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Institutional Ownership · SEC Form 13F

Who owns BPRE (BPRE)


Which tracked institutional funds hold BPRE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BPRE 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.

318
Institutional holders
73,763,816
Shares held (tracked funds)

How the tape is positioned

86 tracked funds added or opened BPRE while 51 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

BPRE’s largest tracked holder by dollar value, CAPTRUST FINANCIAL ADVISORS, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.2% 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 BPRE 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 318 tracked filers holding BPRE, 155 increased or opened the position and 220 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 BPRE 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 16

  • MIDLAND WEALTH ADVISORS, LLC$41M
  • MERCER GLOBAL ADVISORS INC /ADV$5M
  • HARBOUR INVESTMENTS, INC.$5M
  • Lido Advisors, LLC$4M
  • Uniting Wealth Partners, LLC$3M
  • Sterneck Capital Management, LLC$2M

Full exits 15

  • RIVERNORTH CAPITAL MANAGEMENT, LLC$15M
  • CITADEL ADVISORS LLC$6M
  • J.W. COLE ADVISORS, INC.$4M
  • Almitas Capital LLC$3M
  • NewEdge Advisors, LLC$3M
  • Advisor OS, LLC$3M

Largest adds

  • Saba Capital Management, L.P.$33M
  • MORGAN STANLEY$22M
  • Pasadena Private Wealth, LLC$16M
  • Quadrant Private Wealth Management, LLC$15M
  • LPL Financial LLC$14M
  • CAPTRUST FINANCIAL ADVISORS$14M

Largest trims

  • JANE STREET GROUP, LLC$13M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
  • Thomas J. Herzfeld Advisors, Inc.$7M
  • WELLS FARGO & COMPANY/MN$6M
  • Turning Point Benefit Group, Inc.$4M
  • Virtu Financial LLC$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. 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).

