Who owns BRZE (BRZE)
Which tracked institutional funds hold BRZE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BRZE 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
53 tracked funds added or opened BRZE while 121 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
BRZE’s largest tracked holder by dollar value, VANGUARD GROUP 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 gap the other way — the median holder sizes BRZE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BRZE 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 257 tracked filers holding BRZE, 179 increased or opened the position and 122 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 BRZE 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 26
- VANGUARD PORTFOLIO MANAGEMENT LLC$129M
- VANGUARD CAPITAL MANAGEMENT LLC$93M
- NORGES BANK$35M
- AMERICAN CENTURY COMPANIES INC$22M
- 1832 Asset Management L.P.$17M
- VANGUARD FIDUCIARY TRUST CO$16M
Full exits 37
- VANGUARD GROUP INC$313M
- Alyeska Investment Group, L.P.$72M
- TimesSquare Capital Management, LLC$32M
- KETTLE HILL CAPITAL MANAGEMENT, LLC$26M
- SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$22M
- Engineers Gate Manager LP$19M
Largest adds
- FMR LLC$111M
- UBS Group AG$25M
- JANE STREET GROUP, LLC$20M
- WESTFIELD CAPITAL MANAGEMENT CO LP$19M
- Walleye Capital LLC$15M
- GOLDMAN SACHS GROUP INC$14M
Largest trims
- ALLIANCEBERNSTEIN L.P.$81M
- BlackRock, Inc.$60M
- Squarepoint Ops LLC$37M
- MILLENNIUM MANAGEMENT LLC$34M
- Point72 Asset Management, L.P.$32M
- Champlain Investment Partners, LLC$26M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 7,864,578 | $186M | 6.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 5,455,409 | $129M | 4.5% | 2026-Q1 |
| FMR LLC added | 4,697,239 | $111M | 3.9% | 2026-Q1 |
| BATTERY MANAGEMENT CORP. added | 4,628,289 | $109M | 3.8% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 4,384,389 | $104M | 3.6% | 2026-Q1 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 3,973,906 | $94M | 3.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,930,425 | $93M | 3.2% | 2026-Q1 |
| UBS Group AG added | 3,357,549 | $79M | 2.8% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 3,109,805 | $73M | 2.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 2,404,580 | $57M | 2.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 2,301,544 | $54M | 1.9% | 2026-Q1 |
| STATE STREET CORP added | 2,283,713 | $54M | 1.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,280,762 | $54M | 1.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,964,053 | $46M | 1.6% | 2026-Q1 |
| Optimus Prime Fund Management Co., Ltd. added | 1,890,000 | $45M | 1.6% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 1,885,577 | $45M | 1.5% | 2026-Q1 |
| Solel Partners LP added | 1,672,000 | $39M | 1.4% | 2026-Q1 |
| SAPPHIRE VENTURES, L.L.C. | 1,665,798 | $39M | 1.4% | 2026-Q1 |
| BARCLAYS PLC added | 1,573,388 | $37M | 1.3% | 2026-Q1 |
| NORGES BANK added | 971,725 | $35M | 1.2% | 2026-Q1 |
| Nuveen, LLC added | 1,448,065 | $34M | 1.2% | 2026-Q1 |
| Stephens Investment Management Group LLC added | 1,370,986 | $32M | 1.1% | 2026-Q1 |
| Champlain Investment Partners, LLC trimmed | 1,322,927 | $31M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,272,176 | $30M | 1.0% | 2026-Q1 |
| Walleye Capital LLC added | 1,127,122 | $27M | 0.9% | 2026-Q1 |
| ShawSpring Partners LLC trimmed | 1,112,099 | $26M | 0.9% | 2026-Q1 |
| MORGAN STANLEY added | 1,105,839 | $26M | 0.9% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 942,207 | $22M | 0.8% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 898,733 | $21M | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 886,419 | $21M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 814,961 | $19M | 0.7% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 804,879 | $19M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 794,568 | $19M | 0.7% | 2026-Q1 |
| Freestone Grove Partners LP added | 752,747 | $18M | 0.6% | 2026-Q1 |
| 1832 Asset Management L.P. trimmed | 730,900 | $17M | 0.6% | 2026-Q1 |
| MARSHALL WACE, LLP added | 727,852 | $17M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 662,173 | $16M | 0.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 605,424 | $14M | 0.5% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT added | 600,172 | $14M | 0.5% | 2026-Q1 |
| GLENMEDE TRUST CO NA added | 538,845 | $13M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp added | 530,231 | $13M | 0.4% | 2026-Q1 |
