Who owns BLOK
Which tracked institutional funds hold BLOK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BLOK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
61 tracked funds added or opened BLOK while 22 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
BLOK’s largest tracked holder by dollar value, Coppell Advisory Solutions LLC, sizes it at 10.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 10.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BLOK 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 260 tracked filers holding BLOK, 134 increased or opened the position and 89 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 BLOK 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 11
- Coppell Advisory Solutions LLC$122M
- Ausdal Financial Partners, Inc.$5M
- Riggs Asset Managment Co. Inc.$5M
- Advyzon Investment Management, LLC$5M
- THOR TRADING ADVISORS, LLC$4M
- Oasis Advisors, LLC$3M
Full exits 13
- HighTower Advisors, LLC$8M
- Janney Montgomery Scott LLC$5M
- Cambridge Investment Research Advisors, Inc.$3M
- WMG Financial Advisors, LLC$3M
- HRT FINANCIAL LP$2M
- FLOW TRADERS U.S. LLC$2M
Largest adds
- MORGAN STANLEY$27M
- LPL Financial LLC$15M
- Gradient Investments LLC$9M
- WELLS FARGO & COMPANY/MN$7M
- GTS SECURITIES LLC$6M
- ENVESTNET ASSET MANAGEMENT INC$4M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- &PARTNERS$3M
- Qube Research & Technologies Ltd$2M
- D. E. Shaw & Co., Inc.$2M
- Dynamic Advisor Solutions LLC$734K
- Mariner, LLC$477K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,680,571 | $105M | 18.7% | 2026-Q2 |
| LPL Financial LLC added | 842,571 | $53M | 9.4% | 2026-Q2 |
| Gradient Investments LLC added | 551,638 | $35M | 6.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 493,001 | $31M | 5.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 190,522 | $12M | 2.1% | 2026-Q2 |
| Cetera Investment Advisers added | 154,209 | $10M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 146,627 | $9M | 1.6% | 2026-Q2 |
| THRYVE WEALTH MANAGEMENT LLC added | 145,321 | $9M | 1.6% | 2026-Q2 |
| GTS SECURITIES LLC added | 132,366 | $8M | 1.5% | 2026-Q2 |
| Carter Financial Group, INC. trimmed | 120,017 | $8M | 1.3% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 101,335 | $6M | 1.1% | 2026-Q2 |
| Columbus Macro, LLC added | 98,258 | $6M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 89,777 | $6M | 1.0% | 2026-Q2 |
| GERBER, LLC added | 89,771 | $6M | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 83,627 | $5M | 0.9% | 2026-Q2 |
| Mattson Financial Services, LLC trimmed | 79,643 | $5M | 0.8% | 2026-Q2 |
| NWAM LLC trimmed | 78,053 | $5M | 0.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 75,175 | $5M | 0.8% | 2026-Q2 |
| Ausdal Financial Partners, Inc. new | 74,980 | $5M | 0.8% | 2026-Q2 |
| Riggs Asset Managment Co. Inc. trimmed | 72,705 | $5M | 0.8% | 2026-Q2 |
| Advyzon Investment Management, LLC new | 72,122 | $5M | 0.8% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. trimmed | 71,930 | $5M | 0.8% | 2026-Q2 |
| THOR TRADING ADVISORS, LLC new | 66,334 | $4M | 0.7% | 2026-Q2 |
| Bridgelight Financial Advisors, Inc. trimmed | 62,967 | $4M | 0.7% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 55,429 | $3M | 0.6% | 2026-Q2 |
| Baird Financial Group, Inc. added | 54,052 | $3M | 0.6% | 2026-Q2 |
| Oasis Advisors, LLC trimmed | 53,610 | $3M | 0.6% | 2026-Q2 |
| Eagle Strategies LLC added | 50,827 | $3M | 0.6% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 49,818 | $3M | 0.6% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 42,697 | $3M | 0.5% | 2026-Q2 |
| IFP Advisors, Inc added | 42,533 | $3M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 42,390 | $3M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 38,859 | $2M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 37,672 | $2M | 0.4% | 2026-Q2 |
| Arax Advisory Partners added | 36,627 | $2M | 0.4% | 2026-Q2 |
| Quattro Advisors LLC added | 33,354 | $2M | 0.4% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 29,966 | $2M | 0.3% | 2026-Q2 |
| Strategic Wealth Investment Group, LLC trimmed | 29,660 | $2M | 0.3% | 2026-Q2 |
| Moran Wealth Management, LLC added | 28,928 | $2M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 28,844 | $2M | 0.3% | 2026-Q2 |