FundSharesReported value% of valueQuarter
CAPTRUST FINANCIAL ADVISORS added7,931,555$132M11.5%2026-Q1
LPL Financial LLC added5,778,813$96M8.4%2026-Q1
Saba Capital Management, L.P. added4,766,113$79M6.9%2026-Q1
Cambridge Investment Research Advisors, Inc. added4,465,388$74M6.5%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed3,411,824$57M4.9%2026-Q1
Cetera Investment Advisers trimmed3,211,031$53M4.6%2026-Q1
Focus Partners Wealth trimmed3,020,285$50M4.4%2026-Q1
MIDLAND WEALTH ADVISORS, LLC new2,497,039$41M3.6%2026-Q1
Quadrant Private Wealth Management, LLC added1,914,429$32M2.8%2026-Q1
Pasadena Private Wealth, LLC added1,883,232$31M2.7%2026-Q1
MORGAN STANLEY added1,807,588$30M2.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed1,455,864$24M2.1%2026-Q1
Sunbelt Securities, Inc. added1,186,168$20M1.7%2026-Q1
TRAPHAGEN INVESTMENT ADVISORS LLC added1,170,967$19M1.7%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC added1,091,078$18M1.6%2026-Q1
HighTower Advisors, LLC added1,042,022$17M1.5%2026-Q1
Stratos Wealth Partners, LTD. added702,858$12M1.0%2026-Q1
Modern Wealth Management, LLC added565,792$9M0.8%2026-Q1
BSW Wealth Partners trimmed534,972$9M0.8%2026-Q1
Brookstone Capital Management trimmed516,373$9M0.7%2026-Q1
ROYAL BANK OF CANADA added513,887$9M0.7%2026-Q1
Arkadios Wealth Advisors added506,004$8M0.7%2026-Q1
Callan Family Office, LLC trimmed432,606$7M0.6%2026-Q1
Creative Planning added427,291$7M0.6%2026-Q1
Guardian Financial Partners, LLC trimmed422,705$7M0.6%2026-Q1
Octavia Wealth Advisors, LLC trimmed414,859$7M0.6%2026-Q1
Wilkerson Advisory Group LLC added413,121$7M0.6%2026-Q1
Aptus Capital Advisors, LLC added412,695$7M0.6%2026-Q1
ELEVATION POINT WEALTH PARTNERS, LLC added410,228$7M0.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added409,707$7M0.6%2026-Q1
GUARDIAN WEALTH ADVISORS, LLC / NC added402,270$7M0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added400,955$7M0.6%2026-Q1
Bulldog Investors, LLP added373,019$6M0.5%2026-Q1
Thomas J. Herzfeld Advisors, Inc. trimmed362,504$6M0.5%2026-Q1
SCS Capital Management LLC trimmed346,619$6M0.5%2026-Q1
Soltis Investment Advisors LLC trimmed346,565$6M0.5%2026-Q1
Avantax Planning Partners, Inc. trimmed344,467$6M0.5%2026-Q1
WELLS FARGO & COMPANY/MN trimmed342,819$6M0.5%2026-Q1
Integrated Wealth Concepts LLC trimmed318,785$5M0.5%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV new302,422$5M0.4%2026-Q1
B. Riley Wealth Advisors, Inc. added308,845$5M0.4%2026-Q1
HARBOUR INVESTMENTS, INC. new296,655$5M0.4%2026-Q1
DAVENPORT & Co LLC added289,205$5M0.4%2026-Q1
Sanctuary Advisors, LLC trimmed287,537$5M0.4%2026-Q1
SIT INVESTMENT ASSOCIATES INC trimmed285,000$5M0.4%2026-Q1
Baird Financial Group, Inc. added259,962$4M0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed249,743$4M0.4%2026-Q1
Cerity Partners LLC trimmed246,932$4M0.4%2026-Q1
Matisse Capital added246,000$4M0.4%2026-Q1
Rossby Financial, LCC trimmed234,769$4M0.3%2026-Q1
Nova R Wealth, Inc. trimmed232,620$4M0.3%2026-Q1
PINKERTON WEALTH, LLC trimmed256,599$4M0.3%2026-Q1
Capital Investment Advisory Services, LLC added228,397$4M0.3%2026-Q1
SHERMAN PORFOLIOS, LLC trimmed227,883$4M0.3%2026-Q1
AlphaStar Capital Management, LLC added227,080$4M0.3%2026-Q1
Beacon Pointe Advisors, LLC trimmed224,688$4M0.3%2026-Q1
CATHY PARETO & ASSOCIATES, INC trimmed222,951$4M0.3%2026-Q1
Lido Advisors, LLC new216,137$4M0.3%2026-Q1
Mariner, LLC trimmed206,168$3M0.3%2026-Q1
CENTAURUS FINANCIAL, INC. trimmed202,954$3M0.3%2026-Q1
Uniting Wealth Partners, LLC new202,387$3M0.3%2026-Q1
Perigon Wealth Management, LLC added199,068$3M0.3%2026-Q1
LaSalle St. Investment Advisors, LLC added198,150$3M0.3%2026-Q1
Arete Wealth Advisors, LLC added194,153$3M0.3%2026-Q1
Family Office Research LLC added192,234$3M0.3%2026-Q1
Compound Planning, Inc. trimmed191,820$3M0.3%2026-Q1
Rockefeller Capital Management L.P. added191,699$3M0.3%2026-Q1
Closed-End Fund Advisors, Inc. added178,276$3M0.3%2026-Q1
Patriot Financial Group Insurance Agency, LLC added177,214$3M0.3%2026-Q1
Lakeridge Wealth Management LLC trimmed176,453$3M0.3%2026-Q1
AE Wealth Management LLC trimmed174,633$3M0.3%2026-Q1
Waverly Advisors, LLC added169,394$3M0.2%2026-Q1
Kestra Advisory Services, LLC trimmed163,594$3M0.2%2026-Q1
Atlantic Union Bankshares Corp trimmed159,964$3M0.2%2026-Q1
D.A. DAVIDSON & CO. added157,644$3M0.2%2026-Q1
Trivium Point Advisory, LLC trimmed152,558$3M0.2%2026-Q1
Strategic Blueprint, LLC added149,931$2M0.2%2026-Q1
Western Wealth Management, LLC trimmed147,117$2M0.2%2026-Q1
Kropog Financial Group, LLC added133,494$2M0.2%2026-Q1
WealthPoint Financial, LLC147,266$2M0.2%2026-Q1
KICKSTAND VENTURES, LLC. trimmed132,477$2M0.2%2026-Q1
Ausdal Financial Partners, Inc. trimmed131,105$2M0.2%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed128,908$2M0.2%2026-Q1
DUDLEY CAPITAL MANAGEMENT, LLC added128,403$2M0.2%2026-Q1
Sterneck Capital Management, LLC new125,680$2M0.2%2026-Q1
WORLD EQUITY GROUP, INC. added125,008$2M0.2%2026-Q1
Apollo Management Holdings, L.P. trimmed124,596$2M0.2%2026-Q1
JBR Co Financial Management Inc135,086$2M0.2%2026-Q1
Madrona Financial Services, LLC trimmed121,063$2M0.2%2026-Q1
Noble Wealth Management PBC new120,819$2M0.2%2026-Q1
RIVERNORTH CAPITAL MANAGEMENT, LLC new1,004,483$15M1.3%2025-Q4 stale
CITADEL ADVISORS LLC new429,890$6M0.6%2025-Q4 stale
J.W. COLE ADVISORS, INC. new255,928$4M0.3%2025-Q4 stale
Almitas Capital LLC new212,185$3M0.3%2025-Q4 stale
NewEdge Advisors, LLC new188,949$3M0.2%2025-Q4 stale
MJP ASSOCIATES INC /ADV new184,225$3M0.2%2025-Q4 stale
Advisor OS, LLC new184,225$3M0.2%2025-Q4 stale
Coppell Advisory Solutions LLC new184,118$3M0.2%2025-Q4 stale
Advisory Alpha, LLC new173,648$3M0.2%2025-Q4 stale
Cornerstone Advisory, LLC new138,573$2M0.2%2025-Q4 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.

HoldersTotal shares

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.

Learn how to read institutional ownership