BAR

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Institutional ownership· 13F filers holding BAR · 2026-Q1 methodology → sources →

175 holders

% of shares outstanding held

—

Shares held (13F)

15,780,109

Reporting holders

175

Top holders

largest 100 of 175 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	2,517,3482.5M	$116M	—	TRIM -3%
2	Richard Bernstein Advisors LLC	2,151,6432.2M	$99M	—	TRIM -2%
3	Bank of New York Mellon Corp	692,049692,049	$32M	—	—
4	LPL Financial LLC	655,122655,122	$30M	—	ADD 26%
5	ENVESTNET ASSET MANAGEMENT INC	630,227630,227	$29M	—	TRIM -8%
6	ROYAL BANK OF CANADA	573,021573,021	$26M	—	TRIM -4%
7	Rockefeller Capital Management L.P.	459,652459,652	$21M	—	—
8	Advyzon Investment Management, LLC	437,991437,991	$20M	—	TRIM -3%
9	Ausdal Financial Partners, Inc.	435,565435,565	$20M	—	ADD 3%
10	BRANDYWINE OAK PRIVATE WEALTH LLC	430,687430,687	$20M	—	—
11	LAKE STREET PRIVATE WEALTH, LLC	407,472407,472	$19M	—	—
12	China Universal Asset Management Co., Ltd.	303,000303,000	$14M	—	—
13	Cetera Investment Advisers	301,484301,484	$14M	—	TRIM -2%
14	OSAIC HOLDINGS, INC.	277,222277,222	$13M	—	TRIM -5%
15	Cambria Investment Management, L.P.	272,801272,801	$13M	—	TRIM -3%
16	Columbus Macro, LLC	244,650244,650	$11M	—	TRIM -7%
17	Maridea Wealth Management LLC	231,757231,757	$11M	—	ADD 8%
18	MML INVESTORS SERVICES, LLC	231,378231,378	$11M	—	TRIM -15%
19	Empowered Funds, LLC	225,661225,661	$10M	—	ADD 11%
20	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	208,685208,685	$10M	—	ADD 31%
21	Mason & Associates Inc	192,912192,912	$9M	—	ADD 13%
22	RAYMOND JAMES FINANCIAL INC	171,284171,284	$8M	—	TRIM -13%
23	STIFEL FINANCIAL CORP	166,959166,959	$8M	—	TRIM -17%
24	ALM First Financial Advisors, LLC	233,353233,353	$7M	—	—
25	Brendel Financial Advisors LLC	146,753146,753	$7M	—	—
26	CAPTRUST FINANCIAL ADVISORS	140,639140,639	$6M	—	—
27	Steward Partners Investment Advisory, LLC	118,418118,418	$5M	—	TRIM -28%
28	ETF Store, Inc.	115,676115,676	$5M	—	—
29	U.S. Capital Wealth Advisors, LLC	106,324106,324	$5M	—	TRIM -22%
30	COMMONWEALTH EQUITY SERVICES, LLC	104,026104,026	$5M	—	ADD 3%
31	Clear Point Advisors Inc.	93,88493,884	$4M	—	ADD 3%
32	FSA Investment Group, LLC	92,60992,609	$4M	—	ADD 59%
33	SUSQUEHANNA INTERNATIONAL GROUP, LLP	79,44579,445	$4M	—	TRIM -12%
34	MERCER GLOBAL ADVISORS INC /ADV	76,58976,589	$4M	—	TRIM -5%
35	Jackson Hole Capital Partners, LLC	70,95070,950	$3M	—	—
36	Belpointe Asset Management LLC	70,65770,657	$3M	—	NEW
37	MORGAN STANLEY	68,91668,916	$3M	—	ADD 4%
38	Quadrature Capital Ltd	68,71668,716	$3M	—	NEW
39	Cherry Creek Investment Advisors, Inc.	65,80065,800	$3M	—	TRIM -15%
40	Capital Advisor Network LLC	60,89360,893	$3M	—	NEW
41	HighTower Advisors, LLC	59,16159,161	$3M	—	TRIM -14%
42	AE Wealth Management LLC	58,64058,640	$3M	—	TRIM -13%
43	Cambridge Investment Research Advisors, Inc.	57,62357,623	$3M	—	TRIM -2%
44	Sanctuary Advisors, LLC	50,47950,479	$2M	—	—
45	JPMORGAN CHASE & CO	50,60050,600	$2M	—	TRIM -18%
46	Farther Finance Advisors, LLC	46,99146,991	$2M	—	ADD 4%
47	SMITH, MOORE & CO.	44,79944,799	$2M	—	ADD 47%
