Who owns BKLN (BKLN)
Which tracked institutional funds hold BKLN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BKLN 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
105 tracked funds added or opened BKLN while 153 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
BKLN’s largest tracked holder by dollar value, HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BKLN 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 504 tracked filers holding BKLN, 237 increased or opened the position and 277 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 BKLN 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 44
- D. E. Shaw & Co., Inc.$204M
- JANE STREET GROUP, LLC$76M
- WINTON GROUP Ltd$41M
- Angel Oak Capital Advisors, LLC$39M
- CIBC Bancorp USA Inc.$38M
- State of Tennessee, Department of Treasury$27M
Full exits 45
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$689M
- Diversify Advisory Services, LLC$91M
- CIBC Private Wealth Group LLC$34M
- DSC Meridian Capital LP$27M
- Ninety One UK Ltd$18M
- Arrowpoint Investment Partners (Singapore) Pte. Ltd.$13M
Largest adds
- WELLINGTON MANAGEMENT GROUP LLP$311M
- UBS Group AG$129M
- GOLDMAN SACHS GROUP INC$85M
- DIVERSIFY WEALTH MANAGEMENT, LLC$76M
- Ocean Park Asset Management, LLC$75M
- BARCLAYS PLC$70M
Largest trims
- BlackRock, Inc.$165M
- Valpey Financial Services, LLC$115M
- BANK OF AMERICA CORP /DE/$91M
- Bain Capital Credit, LP$75M
- SEI INVESTMENTS CO$74M
- Investment Management Corp of Ontario$61M
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 |
|---|---|---|---|---|
| UBS Group AG added | 16,817,529 | $343M | 5.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 15,771,843 | $322M | 4.9% | 2026-Q1 |
| MORGAN STANLEY added | 13,124,549 | $268M | 4.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 10,465,977 | $214M | 3.3% | 2026-Q1 |
| Investment Management Corp of Ontario trimmed | 10,465,977 | $214M | 3.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 10,000,000 | $204M | 3.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 9,905,887 | $202M | 3.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 8,487,013 | $173M | 2.6% | 2026-Q1 |
| Ensign Peak Advisors, Inc added | 8,463,930 | $173M | 2.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 8,370,401 | $171M | 2.6% | 2026-Q1 |
| Ocean Park Asset Management, LLC added | 7,573,158 | $155M | 2.4% | 2026-Q1 |
| LPL Financial LLC added | 5,426,000 | $111M | 1.7% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 5,383,224 | $110M | 1.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 4,684,640 | $96M | 1.5% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 4,620,000 | $94M | 1.4% | 2026-Q1 |
| ASSETMARK, INC added | 4,376,443 | $89M | 1.4% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 4,117,328 | $85M | 1.3% | 2026-Q1 |
| CIBC Asset Management Inc added | 3,801,166 | $78M | 1.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 3,744,507 | $76M | 1.2% | 2026-Q1 |
| Bain Capital Credit, LP trimmed | 3,658,098 | $75M | 1.1% | 2026-Q1 |
| Symetra Investment Management Co added | 3,597,095 | $73M | 1.1% | 2026-Q1 |
| BARCLAYS PLC added | 3,572,924 | $73M | 1.1% | 2026-Q1 |
| CITIGROUP INC added | 3,415,010 | $70M | 1.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 3,206,635 | $65M | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 3,180,432 | $65M | 1.0% | 2026-Q1 |
| TD Asset Management Inc trimmed | 2,901,670 | $59M | 0.9% | 2026-Q1 |
| LORD, ABBETT & CO. LLC added | 2,809,062 | $57M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,767,937 | $56M | 0.9% | 2026-Q1 |
| Hikari Tsushin, Inc. | 2,483,848 | $51M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 2,479,580 | $51M | 0.8% | 2026-Q1 |
| 1607 Capital Partners, LLC trimmed | 2,036,575 | $42M | 0.6% | 2026-Q1 |
| WINTON GROUP Ltd added | 2,000,000 | $41M | 0.6% | 2026-Q1 |
| SHENKMAN CAPITAL MANAGEMENT INC trimmed | 1,918,265 | $40M | 0.6% | 2026-Q1 |
| Angel Oak Capital Advisors, LLC new | 1,926,396 | $39M | 0.6% | 2026-Q1 |
| SUMITOMO LIFE INSURANCE CO trimmed | 1,873,081 | $38M | 0.6% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 1,901,970 | $38M | 0.6% | 2026-Q1 |
| Aristotle Pacific Capital, LLC trimmed | 1,804,072 | $37M | 0.6% | 2026-Q1 |
| CNO Financial Group, Inc. trimmed | 1,743,750 | $36M | 0.5% | 2026-Q1 |
| PRUDENTIAL PLC trimmed | 1,736,450 | $35M | 0.5% | 2026-Q1 |
