Who owns BLCR
Which tracked institutional funds hold BLCR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BLCR 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
The tracked-fund tape on BLCR is one-sided between 2026-Q1 and 2026-Q2: 256 added or opened and 20 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
BLCR’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BLCR 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 419 tracked filers holding BLCR, 381 increased or opened the position and 61 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 BLCR 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 65
- BANK OF AMERICA CORP /DE/$125M
- RAYMOND JAMES FINANCIAL INC$29M
- Stone House Investment Management, LLC$15M
- KWB Wealth$14M
- Shepherd Financial Partners LLC$13M
- INTEGRITY ALLIANCE, LLC.$11M
Full exits 17
- PARK AVENUE SECURITIES LLC$141M
- CWM, LLC$139M
- Janney Montgomery Scott LLC$73M
- Thrivent Financial for Lutherans$33M
- Cambridge Investment Research Advisors, Inc.$14M
- Capital Analysts, LLC$4M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$506M
- LPL Financial LLC$290M
- BlackRock, Inc.$277M
- JPMORGAN CHASE & CO$84M
- MORGAN STANLEY$78M
- MML INVESTORS SERVICES, LLC$66M
Largest trims
- Scarborough Advisors, LLC$12M
- Gateway Wealth Partners, LLC$2M
- WORLD EQUITY GROUP, INC.$284K
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 40,809,147 | $2.1B | 33.4% | 2026-Q2 |
| LPL Financial LLC added | 14,922,976 | $752M | 12.2% | 2026-Q2 |
| BlackRock, Inc. added | 8,463,008 | $426M | 6.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 5,837,189 | $291M | 4.7% | 2026-Q2 |
| MORGAN STANLEY added | 4,589,028 | $231M | 3.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 3,450,085 | $174M | 2.8% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 3,426,293 | $173M | 2.8% | 2026-Q2 |
| Cetera Investment Advisers added | 2,644,524 | $133M | 2.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,472,059 | $125M | 2.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 2,015,401 | $102M | 1.7% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 1,484,085 | $75M | 1.2% | 2026-Q2 |
| JB Capital LLC added | 1,379,357 | $69M | 1.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 1,176,984 | $59M | 1.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 1,108,317 | $56M | 0.9% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 936,830 | $47M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 868,266 | $44M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 829,373 | $42M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 795,866 | $40M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 581,949 | $29M | 0.5% | 2026-Q2 |
| Atria Investments, Inc added | 571,082 | $29M | 0.5% | 2026-Q2 |
| Cerity Partners LLC added | 524,753 | $26M | 0.4% | 2026-Q2 |
| AE Wealth Management LLC added | 494,328 | $25M | 0.4% | 2026-Q2 |
| Icon Wealth Advisors, LLC added | 479,110 | $24M | 0.4% | 2026-Q2 |
| Ascent Group, LLC added | 472,934 | $24M | 0.4% | 2026-Q2 |
| Goldstein Advisors, LLC added | 472,740 | $24M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 449,953 | $23M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 408,780 | $21M | 0.3% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 407,129 | $21M | 0.3% | 2026-Q2 |
| Sharkey, Howes & Javer added | 400,374 | $20M | 0.3% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 307,928 | $16M | 0.3% | 2026-Q2 |
| Stone House Investment Management, LLC new | 302,709 | $15M | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 296,803 | $15M | 0.2% | 2026-Q2 |
| BEACON FINANCIAL GROUP added | 296,571 | $15M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 291,470 | $15M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 287,976 | $15M | 0.2% | 2026-Q2 |
| Horst & Graben Wealth Management LLC added | 275,429 | $14M | 0.2% | 2026-Q2 |
| &PARTNERS added | 266,318 | $14M | 0.2% | 2026-Q2 |
| KWB Wealth new | 268,262 | $14M | 0.2% | 2026-Q2 |
| SteelPeak Wealth, LLC added | 262,934 | $13M | 0.2% | 2026-Q2 |
| Marks Group Wealth Management, Inc added | 262,154 | $13M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 256,317 | $13M | 0.2% | 2026-Q2 |
