Institutional Holders (2026 Q2)
38 + 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. | 8.97% | 6,327,461 | $314.9M |
| 2 | Total Investment Management Inc | 8.54% | 1,628,213 | $81.0M |
| 3 | Elevated Financial Group LLC | 0.57% | 42,090 | $2.1M |
| 4 | Kensington Asset Management, LLC | 0.40% | 147,692 | $7.4M |
| 5 | PCG Wealth Advisors, LLC | 0.28% | 25,001 | $1.2M |
| 6 | Integrity Alliance, LLC. | 0.26% | 165,611 | $8.2M |
| 7 | WealthCare Investment Partners, LLC | 0.22% | 18,571 | $924K |
| 8 | Avestar Capital, LLC | 0.17% | 60,883 | $3.0M |
| 9 | Venture Visionary Partners LLC | 0.10% | 71,361 | $3.6M |
| 10 | Western Wealth Management, LLC | 0.04% | 23,173 | $1.2M |
| 11 | StoneX Group Inc. | 0.02% | 11,800 | $588K |
| 12 | Flagship Harbor Advisors, LLC | 0.02% | 10,000 | $498K |
| 13 | Krilogy Financial LLC | 0.01% | 7,980 | $397K |
| 14 | Global Retirement Partners, LLC | 0.01% | 10,000 | $498K |
| 15 | O'shaughnessy Asset Management, LLC | 0.00% | 20,100 | $1.0M |
| 16 | Private Advisor Group, LLC | 0.00% | 19,331 | $962K |
| 17 | &Partners | 0.00% | 16,418 | $817K |
| 18 | Osaic Holdings, INC. | 0.00% | 36,584 | $1.8M |
| 19 | Strive Financial Group ,LLC | 0.00% | 94 | $5K |
| 20 | Steward Partners Investment Advisory, LLC | 0.00% | 7,456 | $371K |
| 21 | Wells Fargo & Company/Mn | 0.00% | 216,007 | $10.8M |
| 22 | Raymond James Financial Inc | 0.00% | 93,235 | $4.6M |
| 23 | Commonwealth Equity Services, LLC | 0.00% | 16,219 | $807K |
| 24 | Sanctuary Advisors, LLC | 0.00% | 4,166 | $207K |
| 25 | Mml Investors Services, LLC | 0.00% | 5,416 | $270K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|