48	ELEVATION POINT WEALTH PARTNERS, LLC	44,06544,065	$2M	—	ADD 4%
49	Vestmark Advisory Solutions, Inc.	43,58643,586	$2M	—	ADD 3%
50	INSPIRION WEALTH ADVISORS, LLC	40,44540,445	$2M	—	—
51	HighPoint Advisor Group LLC	39,60139,601	$2M	—	ADD 281%
52	CITADEL ADVISORS LLC	38,77938,779	$2M	—	NEW
53	Aptus Capital Advisors, LLC	33,89233,892	$2M	—	—
54	IBEX WEALTH ADVISORS	32,85332,853	$2M	—	TRIM -5%
55	Semus Wealth Partners LLC	32,61132,611	$2M	—	—
56	CORE WEALTH ADVISORS, LLC	32,22732,227	$1M	—	TRIM -56%
57	AMERICAN FINANCIAL & TAX STRATEGIES INC	31,23131,231	$1M	—	TRIM -4%
58	UBS Group AG	30,52130,521	$1M	—	ADD 7787%
59	Financial Guidance Group, Inc.	28,86928,869	$1M	—	—
60	LexAurum Advisors, LLC	28,54528,545	$1M	—	NEW
61	BKM Wealth Management, LLC	28,49828,498	$1M	—	ADD 6%
62	HANSEATIC MANAGEMENT SERVICES INC	27,65427,654	$1M	—	NEW
63	Mariner, LLC	27,50927,509	$1M	—	ADD 241%
64	EQ LLC	26,47626,476	$1M	—	TRIM -3%
65	RENAISSANCE TECHNOLOGIES LLC	26,40026,400	$1M	—	TRIM -74%
66	DMC Group, LLC	24,46524,465	$1M	—	ADD 6%
67	Leo Wealth, LLC	23,92923,929	$1M	—	ADD 4%
68	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	21,41521,415	$987,873	—	ADD 9%
69	Virtue Capital Management, LLC	22,14422,144	$984,522	—	TRIM -39%
70	CHOREO, LLC	20,90320,903	$964,255	—	ADD 6%
71	PFG Advisors	20,65220,652	$952,677	—	ADD 13%
72	MGO ONE SEVEN LLC	19,32019,320	$891,232	—	ADD 11%
73	WELLS FARGO & COMPANY/MN	19,27019,270	$888,925	—	ADD 20%
74	Freestone Capital Holdings, LLC	18,26418,264	$842,518	—	ADD 3%
75	Atria Investments, Inc	17,53517,535	$808,890	—	—
76	Creative Planning	16,86416,864	$777,936	—	ADD 48%
77	Corient Private Wealth LLC	16,77616,776	$773,877	—	TRIM -51%
78	Tactive Advisors, LLC	16,20016,200	$747,306	—	TRIM -34%
79	Jaffetilchin Investment Partners, LLC	15,78415,784	$728,116	—	TRIM -7%
80	Private Advisor Group, LLC	15,39115,391	$709,988	—	TRIM -8%
81	Essex Financial Services, Inc.	15,01115,011	$692,457	—	TRIM -3%
82	Investor's Fiduciary Advisor Network, LLC	14,68914,689	$677,000	—	ADD 10%
83	Almanack Investment Partners, LLC.	14,64514,645	$675,574	—	—
84	FLYNN ZITO CAPITAL MANAGEMENT, LLC	14,63614,636	$675,159	—	ADD 29%
85	Pacific Excel Wealth Advisors, Inc.	14,35114,351	$662,012	—	ADD 35%
86	DENVER WEALTH MANAGEMENT, INC.	14,24114,241	$656,938	—	—
87	Cerity Partners LLC	13,79113,791	$636,179	—	ADD 23%
88	EHRLICH FINANCIAL GROUP	13,55013,550	$625,062	—	—
89	ARMSTRONG ADVISORY GROUP, INC	13,39913,399	$618,096	—	TRIM -4%
90	IHT Wealth Management, LLC	13,31513,315	$614,221	—	TRIM -4%
91	Crew Capital Management, Ltd	13,30713,307	$613,852	—	ADD 5%
92	PATRON PARTNERS, LLC	13,16613,166	$607,348	—	TRIM -5%
93	Kraft, Davis & Associates, LLC	12,76712,767	$580,771	—	—
94	CLG LLC	12,00012,000	$553,560	—	—
95	J HAGAN CAPITAL, INC.	11,68411,684	$538,983	—	ADD 36%
96	Beacon Financial Advisory LLC	11,43211,432	$527,358	—	—
97	Portfolio Strategies, Inc.	11,12311,123	$513,104	—	—
98	IPG Investment Advisors LLC	11,10011,100	$512,043	—	NEW
99	Evanson Asset Management, LLC	11,08311,083	$511,259	—	—
100	Redhawk Wealth Advisors, Inc.	11,03111,031	$508,846	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BANK OF AMERICA CORP /DE/

