921 | $9M | 0.3% | 2026-Q1 |
| CRUX WEALTH ADVISORS added | 68,580 | $9M | 0.3% | 2026-Q1 |
| KMG FIDUCIARY PARTNERS, LLC trimmed | 63,270 | $8M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 58,151 | $7M | 0.3% | 2026-Q1 |
| IFP Advisors, Inc added | 56,416 | $7M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 42,408 | $5M | 0.2% | 2026-Q1 |
| Strategic Financial Planning, Inc. added | 114,206 | $5M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 36,039 | $5M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 36,462 | $5M | 0.2% | 2026-Q1 |
| Wealth Forward, LLC trimmed | 35,002 | $4M | 0.2% | 2026-Q1 |
| GenTrust, LLC trimmed | 33,886 | $4M | 0.2% | 2026-Q1 |
| Symphony Financial, Ltd. Co. added | 32,658 | $4M | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 32,116 | $4M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 27,813 | $3M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 26,658 | $3M | 0.1% | 2026-Q1 |
| Vanguard National Trust Co new | 23,488 | $3M | 0.1% | 2026-Q1 |
| Optiver Holding B.V. new | 21,000 | $3M | 0.1% | 2026-Q1 |
| David Kennon Inc added | 19,976 | $2M | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 19,211 | $2M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 17,332 | $2M | 0.1% | 2026-Q1 |
| Sigma Planning Corp trimmed | 15,999 | $2M | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 15,104 | $2M | 0.1% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 14,660 | $2M | 0.1% | 2026-Q1 |
| Capital Analysts, LLC added | 13,618 | $2M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 13,471 | $2M | 0.1% | 2026-Q1 |
| Wealth Group Ltd added | 13,235 | $2M | 0.1% | 2026-Q1 |
| Stiles Financial Services Inc trimmed | 12,977 | $2M | 0.1% | 2026-Q1 |
| COLLECTIVE FAMILY OFFICE LLC trimmed | 12,831 | $2M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 12,530 | $2M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 12,372 | $2M | 0.1% | 2026-Q1 |
| PRUDENTIAL PLC new | 12,200 | $2M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 11,346 | $1M | 0.1% | 2026-Q1 |
| Herold Advisors, Inc. trimmed | 11,170 | $1M | 0.1% | 2026-Q1 |
| FMR LLC added | 11,092 | $1M | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 10,064 | $1M | 0.0% | 2026-Q1 |
| Single Point Partners, LLC added | 9,112 | $1M | 0.0% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 8,617 | $1M | 0.0% | 2026-Q1 |
| Savvy Advisors, Inc. new | 8,078 | $1M | 0.0% | 2026-Q1 |
| Krilogy Financial LLC added | 7,263 | $975K | 0.0% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC trimmed | 7,751 | $967K | 0.0% | 2026-Q1 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC trimmed | 7,501 | $936K | 0.0% | 2026-Q1 |
| RETIREMENT INCOME SOLUTIONS, INC | 7,460 | $931K | 0.0% | 2026-Q1 |
| Lantern Wealth Advisors, LLC added | 6,380 | $796K | 0.0% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 6,231 | $778K | 0.0% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 5,881 | $734K | 0.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 5,744 | $717K | 0.0% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 5,552 | $693K | 0.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 5,270 | $658K | 0.0% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 5,191 | $648K | 0.0% | 2026-Q1 |
| Betterment LLC added | 5,126 | $640K | 0.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 4,572 | $571K | 0.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC | 4,203 | $525K | 0.0% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 4,185 | $522K | 0.0% | 2026-Q1 |
| E6 Portfolios, LLC added | 3,975 | $496K | 0.0% | 2026-Q1 |
| CHOREO, LLC new | 3,925 | $490K | 0.0% | 2026-Q1 |
| Quadcap Wealth Management, LLC | 3,661 | $457K | 0.0% | 2026-Q1 |
| Ferguson Shapiro LLC new | 141,392 | $18M | 0.7% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 90,600 | $11M | 0.4% | 2025-Q2 stale |
| Principia Wealth Advisory, LLC added | 69,497 | $9M | 0.3% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 20,969 | $3M | 0.1% | 2025-Q4 stale |
| Elevation Capital Advisory, LLC new | 14,312 | $2M | 0.1% | 2025-Q4 stale |
| Fort Point Capital Partners LLC added | 11,735 | $1M | 0.1% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 11,060 | $1M | 0.0% | 2025-Q2 stale |
| GTS SECURITIES LLC new | 9,580 | $1M | 0.0% | 2025-Q4 stale |
| Fisher Asset Management, LLC added | 5,179 | $678K | 0.0% | 2025-Q4 stale |
| Pinnacle Wealth Management, LLC trimmed | 4,820 | $630K | 0.0% | 2025-Q4 stale |
| Clear Point Advisors Inc. added | 4,455 | $583K | 0.0% | 2025-Q4 stale |
| Mayflower Financial Advisors, LLC trimmed | 4,216 | $551K | 0.0% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 4,554 | $484K | 0.0% | 2025-Q1 stale |
| Dean, Jacobson Financial Services, LLC new | 3,646 | $432K | 0.0% | 2025-Q2 stale |
| Virtue Capital Management, LLC added | 2,118 | $413K | 0.0% | 2025-Q4 stale |
| Gunderson Capital Management Inc. new | 3,185 | $409K | 0.0% | 2025-Q3 stale |
| BRIGHTON JONES LLC new | 3,131 | $402K | 0.0% | 2025-Q3 stale |
| Goodman Financial Corp new | 3,749 | $399K | 0.0% | 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.
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.