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-Q1 13F filings (latest filed 2026-05-18). 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
6 tracked funds added or opened BKMC while 6 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
BKMC’s largest tracked holder by dollar value, RPOA Advisors, Inc., sizes it at 8.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.6pp 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 2025-Q4 and 2026-Q1, across 38 tracked filers holding BKMC, 20 increased or opened the position and 15 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 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 1
- CITADEL ADVISORS LLC$533K
Full exits 2
- Diversify Advisory Services, LLC$7M
- TWO SIGMA INVESTMENTS, LP$1M
Largest adds
- FLOW TRADERS U.S. LLC$5M
- Bank of New York Mellon Corp$5M
- GOLDMAN SACHS GROUP INC$2M
- MORGAN STANLEY$493K
- Key Financial Inc$358K
Largest trims
- RPOA Advisors, Inc.$265M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$132M
- DIVERSIFY WEALTH MANAGEMENT, LLC$19M
- BANK OF AMERICA CORP /DE/$884K
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 | 1,785,118 | $197M | 63.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 550,459 | $61M | 19.5% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 86,150 | $10M | 3.1% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 69,515 | $8M | 2.5% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 50,462 | $6M | 1.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 37,453 | $4M | 1.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 25,555 | $3M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 13,421 | $1M | 0.5% | 2026-Q1 |
| Zhang Financial LLC | 11,431 | $1M | 0.4% | 2026-Q1 |
| MORGAN STANLEY added | 9,688 | $1M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 9,554 | $1M | 0.3% | 2026-Q1 |
| Symphony Financial, Ltd. Co. added | 8,595 | $936K | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 7,529 | $831K | 0.3% | 2026-Q1 |
| SENTINEL PENSION ADVISORS, LLC | 7,269 | $802K | 0.3% | 2026-Q1 |
| Key Financial Inc added | 7,253 | $800K | 0.3% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 6,965 | $768K | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 5,800 | $640K | 0.2% | 2026-Q1 |
| CRUX WEALTH ADVISORS trimmed | 5,328 | $588K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 5,215 | $575K | 0.2% | 2026-Q1 |
| Sunrise Financial Services, LLC trimmed | 5,009 | $553K | 0.2% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC trimmed | 4,958 | $547K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 4,834 | $533K | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 3,498 | $386K | 0.1% | 2026-Q1 |
| Krilogy Financial LLC new | 2,301 | $267K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 2,427 | $264K | 0.1% | 2026-Q1 |
| Fifth Third Wealth Advisors LLC | 2,084 | $230K | 0.1% | 2026-Q1 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 2,000 | $221K | 0.1% | 2026-Q1 |
| FMR LLC added | 1,686 | $186K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,600 | $171K | 0.1% | 2026-Q1 |
| UBS Group AG added | 1,001 | $110K | 0.0% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 584 | $64K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC new | 350 | $39K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 277 | $31K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA new | 163 | $18K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC | 61 | $7K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 21 | $2K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 18 | $2K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 0 | $2 | 0.0% | 2026-Q1 |
| Diversify Advisory Services, LLC trimmed | 55,919 | $7M | 2.1% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP new | 9,423 | $1M | 0.3% | 2025-Q4 stale |
| Optiver Holding B.V. new | 6,500 | $665K | 0.2% | 2025-Q2 stale |
| Integrated Wealth Concepts LLC trimmed | 4,286 | $410K | 0.1% | 2025-Q1 stale |
| HRT FINANCIAL LP trimmed | 2,604 | $282K | 0.1% | 2025-Q3 stale |
| M&T Bank Corp new | 2,475 | $237K | 0.1% | 2025-Q1 stale |
| Accredited Investors Inc. new | 2,331 | $223K | 0.1% | 2025-Q1 stale |
| RAYMOND JAMES FINANCIAL INC new | 586 | $60K | 0.0% | 2025-Q2 stale |
| Rockefeller Capital Management L.P. added | 532 | $58K | 0.0% | 2025-Q4 stale |
| SVB WEALTH LLC new | 315 | $30K | 0.0% | 2025-Q1 stale |
| Global Retirement Partners, LLC | 74 | $8K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.