3.8M

3.5M

3.2M

2.6M

2.5M

$116M

Richard Bernstein Advisors LLC

3.1M

2.9M

2.7M

2.2M

$99M

Bank of New York Mellon Corp

189K

109K

158K

192K

699K

692K

$32M

LPL Financial LLC

680K

681K

646K

679K

520K

655K

$30M

ENVESTNET ASSET MANAGEMENT INC

841K

844K

767K

718K

688K

630K

$29M

ROYAL BANK OF CANADA

818K

797K

1.4M

687K

597K

573K

$26M

Rockefeller Capital Management L.P.

466K

450K

890K

450K

464K

460K

$21M

Advyzon Investment Management, LLC

—

323K

292K

452K

438K

$20M

Ausdal Financial Partners, Inc.

—

188K

408K

421K

436K

$20M

BRANDYWINE OAK PRIVATE WEALTH LLC

483K

486K

440K

437K

428K

431K

$20M

LAKE STREET PRIVATE WEALTH, LLC

407K

402K

400K

401K

406K

407K

$19M

China Universal Asset Management Co., Ltd.

312K

269K

303K

$14M

Cetera Investment Advisers

340K

363K

338K

314K

308K

301K

$14M

OSAIC HOLDINGS, INC.

80K

147K

148K

298K

292K

277K

$13M

Cambria Investment Management, L.P.

421K

385K

307K

309K

281K

273K

$13M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	175	15,780,109	—	$724M
2025-Q4	171	16,197,115	—	$688M
2025-Q3	157	15,479,513	—	$590M
2025-Q2	134	16,905,683	—	$551M
2025-Q1	128	16,448,814	—	$507M
2024-Q4	122	16,515,268	—	$427M
2024-Q3	127	16,754,335	—	$435M
2024-Q2	126	18,157,396	—	$415M
2024-Q1	118	30,614,587	—	$672M
2023-Q4

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding BAR · 2026-Q1 methodology → sources →

175 holders

% of shares outstanding held

—

Shares held (13F)

