Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
121 tracked funds added or opened BKLN while 92 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
BKLN’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes BKLN more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 481 tracked filers holding BKLN, 242 increased or opened the position and 250 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 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 31
- DSC Meridian Capital LP$43M
- Hudson Bay Capital Management LP$35M
- Ninety One UK Ltd$35M
- MILLENNIUM MANAGEMENT LLC$25M
- Estate Counselors, LLC$21M
- Donoghue Forlines LLC$21M
Full exits 33
- D. E. Shaw & Co., Inc.$204M
- JANE STREET GROUP, LLC$76M
- Symetra Investment Management Co$73M
- TD Asset Management Inc$59M
- LORD, ABBETT & CO. LLC$57M
- COURAGE CAPITAL MANAGEMENT LLC$13M
Largest adds
- STATE OF WISCONSIN INVESTMENT BOARD$194M
- BNP PARIBAS$191M
- BlackRock, Inc.$132M
- State of Tennessee, Department of Treasury$121M
- JPMORGAN CHASE & CO$91M
- BARCLAYS PLC$67M
Largest trims
- WELLINGTON MANAGEMENT GROUP LLP$235M
- UBS Group AG$126M
- Ensign Peak Advisors, Inc$70M
- DIVERSIFY WEALTH MANAGEMENT, LLC$67M
- Ocean Park Asset Management, LLC$50M
- CITIGROUP INC$47M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 16,947,406 | $345M | 6.7% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 14,170,000 | $289M | 5.6% | 2026-Q2 |
| MORGAN STANLEY added | 14,054,834 | $286M | 5.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 11,444,477 | $233M | 4.5% | 2026-Q2 |
| UBS Group AG trimmed | 10,656,143 | $217M | 4.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 10,223,166 | $208M | 4.0% | 2026-Q2 |
| BNP PARIBAS added | 9,433,095 | $192M | 3.7% | 2026-Q2 |
| Invesco Ltd. added | 9,321,641 | $190M | 3.7% | 2026-Q2 |
| Investment Management Corp of Ontario trimmed | 9,154,385 | $186M | 3.6% | 2026-Q2 |
| State of Tennessee, Department of Treasury added | 7,286,366 | $148M | 2.9% | 2026-Q2 |
| BARCLAYS PLC added | 6,878,229 | $140M | 2.7% | 2026-Q2 |
| LPL Financial LLC added | 6,033,723 | $123M | 2.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 5,994,197 | $122M | 2.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 5,803,226 | $118M | 2.3% | 2026-Q2 |
| Ocean Park Asset Management, LLC trimmed | 5,118,118 | $104M | 2.0% | 2026-Q2 |
| Ensign Peak Advisors, Inc trimmed | 5,058,716 | $103M | 2.0% | 2026-Q2 |
| ASSETMARK, INC added | 4,377,221 | $89M | 1.7% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 4,253,943 | $87M | 1.7% | 2026-Q2 |
| Bain Capital Credit, LP added | 3,971,884 | $81M | 1.6% | 2026-Q2 |
| CIBC Asset Management Inc trimmed | 3,713,838 | $76M | 1.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,436,646 | $70M | 1.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 3,246,536 | $66M | 1.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 3,104,324 | $63M | 1.2% | 2026-Q2 |
| SUMITOMO LIFE INSURANCE CO added | 3,089,034 | $63M | 1.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,774,406 | $57M | 1.1% | 2026-Q2 |
| SHENKMAN CAPITAL MANAGEMENT INC added | 2,753,854 | $57M | 1.1% | 2026-Q2 |
| Aristotle Pacific Capital, LLC added | 2,714,072 | $55M | 1.1% | 2026-Q2 |
| Hikari Tsushin, Inc. | 2,483,848 | $51M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,422,996 | $49M | 1.0% | 2026-Q2 |
| WINTON GROUP Ltd added | 2,179,806 | $44M | 0.9% | 2026-Q2 |
| DSC Meridian Capital LP added | 2,132,742 | $43M | 0.8% | 2026-Q2 |
| Man Group plc added | 1,874,788 | $38M | 0.7% | 2026-Q2 |
| Angel Oak Capital Advisors, LLC trimmed | 1,787,193 | $36M | 0.7% | 2026-Q2 |
| CNO Financial Group, Inc. | 1,743,750 | $36M | 0.7% | 2026-Q2 |
| Hudson Bay Capital Management LP new | 1,725,000 | $35M | 0.7% | 2026-Q2 |
| Ninety One UK Ltd added | 1,720,467 | $35M | 0.7% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,683,991 | $34M | 0.7% | 2026-Q2 |
| Calamos Advisors LLC trimmed | 1,654,787 | $34M | 0.6% | 2026-Q2 |
| Koss-Olinger Consulting, LLC added | 1,639,480 | $33M | 0.6% | 2026-Q2 |
| LOOMIS SAYLES & CO L P | 1,586,632 | $32M | 0.6% | 2026-Q2 |
| Cerity Partners LLC added | 1,509,268 | $31M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,283,289 | $26M | 0.5% | 2026-Q2 |
