Institutional Holders (2026 Q2)
29 + 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 | 0.25% | 5,332 | $717K |
| 2 | Elm3 Financial Group, LLC | 0.17% | 1,822 | $245K |
| 3 | Symphony Financial, Ltd. Co. | 0.10% | 6,907 | $924K |
| 4 | Accredited Investors Inc. | 0.01% | 2,048 | $275K |
| 5 | Integrated Wealth Concepts LLC | 0.01% | 15,757 | $2.1M |
| 6 | Fifth Third Wealth Advisors LLC | 0.01% | 2,408 | $324K |
| 7 | Kestra Advisory Services, LLC | 0.01% | 20,340 | $2.7M |
| 8 | Principal Securities, INC. | 0.00% | 2,901 | $390K |
| 9 | Osaic Holdings, INC. | 0.00% | 10,646 | $1.4M |
| 10 | Lanark Financial, INC. | 0.00% | 173 | $23K |
| 11 | Raymond James Financial Inc | 0.00% | 33,905 | $4.6M |
| 12 | Royal Bank of Canada | 0.00% | 43,761 | $5.9M |
| 13 | Cetera Investment Advisers | 0.00% | 6,382 | $858K |
| 14 | Envestnet Asset Management Inc | 0.00% | 11,696 | $1.6M |
| 15 | Goldman Sachs Group Inc | 0.00% | 29,514 | $4.0M |
| 16 | PNC Financial Services Group, INC. | 0.00% | 2,004 | $269K |
| 17 | LPL Financial LLC | 0.00% | 3,864 | $520K |
| 18 | Bank of America Corp /de/ | 0.00% | 9,807 | $1.3M |
| 19 | Morgan Stanley | 0.00% | 10,450 | $1.4M |
| 20 | Citadel Advisors LLC | 0.00% | 2,007 | $270K |
| 21 | Mercer Global Advisors Inc /Adv | 0.00% | 111 | $15K |
| 22 | Harbour Investments, INC. | 0.00% | 7 | — |
| 23 | Fmr LLC | 0.00% | 167 | $22K |
| 24 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|