BKAG

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$41.50

+0.07 (+0.17%)

USD · as of 2026-07-28 · marketstack

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

89 holders

% of shares outstanding held

—

Shares held (13F)

43,805,071

Reporting holders

Top holders

largest 89 of 89 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	RPOA Advisors, Inc.	20,618,89920.6M	$870M	—	TRIM -21%
2	Bank of New York Mellon Corp	5,280,2285.3M	$223M	—	ADD 88%
3	BANK OF AMERICA CORP /DE/	2,377,8802.4M	$100M	—	—
4	TOTAL INVESTMENT MANAGEMENT INC	1,718,3081.7M	$73M	—	—
5	Tanager Wealth Management LLP	1,204,5951.2M	$51M	—	TRIM -4%
6	Talon Private Wealth, LLC	1,200,8651.2M	$51M	—	NEW
7	Aptus Capital Advisors, LLC	1,089,8481.1M	$46M	—	—
8	Brookstone Capital Management	998,424998,424	$42M	—	—
9	Integrated Wealth Concepts LLC	862,791862,791	$36M	—	ADD 20%
10	Signal Advisors Wealth, LLC	827,487827,487	$35M	—	ADD 10%
11	Stadion Money Management, LLC	785,210785,210	$33M	—	—
12	Glen Eagle Advisors, LLC	716,350716,350	$30M	—	ADD 9%
13	CENTRAL TRUST Co	703,812703,812	$30M	—	ADD 10%
14	GM Advisory Group, LLC	615,975615,975	$26M	—	ADD 5%
15	ROYAL BANK OF CANADA	471,820471,820	$20M	—	ADD 172097%
16	CRUX WEALTH ADVISORS	322,805322,805	$14M	—	ADD 2%
17	Curran Financial Partners, LLC	320,689320,689	$14M	—	ADD 194%
18	Carolina Wealth Advisors, LLC	301,218301,218	$13M	—	—
19	Lord & Richards Wealth Management, LLC	239,716239,716	$10M	—	—
20	MORGAN STANLEY	233,873233,873	$10M	—	ADD 27%
21	First Heartland Consultants, Inc.	209,940209,940	$9M	—	—
22	Wealth Forward, LLC	207,879207,879	$9M	—	—
23	LPL Financial LLC	178,072178,072	$8M	—	ADD 4%
24	SevenBridge Financial Group, LLC	163,114163,114	$7M	—	ADD 7%
25	MARIPAU WEALTH MANAGEMENT LLC	146,567146,567	$6M	—	ADD 8%
26	Rockefeller Capital Management L.P.	128,601128,601	$5M	—	TRIM -4%
27	RAYMOND JAMES FINANCIAL INC	122,897122,897	$5M	—	ADD 172%
28	Symphony Financial, Ltd. Co.	115,300115,300	$5M	—	ADD 20%
29	Equitable Holdings, Inc.	108,912108,912	$5M	—	ADD 6%
30	Second Line Capital, LLC	104,032104,032	$4M	—	ADD 9%
31	ENVESTNET ASSET MANAGEMENT INC	101,936101,936	$4M	—	ADD 36%
32	Sightline Wealth Advisors, LLC	99,06699,066	$4M	—	ADD 106%
33	GUARDIAN WEALTH ADVISORS, LLC / NC	88,46788,467	$4M	—	ADD 6%
34	OSAIC HOLDINGS, INC.	77,52877,528	$3M	—	TRIM -4%
35	Advisory Services Network, LLC	65,08265,082	$3M	—	ADD 22%
36	Tailwinds Wealth, LLC	63,53863,538	$3M	—	ADD 36%
37	M Holdings Securities, Inc.	56,23156,231	$2M	—	ADD 40%
38	Cetera Investment Advisers	54,20954,209	$2M	—	ADD 29%
39	SENTINEL PENSION ADVISORS, LLC	51,87151,871	$2M	—	—
40	COLLECTIVE FAMILY OFFICE LLC	44,45844,458	$2M	—	ADD 18%
41	PARK AVENUE SECURITIES LLC	40,81540,815	$2M	—	NEW
