Institutional Holders (2026 Q1)
30 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BKUI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | RPOA Advisors, Inc. | 13.75% | 6,312,334 | $314.3M |
| 2 | Total Investment Management Inc | 10.89% | 1,876,106 | $93.4M |
| 3 | Elevated Financial Group LLC | 0.62% | 38,024 | $1.9M |
| 4 | Kensington Asset Management, LLC | 0.36% | 138,713 | $6.9M |
| 5 | PCG Wealth Advisors, LLC | 0.34% | 27,146 | $1.4M |
| 6 | Avestar Capital, LLC | 0.22% | 70,128 | $3.5M |
| 7 | WealthCare Investment Partners, LLC | 0.09% | 6,629 | $330K |
| 8 | Venture Visionary Partners LLC | 0.06% | 36,836 | $1.8M |
| 9 | Western Wealth Management, LLC | 0.04% | 23,000 | $1.1M |
| 10 | Flagship Harbor Advisors, LLC | 0.02% | 10,000 | $498K |
| 11 | Krilogy Financial LLC | 0.01% | 7,980 | $397K |
| 12 | O'shaughnessy Asset Management, LLC | 0.00% | 20,100 | $1.0M |
| 13 | Private Advisor Group, LLC | 0.00% | 18,920 | $942K |
| 14 | Steward Partners Investment Advisory, LLC | 0.00% | 13,729 | $683K |
| 15 | &Partners | 0.00% | 13,645 | $679K |
| 16 | LPL Financial LLC | 0.00% | 164,972 | $8.2M |
| 17 | Raymond James Financial Inc | 0.00% | 82,432 | $4.1M |
| 18 | Geneos Wealth Management Inc. | 0.00% | 382 | $19K |
| 19 | Wells Fargo & Company/Mn | 0.00% | 33,705 | $1.7M |
| 20 | HighTower Advisors, LLC | 0.00% | 5,376 | $268K |
| 21 | Triumph Capital Management | 0.00% | 25 | $1K |
| 22 | Osaic Holdings, INC. | 0.00% | 2,787 | $139K |
| 23 | Harbour Investments, INC. | 0.00% | 156 | $8K |
| 24 | Envestnet Asset Management Inc | 0.00% | 7,300 | $363K |
| 25 | Citadel Advisors LLC | 0.00% | 10,557 | $526K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|