Institutional Holders (2026 Q2)
93 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BKAG. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | RPOA Advisors, Inc. | 24.77% | 20,729,160 | $869.6M |
| 2 | Lord & Richards Wealth Management, LLC | 8.38% | 255,358 | $10.7M |
| 3 | Total Investment Management Inc | 7.54% | 1,732,205 | $71.5M |
| 4 | Talon Private Wealth, LLC | 6.01% | 1,225,426 | $51.4M |
| 5 | Carolina Wealth Advisors, LLC | 5.05% | 306,994 | $12.9M |
| 6 | Crux Wealth Advisors | 4.71% | 323,784 | $13.6M |
| 7 | Tailwinds Wealth, LLC | 4.71% | 189,927 | $8.0M |
| 8 | Wealth Forward, LLC | 4.43% | 212,034 | $8.9M |
| 9 | Tanager Wealth Management LLP | 3.72% | 1,018,696 | $42.7M |
| 10 | Glen Eagle Advisors, LLC | 3.70% | 699,904 | $29.4M |
| 11 | Stadion Money Management, LLC | 2.88% | 798,129 | $33.4M |
| 12 | Maripau Wealth Management LLC | 2.56% | 169,814 | $7.2M |
| 13 | Merited Wealth, LLC | 2.44% | 82,171 | $3.4M |
| 14 | Signal Advisors Wealth, LLC | 2.25% | 1,062,469 | $44.6M |
| 15 | Sightline Wealth Advisors, LLC | 1.73% | 112,492 | $4.7M |
| 16 | E6 Portfolios, LLC | 1.15% | 34,402 | $1.4M |
| 17 | SevenBridge Financial Group, LLC | 1.05% | 171,841 | $7.1M |
| 18 | Curran Financial Partners, LLC | 0.93% | 149,356 | $6.3M |
| 19 | Second Line Capital, LLC | 0.83% | 106,590 | $4.5M |
| 20 | CENTRAL TRUST Co | 0.71% | 941,445 | $39.5M |
| 21 | Stiles Financial Services Inc | 0.66% | 62,452 | $2.6M |
| 22 | Symphony Financial, Ltd. Co. | 0.56% | 121,552 | $5.1M |
| 23 | Brookstone Capital Management | 0.42% | 1,010,180 | $42.4M |
| 24 | Strong Retirement Solutions LLC | 0.35% | 13,861 | $581K |
| 25 | Aptus Capital Advisors, LLC | 0.33% | 1,137,964 | $47.7M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|