| IRONWOOD WEALTH MANAGEMENT, INC. added | 1,262,833 | $26M | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,241,428 | $25M | 0.5% | 2026-Q2 |
| New York Life Investment Management LLC added | 1,227,511 | $25M | 0.5% | 2026-Q2 |
| Liberty Mutual Group Asset Management Inc. | 1,225,000 | $25M | 0.5% | 2026-Q2 |
| FACTORY MUTUAL INSURANCE CO | 1,200,000 | $24M | 0.5% | 2026-Q2 |
| Strategic Investment Advisors / MI trimmed | 1,114,142 | $23M | 0.4% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 1,105,845 | $23M | 0.4% | 2026-Q2 |
| CITIGROUP INC trimmed | 1,103,202 | $22M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 1,061,928 | $22M | 0.4% | 2026-Q2 |
| Estate Counselors, LLC added | 1,047,578 | $21M | 0.4% | 2026-Q2 |
| Donoghue Forlines LLC added | 1,030,334 | $21M | 0.4% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 941,815 | $19M | 0.4% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 927,680 | $19M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 913,296 | $19M | 0.4% | 2026-Q2 |
| Trajan Wealth LLC added | 907,709 | $18M | 0.4% | 2026-Q2 |
| Catalyst Capital Advisors LLC | 901,688 | $18M | 0.4% | 2026-Q2 |
| Inspire Advisors, LLC added | 891,983 | $18M | 0.4% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 873,277 | $18M | 0.3% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 873,277 | $18M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 864,110 | $18M | 0.3% | 2026-Q2 |
| Cresset Asset Management, LLC added | 846,767 | $17M | 0.3% | 2026-Q2 |
| Wellington Grp LLC | 816,513 | $17M | 0.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 799,904 | $16M | 0.3% | 2026-Q2 |
| One William Street Capital Management, L.P. added | 770,977 | $16M | 0.3% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 764,490 | $16M | 0.3% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 751,918 | $15M | 0.3% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 746,076 | $15M | 0.3% | 2026-Q2 |
| Endurance Services Ltd | 743,494 | $15M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 738,883 | $15M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 728,629 | $15M | 0.3% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 715,314 | $15M | 0.3% | 2026-Q2 |
| RFG Holdings, Inc. trimmed | 700,110 | $14M | 0.3% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 648,495 | $13M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 574,314 | $12M | 0.2% | 2026-Q2 |
| PRUDENTIAL PLC trimmed | 567,826 | $12M | 0.2% | 2026-Q2 |
| CIM, LLC added | 554,155 | $11M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 552,296 | $11M | 0.2% | 2026-Q2 |
| Mechanics Bank Trust Department trimmed | 538,476 | $11M | 0.2% | 2026-Q2 |
| FORM Wealth Advisors, LLC added | 533,675 | $11M | 0.2% | 2026-Q2 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 493,800 | $10M | 0.2% | 2026-Q2 |
| GARDA CAPITAL PARTNERS LP new | 490,000 | $10M | 0.2% | 2026-Q2 |
| Wealthspire Retirement, LLC trimmed | 486,637 | $10M | 0.2% | 2026-Q2 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 485,000 | $10M | 0.2% | 2026-Q2 |
| Fortitude Family Office, LLC added | 482,276 | $10M | 0.2% | 2026-Q2 |
| APG Asset Management US Inc. | 480,000 | $10M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 472,695 | $10M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 452,885 | $9M | 0.2% | 2026-Q2 |
| Matthew Goff Investment Advisor, LLC added | 447,190 | $9M | 0.2% | 2026-Q2 |
| ANGELES WEALTH MANAGEMENT, LLC trimmed | 443,742 | $9M | 0.2% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 443,418 | $9M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 433,417 | $9M | 0.2% | 2026-Q2 |
| Permanens Capital L.P. added | 432,210 | $9M | 0.2% | 2026-Q2 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed | 426,236 | $9M | 0.2% | 2026-Q2 |
| CENTRAL TRUST Co added | 410,831 | $8M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 410,148 | $8M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC added | 364,570 | $7M | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 362,948 | $7M | 0.1% | 2026-Q2 |
| PPM AMERICA INC/IL new | 360,000 | $7M | 0.1% | 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.