Who owns BRCC (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-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
6 tracked funds added or opened BRCC while 16 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
BRCC’s largest tracked holder by dollar value, Engaged Capital LLC, sizes it at 3.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.6pp 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 2025-Q4 and 2026-Q1, across 141 tracked filers holding BRCC, 80 increased or opened the position and 51 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 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 2
- VANGUARD CAPITAL MANAGEMENT LLC$2M
- VANGUARD FIDUCIARY TRUST CO$509K
Full exits 4
- VANGUARD GROUP INC$5M
- MILLENNIUM MANAGEMENT LLC$1M
- D. E. Shaw & Co., Inc.$677K
- ZAZOVE ASSOCIATES LLC$599K
Largest adds
- EverSource Wealth Advisors, LLC$8M
- FMR LLC$1M
- AQR CAPITAL MANAGEMENT LLC$479K
- JANE STREET GROUP, LLC$311K
Largest trims
- Engaged Capital LLC$5M
- Alyeska Investment Group, L.P.$3M
- BlackRock, Inc.$2M
- QVIDTVM Management LLC$1M
- Nantahala Capital Management, LLC$878K
- GEODE CAPITAL MANAGEMENT, LLC$702K
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 |
|---|---|---|---|---|
| Engaged Capital LLC | 13,935,560 | $11M | 15.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 14,374 | $8M | 11.4% | 2026-Q1 |
| Alyeska Investment Group, L.P. | 9,615,431 | $7M | 10.4% | 2026-Q1 |
| BlackRock, Inc. trimmed | 5,763,804 | $4M | 6.2% | 2026-Q1 |
| Cresset Asset Management, LLC added | 5,131,172 | $4M | 5.5% | 2026-Q1 |
| QVIDTVM Management LLC | 3,400,681 | $3M | 3.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,988,972 | $2M | 3.2% | 2026-Q1 |
| Nantahala Capital Management, LLC | 2,630,517 | $2M | 2.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,291,163 | $2M | 2.5% | 2026-Q1 |
| FMR LLC added | 1,294,927 | $1M | 1.4% | 2026-Q1 |
| STATE STREET CORP trimmed | 1,181,738 | $917K | 1.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,126,165 | $874K | 1.2% | 2026-Q1 |
| Silver Rock Financial LP | 859,986 | $668K | 0.9% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 807,365 | $627K | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 720,600 | $559K | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 720,504 | $559K | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 673,472 | $523K | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 655,308 | $509K | 0.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 551,743 | $428K | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 546,816 | $425K | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 473,135 | $367K | 0.5% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | 346,023 | $269K | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 330,460 | $257K | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 298,678 | $232K | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 257,634 | $200K | 0.3% | 2026-Q1 |
| XTX Topco Ltd added | 195,223 | $152K | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 191,558 | $149K | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 160,147 | $124K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 154,974 | $120K | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 107,900 | $120K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 142,209 | $110K | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 137,441 | $107K | 0.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 131,500 | $102K | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 125,092 | $98K | 0.1% | 2026-Q1 |
| Focus Partners Wealth new | 106,536 | $83K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 103,883 | $81K | 0.1% | 2026-Q1 |
| Modera Wealth Management, LLC new | 100,000 | $78K | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 82,783 | $64K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ | 72,254 | $56K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 69,001 | $54K | 0.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 67,938 | $53K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 67,253 | $52K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 66,906 | $52K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 59,017 | $46K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 54,689 | $43K | 0.1% | 2026-Q1 |
