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-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.
How the tape is positioned
19 tracked funds added or opened BMEZ while 10 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
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 2026-Q1 and 2026-Q2, across 83 tracked filers holding BMEZ, 42 increased or opened the position and 39 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 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 3
- Atlas Wealth LLC$8M
- Quantinno Capital Management LP$840K
- Adalta Capital Management LLC$569K
Full exits 5
- Penserra Capital Management LLC$7M
- WOLVERINE ASSET MANAGEMENT LLC$5M
- BROWN, LISLE/CUMMINGS, INC.$760K
- Shaker Financial Services, LLC$664K
- Logan Stone Capital, LLC$593K
Largest adds
- LAZARD ASSET MANAGEMENT LLC$12M
- Saba Capital Management, L.P.$10M
- RAYMOND JAMES FINANCIAL INC$3M
- BANK OF AMERICA CORP /DE/$3M
- UBS Group AG$2M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$2M
Largest trims
- Quantedge Capital Pte Ltd$1M
- 1607 Capital Partners, LLC$600K
- MILLENNIUM MANAGEMENT LLC$508K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$457K
- MORGAN STANLEY$296K
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 | 1,794,694 | $28M | 10.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,400,541 | $21M | 8.2% | 2026-Q2 |
| Saba Capital Management, L.P. added | 1,348,202 | $21M | 7.9% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 1,332,867 | $20M | 7.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,105,575 | $17M | 6.5% | 2026-Q2 |
| UBS Group AG added | 1,064,856 | $16M | 6.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 885,405 | $14M | 5.2% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 873,816 | $13M | 5.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 780,232 | $12M | 4.6% | 2026-Q2 |
| Almitas Capital LLC added | 507,095 | $8M | 3.0% | 2026-Q2 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 503,273 | $8M | 2.9% | 2026-Q2 |
| Atlas Wealth LLC new | 499,696 | $8M | 2.9% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 442,213 | $7M | 2.6% | 2026-Q2 |
| Z3 Capital Partners, LLC added | 393,512 | $6M | 2.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 341,103 | $5M | 2.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 224,529 | $3M | 1.3% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 177,065 | $3M | 1.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 171,681 | $3M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 145,680 | $2M | 0.9% | 2026-Q2 |
| Karpus Management, Inc. trimmed | 117,615 | $2M | 0.7% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 114,378 | $2M | 0.7% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 8,068 | $2M | 0.6% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 100,113 | $2M | 0.6% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC added | 93,692 | $1M | 0.5% | 2026-Q2 |
| TrueMark Investments, LLC added | 88,556 | $1M | 0.5% | 2026-Q2 |
| &PARTNERS trimmed | 85,761 | $1M | 0.5% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 70,019 | $1M | 0.4% | 2026-Q2 |
| Summit Financial, LLC added | 69,375 | $1M | 0.4% | 2026-Q2 |
| Indivisible Partners trimmed | 65,667 | $1M | 0.4% | 2026-Q2 |
| Calamos Advisors LLC added | 55,243 | $848K | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP new | 54,746 | $840K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 49,515 | $760K | 0.3% | 2026-Q2 |
| Maridea Wealth Management LLC added | 47,049 | $722K | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 42,765 | $656K | 0.3% | 2026-Q2 |
| Quantedge Capital Pte Ltd trimmed | 40,654 | $624K | 0.2% | 2026-Q2 |
| NWF Advisory Services Inc. added | 40,473 | $621K | 0.2% | 2026-Q2 |
| Adalta Capital Management LLC new | 37,080 | $569K | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 35,424 | $544K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 31,962 | $491K | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 30,442 | $467K | 0.2% | 2026-Q2 |
| PMG Family Office LLC added | 30,344 | $466K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 29,775 | $457K | 0.2% | 2026-Q2 |
| CSS LLC/IL trimmed | 28,796 | $442K | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 27,883 | $428K | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 27,544 | $423K | 0.2% | 2026-Q2 |
| CHAPIN DAVIS, INC. added | 26,454 | $406K | 0.2% | 2026-Q2 |
| SeaCrest Wealth Management, LLC trimmed | 23,447 | $360K | 0.1% | 2026-Q2 |
| Live Oak Private Wealth LLC | 22,450 | $345K | 0.1% | 2026-Q2 |
| Left Brain Wealth Management, LLC added | 20,544 | $315K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 19,480 | $299K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 15,445 | $237K | 0.1% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 15,105 | $232K | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC trimmed | 14,988 | $230K | 0.1% | 2026-Q2 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 14,250 | $219K | 0.1% | 2026-Q2 |
| Evolution Wealth Advisors, LLC | 14,240 | $219K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 14,166 | $217K | 0.1% | 2026-Q2 |
| Kathmere Capital Management, LLC added | 13,723 | $211K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers new | 11,995 | $184K | 0.1% | 2026-Q2 |
| Stablepoint Partners, LLC trimmed | 11,262 | $173K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 10,905 | $167K | 0.1% | 2026-Q2 |
| Csenge Advisory Group added | 10,656 | $164K | 0.1% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 10,516 | $161K | 0.1% | 2026-Q2 |
| SPIREPOINT PRIVATE CLIENT, LLC | 10,436 | $160K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP | 9,920 | $152K | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC added | 6,666 | $102K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 6,295 | $97K | 0.0% | 2026-Q2 |
| SOA Wealth Advisors, LLC. added | 44,806 | $45K | 0.0% | 2026-Q2 |
| Estabrook Capital Management added | 2,855 | $44K | 0.0% | 2026-Q2 |
| Nova Wealth Management, Inc. | 2,615 | $40K | 0.0% | 2026-Q2 |
| BOKF, NA new | 2,500 | $38K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 2,420 | $37K | 0.0% | 2026-Q2 |
| SALEM INVESTMENT COUNSELORS INC | 2,250 | $35K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC | 2,220 | $34K | 0.0% | 2026-Q2 |
| Pinnacle Bancorp, Inc. new | 2,000 | $31K | 0.0% | 2026-Q2 |
| SouthState Bank Corp | 2,000 | $31K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 1,000 | $15K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC trimmed | 600 | $9K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 600 | $9K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 545 | $8K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 450 | $7K | 0.0% | 2026-Q2 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 300 | $5K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 100 | $2K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 47 | $721 | 0.0% | 2026-Q2 |
| Penserra Capital Management LLC trimmed | 496,422 | $7M | 2.7% | 2026-Q1 stale (1 quarter behind) |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 379,615 | $5M | 2.1% | 2026-Q1 stale (1 quarter behind) |
| BROWN, LISLE/CUMMINGS, INC. added | 52,918 | $760K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Shaker Financial Services, LLC trimmed | 46,212 | $664K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Logan Stone Capital, LLC added | 41,330 | $593K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 28,135 | $404K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Creative Planning trimmed | 19,024 | $273K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| WEDBUSH SECURITIES INC trimmed | 16,973 | $244K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 16,948 | $243K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 54,776 | $824K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| TRUIST FINANCIAL CORP trimmed | 16,820 | $253K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Fiduciary Trust Co | 16,033 | $241K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 19,874 | $287K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Elequin Capital, LP added | 45,072 | $613K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 29,500 | $421K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| NewEdge Wealth, LLC trimmed | 28,940 | $398K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| WESTBOURNE INVESTMENTS, INC. | 22,000 | $314K | 0.1% | 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.