42	BankPlus Wealth Management LLC	40,52240,522	$2M	—	ADD 5%
43	Legacy Private Trust Co.	38,60138,601	$2M	—	TRIM -5%
44	Stiles Financial Services Inc	32,82532,825	$1M	—	ADD 6%
45	Fifth Third Securities, Inc.	31,40631,406	$1M	—	ADD 6%
46	JANE STREET GROUP, LLC	29,31929,319	$1M	—	TRIM -69%
47	VestGen Advisors, LLC	28,81328,813	$1M	—	NEW
48	GOLDMAN SACHS GROUP INC	27,96927,969	$1M	—	TRIM -67%
49	E6 Portfolios, LLC	27,92427,924	$1M	—	ADD 30%
50	Savvy Advisors, Inc.	21,80721,807	$920,240	—	TRIM -35%
51	Zhang Financial LLC	21,43321,433	$904,474	—	TRIM -26%
52	Sanctuary Advisors, LLC	20,69120,691	$873,179	—	ADD 7%
53	Magnolia Private Wealth, LLC	18,93418,934	$799,015	—	TRIM -30%
54	Harbour Capital Advisors, LLC	18,84018,840	$795,802	—	ADD 17%
55	Independent Advisor Alliance	18,82718,827	$794,493	—	ADD 91%
56	Stratos Wealth Partners, LTD.	18,64618,646	$786,861	—	ADD 43%
57	Envestnet Portfolio Solutions, Inc.	18,51618,516	$781,364	—	ADD 116%
58	Merited Wealth, LLC	17,83217,832	$752,510	—	NEW
59	JPMORGAN CHASE & CO	17,83217,832	$749,301	—	ADD 1787%
60	Dynamic Advisor Solutions LLC	16,75516,755	$707,061	—	TRIM -3%
61	Krilogy Financial LLC	16,47716,477	$695,165	—	NEW
62	Strong Retirement Solutions LLC	12,76412,764	$538,641	—	TRIM -3%
63	COMMONWEALTH EQUITY SERVICES, LLC	12,48412,484	$526,820	—	ADD 5%
64	Farther Finance Advisors, LLC	12,39112,391	$520,539	—	—
65	Blueprint Investment Partners LLC	10,71810,718	$452,300	—	NEW
66	Blueprint Financial Advisors LLC	10,71810,718	$452,300	—	NEW
67	WELLS FARGO & COMPANY/MN	9,7529,752	$411,543	—	—
68	Pathstone Holdings, LLC	8,8138,813	$371,910	—	NEW
69	Advisor Resource Council	8,6228,622	$363,835	—	—
70	BankPlus Trust Department	8,4458,445	$356,379	—	ADD 5%
71	CAPTRUST FINANCIAL ADVISORS	7,1837,183	$303,104	—	—
72	MERCER GLOBAL ADVISORS INC /ADV	6,0756,075	$256,376	—	NEW
73	Waverly Advisors, LLC	5,4405,440	$229,568	—	—
74	Mariner, LLC	5,2895,289	$223,202	—	TRIM -8%
75	Lantern Wealth Advisors, LLC	4,9314,931	$208,067	—	ADD 2%
76	FMR LLC	4,2044,204	$177,391	—	ADD 45%
77	UBS Group AG	3,4863,486	$147,109	—	TRIM -48%
78	AE Wealth Management LLC	2,7152,715	$114,573	—	ADD 4502%
79	JONES FINANCIAL COMPANIES LLLP	2,5012,501	$104,642	—	NEW
80	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1,7951,795	$75,749	—	ADD 18%
81	NewEdge Advisors, LLC	60,98460,984	$60,984	—	ADD 196%
82	Key Financial Inc	1,0001,000	$42,200	—	TRIM -20%
83	Princeton Global Asset Management LLC	833833	$35,153	—	—
84	Parallel Advisors, LLC	217217	$9,198	—	—
85	Steward Partners Investment Advisory, LLC	152152	$6,414	—	—
86	HARBOUR INVESTMENTS, INC.	126126	$5,317	—	—
87	Western Wealth Management, LLC	122122	$5,155	—	NEW
88	VANGUARD ADVISERS INC	2929	$1,224	—	NEW
89	Copia Wealth Management	55	$211	—	—

