Institutional Holders (2026 Q2)
152 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BKLC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | RPOA Advisors, Inc. | 44.75% | 10,957,162 | $1.57B |
| 2 | JDM Financial Group LLC | 11.77% | 343,702 | $34.5M |
| 3 | Woodard & Co Asset Management Group Inc /Adv | 8.07% | 390,319 | $56.0M |
| 4 | Stadion Money Management, LLC | 7.08% | 574,513 | $82.2M |
| 5 | Carolina Wealth Advisors, LLC | 6.64% | 118,144 | $16.9M |
| 6 | WealthBridge Capital Management, LLC | 4.44% | 155,823 | $22.3M |
| 7 | Vaquero Private Wealth, Ltd | 3.73% | 126,339 | $18.1M |
| 8 | Crux Wealth Advisors | 3.48% | 69,947 | $10.0M |
| 9 | Integrated Wealth Concepts LLC | 3.41% | 4,874,815 | $699.0M |
| 10 | Wealth Forward, LLC | 2.56% | 35,865 | $5.1M |
| 11 | Strategic Financial Planning, Inc. | 2.40% | 32,027 | $4.6M |
| 12 | Andina Capital Management, LLC | 2.31% | 9,976 | $1.4M |
| 13 | Advisors Preferred, LLC | 1.99% | 89,643 | $12.8M |
| 14 | Zhang Financial LLC | 1.22% | 290,869 | $41.7M |
| 15 | David Kennon Inc | 0.95% | 20,115 | $2.9M |
| 16 | Aptus Capital Advisors, LLC | 0.80% | 815,965 | $117.0M |
| 17 | E6 Portfolios, LLC | 0.59% | 5,148 | $738K |
| 18 | Wealthspire Advisors, LLC | 0.54% | 687,689 | $98.6M |
| 19 | Lantern Wealth Advisors, LLC | 0.45% | 6,890 | $988K |
| 20 | Stiles Financial Services Inc | 0.41% | 11,474 | $1.6M |
| 21 | Wealth Group Ltd | 0.39% | 14,058 | $2.0M |
| 22 | Symphony Financial, Ltd. Co. | 0.35% | 22,695 | $3.2M |
| 23 | Mgo One Seven LLC | 0.35% | 146,767 | $21.0M |
| 24 | Collective Family Office LLC | 0.34% | 11,657 | $1.7M |
| 25 | Oath Planning, LLC | 0.34% | 3,166 | $454K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|