15,780,109

Reporting holders

175

Top holders

largest 100 of 175 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	2,517,3482.5M	$116M	—	TRIM -3%
2	Richard Bernstein Advisors LLC	2,151,6432.2M	$99M	—	TRIM -2%
3	Bank of New York Mellon Corp	692,049692,049	$32M	—	—
4	LPL Financial LLC	655,122655,122	$30M	—	ADD 26%
5	ENVESTNET ASSET MANAGEMENT INC	630,227630,227	$29M	—	TRIM -8%
6	ROYAL BANK OF CANADA	573,021573,021	$26M	—	TRIM -4%
7	Rockefeller Capital Management L.P.	459,652459,652	$21M	—	—
8	Advyzon Investment Management, LLC	437,991437,991	$20M	—	TRIM -3%
9	Ausdal Financial Partners, Inc.	435,565435,565	$20M	—	ADD 3%
10	BRANDYWINE OAK PRIVATE WEALTH LLC	430,687430,687	$20M	—	—
11	LAKE STREET PRIVATE WEALTH, LLC	407,472407,472	$19M	—	—
12	China Universal Asset Management Co., Ltd.	303,000303,000	$14M	—	—
13	Cetera Investment Advisers	301,484301,484	$14M	—	TRIM -2%
14	OSAIC HOLDINGS, INC.	277,222277,222	$13M	—	TRIM -5%
15	Cambria Investment Management, L.P.	272,801272,801	$13M	—	TRIM -3%
16	Columbus Macro, LLC	244,650244,650	$11M	—	TRIM -7%
17	Maridea Wealth Management LLC	231,757231,757	$11M	—	ADD 8%
18	MML INVESTORS SERVICES, LLC	231,378231,378	$11M	—	TRIM -15%
19	Empowered Funds, LLC	225,661225,661	$10M	—	ADD 11%
20	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	208,685208,685	$10M	—	ADD 31%
21	Mason & Associates Inc	192,912192,912	$9M	—	ADD 13%
22	RAYMOND JAMES FINANCIAL INC	171,284171,284	$8M	—	TRIM -13%
23	STIFEL FINANCIAL CORP	166,959166,959	$8M	—	TRIM -17%
24	ALM First Financial Advisors, LLC	233,353233,353	$7M	—	—
25	Brendel Financial Advisors LLC	146,753146,753	$7M	—	—
26	CAPTRUST FINANCIAL ADVISORS	140,639140,639	$6M	—	—
27	Steward Partners Investment Advisory, LLC	118,418118,418	$5M	—	TRIM -28%
28	ETF Store, Inc.	115,676115,676	$5M	—	—
29	U.S. Capital Wealth Advisors, LLC	106,324106,324	$5M	—	TRIM -22%
30	COMMONWEALTH EQUITY SERVICES, LLC	104,026104,026	$5M	—	ADD 3%
31	Clear Point Advisors Inc.	93,88493,884	$4M	—	ADD 3%
32	FSA Investment Group, LLC	92,60992,609	$4M	—	ADD 59%
33	SUSQUEHANNA INTERNATIONAL GROUP, LLP	79,44579,445	$4M	—	TRIM -12%
34	MERCER GLOBAL ADVISORS INC /ADV	76,58976,589	$4M	—	TRIM -5%
35	Jackson Hole Capital Partners, LLC	70,95070,950	$3M	—	—
36	Belpointe Asset Management LLC	70,65770,657	$3M	—	NEW
37	MORGAN STANLEY	68,91668,916	$3M	—	ADD 4%
38	Quadrature Capital Ltd	68,71668,716	$3M	—	NEW
39	Cherry Creek Investment Advisors, Inc.	65,80065,800	$3M	—	TRIM -15%
40	Capital Advisor Network LLC	60,89360,893	$3M	—	NEW
41	HighTower Advisors, LLC	59,16159,161	$3M	—	TRIM -14%
42	AE Wealth Management LLC	58,64058,640	$3M	—	TRIM -13%
43	Cambridge Investment Research Advisors, Inc.	57,62357,623	$3M	—	TRIM -2%
44	Sanctuary Advisors, LLC	50,47950,479	$2M	—	—
45	JPMORGAN CHASE & CO	50,60050,600	$2M	—	TRIM -18%
46	Farther Finance Advisors, LLC	46,99146,991	$2M	—	ADD 4%
47	SMITH, MOORE & CO.	44,79944,799	$2M	—	ADD 47%
48	ELEVATION POINT WEALTH PARTNERS, LLC	44,06544,065	$2M	—	ADD 4%
49	Vestmark Advisory Solutions, Inc.	43,58643,586	$2M	—	ADD 3%
50	INSPIRION WEALTH ADVISORS, LLC	40,44540,445	$2M	—	—
51	HighPoint Advisor Group LLC	39,60139,601	$2M	—	ADD 281%
52	CITADEL ADVISORS LLC	38,77938,779	$2M	—	NEW
53	Aptus Capital Advisors, LLC	33,89233,892	$2M	—	—
54	IBEX WEALTH ADVISORS	32,85332,853	$2M	—	TRIM -5%
55	Semus Wealth Partners LLC	32,61132,611	$2M	—	—
56	CORE WEALTH ADVISORS, LLC	32,22732,227	$1M	—	TRIM -56%
57	AMERICAN FINANCIAL & TAX STRATEGIES INC	31,23131,231	$1M	—	TRIM -4%
58	UBS Group AG	30,52130,521	$1M	—	ADD 7787%
59	Financial Guidance Group, Inc.	28,86928,869	$1M	—	—
60	LexAurum Advisors, LLC	28,54528,545	$1M	—	NEW
61	BKM Wealth Management, LLC	28,49828,498	$1M	—	ADD 6%
62	HANSEATIC MANAGEMENT SERVICES INC	27,65427,654	$1M	—	NEW
63	Mariner, LLC	27,50927,509	$1M	—	ADD 241%
64	EQ LLC	26,47626,476	$1M	—	TRIM -3%
65	RENAISSANCE TECHNOLOGIES LLC	26,40026,400	$1M	—	TRIM -74%
66	DMC Group, LLC	24,46524,465	$1M	—	ADD 6%
67	Leo Wealth, LLC	23,92923,929	$1M	—	ADD 4%
68	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	21,41521,415	$987,873	—	ADD 9%
69	Virtue Capital Management, LLC	22,14422,144	$984,522	—	TRIM -39%
70	CHOREO, LLC	20,90320,903	$964,255	—	ADD 6%
71	PFG Advisors	20,65220,652	$952,677	—	ADD 13%
72	MGO ONE SEVEN LLC	19,32019,320	$891,232	—	ADD 11%
73	WELLS FARGO & COMPANY/MN	19,27019,270	$888,925	—	ADD 20%
74	Freestone Capital Holdings, LLC	18,26418,264	$842,518	—	ADD 3%
75	Atria Investments, Inc	17,53517,535	$808,890	—	—
76	Creative Planning	16,86416,864	$777,936	—	ADD 48%
77	Corient Private Wealth LLC	16,77616,776	$773,877	—	TRIM -51%
78	Tactive Advisors, LLC	16,20016,200	$747,306	—	TRIM -34%
79	Jaffetilchin Investment Partners, LLC	15,78415,784	$728,116	—	TRIM -7%
80	Private Advisor Group, LLC	15,39115,391	$709,988	—	TRIM -8%
81	Essex Financial Services, Inc.	15,01115,011	$692,457	—	TRIM -3%
82	Investor's Fiduciary Advisor Network, LLC	14,68914,689	$677,000	—	ADD 10%
83	Almanack Investment Partners, LLC.	14,64514,645	$675,574	—	—
84	FLYNN ZITO CAPITAL MANAGEMENT, LLC	14,63614,636	$675,159	—	ADD 29%
85	Pacific Excel Wealth Advisors, Inc.	14,35114,351	$662,012	—	ADD 35%
86	DENVER WEALTH MANAGEMENT, INC.	14,24114,241	$656,938	—	—
87	Cerity Partners LLC	13,79113,791	$636,179	—	ADD 23%
88	EHRLICH FINANCIAL GROUP	13,55013,550	$625,062	—	—
89	ARMSTRONG ADVISORY GROUP, INC	13,39913,399	$618,096	—	TRIM -4%
90	IHT Wealth Management, LLC	13,31513,315	$614,221	—	TRIM -4%
91	Crew Capital Management, Ltd	13,30713,307	$613,852	—	ADD 5%
92	PATRON PARTNERS, LLC	13,16613,166	$607,348	—	TRIM -5%
93	Kraft, Davis & Associates, LLC	12,76712,767	$580,771	—	—
94	CLG LLC	12,00012,000	$553,560	—	—
95	J HAGAN CAPITAL, INC.	11,68411,684	$538,983	—	ADD 36%
96	Beacon Financial Advisory LLC	11,43211,432	$527,358	—	—
97	Portfolio Strategies, Inc.	11,12311,123	$513,104	—	—
98	IPG Investment Advisors LLC	11,10011,100	$512,043	—	NEW
99	Evanson Asset Management, LLC	11,08311,083	$511,259	—	—
100	Redhawk Wealth Advisors, Inc.	11,03111,031	$508,846	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BANK OF AMERICA CORP /DE/

