Institutional Holders (2026 Q1)
28 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BKSE. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Crux Wealth Advisors | 0.24% | 5,470 | $623K |
| 2 | Elm3 Financial Group, LLC | 0.18% | 1,832 | $209K |
| 3 | Symphony Financial, Ltd. Co. | 0.10% | 6,646 | $748K |
| 4 | Sentinel Pension Advisors, LLC | 0.09% | 5,611 | $639K |
| 5 | Accredited Investors Inc. | 0.01% | 2,048 | $233K |
| 6 | Fifth Third Wealth Advisors LLC | 0.01% | 2,408 | $274K |
| 7 | Integrated Wealth Concepts LLC | 0.01% | 7,788 | $887K |
| 8 | Kestra Advisory Services, LLC | 0.01% | 13,414 | $1.5M |
| 9 | Principal Securities, INC. | 0.00% | 2,934 | $334K |
| 10 | Nbc Securities, INC. | 0.00% | 173 | $20K |
| 11 | Raymond James Financial Inc | 0.00% | 34,963 | $4.0M |
| 12 | Royal Bank of Canada | 0.00% | 40,339 | $4.6M |
| 13 | Osaic Holdings, INC. | 0.00% | 4,739 | $540K |
| 14 | Cetera Investment Advisers | 0.00% | 6,408 | $730K |
| 15 | LPL Financial LLC | 0.00% | 18,360 | $2.1M |
| 16 | Envestnet Asset Management Inc | 0.00% | 10,870 | $1.2M |
| 17 | Goldman Sachs Group Inc | 0.00% | 22,867 | $2.6M |
| 18 | PNC Financial Services Group, INC. | 0.00% | 2,000 | $228K |
| 19 | Citadel Advisors LLC | 0.00% | 5,940 | $677K |
| 20 | Bank of America Corp /de/ | 0.00% | 9,353 | $1.1M |
| 21 | Morgan Stanley | 0.00% | 4,810 | $548K |
| 22 | Harbour Investments, INC. | 0.00% | 7 | — |
| 23 | UBS Group AG | 0.00% | 160 | $18K |
| 24 | Fmr LLC | 0.00% | 66 | $8K |
| 25 | Wells Fargo & Company/Mn | 0.00% | 1 | — |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|