| Verition Fund Management LLC added | 496,505 | $12M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 486,985 | $11M | 0.4% | 2026-Q1 |
| Archon Capital Management LLC added | 402,747 | $10M | 0.3% | 2026-Q1 |
| SG Americas Securities, LLC added | 394,604 | $9M | 0.3% | 2026-Q1 |
| Trexquant Investment LP added | 390,042 | $9M | 0.3% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 305,184 | $7M | 0.3% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 304,887 | $7M | 0.3% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC added | 297,650 | $7M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 204,579 | $7M | 0.2% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 293,449 | $7M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 275,188 | $6M | 0.2% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 242,074 | $6M | 0.2% | 2026-Q1 |
| MONIMUS CAPITAL MANAGEMENT, LP new | 236,468 | $6M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 233,400 | $6M | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 225,804 | $5M | 0.2% | 2026-Q1 |
| First Washington CORP trimmed | 221,513 | $5M | 0.2% | 2026-Q1 |
| Jain Global LLC new | 216,124 | $5M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 199,292 | $5M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 194,302 | $5M | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 183,723 | $4M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 172,191 | $4M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 167,498 | $4M | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 167,180 | $4M | 0.1% | 2026-Q1 |
| Jump Financial, LLC added | 165,226 | $4M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 162,612 | $4M | 0.1% | 2026-Q1 |
| Swiss National Bank added | 161,800 | $4M | 0.1% | 2026-Q1 |
| First Eagle Investment Management, LLC new | 158,500 | $4M | 0.1% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 154,651 | $4M | 0.1% | 2026-Q1 |
| Bullseye Asset Management LLC | 152,608 | $4M | 0.1% | 2026-Q1 |
| Creative Planning added | 145,353 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 9,131,469 | $313M | 10.9% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. added | 2,105,024 | $72M | 2.5% | 2025-Q4 stale |
| CADIAN CAPITAL MANAGEMENT, LP trimmed | 1,763,108 | $50M | 1.7% | 2025-Q3 stale |
| Fiera Capital Corp added | 908,045 | $33M | 1.1% | 2025-Q1 stale |
| TimesSquare Capital Management, LLC added | 937,020 | $32M | 1.1% | 2025-Q4 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,116,335 | $31M | 1.1% | 2025-Q2 stale |
| KETTLE HILL CAPITAL MANAGEMENT, LLC added | 747,715 | $26M | 0.9% | 2025-Q4 stale |
| ICONIQ Capital, LLC trimmed | 787,388 | $22M | 0.8% | 2025-Q3 stale |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC new | 651,000 | $22M | 0.8% | 2025-Q4 stale |
| Engineers Gate Manager LP added | 545,581 | $19M | 0.7% | 2025-Q4 stale |
| J. Goldman & Co LP added | 494,715 | $14M | 0.5% | 2025-Q3 stale |
| BALYASNY ASSET MANAGEMENT L.P. added | 480,755 | $14M | 0.5% | 2025-Q3 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 448,709 | $13M | 0.4% | 2025-Q3 stale |
| Glenmede Investment Management, LP trimmed | 429,166 | $12M | 0.4% | 2025-Q3 stale |
| Capitolis Liquid Global Markets LLC trimmed | 397,700 | $11M | 0.4% | 2025-Q3 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 304,243 | $10M | 0.4% | 2025-Q4 stale |
| SCOPIA CAPITAL MANAGEMENT LP trimmed | 293,405 | $10M | 0.3% | 2025-Q4 stale |
| G2 Investment Partners Management LLC added | 290,227 | $10M | 0.3% | 2025-Q4 stale |
| Man Group plc added | 317,764 | $9M | 0.3% | 2025-Q2 stale |
| CIBC Private Wealth Group LLC added | 239,399 | $8M | 0.3% | 2025-Q4 stale |
| Paloma Partners Management Co added | 159,979 | $5M | 0.2% | 2025-Q3 stale |
| Polar Capital Holdings Plc trimmed | 155,508 | $4M | 0.2% | 2025-Q2 stale |
| Panoramic Capital, LLC added | 124,652 | $4M | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 116,686 | $4M | 0.1% | 2025-Q1 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 119,400 | $4M | 0.1% | 2025-Q4 stale |
| Lisanti Capital Growth, LLC added | 119,030 | $4M | 0.1% | 2025-Q4 stale |
| PRINCIPAL FINANCIAL GROUP INC added | 108,809 | $4M | 0.1% | 2025-Q4 stale |
| Edgestream Partners, L.P. added | 115,241 | $3M | 0.1% | 2025-Q3 stale |
| BOOTHBAY FUND MANAGEMENT, LLC added | 92,170 | $3M | 0.1% | 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.
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.