Who owns BLX
Which tracked institutional funds hold BLX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BLX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-13). 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 BLX is one-sided between 2026-Q1 and 2026-Q2: 7 added or opened and 2 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
BLX’s largest tracked holder by dollar value, LSV ASSET MANAGEMENT, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BLX 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 15 tracked filers holding BLX, 9 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 BLX 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 2
- NAVELLIER & ASSOCIATES INC$2M
- Point Nemo Capital, LLC$2M
Full exits 2
- LSV ASSET MANAGEMENT$59M
- Hillsdale Investment Management Inc.$5M
Largest adds
- Uniplan Investment Counsel, Inc.$3M
- MARTINGALE ASSET MANAGEMENT L P$695K
- RHUMBLINE ADVISERS$640K
- Ramirez Asset Management, Inc.$438K
- Estabrook Capital Management$251K
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 |
|---|---|---|---|---|
| Uniplan Investment Counsel, Inc. added | 145,251 | $9M | 8.6% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 47,731 | $3M | 2.8% | 2026-Q2 |
| Ramirez Asset Management, Inc. | 42,166 | $3M | 2.5% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 41,272 | $3M | 2.5% | 2026-Q2 |
| NAVELLIER & ASSOCIATES INC new | 36,477 | $2M | 2.2% | 2026-Q2 |
| Point Nemo Capital, LLC new | 25,949 | $2M | 1.5% | 2026-Q2 |
| Estabrook Capital Management added | 22,530 | $1M | 1.3% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 8,441 | $519K | 0.5% | 2026-Q2 |
| DIVERSIFIED TRUST CO added | 7,938 | $488K | 0.5% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 2,682 | $165K | 0.2% | 2026-Q2 |
| GAMMA Investing LLC trimmed | 836 | $51K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 726 | $45K | 0.0% | 2026-Q2 |
| Front Row Advisors LLC | 213 | $12K | 0.0% | 2026-Q2 |
| First Command Advisory Services, Inc. new | 147 | $9K | 0.0% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB trimmed | 7 | $430 | 0.0% | 2026-Q2 |
| LSV ASSET MANAGEMENT trimmed | 1,153,826 | $59M | 57.1% | 2026-Q1 stale (1 quarter behind) |
| Hillsdale Investment Management Inc. trimmed | 96,064 | $5M | 4.8% | 2026-Q1 stale (1 quarter behind) |
| NBC SECURITIES, INC. | 29 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Keating Financial Advisory Services, Inc. new | 1 | $51 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BEDDOW CAPITAL MANAGEMENT INC trimmed | 294,135 | $13M | 12.7% | 2025-Q4 stale (2 quarters behind) |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 16,508 | $701K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| EMC Capital Management trimmed | 5,757 | $257K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Longboard Asset Management, LP | 5,665 | $260K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Motley Fool Wealth Management, LLC trimmed | 38,369 | $2M | 1.5% | 2025-Q2 stale (4 quarters behind) |
| First Horizon Advisors, Inc. trimmed | 68 | $3K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Brooklyn Investment Group | 2 | $81 | 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.