Who owns BKUI
Which tracked institutional funds hold BKUI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BKUI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
14 tracked funds added or opened BKUI while 5 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
BKUI’s largest tracked holder by dollar value, RPOA Advisors, Inc., sizes it at 9.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 9.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BKUI 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 37 tracked filers holding BKUI, 26 increased or opened the position and 8 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 BKUI 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 4
- Bank of New York Mellon Corp$22M
- INTEGRITY ALLIANCE, LLC.$8M
- COMMONWEALTH EQUITY SERVICES, LLC$807K
- StoneX Group Inc.$588K
Full exits 1
- FLOW TRADERS U.S. LLC$507K
Largest adds
- WELLS FARGO & COMPANY/MN$9M
- Venture Visionary Partners LLC$2M
- OSAIC HOLDINGS, INC.$2M
- CITADEL ADVISORS LLC$882K
- RPOA Advisors, Inc.$642K
- WealthCare Investment Partners, LLC$595K
Largest trims
- TOTAL INVESTMENT MANAGEMENT INC$12M
- LPL Financial LLC$6M
- Avestar Capital, LLC$461K
- Steward Partners Investment Advisory, LLC$312K
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 | 6,327,461 | $315M | 65.8% | 2026-Q2 |
| TOTAL INVESTMENT MANAGEMENT INC trimmed | 1,628,213 | $81M | 16.9% | 2026-Q2 |
| Bank of New York Mellon Corp new | 444,292 | $22M | 4.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 216,007 | $11M | 2.2% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. new | 165,611 | $8M | 1.7% | 2026-Q2 |
| Kensington Asset Management, LLC added | 147,692 | $7M | 1.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 93,235 | $5M | 1.0% | 2026-Q2 |
| Venture Visionary Partners LLC added | 71,361 | $4M | 0.7% | 2026-Q2 |
| Avestar Capital, LLC trimmed | 60,883 | $3M | 0.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 42,696 | $2M | 0.4% | 2026-Q2 |
| Elevated Financial Group LLC added | 42,090 | $2M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 36,584 | $2M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 28,274 | $1M | 0.3% | 2026-Q2 |
| PCG Wealth Advisors, LLC trimmed | 25,001 | $1M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 24,676 | $1M | 0.3% | 2026-Q2 |
| Western Wealth Management, LLC added | 23,173 | $1M | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 20,100 | $1M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 19,331 | $962K | 0.2% | 2026-Q2 |
| WealthCare Investment Partners, LLC added | 18,571 | $924K | 0.2% | 2026-Q2 |
| &PARTNERS added | 16,418 | $817K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 16,219 | $807K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 13,988 | $696K | 0.1% | 2026-Q2 |
| StoneX Group Inc. new | 11,800 | $588K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 10,246 | $510K | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC | 10,000 | $498K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 10,000 | $498K | 0.1% | 2026-Q2 |
| Krilogy Financial LLC | 7,980 | $397K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 7,456 | $371K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 5,416 | $270K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 4,443 | $221K | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC new | 4,166 | $207K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 382 | $19K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 157 | $8K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 143 | $7K | 0.0% | 2026-Q2 |
| Strive Financial Group ,LLC new | 94 | $5K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 31 | $2K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 25 | $1K | 0.0% | 2026-Q2 |
| FLOW TRADERS U.S. LLC trimmed | 10,191 | $507K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC new | 5,376 | $268K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| MORGAN STANLEY added | 3,121 | $155K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA SECURITIES, LLC new | 5,156 | $256K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| HBW ADVISORY SERVICES LLC added | 4,271 | $212K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Q3 Asset Management new | 4,123 | $205K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 143 | $7K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GPS Wealth Strategies Group, LLC new | 8,064 | $403K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP new | 4,198 | $209K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG trimmed | 1,102 | $55K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 580 | $29K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| ZEGA Investments, LLC added | 24,220 | $1M | 0.3% | 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.