Who owns BMM (BMM)
Which tracked institutional funds hold BMM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BMM company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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 BMM is one-sided between 2025-Q3 and 2026-Q1: 13 added or opened and 0 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
BMM’s largest tracked holder by dollar value, FRANKLIN RESOURCES INC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BMM 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-Q3 and 2026-Q1, across 25 tracked filers holding BMM, 24 increased or opened the position and 1 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 BMM between the 2025-Q3 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 13
- FRANKLIN RESOURCES INC$26M
- OAKTREE CAPITAL MANAGEMENT LP$11M
- DEUTSCHE BANK AG\$4M
- PenderFund Capital Management Ltd.$4M
- Hartree Partners, LP$3M
- Connor, Clark & Lunn Investment Management Ltd.$2M
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FRANKLIN RESOURCES INC new | 4,060,000 | $26M | 45.5% | 2026-Q1 |
| OAKTREE CAPITAL MANAGEMENT LP new | 1,685,000 | $11M | 18.8% | 2026-Q1 |
| DEUTSCHE BANK AG\ new | 674,301 | $4M | 7.6% | 2026-Q1 |
| PenderFund Capital Management Ltd. new | 565,298 | $4M | 6.3% | 2026-Q1 |
| Hartree Partners, LP new | 420,000 | $3M | 4.7% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. new | 274,030 | $2M | 3.1% | 2026-Q1 |
| Nokomis Capital, L.L.C. new | 244,866 | $2M | 2.8% | 2026-Q1 |
| TD Asset Management Inc new | 192,400 | $1M | 2.1% | 2026-Q1 |
| K.J. Harrison & Partners Inc new | 180,000 | $1M | 2.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC new | 109,929 | $719K | 1.2% | 2026-Q1 |
| U S GLOBAL INVESTORS INC new | 100,000 | $648K | 1.1% | 2026-Q1 |
| Diametric Capital, LP new | 79,678 | $515K | 0.9% | 2026-Q1 |
| Potrero Capital Research LLC new | 78,349 | $512K | 0.9% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ new | 70,117 | $454K | 0.8% | 2026-Q1 |
| Vontobel Holding Ltd. new | 50,000 | $324K | 0.6% | 2026-Q1 |
| UBS Group AG new | 34,324 | $224K | 0.4% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 27,127 | $176K | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ new | 20,702 | $135K | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ new | 12,021 | $77K | 0.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC new | 11,413 | $75K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 10,908 | $71K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 11,914 | $67K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA new | 2,409 | $16K | 0.0% | 2026-Q1 |
| FNY Investment Advisers, LLC trimmed | 1,500 | $9K | 0.0% | 2026-Q1 |
| Caitong International Asset Management Co., Ltd new | 2 | $13 | 0.0% | 2026-Q1 |
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.