Who owns BRC Group Holdings, Inc. (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-Q1 13F filings (latest filed 2026-05-18). 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 2025-Q4 and 2026-Q1: 17 added or opened and 4 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, DBA TRADING, LLC, sizes it at 11.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 11.7pp 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 2025-Q4 and 2026-Q1, across 79 tracked filers holding RILY, 40 increased or opened the position and 40 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 RILY 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 6
- VANGUARD CAPITAL MANAGEMENT LLC$6M
- MILLENNIUM MANAGEMENT LLC$2M
- RENAISSANCE TECHNOLOGIES LLC$2M
- VANGUARD FIDUCIARY TRUST CO$759K
- Quinn Opportunity Partners LLC$622K
- HRT FINANCIAL LP$602K
Full exits 2
- VANGUARD GROUP INC$4M
- Jump Financial, LLC$694K
Largest adds
- DBA TRADING, LLC$22M
- Allianz Asset Management GmbH$3M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- JANE STREET GROUP, LLC$1M
- BlackRock, Inc.$1M
Largest trims
- NATIONAL BANK OF CANADA /FI/$463K
- OMERS ADMINISTRATION Corp$285K
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 |
|---|---|---|---|---|
| DBA TRADING, LLC added | 3,227,869 | $24M | 28.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,034,344 | $8M | 9.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 797,093 | $6M | 7.0% | 2026-Q1 |
| Allianz Asset Management GmbH added | 589,723 | $4M | 5.2% | 2026-Q1 |
| BlackRock, Inc. added | 409,192 | $3M | 3.6% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 329,445 | $2M | 2.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 312,775 | $2M | 2.8% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 298,866 | $2M | 2.6% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 250,218 | $2M | 2.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 232,475 | $2M | 2.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 209,162 | $2M | 1.8% | 2026-Q1 |
| Invesco Ltd. added | 149,518 | $1M | 1.3% | 2026-Q1 |
| GROUP ONE TRADING LLC trimmed | 132,157 | $967K | 1.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 120,566 | $883K | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 108,616 | $795K | 1.0% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 103,663 | $759K | 0.9% | 2026-Q1 |
| Quinn Opportunity Partners LLC added | 85,000 | $622K | 0.7% | 2026-Q1 |
| STATE STREET CORP | 82,600 | $605K | 0.7% | 2026-Q1 |
| HRT FINANCIAL LP added | 82,253 | $602K | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 69,148 | $506K | 0.6% | 2026-Q1 |
| CastleKnight Management LP trimmed | 64,789 | $474K | 0.6% | 2026-Q1 |
| 683 Capital Management, LLC trimmed | 60,000 | $439K | 0.5% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new | 57,292 | $419K | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 57,006 | $417K | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 53,830 | $394K | 0.5% | 2026-Q1 |
| State of Wyoming added | 49,087 | $359K | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 47,485 | $348K | 0.4% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 45,900 | $336K | 0.4% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. trimmed | 49,020 | $334K | 0.4% | 2026-Q1 |
| Straight Path Wealth Management added | 43,800 | $321K | 0.4% | 2026-Q1 |
| Squarepoint Ops LLC added | 41,683 | $305K | 0.4% | 2026-Q1 |
| Hudson Bay Capital Management LP new | 37,956 | $278K | 0.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 36,769 | $269K | 0.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 35,424 | $259K | 0.3% | 2026-Q1 |
| IMC-Chicago, LLC trimmed | 33,199 | $243K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 31,654 | $232K | 0.3% | 2026-Q1 |
| MGO ONE SEVEN LLC | 28,373 | $208K | 0.2% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 28,100 | $206K | 0.2% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP trimmed | 25,784 | $189K | 0.2% | 2026-Q1 |
| Mork Capital Management, LLC | 25,000 | $183K | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 21,895 | $160K | 0.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 21,453 | $157K | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP trimmed | 21,313 | $156K | 0.2% | 2026-Q1 |
