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 tracked funds are positioned
Tracked funds moved mostly one way on BLCR between 2026-Q1 and 2026-Q2: 372 added shares or opened and 45 sold shares or exited — on balance adding.
Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 25 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.
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, 372 increased or opened the position and 45 reduced or closed it, by share count adjusted for splits; 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.
Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 25 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.
New buyers 132
- 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 12
- Integrated Wealth Concepts LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Capital Asset Managemnet, LLC$829K
- COLDSTREAM CAPITAL MANAGEMENT INC$441K
- Pacific Excel Wealth Advisors, Inc.$405K
- Mosaic Advisors LLC$268K
Largest adds
- BlackRock, Inc.$243M
- LPL Financial LLC$185M
- ENVESTNET ASSET MANAGEMENT INC$155M
- MORGAN STANLEY$43M
- MML INVESTORS SERVICES, LLC$42M
- Cetera Investment Advisers$34M
Largest trims
- Scarborough Advisors, LLC$14M
- Gateway Wealth Partners, LLC$3M
- BCGM Wealth Management, LLC$829K
- Advyzon Investment Management, LLC$713K
- CreativeOne Wealth, LLC$636K
- Buttonwood Financial Group, LLC$512K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 40,809,147 | $2.1B | 35.6% | 2026-Q2 |
| LPL Financial LLC added | 14,922,976 | $752M | 13.0% | 2026-Q2 |
| BlackRock, Inc. added | 8,463,008 | $426M | 7.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 5,837,189 | $291M | 5.0% | 2026-Q2 |
| MORGAN STANLEY added | 4,589,028 | $231M | 4.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 3,450,085 | $174M | 3.0% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 3,426,293 | $173M | 3.0% | 2026-Q2 |
| Cetera Investment Advisers added | 2,644,524 | $133M | 2.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ new | 2,472,059 | $125M | 2.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 2,015,401 | $102M | 1.8% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 1,484,085 | $75M | 1.3% | 2026-Q2 |
| JB Capital LLC added | 1,379,357 | $69M | 1.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 1,176,984 | $59M | 1.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 1,108,317 | $56M | 1.0% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 936,830 | $47M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 868,266 | $44M | 0.8% | 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 | 0.5% | 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 | 0.4% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 407,129 | $21M | 0.4% | 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 | 0.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 296,803 | $15M | 0.3% | 2026-Q2 |
| BEACON FINANCIAL GROUP added | 296,571 | $15M | 0.3% | 2026-Q2 |
| Arax Advisory Partners added | 291,470 | $15M | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 287,976 | $15M | 0.3% | 2026-Q2 |
| Horst & Graben Wealth Management LLC added | 275,429 | $14M | 0.2% | 2026-Q2 |
| KWB Wealth new | 268,262 | $14M | 0.2% | 2026-Q2 |
| &PARTNERS added | 266,318 | $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 | 0.2% | 2026-Q2 |
| SWMG, LLC added | 178,642 | $9M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 175,876 | $9M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC | 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 |
| Diversify Advisory Services, LLC | 156,067 | $7M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 156,067 | $7M | 0.1% | 2026-Q2 |
| Keystone Financial Group added | 149,088 | $8M | 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 |
| World Investment Advisors added | 105,934 | $5M | 0.1% | 2026-Q2 |
| Synergy Investment Management, LLC new | 103,762 | $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 |
| Fifth Third Wealth Advisors LLC added | 101,203 | $5M | 0.1% | 2026-Q2 |
| Claro Advisors Inc. new | 100,121 | $5M | 0.1% | 2026-Q2 |
| BCGM Wealth Management, LLC trimmed | 99,030 | $5M | 0.1% | 2026-Q2 |
| Gen-Wealth Partners Inc added | 97,268 | $5M | 0.1% | 2026-Q2 |
| Perennial Investment Advisors, LLC new | 95,211 | $5M | 0.1% | 2026-Q2 |
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.