Skip to main content
Institutional Ownership · SEC Form 13F

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.

419
Institutional holders
123M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
ENVESTNET ASSET MANAGEMENT INC added40,809,147$2.1B35.6%2026-Q2
LPL Financial LLC added14,922,976$752M13.0%2026-Q2
BlackRock, Inc. added8,463,008$426M7.4%2026-Q2
JPMORGAN CHASE & CO added5,837,189$291M5.0%2026-Q2
MORGAN STANLEY added4,589,028$231M4.0%2026-Q2
MML INVESTORS SERVICES, LLC added3,450,085$174M3.0%2026-Q2
Envestnet Portfolio Solutions, Inc. added3,426,293$173M3.0%2026-Q2
Cetera Investment Advisers added2,644,524$133M2.3%2026-Q2
BANK OF AMERICA CORP /DE/ new2,472,059$125M2.2%2026-Q2
Bank of New York Mellon Corp added2,015,401$102M1.8%2026-Q2
OneDigital Investment Advisors LLC added1,484,085$75M1.3%2026-Q2
JB Capital LLC added1,379,357$69M1.2%2026-Q2
Sanctuary Advisors, LLC added1,176,984$59M1.0%2026-Q2
NewEdge Advisors, LLC added1,108,317$56M1.0%2026-Q2
UNITED CAPITAL FINANCIAL ADVISORS, LLC added936,830$47M0.8%2026-Q2
STIFEL FINANCIAL CORP added868,266$44M0.8%2026-Q2
OSAIC HOLDINGS, INC. added829,373$42M0.7%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added795,866$40M0.7%2026-Q2
RAYMOND JAMES FINANCIAL INC new581,949$29M0.5%2026-Q2
Atria Investments, Inc added571,082$29M0.5%2026-Q2
Cerity Partners LLC added524,753$26M0.5%2026-Q2
AE Wealth Management LLC added494,328$25M0.4%2026-Q2
Icon Wealth Advisors, LLC added479,110$24M0.4%2026-Q2
Ascent Group, LLC added472,934$24M0.4%2026-Q2
Goldstein Advisors, LLC added472,740$24M0.4%2026-Q2
TRUIST FINANCIAL CORP added449,953$23M0.4%2026-Q2
ROYAL BANK OF CANADA added408,780$21M0.4%2026-Q2
CreativeOne Wealth, LLC trimmed407,129$21M0.4%2026-Q2
Sharkey, Howes & Javer added400,374$20M0.3%2026-Q2
MGO ONE SEVEN LLC added307,928$16M0.3%2026-Q2
Stone House Investment Management, LLC new302,709$15M0.3%2026-Q2
Ameritas Advisory Services, LLC added296,803$15M0.3%2026-Q2
BEACON FINANCIAL GROUP added296,571$15M0.3%2026-Q2
Arax Advisory Partners added291,470$15M0.3%2026-Q2
Orion Porfolio Solutions, LLC added287,976$15M0.3%2026-Q2
Horst & Graben Wealth Management LLC added275,429$14M0.2%2026-Q2
KWB Wealth new268,262$14M0.2%2026-Q2
&PARTNERS added266,318$14M0.2%2026-Q2
SteelPeak Wealth, LLC added262,934$13M0.2%2026-Q2
Marks Group Wealth Management, Inc added262,154$13M0.2%2026-Q2
Vestmark Advisory Solutions, Inc. added256,317$13M0.2%2026-Q2
Shepherd Financial Partners LLC new248,810$13M0.2%2026-Q2
INTEGRITY ALLIANCE, LLC. new228,196$11M0.2%2026-Q2
Vise Technologies, Inc. new228,141$11M0.2%2026-Q2
One Wealth Advisors, LLC added225,726$11M0.2%2026-Q2
PAX Financial Group, LLC added209,573$11M0.2%2026-Q2
Equitable Holdings, Inc. new208,954$11M0.2%2026-Q2
Farther Finance Advisors, LLC added204,125$10M0.2%2026-Q2
Keystone Financial Services added202,072$10M0.2%2026-Q2
