Who owns BKMC
Which tracked institutional funds hold BKMC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BKMC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on BKMC is one-sided between 2026-Q1 and 2026-Q2: 12 added or opened and 3 trimmed or exited — on balance accumulating.
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
BKMC’s largest tracked holder by dollar value, RPOA Advisors, Inc., sizes it at 12.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 12.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BKMC 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 41 tracked filers holding BKMC, 19 increased or opened the position and 17 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 BKMC 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 2
- Kingsview Wealth Management, LLC$10M
- Diversify Advisory Services, LLC$6M
Full exits 2
- FLOW TRADERS U.S. LLC$10M
- GOLDMAN SACHS GROUP INC$4M
Largest adds
- RPOA Advisors, Inc.$232M
- Bank of New York Mellon Corp$20M
- MORGAN STANLEY$403K
- CITADEL ADVISORS LLC$387K
- BANK OF AMERICA CORP /DE/$363K
- Geneos Wealth Management Inc.$327K
Largest trims
- Financial Engines Advisors L.L.C.$493K
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. added | 3,459,848 | $429M | 74.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 648,070 | $80M | 14.0% | 2026-Q2 |
| Kingsview Wealth Management, LLC new | 82,344 | $10M | 1.8% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 64,532 | $8M | 1.4% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 142,329 | $6M | 1.0% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 142,329 | $6M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 25,679 | $3M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 14,191 | $2M | 0.3% | 2026-Q2 |
| MORGAN STANLEY added | 11,879 | $1M | 0.3% | 2026-Q2 |
| Zhang Financial LLC trimmed | 10,425 | $1M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 9,692 | $1M | 0.2% | 2026-Q2 |
| Symphony Financial, Ltd. Co. added | 8,795 | $1M | 0.2% | 2026-Q2 |
| SENTINEL PENSION ADVISORS, LLC added | 26,224 | $1M | 0.2% | 2026-Q2 |
| Key Financial Inc added | 7,705 | $955K | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 7,632 | $946K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 7,428 | $920K | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 5,563 | $689K | 0.1% | 2026-Q2 |
| CRUX WEALTH ADVISORS trimmed | 5,177 | $641K | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC trimmed | 4,954 | $614K | 0.1% | 2026-Q2 |
| Sunrise Financial Services, LLC trimmed | 4,946 | $613K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 4,823 | $598K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 3,487 | $432K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,434 | $423K | 0.1% | 2026-Q2 |
| FMR LLC added | 3,165 | $392K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 3,103 | $384K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,284 | $283K | 0.0% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 6,666 | $275K | 0.0% | 2026-Q2 |
| Krilogy Financial LLC trimmed | 2,210 | $274K | 0.0% | 2026-Q2 |
| Fifth Third Wealth Advisors LLC | 2,084 | $258K | 0.0% | 2026-Q2 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 2,000 | $248K | 0.0% | 2026-Q2 |
| M&T Bank Corp trimmed | 1,800 | $223K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,784 | $221K | 0.0% | 2026-Q2 |
| Arlington Trust Co LLC new | 1,260 | $156K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 584 | $72K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 497 | $62K | 0.0% | 2026-Q2 |
| Kings Path Partners LLC | 196 | $24K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 163 | $20K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 74 | $9K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 21 | $3K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 18 | $2K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 0 | $2 | 0.0% | 2026-Q2 |
| FLOW TRADERS U.S. LLC added | 86,150 | $10M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC added | 37,453 | $4M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| AE Wealth Management LLC new | 350 | $39K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 61 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA INVESTMENTS, LP new | 9,423 | $1M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Rockefeller Capital Management L.P. added | 532 | $58K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP trimmed | 2,604 | $282K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Optiver Holding B.V. new | 6,500 | $665K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.