3.8M

3.5M

3.2M

2.6M

2.5M

$116M

Richard Bernstein Advisors LLC

3.1M

2.9M

2.7M

2.2M

$99M

Bank of New York Mellon Corp

189K

109K

158K

192K

699K

692K

$32M

LPL Financial LLC

680K

681K

646K

679K

520K

655K

$30M

ENVESTNET ASSET MANAGEMENT INC

841K

844K

767K

718K

688K

630K

$29M

ROYAL BANK OF CANADA

818K

797K

1.4M

687K

597K

573K

$26M

Rockefeller Capital Management L.P.

466K

450K

890K

450K

464K

460K

$21M

Advyzon Investment Management, LLC

—

323K

292K

452K

438K

$20M

Ausdal Financial Partners, Inc.

—

188K

408K

421K

436K

$20M

BRANDYWINE OAK PRIVATE WEALTH LLC

483K

486K

440K

437K

428K

431K

$20M

LAKE STREET PRIVATE WEALTH, LLC

407K

402K

400K

401K

406K

407K

$19M

China Universal Asset Management Co., Ltd.

312K

269K

303K

$14M

Cetera Investment Advisers

340K

363K

338K

314K

308K

301K

$14M

OSAIC HOLDINGS, INC.

80K

147K

148K

298K

292K

277K

$13M

Cambria Investment Management, L.P.

421K

385K

307K

309K

281K

273K

$13M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	175	15,780,109	—	$724M
2025-Q4	171	16,197,115	—	$688M
2025-Q3	157	15,479,513	—	$590M
2025-Q2	134	16,905,683	—	$551M
2025-Q1	128	16,448,814	—	$507M
2024-Q4	122	16,515,268	—	$427M
2024-Q3	127	16,754,335	—	$435M
2024-Q2	126	18,157,396	—	$415M
2024-Q1	118	30,614,587	—	$672M
2023-Q4

Short interest has its own tab now — open SI →

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Institutional ownership· 13F filers holding BAR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding BAR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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