WEALTH ALLIANCE, LLC added197,016$10M0.2%2026-Q2
Trek Financial, LLC added192,817$10M0.2%2026-Q2
Kestra Advisory Services, LLC added186,543$9M0.2%2026-Q2
Pettinga Financial Advisors LLC added185,757$9M0.2%2026-Q2
Steward Partners Investment Advisory, LLC added179,157$9M0.2%2026-Q2
SWMG, LLC added178,642$9M0.2%2026-Q2
PRINCIPAL SECURITIES, INC. added175,876$9M0.2%2026-Q2
Global Retirement Partners, LLC171,662$9M0.1%2026-Q2
Modern Wealth Management, LLC added170,065$9M0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added169,730$9M0.1%2026-Q2
Cypress Wealth Services, LLC added167,959$8M0.1%2026-Q2
Embree Financial Group added165,546$8M0.1%2026-Q2
Kilter Group LLC added163,657$8M0.1%2026-Q2
Kelly Financial Services LLC trimmed163,282$8M0.1%2026-Q2
Legacy Financial Group LLC added162,345$8M0.1%2026-Q2
Brookstone Capital Management added159,681$8M0.1%2026-Q2
Detalus Advisors, LLC added159,050$8M0.1%2026-Q2
Security Financial Services, INC. trimmed158,774$8M0.1%2026-Q2
Regal Investment Advisors LLC added156,435$8M0.1%2026-Q2
Diversify Advisory Services, LLC156,067$7M0.1%2026-Q2
DIVERSIFY WEALTH MANAGEMENT, LLC added156,067$7M0.1%2026-Q2
Keystone Financial Group added149,088$8M0.1%2026-Q2
ONE Advisory Partners, LLC trimmed145,150$7M0.1%2026-Q2
ASSETMARK, INC added140,455$7M0.1%2026-Q2
Rothschild Wealth LLC new139,490$7M0.1%2026-Q2
Ashton Thomas Private Wealth, LLC added138,825$7M0.1%2026-Q2
Archer Investment Management, LLC added131,557$7M0.1%2026-Q2
Invst, LLC added130,269$7M0.1%2026-Q2
Perigon Wealth Management, LLC added128,422$6M0.1%2026-Q2
Buttonwood Financial Group, LLC trimmed127,265$6M0.1%2026-Q2
Concurrent Investment Advisors, LLC added125,567$6M0.1%2026-Q2
Blue Trust, Inc. trimmed113,757$6M0.1%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC added113,404$6M0.1%2026-Q2
Bay Harbor Wealth Management, LLC added113,372$6M0.1%2026-Q2
Merit Financial Group, LLC added112,699$6M0.1%2026-Q2
Stratos Wealth Partners, LTD. added112,248$6M0.1%2026-Q2
TSA Wealth Managment LLC added109,532$6M0.1%2026-Q2
Waverly Advisors, LLC added109,509$6M0.1%2026-Q2
Apollon Wealth Management, LLC added109,397$6M0.1%2026-Q2
Mariner, LLC added107,818$5M0.1%2026-Q2
ShoreHaven Wealth Partners, LLC trimmed106,637$5M0.1%2026-Q2
World Investment Advisors added105,934$5M0.1%2026-Q2
Synergy Investment Management, LLC new103,762$5M0.1%2026-Q2
WealthShield Partners, LLC added102,111$5M0.1%2026-Q2
TWIN PEAKS WEALTH ADVISORS, LLC added101,674$5M0.1%2026-Q2
Vertex Planning Partners, LLC added101,223$5M0.1%2026-Q2
Fifth Third Wealth Advisors LLC added101,203$5M0.1%2026-Q2
Claro Advisors Inc. new100,121$5M0.1%2026-Q2
BCGM Wealth Management, LLC trimmed99,030$5M0.1%2026-Q2
Gen-Wealth Partners Inc added97,268$5M0.1%2026-Q2
Perennial Investment Advisors, LLC new95,211$5M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership