Who owns BMEZ
Which tracked institutional funds hold BMEZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BMEZ 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
16 tracked funds added or opened BMEZ while 14 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
BMEZ’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BMEZ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BMEZ 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 89 tracked filers holding BMEZ, 55 increased or opened the position and 32 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 BMEZ 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 6
- Saba Capital Management, L.P.$11M
- 1607 Capital Partners, LLC$7M
- Karpus Management, Inc.$2M
- OPPENHEIMER & CO INC$1M
- MILLENNIUM MANAGEMENT LLC$936K
- Calamos Advisors LLC$740K
Full exits 2
- COMMONWEALTH EQUITY SERVICES, LLC$824K
- JANE STREET GROUP, LLC$678K
Largest adds
- Almitas Capital LLC$5M
- RAYMOND JAMES FINANCIAL INC$4M
- LAZARD ASSET MANAGEMENT LLC$3M
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$2M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$2M
- Kestra Advisory Services, LLC$868K
Largest trims
- Penserra Capital Management LLC$15M
- BANK OF AMERICA CORP /DE/$5M
- READYSTATE ASSET MANAGEMENT LP$5M
- MORGAN STANLEY$4M
- UBS Group AG$1M
- NewEdge Advisors, LLC$755K
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,939,009 | $28M | 9.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,313,210 | $19M | 6.5% | 2026-Q1 |
| UBS Group AG trimmed | 1,009,012 | $14M | 5.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 964,706 | $14M | 4.7% | 2026-Q1 |
| Invesco Ltd. added | 917,380 | $13M | 4.5% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 809,196 | $12M | 4.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 778,787 | $11M | 3.8% | 2026-Q1 |
| Saba Capital Management, L.P. trimmed | 759,506 | $11M | 3.7% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 621,604 | $9M | 3.1% | 2026-Q1 |
| 1607 Capital Partners, LLC trimmed | 514,473 | $7M | 2.5% | 2026-Q1 |
| Almitas Capital LLC added | 506,395 | $7M | 2.5% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD added | 503,273 | $7M | 2.5% | 2026-Q1 |
| Penserra Capital Management LLC trimmed | 496,422 | $7M | 2.4% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 379,615 | $5M | 1.9% | 2026-Q1 |
| Z3 Capital Partners, LLC added | 366,370 | $5M | 1.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 353,605 | $5M | 1.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 250,648 | $4M | 1.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 196,040 | $3M | 1.0% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 157,890 | $2M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 137,204 | $2M | 0.7% | 2026-Q1 |
| Quantedge Capital Pte Ltd added | 135,854 | $2M | 0.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 127,297 | $2M | 0.6% | 2026-Q1 |
| Karpus Management, Inc. trimmed | 117,675 | $2M | 0.6% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 99,202 | $1M | 0.5% | 2026-Q1 |
| &PARTNERS added | 87,256 | $1M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 84,787 | $1M | 0.4% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC added | 82,305 | $1M | 0.4% | 2026-Q1 |
| Indivisible Partners added | 72,506 | $1M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 65,211 | $936K | 0.3% | 2026-Q1 |
| Summit Financial, LLC added | 63,154 | $907K | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 62,246 | $894K | 0.3% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 60,197 | $864K | 0.3% | 2026-Q1 |
| TrueMark Investments, LLC added | 59,196 | $850K | 0.3% | 2026-Q1 |
| BROWN, LISLE/CUMMINGS, INC. added | 52,918 | $760K | 0.3% | 2026-Q1 |
| Calamos Advisors LLC new | 51,559 | $740K | 0.3% | 2026-Q1 |
| Shaker Financial Services, LLC trimmed | 46,212 | $664K | 0.2% | 2026-Q1 |
| Maridea Wealth Management LLC trimmed | 43,134 | $619K | 0.2% | 2026-Q1 |
| Logan Stone Capital, LLC added | 41,330 | $593K | 0.2% | 2026-Q1 |
| CSS LLC/IL added | 40,978 | $588K | 0.2% | 2026-Q1 |
| NWF Advisory Services Inc. added | 40,469 | $581K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 29,286 | $421K | 0.1% | 2026-Q1 |
| PMG Family Office LLC added | 28,227 | $405K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 28,135 | $404K | 0.1% | 2026-Q1 |
| SeaCrest Wealth Management, LLC trimmed | 26,623 | $382K | 0.1% | 2026-Q1 |
| CHAPIN DAVIS, INC. trimmed | 26,054 | $374K | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 24,998 | $359K | 0.1% | 2026-Q1 |
| XTX Topco Ltd new | 23,002 | $330K | 0.1% | 2026-Q1 |
| Live Oak Private Wealth LLC | 22,450 | $322K | 0.1% | 2026-Q1 |
| Left Brain Wealth Management, LLC added | 20,535 | $295K | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 19,024 | $273K | 0.1% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC added | 17,406 | $250K | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 16,973 | $244K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 16,948 | $243K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 16,244 | $233K | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC added | 15,780 | $227K | 0.1% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. added | 15,003 | $207K | 0.1% | 2026-Q1 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 14,250 | $205K | 0.1% | 2026-Q1 |
| Evolution Wealth Advisors, LLC | 14,240 | $204K | 0.1% | 2026-Q1 |
| READYSTATE ASSET MANAGEMENT LP trimmed | 13,236 | $190K | 0.1% | 2026-Q1 |
| Kathmere Capital Management, LLC new | 12,700 | $182K | 0.1% | 2026-Q1 |
| Stablepoint Partners, LLC trimmed | 12,038 | $173K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc | 11,915 | $171K | 0.1% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 11,634 | $167K | 0.1% | 2026-Q1 |
| SPIREPOINT PRIVATE CLIENT, LLC added | 10,436 | $150K | 0.1% | 2026-Q1 |
| Csenge Advisory Group new | 10,080 | $145K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 9,920 | $142K | 0.0% | 2026-Q1 |
| Clearstead Advisors, LLC added | 6,585 | $95K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 6,295 | $90K | 0.0% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC trimmed | 1,496,158 | $22M | 7.6% | 2025-Q1 stale |
| Sessa Capital IM, L.P. | 1,444,110 | $22M | 7.4% | 2025-Q1 stale |
| ABSOLUTE INVESTMENT ADVISERS, LLC added | 582,256 | $9M | 3.0% | 2025-Q1 stale |
| Allspring Global Investments Holdings, LLC added | 302,049 | $5M | 1.5% | 2025-Q1 stale |
| Quarry LP added | 222,175 | $3M | 1.1% | 2025-Q1 stale |
| Tabor Asset Management, LP new | 219,316 | $3M | 1.1% | 2025-Q1 stale |
| Yakira Capital Management, Inc. added | 219,316 | $3M | 1.1% | 2025-Q1 stale |
| NewGen Asset Management Ltd new | 86,128 | $1M | 0.4% | 2025-Q1 stale |
| Cambridge Investment Research Advisors, Inc. added | 64,090 | $955K | 0.3% | 2025-Q1 stale |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 54,776 | $824K | 0.3% | 2025-Q4 stale |
| NOMURA HOLDINGS INC new | 55,000 | $820K | 0.3% | 2025-Q1 stale |
| CAPSTONE INVESTMENT ADVISORS, LLC | 50,000 | $745K | 0.3% | 2025-Q1 stale |
| LM Advisors LLC trimmed | 48,997 | $730K | 0.3% | 2025-Q1 stale |
| JANE STREET GROUP, LLC trimmed | 45,038 | $678K | 0.2% | 2025-Q4 stale |
| Elequin Capital, LP added | 45,072 | $613K | 0.2% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC new | 29,500 | $421K | 0.1% | 2025-Q2 stale |
| NewEdge Wealth, LLC trimmed | 28,940 | $398K | 0.1% | 2025-Q2 stale |
| HRT FINANCIAL LP added | 25,534 | $380K | 0.1% | 2025-Q1 stale |
| WESTBOURNE INVESTMENTS, INC. | 22,000 | $314K | 0.1% | 2025-Q2 stale |
| BLUEFIN CAPITAL MANAGEMENT, LLC new | 20,954 | $312K | 0.1% | 2025-Q1 stale |
| K2 PRINCIPAL FUND, L.P. added | 20,830 | $310K | 0.1% | 2025-Q1 stale |
| Corient Private Wealth LLC | 20,442 | $308K | 0.1% | 2025-Q4 stale |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 19,874 | $287K | 0.1% | 2025-Q3 stale |
| Dakota Wealth Management trimmed | 17,879 | $266K | 0.1% | 2025-Q1 stale |
| TRUIST FINANCIAL CORP trimmed | 16,820 | $253K | 0.1% | 2025-Q4 stale |
| Fiduciary Trust Co | 16,033 | $241K | 0.1% | 2025-Q4 stale |
| Virtu Financial LLC added | 15,289 | $230K | 0.1% | 2025-Q4 stale |
| SENTINEL TRUST CO LBA | 14,191 | $211K | 0.1% | 2025-Q1 stale |
| Baird Financial Group, Inc. new | 12,655 | $189K | 0.1% | 2025-Q1 stale |
| TWO SIGMA SECURITIES, LLC added | 10,827 | $156K | 0.1% | 2025-Q3 stale |
| COMERICA BANK trimmed | 9,920 | $149K | 0.1% | 2025-Q4 stale |
| Smartleaf Asset Management LLC new | 6,418 | $91K | 0.0% | 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.