| CWM, LLC added | 49,318 | $38K | 0.1% | 2026-Q1 |
| BROWN ADVISORY INC added | 48,033 | $37K | 0.1% | 2026-Q1 |
| NINE MASTS CAPITAL Ltd new | 47,605 | $37K | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 47,425 | $37K | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 44,823 | $35K | 0.0% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC added | 44,530 | $35K | 0.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 43,990 | $34K | 0.0% | 2026-Q1 |
| ExodusPoint Capital Management, LP trimmed | 41,172 | $32K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 38,794 | $30K | 0.0% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 38,600 | $30K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 37,064 | $29K | 0.0% | 2026-Q1 |
| Mariner, LLC added | 36,917 | $29K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 37,583 | $28K | 0.0% | 2026-Q1 |
| Creative Planning added | 35,546 | $28K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 35,402 | $27K | 0.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 35,005 | $27K | 0.0% | 2026-Q1 |
| Graham Capital Management, L.P. added | 31,569 | $25K | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 31,473 | $24K | 0.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 31,131 | $24K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 4,197,568 | $5M | 6.5% | 2025-Q4 stale |
| Fayez Sarofim & Co trimmed | 1,574,529 | $2M | 3.4% | 2025-Q3 stale |
| Point72 Asset Management, L.P. added | 1,100,000 | $2M | 3.2% | 2025-Q1 stale |
| BLAIR WILLIAM & CO/IL trimmed | 792,460 | $2M | 2.3% | 2025-Q1 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,338,730 | $1M | 2.1% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. trimmed | 610,281 | $677K | 0.9% | 2025-Q4 stale |
| ZAZOVE ASSOCIATES LLC added | 539,454 | $599K | 0.8% | 2025-Q4 stale |
| Prescott Group Capital Management, L.L.C. new | 292,460 | $325K | 0.5% | 2025-Q4 stale |
| TD Asset Management Inc | 267,104 | $296K | 0.4% | 2025-Q4 stale |
| T. Rowe Price Investment Management, Inc. trimmed | 253,885 | $282K | 0.4% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC trimmed | 121,069 | $253K | 0.4% | 2025-Q1 stale |
| Atom Investors LP trimmed | 118,259 | $247K | 0.3% | 2025-Q1 stale |
| AMERICAN CENTURY COMPANIES INC trimmed | 104,349 | $218K | 0.3% | 2025-Q1 stale |
| Caprock Group, LLC new | 103,892 | $217K | 0.3% | 2025-Q1 stale |
| Divisadero Street Capital Management, LP | 115,585 | $180K | 0.3% | 2025-Q3 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC new | 127,805 | $167K | 0.2% | 2025-Q2 stale |
| Foundations Investment Advisors, LLC new | 91,242 | $142K | 0.2% | 2025-Q3 stale |
| HRT FINANCIAL LP trimmed | 63,412 | $132K | 0.2% | 2025-Q1 stale |
| Disciplined Investors, L.L.C. added | 98,000 | $128K | 0.2% | 2025-Q2 stale |
| State of Wyoming trimmed | 83,022 | $109K | 0.2% | 2025-Q2 stale |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new | 66,271 | $103K | 0.1% | 2025-Q3 stale |
| MetLife Investment Management, LLC added | 62,415 | $97K | 0.1% | 2025-Q3 stale |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 37,794 | $79K | 0.1% | 2025-Q1 stale |
| SIMPLEX TRADING, LLC added | 43,108 | $67K | 0.1% | 2025-Q3 stale |
| Corient Private Wealth LLC added | 58,963 | $65K | 0.1% | 2025-Q4 stale |
| Corebridge Financial, Inc. trimmed | 25,895 | $54K | 0.1% | 2025-Q1 stale |
| Walleye Capital LLC trimmed | 23,666 | $49K | 0.1% | 2025-Q1 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 23,090 | $48K | 0.1% | 2025-Q1 stale |
| Aristides Capital LLC added | 41,880 | $46K | 0.1% | 2025-Q4 stale |
| SHERBROOKE PARK ADVISERS LLC trimmed | 21,615 | $45K | 0.1% | 2025-Q1 stale |
| Sanctuary Advisors, LLC trimmed | 16,152 | $34K | 0.0% | 2025-Q3 stale |
| Verition Fund Management LLC | 29,944 | $33K | 0.0% | 2025-Q4 stale |
| Virtu Financial LLC added | 21,037 | $33K | 0.0% | 2025-Q3 stale |
| Wellspring Financial Advisors, LLC | 19,772 | $31K | 0.0% | 2025-Q3 stale |
| Point72 (DIFC) Ltd trimmed | 12,250 | $26K | 0.0% | 2025-Q1 stale |
| CIBC WORLD MARKETS CORP new | 11,728 | $25K | 0.0% | 2025-Q1 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.