Who owns BMAR
Which tracked institutional funds hold BMAR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BMAR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
9 tracked funds added or opened BMAR while 7 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
BMAR’s largest tracked holder by dollar value, Penserra Capital Management LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% 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 BMAR 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 2025-Q4 and 2026-Q1, across 100 tracked filers holding BMAR, 44 increased or opened the position and 36 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 BMAR between the 2025-Q4 and 2026-Q1 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
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Allie Family Office LLC$501K
Full exits 3
- Main Street Financial Solutions, LLC$2M
- MERCER GLOBAL ADVISORS INC /ADV$1M
- Vantage Financial Partners, LLC$554K
Largest adds
- LPL Financial LLC$2M
- Kestra Advisory Services, LLC$2M
- Penserra Capital Management LLC$2M
- Cerity Partners LLC$691K
- RAYMOND JAMES FINANCIAL INC$653K
- Lantz Financial LLC$377K
Largest trims
- OSAIC HOLDINGS, INC.$1M
- JPMORGAN CHASE & CO$851K
- BCS Wealth Management$651K
- MML INVESTORS SERVICES, LLC$363K
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 |
|---|---|---|---|---|
| Penserra Capital Management LLC added | 387,801 | $20M | 15.7% | 2026-Q1 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 138,452 | $7M | 5.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 119,853 | $6M | 4.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 102,528 | $5M | 4.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 90,245 | $5M | 3.7% | 2026-Q1 |
| Retirement Planning Group, LLC trimmed | 88,821 | $5M | 3.6% | 2026-Q1 |
| Cerity Partners LLC added | 84,942 | $4M | 3.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 75,870 | $4M | 3.1% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC trimmed | 74,869 | $4M | 3.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 67,045 | $4M | 2.7% | 2026-Q1 |
| LPL Financial LLC added | 66,285 | $3M | 2.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 52,250 | $3M | 2.1% | 2026-Q1 |
| My Personal CFO, LLC trimmed | 44,558 | $2M | 1.8% | 2026-Q1 |
| Cetera Investment Advisers added | 40,265 | $2M | 1.6% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 38,288 | $2M | 1.5% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 36,567 | $2M | 1.5% | 2026-Q1 |
| Lantz Financial LLC added | 35,156 | $2M | 1.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 32,826 | $2M | 1.3% | 2026-Q1 |
| Spire Wealth Management | 32,326 | $2M | 1.3% | 2026-Q1 |
| Fragasso Financial Advisors Inc trimmed | 30,584 | $2M | 1.2% | 2026-Q1 |
| INTEGRAL INVESTMENT ADVISORS, INC. | 30,365 | $2M | 1.2% | 2026-Q1 |
| Brookstone Capital Management added | 30,138 | $2M | 1.2% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ added | 28,927 | $2M | 1.2% | 2026-Q1 |
| Chris Bulman Inc added | 24,104 | $1M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 23,628 | $1M | 1.0% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 23,176 | $1M | 0.9% | 2026-Q1 |
| Weaver Consulting Group added | 21,668 | $1M | 0.9% | 2026-Q1 |
| BECK CAPITAL MANAGEMENT, LLC trimmed | 21,365 | $1M | 0.9% | 2026-Q1 |
| FSA Advisors, Inc. added | 17,857 | $937K | 0.7% | 2026-Q1 |
| Janney Montgomery Scott LLC | 16,964 | $890K | 0.7% | 2026-Q1 |
| Lido Advisors, LLC | 16,500 | $866K | 0.7% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. added | 15,681 | $823K | 0.6% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 15,383 | $807K | 0.6% | 2026-Q1 |
| Ballast Rock Private Wealth LLC added | 14,932 | $784K | 0.6% | 2026-Q1 |
| Strategic Blueprint, LLC added | 14,336 | $752K | 0.6% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 13,786 | $724K | 0.6% | 2026-Q1 |
| NOVEM GROUP | 12,518 | $657K | 0.5% | 2026-Q1 |
| Trek Financial, LLC trimmed | 11,908 | $625K | 0.5% | 2026-Q1 |
| Arax Advisory Partners trimmed | 11,507 | $604K | 0.5% | 2026-Q1 |
| CORRADO ADVISORS, LLC added | 11,126 | $584K | 0.5% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 10,922 | $573K | 0.4% | 2026-Q1 |
| Bellwether Advisors, LLC | 10,709 | $562K | 0.4% | 2026-Q1 |
