Institutional Holders (2026 Q2)
71 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BMOP. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Postrock Partners LLC | 0.26% | 25,342 | $639K |
| 2 | SageView Advisory Group, LLC | 0.23% | 250,027 | $6.2M |
| 3 | Trivium Point Advisory, LLC | 0.19% | 81,086 | $2.0M |
| 4 | Financial Partners Group, Inc | 0.16% | 62,648 | $1.6M |
| 5 | Collective Family Office LLC | 0.11% | 22,223 | $560K |
| 6 | Johnson Financial Group, LLC | 0.11% | 78,489 | $2.0M |
| 7 | Fulton Bank, N.A. | 0.10% | 126,326 | $3.2M |
| 8 | Wolff Wiese Magana LLC | 0.08% | 6,832 | $172K |
| 9 | Bienville Capital Management, LLC | 0.05% | 15,457 | $390K |
| 10 | Fortis Capital Advisors, LLC | 0.05% | 16,478 | $415K |
| 11 | Belpointe Asset Management LLC | 0.04% | 52,210 | $1.3M |
| 12 | Patriot Financial Group Insurance Agency, LLC | 0.04% | 14,757 | $372K |
| 13 | Tower Bridge Advisors | 0.04% | 15,648 | $394K |
| 14 | Bison Wealth, LLC | 0.03% | 12,218 | $307K |
| 15 | First Financial Bankshares Inc | 0.03% | 53,052 | $1.3M |
| 16 | Signature Resources Capital Management, LLC | 0.02% | 1,620 | $41K |
| 17 | Parkside Financial Bank & Trust | 0.02% | 8,988 | $227K |
| 18 | Essex Financial Services, Inc. | 0.01% | 11,393 | $287K |
| 19 | Arlington Trust Co LLC | 0.01% | 6,485 | $163K |
| 20 | Sigma Planning Corp | 0.01% | 19,766 | $498K |
| 21 | HUB Investment Partners, LLC | 0.01% | 26,969 | $680K |
| 22 | Integrity Alliance, LLC. | 0.01% | 13,952 | $352K |
| 23 | Global Retirement Partners, LLC | 0.01% | 26,969 | $680K |
| 24 | Fiduciary Trust Co | 0.01% | 25,458 | $642K |
| 25 | SouthState Bank Corp | 0.01% | 6,430 | $162K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|