Who owns BRC Group Holdings (RILY)
Which tracked institutional funds hold RILY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RILY 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 RILY is one-sided between 2026-Q1 and 2026-Q2: 23 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
RILY’s largest tracked holder by dollar value, EQUITEC PROPRIETARY MARKETS, LLC, sizes it at 6.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RILY 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 92 tracked filers holding RILY, 61 increased or opened the position and 33 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 RILY 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 6
- EQUITEC PROPRIETARY MARKETS, LLC$27M
- First Eagle Investment Management, LLC$5M
- MARSHALL WACE, LLP$4M
- WHITE PINE CAPITAL LLC$878K
- Global Retirement Partners, LLC$718K
- DIMENSIONAL FUND ADVISORS LP$590K
Full exits 2
- Allianz Asset Management GmbH$4M
- HRT FINANCIAL LP$602K
Largest adds
- BlackRock, Inc.$11M
- GEODE CAPITAL MANAGEMENT, LLC$3M
- CITADEL ADVISORS LLC$3M
- VANGUARD CAPITAL MANAGEMENT LLC$3M
- STATE STREET CORP$2M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- MILLENNIUM MANAGEMENT LLC$2M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$890K
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 |
|---|---|---|---|---|
| EQUITEC PROPRIETARY MARKETS, LLC new | 3,397,611 | $27M | 18.9% | 2026-Q2 |
| DBA TRADING, LLC | 3,227,869 | $24M | 16.4% | 2026-Q2 |
| BlackRock, Inc. added | 1,734,708 | $14M | 9.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,096,895 | $9M | 6.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 830,965 | $7M | 4.6% | 2026-Q2 |
| First Eagle Investment Management, LLC new | 680,961 | $5M | 3.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 622,769 | $5M | 3.5% | 2026-Q2 |
| MARSHALL WACE, LLP new | 449,676 | $4M | 2.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 402,436 | $3M | 2.2% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 331,798 | $3M | 1.8% | 2026-Q2 |
| STATE STREET CORP added | 293,518 | $2M | 1.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 244,500 | $2M | 1.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 242,018 | $2M | 1.3% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 194,692 | $2M | 1.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 192,503 | $2M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 188,926 | $2M | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 161,170 | $1M | 0.9% | 2026-Q2 |
| Invesco Ltd. added | 159,762 | $1M | 0.9% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 143,787 | $1M | 0.8% | 2026-Q2 |
| UBS Group AG added | 135,137 | $1M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 112,497 | $904K | 0.6% | 2026-Q2 |
| WHITE PINE CAPITAL LLC new | 109,241 | $878K | 0.6% | 2026-Q2 |
| CastleKnight Management LP added | 107,289 | $863K | 0.6% | 2026-Q2 |
| Global Retirement Partners, LLC added | 89,289 | $718K | 0.5% | 2026-Q2 |
| Quinn Opportunity Partners LLC | 85,000 | $683K | 0.5% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 84,796 | $683K | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 80,699 | $649K | 0.4% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 73,820 | $604K | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 74,404 | $598K | 0.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 73,426 | $590K | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 62,841 | $505K | 0.4% | 2026-Q2 |
| Engineers Gate Manager LP added | 55,159 | $443K | 0.3% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 50,400 | $405K | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 46,095 | $371K | 0.3% | 2026-Q2 |
| Straight Path Wealth Management | 43,800 | $352K | 0.2% | 2026-Q2 |
| State of Wyoming trimmed | 43,591 | $350K | 0.2% | 2026-Q2 |
| Man Group plc new | 34,605 | $278K | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 34,100 | $275K | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 31,020 | $249K | 0.2% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 28,383 | $228K | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC | 28,373 | $228K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 27,895 | $224K | 0.2% | 2026-Q2 |
| IMC-Chicago, LLC trimmed | 27,619 | $222K | 0.2% | 2026-Q2 |
| Nuveen, LLC new | 27,428 | $221K | 0.2% | 2026-Q2 |
| Mork Capital Management, LLC | 25,000 | $201K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 27,300 | $200K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 22,596 | $182K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 21,939 | $176K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 20,751 | $167K | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 18,445 | $148K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 16,698 | $134K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 16,372 | $132K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 16,214 | $130K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC new | 15,260 | $123K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC new | 13,867 | $111K | 0.1% | 2026-Q2 |
| Hudson Bay Capital Management LP trimmed | 12,646 | $102K | 0.1% | 2026-Q2 |
| ROYCE & ASSOCIATES LP | 11,622 | $93K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 11,403 | $92K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,166 | $90K | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 10,703 | $86K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 10,667 | $86K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 10,490 | $84K | 0.1% | 2026-Q2 |
| FOX RUN MANAGEMENT, L.L.C. new | 10,420 | $84K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 9,603 | $79K | 0.1% | 2026-Q2 |
| Regatta Research & Money Management new | 9,650 | $78K | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 8,394 | $67K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 7,900 | $64K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 7,374 | $59K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 6,832 | $55K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 6,161 | $50K | 0.0% | 2026-Q2 |
| Allied Private Wealth LLC new | 6,840 | $49K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 4,218 | $34K | 0.0% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 3,971 | $32K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,816 | $31K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 3,125 | $24K | 0.0% | 2026-Q2 |
| FMR LLC added | 2,392 | $19K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 2,102 | $17K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 1,933 | $16K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 773 | $6K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC added | 467 | $4K | 0.0% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc | 391 | $3K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 375 | $3K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 355 | $3K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 319 | $3K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 310 | $2K | 0.0% | 2026-Q2 |
| Fortitude Family Office, LLC | 152 | $1K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 97 | $780 | 0.0% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB new | 32 | $257 | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 20 | $161 | 0.0% | 2026-Q2 |
| Walleye Capital LLC trimmed | 11 | $88 | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC | 10 | $81 | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 4 | $32 | 0.0% | 2026-Q2 |
| Allianz Asset Management GmbH added | 589,723 | $4M | 3.0% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP added | 82,253 | $602K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| 683 Capital Management, LLC trimmed | 60,000 | $439K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 921,106 | $4M | 3.0% | 2025-Q4 stale (2 quarters behind) |
| Jump Financial, LLC added | 148,514 | $694K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Soviero Asset Management, LP new | 370,000 | $2M | 1.5% | 2025-Q3 stale (3 quarters behind) |
| Cubist Systematic Strategies, LLC new | 73,801 | $441K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Davies Financial Advisors, Inc. | 154,495 | $459K | 0.3% | 2025-Q2 stale (4 quarters behind) |
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.