| Sigma Planning Corp added | 9,877 | $518K | 0.4% | 2026-Q1 |
| Allie Family Office LLC new | 9,550 | $501K | 0.4% | 2026-Q1 |
| BCS Wealth Management trimmed | 9,209 | $483K | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 9,132 | $479K | 0.4% | 2026-Q1 |
| WPWealth LLP added | 8,466 | $444K | 0.3% | 2026-Q1 |
| Summit Wealth Partners, LLC | 8,349 | $438K | 0.3% | 2026-Q1 |
| TopTier Wealth Management, LLC trimmed | 7,870 | $413K | 0.3% | 2026-Q1 |
| Wood Tarver Financial Group, LLC | 7,823 | $410K | 0.3% | 2026-Q1 |
| Orion Capital Management LLC | 7,430 | $390K | 0.3% | 2026-Q1 |
| COFG Advisors, LLC added | 7,360 | $386K | 0.3% | 2026-Q1 |
| Outlook Wealth Advisors, LLC | 7,091 | $372K | 0.3% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 7,037 | $369K | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC | 6,707 | $352K | 0.3% | 2026-Q1 |
| GWN SECURITIES INC. trimmed | 6,511 | $342K | 0.3% | 2026-Q1 |
| Continuum Advisory, LLC | 5,776 | $303K | 0.2% | 2026-Q1 |
| Diligent Investors, LLC new | 5,365 | $282K | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 5,092 | $267K | 0.2% | 2026-Q1 |
| Gaddis Premier Wealth Advisors LLC | 5,075 | $266K | 0.2% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC added | 4,999 | $262K | 0.2% | 2026-Q1 |
| Beacon Financial Advisory LLC trimmed | 4,950 | $260K | 0.2% | 2026-Q1 |
| Keystone Wealth Services, LLC | 4,857 | $255K | 0.2% | 2026-Q1 |
| Blue Sky Capital Consultants Group, Inc. trimmed | 4,751 | $249K | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP | 4,750 | $249K | 0.2% | 2026-Q1 |
| Stratos Wealth Advisors, LLC trimmed | 4,625 | $243K | 0.2% | 2026-Q1 |
| Cypress Wealth Services, LLC new | 4,454 | $234K | 0.2% | 2026-Q1 |
| Crown Wealth Group, LLC | 4,400 | $231K | 0.2% | 2026-Q1 |
| D.B. Root & Company, LLC new | 4,294 | $225K | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 4,258 | $223K | 0.2% | 2026-Q1 |
| Fortitude Advisory Group L.L.C. | 4,192 | $220K | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC new | 4,050 | $213K | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 4,036 | $212K | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC new | 3,931 | $206K | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS new | 3,824 | $201K | 0.2% | 2026-Q1 |
| Main Street Financial Solutions, LLC trimmed | 38,733 | $2M | 1.6% | 2025-Q4 stale |
| Consolidated Portfolio Review Corp trimmed | 21,918 | $1M | 0.9% | 2025-Q3 stale |
| MERCER GLOBAL ADVISORS INC /ADV | 19,024 | $1M | 0.8% | 2025-Q4 stale |
| Stuart Chaussee & Associates, Inc. trimmed | 16,500 | $851K | 0.7% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 15,540 | $708K | 0.5% | 2025-Q1 stale |
| Vantage Financial Partners, LLC | 10,445 | $554K | 0.4% | 2025-Q4 stale |
| RFG Advisory, LLC trimmed | 11,683 | $532K | 0.4% | 2025-Q1 stale |
| JANE STREET GROUP, LLC trimmed | 10,008 | $456K | 0.4% | 2025-Q1 stale |
| Pinnacle Wealth Management Group, Inc. trimmed | 8,700 | $449K | 0.3% | 2025-Q3 stale |
| Impact Partnership Wealth, LLC trimmed | 8,551 | $419K | 0.3% | 2025-Q2 stale |
| Castellan Group trimmed | 7,728 | $410K | 0.3% | 2025-Q4 stale |
| SAGESPRING WEALTH PARTNERS, LLC new | 7,709 | $351K | 0.3% | 2025-Q1 stale |
| VestGen Advisors, LLC | 6,601 | $341K | 0.3% | 2025-Q3 stale |
| Secure Asset Management, LLC trimmed | 5,998 | $318K | 0.2% | 2025-Q4 stale |
| GTS SECURITIES LLC added | 5,951 | $316K | 0.2% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6,036 | $312K | 0.2% | 2025-Q3 stale |
| INDEPENDENT FINANCIAL GROUP, LLC | 6,218 | $305K | 0.2% | 2025-Q2 stale |
| Buska Wealth Management, LLC trimmed | 4,693 | $249K | 0.2% | 2025-Q4 stale |
| Bullseye Investment Management, LLC | 5,440 | $248K | 0.2% | 2025-Q3 stale |
| VISTA INVESTMENT MANAGEMENT | 4,500 | $239K | 0.2% | 2025-Q4 stale |
| McElhenny Sheffield Capital Management, LLC new | 231,000 | $229K | 0.2% | 2025-Q2 stale |
| Clear Point Advisors Inc. trimmed | 4,147 | $220K | 0.2% | 2025-Q4 stale |
| WOLVERINE TRADING, LLC trimmed | 4,400 | $215K | 0.2% | 2025-Q2 stale |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 3,942 | $203K | 0.2% | 2025-Q3 stale |
| HARBOUR INVESTMENTS, INC. trimmed | 3,882 | $200K | 0.2% | 2025-Q3 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.