Who owns BKT
Which tracked institutional funds hold BKT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BKT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
5 tracked funds added or opened BKT while 7 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
BKT’s largest tracked holder by dollar value, SIT INVESTMENT ASSOCIATES INC, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BKT 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 62 tracked filers holding BKT, 27 increased or opened the position and 39 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 BKT 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 1
- Vinva Investment Management Ltd$13M
Full exits 4
- SIT INVESTMENT ASSOCIATES INC$52M
- Rareview Capital LLC$2M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$2M
- Thrivent Financial for Lutherans$1M
Largest adds
- Allspring Global Investments Holdings, LLC$2M
- BDF-GESTION$2M
- FIRST TRUST ADVISORS LP$357K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$326K
Largest trims
- GUGGENHEIM CAPITAL LLC$2M
- LPL Financial LLC$1M
- Steward Partners Investment Advisory, LLC$410K
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 |
|---|---|---|---|---|
| Karpus Management, Inc. trimmed | 1,828,427 | $20M | 11.0% | 2026-Q2 |
| Vinva Investment Management Ltd new | 13,916 | $13M | 7.5% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 1,002,268 | $11M | 6.1% | 2026-Q2 |
| MORGAN STANLEY added | 978,765 | $10M | 5.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 915,313 | $10M | 5.5% | 2026-Q2 |
| BDF-GESTION trimmed | 3,662 | $5M | 3.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 436,011 | $5M | 2.6% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. added | 370,468 | $4M | 2.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 369,849 | $4M | 2.2% | 2026-Q2 |
| Invesco Ltd. added | 329,536 | $4M | 2.0% | 2026-Q2 |
| Rock Point Advisors, LLC added | 273,482 | $3M | 1.7% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 258,316 | $3M | 1.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 211,813 | $2M | 1.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 122,716 | $1M | 0.7% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC added | 111,623 | $1M | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 96,631 | $1M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 76,750 | $823K | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 65,118 | $698K | 0.4% | 2026-Q2 |
| Pavaki Capital Management LLC | 63,810 | $684K | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 53,132 | $570K | 0.3% | 2026-Q2 |
| Ethos Financial Group, LLC added | 46,462 | $498K | 0.3% | 2026-Q2 |
| Chicago Partners Investment Group LLC | 47,284 | $484K | 0.3% | 2026-Q2 |
| Savvy Advisors, Inc. added | 43,539 | $467K | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 42,718 | $458K | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 41,930 | $449K | 0.3% | 2026-Q2 |
| Ramiah Investment Group added | 41,602 | $446K | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 36,507 | $391K | 0.2% | 2026-Q2 |
| Vectors Research Management, LLC trimmed | 35,076 | $376K | 0.2% | 2026-Q2 |
| Noble Wealth Management PBC trimmed | 32,690 | $350K | 0.2% | 2026-Q2 |
| Virtus Investment Advisers, LLC trimmed | 32,326 | $347K | 0.2% | 2026-Q2 |
| Fortitude Advisory Group L.L.C. added | 30,742 | $330K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 28,608 | $307K | 0.2% | 2026-Q2 |
| KERR FINANCIAL PLANNING Corp | 284 | $272K | 0.2% | 2026-Q2 |
| Shulman DeMeo Asset Management LLC trimmed | 25,325 | $271K | 0.2% | 2026-Q2 |
| COURIER CAPITAL LLC trimmed | 24,379 | $261K | 0.1% | 2026-Q2 |
| Quadcap Wealth Management, LLC | 22,681 | $243K | 0.1% | 2026-Q2 |
| Focus Partners Wealth | 22,101 | $237K | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC | 21,983 | $236K | 0.1% | 2026-Q2 |
| NOMURA HOLDINGS INC trimmed | 20,000 | $214K | 0.1% | 2026-Q2 |
| Aviance Capital Partners, LLC added | 19,130 | $205K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 19,045 | $204K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 16,359 | $175K | 0.1% | 2026-Q2 |
| Tolleson Wealth Management, Inc. trimmed | 15,852 | $170K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 15,493 | $166K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 15,315 | $164K | 0.1% | 2026-Q2 |
| Meadow Creek Wealth Advisors LLC trimmed | 15,306 | $164K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 13,579 | $146K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 13,041 | $140K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 12,790 | $137K | 0.1% | 2026-Q2 |
| XTX Topco Ltd new | 11,476 | $123K | 0.1% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC added | 11,280 | $121K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 11,135 | $119K | 0.1% | 2026-Q2 |
| DT Investment Partners, LLC | 8,613 | $92K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 6,848 | $73K | 0.0% | 2026-Q2 |
| Sankala Group LLC added | 4,911 | $51K | 0.0% | 2026-Q2 |
| Allworth Financial LP trimmed | 1,886 | $20K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 1,034 | $11K | 0.0% | 2026-Q2 |
| WEBSTER BANK, N. A. | 997 | $11K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 840 | $9K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 495 | $5K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC new | 279 | $3K | 0.0% | 2026-Q2 |
| Godfrey Financial Associates, Inc. | 108 | $1K | 0.0% | 2026-Q2 |
| SIT INVESTMENT ASSOCIATES INC trimmed | 4,920,132 | $52M | 29.3% | 2026-Q1 stale (1 quarter behind) |
| Rareview Capital LLC added | 159,882 | $2M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 154,493 | $2M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans added | 100,656 | $1M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Hamrick Investment Counsel, llc new | 25,268 | $267K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 21,509 | $227K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 19,877 | $210K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CHOREO, LLC | 19,783 | $209K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| First Nebraska Trust Co added | 16,303 | $172K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| ELCO Management Co., LLC new | 13,800 | $146K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Verdence Capital Advisors LLC trimmed | 10,298 | $109K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| MATAURO, LLC new | 10,226 | $108K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| COHEN & STEERS, INC. added | 28,582 | $316K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| StoneX Group Inc. new | 23,837 | $263K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| TrueMark Investments, LLC new | 20,000 | $221K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| READYSTATE ASSET MANAGEMENT LP new | 15,684 | $173K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 12,146 | $134K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC new | 11,043 | $122K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Fiera Capital Corp trimmed | 10,818 | $119K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 10,408 | $115K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| OPTIMA CAPITAL LLC new | 902 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Motiv8 Investments LLC new | 832 | $9K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Consolidated Portfolio Review Corp added | 231,996 | $3M | 1.5% | 2025-Q3 stale (3 quarters behind) |
| Yakira Capital Management, Inc. new | 169,404 | $2M | 1.1% | 2025-Q3 stale (3 quarters behind) |
| Alpine Global Management, LLC new | 113,500 | $1M | 0.7% | 2025-Q3 stale (3 quarters behind) |
| BOOTHBAY FUND MANAGEMENT, LLC new | 93,500 | $1M | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Quarry LP added | 36,990 | $416K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Concurrent Investment Advisors, LLC added | 28,424 | $319K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Shaker Financial Services, LLC new | 24,402 | $274K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| HBK Sorce Advisory LLC new | 13,057 | $147K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Almitas Capital LLC new | 13,000 | $146K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| WMG Financial Advisors, LLC trimmed | 11,596 | $130K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. new | 35,034 | $412K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| M Holdings Securities, Inc. new | 18,189 | $213K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Canal Capital Management, LLC added | 16,173 | $190K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Elequin Capital, LP new | 3,912 | $46K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1,160 | $14K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| First Horizon Advisors, Inc. new | 780 | $9K | 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.