| Shepherd Financial Partners LLC new | 248,810 | $13M | 0.2% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. new | 228,196 | $11M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. new | 228,141 | $11M | 0.2% | 2026-Q2 |
| One Wealth Advisors, LLC added | 225,726 | $11M | 0.2% | 2026-Q2 |
| PAX Financial Group, LLC added | 209,573 | $11M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. new | 208,954 | $11M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 204,125 | $10M | 0.2% | 2026-Q2 |
| Keystone Financial Services added | 202,072 | $10M | 0.2% | 2026-Q2 |
| WEALTH ALLIANCE, LLC added | 197,016 | $10M | 0.2% | 2026-Q2 |
| Trek Financial, LLC added | 192,817 | $10M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 186,543 | $9M | 0.2% | 2026-Q2 |
| Pettinga Financial Advisors LLC added | 185,757 | $9M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 179,157 | $9M | 0.1% | 2026-Q2 |
| SWMG, LLC added | 178,642 | $9M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 175,876 | $9M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC new | 171,662 | $9M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC added | 170,065 | $9M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 169,730 | $9M | 0.1% | 2026-Q2 |
| Cypress Wealth Services, LLC added | 167,959 | $8M | 0.1% | 2026-Q2 |
| Embree Financial Group added | 165,546 | $8M | 0.1% | 2026-Q2 |
| Kilter Group LLC added | 163,657 | $8M | 0.1% | 2026-Q2 |
| Kelly Financial Services LLC trimmed | 163,282 | $8M | 0.1% | 2026-Q2 |
| Legacy Financial Group LLC added | 162,345 | $8M | 0.1% | 2026-Q2 |
| Brookstone Capital Management added | 159,681 | $8M | 0.1% | 2026-Q2 |
| Detalus Advisors, LLC added | 159,050 | $8M | 0.1% | 2026-Q2 |
| Security Financial Services, INC. trimmed | 158,774 | $8M | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC added | 156,435 | $8M | 0.1% | 2026-Q2 |
| Keystone Financial Group added | 149,088 | $8M | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 156,067 | $7M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 156,067 | $7M | 0.1% | 2026-Q2 |
| ONE Advisory Partners, LLC trimmed | 145,150 | $7M | 0.1% | 2026-Q2 |
| ASSETMARK, INC added | 140,455 | $7M | 0.1% | 2026-Q2 |
| Rothschild Wealth LLC new | 139,490 | $7M | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 138,825 | $7M | 0.1% | 2026-Q2 |
| Archer Investment Management, LLC added | 131,557 | $7M | 0.1% | 2026-Q2 |
| Invst, LLC added | 130,269 | $7M | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 128,422 | $6M | 0.1% | 2026-Q2 |
| Buttonwood Financial Group, LLC trimmed | 127,265 | $6M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 125,567 | $6M | 0.1% | 2026-Q2 |
| Blue Trust, Inc. trimmed | 113,757 | $6M | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 113,404 | $6M | 0.1% | 2026-Q2 |
| Bay Harbor Wealth Management, LLC added | 113,372 | $6M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 112,699 | $6M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 112,248 | $6M | 0.1% | 2026-Q2 |
| TSA Wealth Managment LLC added | 109,532 | $6M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 109,509 | $6M | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 109,397 | $6M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 107,818 | $5M | 0.1% | 2026-Q2 |
| ShoreHaven Wealth Partners, LLC trimmed | 106,637 | $5M | 0.1% | 2026-Q2 |
| Synergy Investment Management, LLC new | 103,762 | $5M | 0.1% | 2026-Q2 |
| World Investment Advisors added | 105,934 | $5M | 0.1% | 2026-Q2 |
| WealthShield Partners, LLC added | 102,111 | $5M | 0.1% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 101,674 | $5M | 0.1% | 2026-Q2 |
| Vertex Planning Partners, LLC added | 101,223 | $5M | 0.1% | 2026-Q2 |
| PARK AVENUE SECURITIES LLC new | 3,433,223 | $141M | 2.3% | 2026-Q1 stale |
| CWM, LLC new | 3,382,266 | $139M | 2.3% | 2026-Q1 stale |
| Janney Montgomery Scott LLC new | 1,786,263 | $73M | 1.2% | 2026-Q1 stale |
| Thrivent Financial for Lutherans new | 806,696 | $33M | 0.5% | 2026-Q1 stale |
| Cambridge Investment Research Advisors, Inc. new | 344,252 | $14M | 0.2% | 2026-Q1 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.