Who owns BRC (BRCC)
Which tracked institutional funds hold BRCC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BRCC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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 BRCC is one-sided between 2026-Q1 and 2026-Q2: 17 added or opened and 5 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
BRCC’s largest tracked holder by dollar value, Engaged Capital LLC, sizes it at 4.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BRCC 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 141 tracked filers holding BRCC, 79 increased or opened the position and 55 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 BRCC 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
- ESSEX INVESTMENT MANAGEMENT CO LLC$3M
- Legato Capital Management LLC$981K
- Banco Santander, S.A.$621K
Full exits 1
- Silver Rock Financial LP$668K
Largest adds
- Engaged Capital LLC$5M
- Cresset Asset Management, LLC$2M
- BlackRock, Inc.$2M
- VANGUARD CAPITAL MANAGEMENT LLC$2M
- Nuveen, LLC$834K
- QVIDTVM Management LLC$638K
Largest trims
- EverSource Wealth Advisors, LLC$8M
- Alyeska Investment Group, L.P.$3M
- FMR LLC$963K
- Nantahala Capital Management, LLC$646K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% 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 |
|---|---|---|---|---|
| Engaged Capital LLC | 13,935,560 | $15M | 23.2% | 2026-Q2 |
| BlackRock, Inc. added | 6,151,526 | $7M | 10.3% | 2026-Q2 |
| Cresset Asset Management, LLC added | 5,753,540 | $6M | 9.6% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 3,927,124 | $4M | 6.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,721,788 | $4M | 6.2% | 2026-Q2 |
| QVIDTVM Management LLC trimmed | 2,953,138 | $3M | 4.9% | 2026-Q2 |
| ESSEX INVESTMENT MANAGEMENT CO LLC new | 2,624,990 | $3M | 4.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 2,112,327 | $2M | 3.5% | 2026-Q2 |
| STATE STREET CORP added | 1,360,140 | $2M | 2.3% | 2026-Q2 |
| Nantahala Capital Management, LLC trimmed | 1,257,171 | $1M | 2.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,097,677 | $1M | 1.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,073,052 | $1M | 1.8% | 2026-Q2 |
| ZAZOVE ASSOCIATES LLC added | 1,010,918 | $1M | 1.7% | 2026-Q2 |
| Legato Capital Management LLC new | 883,497 | $981K | 1.5% | 2026-Q2 |
| Nuveen, LLC added | 863,463 | $958K | 1.4% | 2026-Q2 |
| UBS Group AG added | 754,326 | $837K | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 711,815 | $790K | 1.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 703,176 | $781K | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 654,594 | $727K | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 616,898 | $685K | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 563,766 | $626K | 0.9% | 2026-Q2 |
| Banco Santander, S.A. new | 559,385 | $621K | 0.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 533,203 | $592K | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 509,181 | $565K | 0.8% | 2026-Q2 |
| SEI INVESTMENTS CO new | 404,780 | $449K | 0.7% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 400,037 | $444K | 0.7% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL | 346,023 | $384K | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 328,460 | $365K | 0.5% | 2026-Q2 |
| Cerity Partners LLC added | 287,515 | $319K | 0.5% | 2026-Q2 |
| MARSHALL WACE, LLP added | 274,085 | $304K | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 209,777 | $233K | 0.3% | 2026-Q2 |
| ALGERT GLOBAL LLC new | 197,670 | $219K | 0.3% | 2026-Q2 |
| Centiva Capital, LP new | 184,331 | $205K | 0.3% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 181,500 | $201K | 0.3% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 124,069 | $138K | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 120,500 | $94K | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. added | 119,456 | $133K | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 110,976 | $123K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 109,884 | $122K | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 109,648 | $122K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 102,010 | $113K | 0.2% | 2026-Q2 |
| XTX Topco Ltd trimmed | 90,391 | $100K | 0.2% | 2026-Q2 |
| Lotus Technology Management, LP new | 85,897 | $95K | 0.1% | 2026-Q2 |
| Coyle Financial Counsel LLC new | 79,395 | $88K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 74,819 | $83K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 72,944 | $81K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 68,537 | $76K | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd added | 68,400 | $76K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 66,793 | $75K | 0.1% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 65,056 | $72K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 60,069 | $67K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 52,415 | $58K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 50,021 | $56K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 48,179 | $53K | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC | 48,033 | $53K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 43,829 | $49K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 41,778 | $46K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 41,502 | $49K | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 40,346 | $45K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 38,794 | $43K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 38,600 | $43K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 38,093 | $42K | 0.1% | 2026-Q2 |
| Creative Planning added | 37,735 | $42K | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 37,184 | $41K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 36,105 | $40K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 35,900 | $40K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 35,402 | $39K | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 32,758 | $36K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 32,402 | $36K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 32,318 | $39K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 31,131 | $35K | 0.1% | 2026-Q2 |
| JMN Financial LLC added | 30,819 | $34K | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 29,278 | $32K | 0.0% | 2026-Q2 |
| Abel Hall, LLC added | 27,755 | $31K | 0.0% | 2026-Q2 |
| Objective Capital Management, LLC new | 27,500 | $31K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 25,588 | $28K | 0.0% | 2026-Q2 |
| Engineers Gate Manager LP added | 24,326 | $27K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 23,943 | $27K | 0.0% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 23,392 | $26K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 22,624 | $25K | 0.0% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 20,802 | $23K | 0.0% | 2026-Q2 |
| Smith Thornton Advisors LLC | 19,388 | $23K | 0.0% | 2026-Q2 |
| Alhambra Investment Management LLC | 18,150 | $20K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS new | 18,000 | $20K | 0.0% | 2026-Q2 |
| Fearless Solutions, LLC dba Best Invest | 16,450 | $18K | 0.0% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 16,100 | $18K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 15,894 | $21K | 0.0% | 2026-Q2 |
| BRIGHTON JONES LLC new | 15,644 | $17K | 0.0% | 2026-Q2 |
| BFSG, LLC | 15,585 | $17K | 0.0% | 2026-Q2 |
| Ellsworth Advisors, LLC | 15,267 | $18K | 0.0% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC trimmed | 15,189 | $17K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 13,755 | $15K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 13,401 | $15K | 0.0% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC | 13,200 | $15K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 12,273 | $14K | 0.0% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 12,261 | $14K | 0.0% | 2026-Q2 |
| Merit Financial Group, LLC added | 12,185 | $14K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 12,030 | $13K | 0.0% | 2026-Q2 |
| R Squared Ltd added | 11,504 | $13K | 0.0% | 2026-Q2 |
| RMG Wealth Management LLC new | 1,904 | $14K | 0.0% | 2026-Q2 |
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.