| Calamos Advisors LLC trimmed | 1,672,637 | $34M | 0.5% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 1,586,632 | $32M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 1,528,050 | $31M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,496,791 | $30M | 0.5% | 2026-Q1 |
| Cerity Partners LLC added | 1,428,598 | $29M | 0.4% | 2026-Q1 |
| State of Tennessee, Department of Treasury trimmed | 1,325,602 | $27M | 0.4% | 2026-Q1 |
| Liberty Mutual Group Asset Management Inc. added | 1,225,000 | $25M | 0.4% | 2026-Q1 |
| FACTORY MUTUAL INSURANCE CO | 1,200,000 | $24M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,190,008 | $24M | 0.4% | 2026-Q1 |
| IRONWOOD WEALTH MANAGEMENT, INC. added | 1,170,929 | $24M | 0.4% | 2026-Q1 |
| Strategic Investment Advisors / MI added | 1,171,384 | $24M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,135,339 | $23M | 0.4% | 2026-Q1 |
| New York Life Investment Management LLC added | 1,114,085 | $23M | 0.3% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 1,060,845 | $22M | 0.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 928,060 | $19M | 0.3% | 2026-Q1 |
| Catalyst Capital Advisors LLC | 901,688 | $18M | 0.3% | 2026-Q1 |
| Trajan Wealth LLC added | 879,723 | $18M | 0.3% | 2026-Q1 |
| Inspire Advisors, LLC added | 860,190 | $18M | 0.3% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 844,108 | $17M | 0.3% | 2026-Q1 |
| Cresset Asset Management, LLC added | 840,909 | $17M | 0.3% | 2026-Q1 |
| Koss-Olinger Consulting, LLC new | 817,772 | $17M | 0.3% | 2026-Q1 |
| Wellington Grp LLC trimmed | 816,513 | $17M | 0.3% | 2026-Q1 |
| RFG Holdings, Inc. trimmed | 763,745 | $16M | 0.2% | 2026-Q1 |
| Endurance Services Ltd trimmed | 743,494 | $15M | 0.2% | 2026-Q1 |
| One William Street Capital Management, L.P. added | 725,000 | $15M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 674,820 | $14M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 674,157 | $14M | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 678,373 | $14M | 0.2% | 2026-Q1 |
| COURAGE CAPITAL MANAGEMENT LLC | 648,000 | $13M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 646,215 | $13M | 0.2% | 2026-Q1 |
| Amundi added | 639,686 | $13M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 637,489 | $13M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 629,132 | $13M | 0.2% | 2026-Q1 |
| Mechanics Bank Trust Department trimmed | 612,847 | $13M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 612,336 | $12M | 0.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 606,611 | $12M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 600,983 | $12M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 588,172 | $12M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 579,089 | $12M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 32,787,987 | $689M | 10.5% | 2025-Q4 stale |
| Counterpoint Mutual Funds LLC | 4,937,232 | $102M | 1.6% | 2025-Q1 stale |
| Corebridge Financial, Inc. new | 4,740,791 | $98M | 1.5% | 2025-Q1 stale |
| III Capital Management trimmed | 4,719,614 | $98M | 1.5% | 2025-Q1 stale |
| Diversify Advisory Services, LLC added | 4,321,772 | $91M | 1.4% | 2025-Q4 stale |
| Verition Fund Management LLC added | 3,800,000 | $80M | 1.2% | 2025-Q3 stale |
| MARINER INVESTMENT GROUP LLC added | 3,081,946 | $64M | 1.0% | 2025-Q1 stale |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 2,597,850 | $54M | 0.8% | 2025-Q1 stale |
| SUN LIFE FINANCIAL INC added | 2,545,000 | $53M | 0.8% | 2025-Q1 stale |
| Angeles Investment Advisors, LLC trimmed | 1,665,780 | $35M | 0.5% | 2025-Q2 stale |
| CIBC Private Wealth Group LLC added | 1,631,695 | $34M | 0.5% | 2025-Q4 stale |
| Kensington Asset Management, LLC | 1,503,940 | $31M | 0.5% | 2025-Q1 stale |
| DSC Meridian Capital LP trimmed | 1,286,779 | $27M | 0.4% | 2025-Q4 stale |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 1,177,579 | $24M | 0.4% | 2025-Q1 stale |
| JANUS HENDERSON GROUP PLC new | 964,507 | $20M | 0.3% | 2025-Q2 stale |
| PRICE T ROWE ASSOCIATES INC /MD/ | 950,000 | $20M | 0.3% | 2025-Q1 stale |
| Forge First Asset Management Inc. trimmed | 939,600 | $20M | 0.3% | 2025-Q3 stale |
| Ninety One UK Ltd | 846,749 | $18M | 0.3% | 2025-Q4 stale |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. added | 620,100 | $13M | 0.2% | 2025-Q4 stale |
| Granby Capital Management, LLC trimmed | 625,000 | $13M | 0.2% | 2025-Q1 stale |
| Insight Wealth Strategies, LLC trimmed | 567,999 | $12M | 0.2% | 2025-Q3 stale |
| Transform Wealth, LLC trimmed | 567,835 | $12M | 0.2% | 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.