| FSA Investment Group, LLC added | 28,832 | $2M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 26,011 | $2M | 0.3% | 2026-Q2 |
| Western Wealth Management, LLC added | 25,512 | $2M | 0.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 25,045 | $2M | 0.3% | 2026-Q2 |
| NTV Asset Management LLC trimmed | 24,501 | $2M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 23,043 | $1M | 0.3% | 2026-Q2 |
| Brookstone Capital Management trimmed | 22,714 | $1M | 0.3% | 2026-Q2 |
| Maridea Wealth Management LLC added | 22,284 | $1M | 0.2% | 2026-Q2 |
| Sovran Advisors, LLC trimmed | 20,692 | $1M | 0.2% | 2026-Q2 |
| Kaizen Financial Strategies | 19,130 | $1M | 0.2% | 2026-Q2 |
| B & T Capital Management DBA Alpha Capital Management trimmed | 18,808 | $1M | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 18,771 | $1M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 18,693 | $1M | 0.2% | 2026-Q2 |
| Cedrus Wealth Group LLC added | 18,589 | $1M | 0.2% | 2026-Q2 |
| Traction Financial Partners, LLC added | 18,579 | $1M | 0.2% | 2026-Q2 |
| Summit Financial, LLC added | 18,468 | $1M | 0.2% | 2026-Q2 |
| Creative Planning added | 17,648 | $1M | 0.2% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 17,310 | $1M | 0.2% | 2026-Q2 |
| StoneX Group Inc. added | 16,970 | $1M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 16,486 | $1M | 0.2% | 2026-Q2 |
| MATAURO, LLC trimmed | 15,312 | $959K | 0.2% | 2026-Q2 |
| Florin Court Capital LLP added | 15,000 | $939K | 0.2% | 2026-Q2 |
| Stelac Advisory Services LLC | 14,989 | $939K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 13,736 | $860K | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 13,237 | $829K | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 13,174 | $825K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 13,073 | $819K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 12,434 | $779K | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 12,255 | $768K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 12,013 | $752K | 0.1% | 2026-Q2 |
| Visionary Wealth Advisors added | 11,955 | $749K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 11,932 | $747K | 0.1% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 11,767 | $737K | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 11,533 | $722K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 11,349 | $711K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 11,060 | $697K | 0.1% | 2026-Q2 |
| Tidal Investments LLC trimmed | 11,057 | $692K | 0.1% | 2026-Q2 |
| Bison Wealth, LLC trimmed | 10,841 | $688K | 0.1% | 2026-Q2 |
| ARWA LLC added | 10,201 | $608K | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 10,192 | $638K | 0.1% | 2026-Q2 |
| Paladin Wealth, LLC added | 10,154 | $636K | 0.1% | 2026-Q2 |
| Freedom Financial Partners LLC added | 10,009 | $627K | 0.1% | 2026-Q2 |
| ROMAN BUTLER FULLERTON & CO trimmed | 9,996 | $608K | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 9,842 | $616K | 0.1% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 8,884 | $556K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 8,827 | $553K | 0.1% | 2026-Q2 |
| PCG Wealth Advisors, LLC added | 8,627 | $540K | 0.1% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 8,562 | $516K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 8,556 | $536K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 8,405 | $526K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 8,403 | $526K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 8,125 | $509K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 8,095 | $507K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 7,973 | $499K | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 7,781 | $487K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 7,623 | $477K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 7,562 | $474K | 0.1% | 2026-Q2 |
| Endowment Wealth Management, Inc. new | 7,483 | $469K | 0.1% | 2026-Q2 |
| MAI Capital Management added | 7,454 | $467K | 0.1% | 2026-Q2 |
| Coppell Advisory Solutions LLC new | 54 | $122M | 21.7% | 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.