| Brooklyn Investment Group trimmed | 20,666 | $151K | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 17,874 | $131K | 0.2% | 2026-Q1 |
| Walleye Trading LLC added | 17,455 | $128K | 0.2% | 2026-Q1 |
| OMERS ADMINISTRATION Corp trimmed | 17,000 | $124K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 15,100 | $111K | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. | 14,880 | $109K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 14,654 | $107K | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP new | 12,581 | $92K | 0.1% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 11,622 | $85K | 0.1% | 2026-Q1 |
| Centiva Capital, LP added | 11,580 | $85K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 11,562 | $85K | 0.1% | 2026-Q1 |
| PharVision Advisers, LLC trimmed | 11,149 | $82K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 6,161 | $45K | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 5,101 | $37K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 4,140 | $28K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 3,876 | $28K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 3,816 | $26K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 3,323 | $24K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 921,106 | $4M | 5.2% | 2025-Q4 stale |
| Soviero Asset Management, LP added | 370,000 | $2M | 2.7% | 2025-Q3 stale |
| Jump Financial, LLC added | 148,514 | $694K | 0.8% | 2025-Q4 stale |
| Davies Financial Advisors, Inc. | 154,495 | $459K | 0.6% | 2025-Q2 stale |
| DIMENSIONAL FUND ADVISORS LP trimmed | 96,948 | $453K | 0.5% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 73,801 | $441K | 0.5% | 2025-Q3 stale |
| HAP Trading, LLC added | 72,562 | $281K | 0.3% | 2025-Q1 stale |
| MATAURO, LLC new | 39,884 | $238K | 0.3% | 2025-Q3 stale |
| VR Advisory Services Ltd | 52,000 | $231K | 0.3% | 2025-Q3 stale |
| XTX Topco Ltd trimmed | 47,324 | $221K | 0.3% | 2025-Q4 stale |
| WOLVERINE TRADING, LLC trimmed | 34,957 | $213K | 0.3% | 2025-Q3 stale |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 55,535 | $165K | 0.2% | 2025-Q2 stale |
| BANK OF MONTREAL /CAN/ added | 33,502 | $156K | 0.2% | 2025-Q4 stale |
| ALLIANCEBERNSTEIN L.P. | 39,974 | $155K | 0.2% | 2025-Q1 stale |
| STATE OF WISCONSIN INVESTMENT BOARD added | 48,734 | $145K | 0.2% | 2025-Q2 stale |
| LEVEL FOUR ADVISORY SERVICES, LLC new | 22,000 | $131K | 0.2% | 2025-Q3 stale |
| Marathon Trading Investment Management LLC added | 40,282 | $120K | 0.1% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 30,107 | $117K | 0.1% | 2025-Q1 stale |
| Nokomis Capital, L.L.C. trimmed | 29,655 | $115K | 0.1% | 2025-Q1 stale |
| SIMPLEX TRADING, LLC trimmed | 23,824 | $111K | 0.1% | 2025-Q4 stale |
| INTECH INVESTMENT MANAGEMENT LLC added | 19,400 | $75K | 0.1% | 2025-Q1 stale |
| Jain Global LLC new | 22,602 | $67K | 0.1% | 2025-Q2 stale |
| Cresset Asset Management, LLC added | 13,263 | $62K | 0.1% | 2025-Q4 stale |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 12,742 | $60K | 0.1% | 2025-Q4 stale |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 12,289 | $48K | 0.1% | 2025-Q1 stale |
| Hennion & Walsh Asset Management, Inc. trimmed | 12,111 | $47K | 0.1% | 2025-Q1 stale |
| TWO SIGMA SECURITIES, LLC trimmed | 10,019 | $47K | 0.1% | 2025-Q4 stale |
| Point72 Asia (Singapore) Pte. Ltd. added | 7,600 | $45K | 0.1% | 2025-Q3 stale |
| Atom Investors LP new | 11,393 | $44K | 0.1% | 2025-Q1 stale |
| AXQ CAPITAL, LP new | 14,446 | $43K | 0.1% | 2025-Q2 stale |
| DEUTSCHE BANK AG\ | 10,948 | $42K | 0.1% | 2025-Q1 stale |
| Vident Advisory, LLC new | 10,544 | $41K | 0.0% | 2025-Q1 stale |
| JPMORGAN CHASE & CO added | 10,227 | $40K | 0.0% | 2025-Q1 stale |
| Corebridge Financial, Inc. trimmed | 10,118 | $39K | 0.0% | 2025-Q1 stale |
| Addison Advisors LLC added | 11,545 | $34K | 0.0% | 2025-Q2 stale |
| NEW YORK STATE COMMON RETIREMENT FUND | 8,666 | $34K | 0.0% | 2025-Q1 stale |
| Kestra Advisory Services, LLC trimmed | 5,375 | $25K | 0.0% | 2025-Q4 stale |
| TORONTO DOMINION BANK | 5,000 | $23K | 0.0% | 2025-Q4 stale |
| Quarry LP added | 4,054 | $19K | 0.0% | 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.