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

RPOA Advisors, Inc.

27.7M

27.2M

25.7M

25.9M

20.6M

$870M

Bank of New York Mellon Corp

2.8M

2.7M

2.9M

2.8M

5.3M

$223M

BANK OF AMERICA CORP /DE/

1.2M

2.5M

2.3M

2.4M

$100M

TOTAL INVESTMENT MANAGEMENT INC

1.6M

1.7M

$73M

Tanager Wealth Management LLP

979K

1.0M

1.1M

1.2M

1.3M

1.2M

$51M

Talon Private Wealth, LLC

1.7M

1.6M

1.4M

—

1.2M

$51M

Aptus Capital Advisors, LLC

611K

581K

816K

958K

1.1M

$46M

Brookstone Capital Management

1.4M

951K

965K

975K

986K

998K

$42M

Integrated Wealth Concepts LLC

1.3M

683K

758K

716K

863K

$36M

Signal Advisors Wealth, LLC

256K

443K

536K

657K

750K

827K

$35M

Stadion Money Management, LLC

1.1M

1.0M

790K

785K

$33M

Glen Eagle Advisors, LLC

603K

619K

612K

636K

660K

716K

$30M

CENTRAL TRUST Co

512K

550K

514K

580K

637K

704K

$30M

GM Advisory Group, LLC

362K

557K

574K

575K

584K

616K

$26M

ROYAL BANK OF CANADA

278

556

291

274

472K

$20M

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	89	43,805,071	—	$1.8B
2025-Q4	85	44,061,567	—	$1.9B
2025-Q3	75	43,447,669	—	$1.9B
2025-Q2	75	43,562,678	—	$1.8B
2025-Q1	67	45,581,022	—	$1.9B
2024-Q4	67	45,125,532	—	$1.9B
2024-Q3	57	46,746,562	—	$2.0B
2024-Q2	48	40,629,958	—	$1.7B
2024-Q1	42	39,780,498	—	$1.7B
2023-Q4	42	37,434,365	—	$1.6B
2023-Q3	37	11,926,179	—	$481M
2023-Q2	30	9,322,424

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 BKAG · 2026-Q1 methodology → sources →

89 holders

% of shares outstanding held

—

Shares held (13F)

43,805,071

Reporting holders

Top holders

largest 89 of 89 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	RPOA Advisors, Inc.	20,618,89920.6M	$870M	—	TRIM -21%
2	Bank of New York Mellon Corp	5,280,2285.3M	$223M	—	ADD 88%
3	BANK OF AMERICA CORP /DE/	2,377,8802.4M	$100M	—	—
4	TOTAL INVESTMENT MANAGEMENT INC	1,718,3081.7M	$73M	—	—
5	Tanager Wealth Management LLP	1,204,5951.2M	$51M	—	TRIM -4%
6	Talon Private Wealth, LLC	1,200,8651.2M	$51M	—	NEW
7	Aptus Capital Advisors, LLC	1,089,8481.1M	$46M	—	—
8	Brookstone Capital Management	998,424998,424	$42M	—	—
9	Integrated Wealth Concepts LLC	862,791862,791	$36M	—	ADD 20%
10	Signal Advisors Wealth, LLC	827,487827,487	$35M	—	ADD 10%
11	Stadion Money Management, LLC	785,210785,210	$33M	—	—
12	Glen Eagle Advisors, LLC	716,350716,350	$30M	—	ADD 9%
13	CENTRAL TRUST Co	703,812703,812	$30M	—	ADD 10%
14	GM Advisory Group, LLC	615,975615,975	$26M	—	ADD 5%
15	ROYAL BANK OF CANADA	471,820471,820	$20M	—	ADD 172097%
16	CRUX WEALTH ADVISORS	322,805322,805	$14M	—	ADD 2%
17	Curran Financial Partners, LLC	320,689320,689	$14M	—	ADD 194%
18	Carolina Wealth Advisors, LLC	301,218301,218	$13M	—	—
19	Lord & Richards Wealth Management, LLC	239,716239,716	$10M	—	—
20	MORGAN STANLEY	233,873233,873	$10M	—	ADD 27%
21	First Heartland Consultants, Inc.	209,940209,940	$9M	—	—
22	Wealth Forward, LLC	207,879207,879	$9M	—	—
23	LPL Financial LLC	178,072178,072	$8M	—	ADD 4%
24	SevenBridge Financial Group, LLC	163,114163,114	$7M	—	ADD 7%
25	MARIPAU WEALTH MANAGEMENT LLC	146,567146,567	$6M	—	ADD 8%
26	Rockefeller Capital Management L.P.	128,601128,601	$5M	—	TRIM -4%
27	RAYMOND JAMES FINANCIAL INC	122,897122,897	$5M	—	ADD 172%
28	Symphony Financial, Ltd. Co.	115,300115,300	$5M	—	ADD 20%
29	Equitable Holdings, Inc.	108,912108,912	$5M	—	ADD 6%
30	Second Line Capital, LLC	104,032104,032	$4M	—	ADD 9%
31	ENVESTNET ASSET MANAGEMENT INC	101,936101,936	$4M	—	ADD 36%
32	Sightline Wealth Advisors, LLC	99,06699,066	$4M	—	ADD 106%
33	GUARDIAN WEALTH ADVISORS, LLC / NC	88,46788,467	$4M	—	ADD 6%
34	OSAIC HOLDINGS, INC.	77,52877,528	$3M	—	TRIM -4%
35	Advisory Services Network, LLC	65,08265,082	$3M	—	ADD 22%
36	Tailwinds Wealth, LLC	63,53863,538	$3M	—	ADD 36%
37	M Holdings Securities, Inc.	56,23156,231	$2M	—	ADD 40%
38	Cetera Investment Advisers	54,20954,209	$2M	—	ADD 29%
39	SENTINEL PENSION ADVISORS, LLC	51,87151,871	$2M	—	—
40	COLLECTIVE FAMILY OFFICE LLC	44,45844,458	$2M	—	ADD 18%
41	PARK AVENUE SECURITIES LLC	40,81540,815	$2M	—	NEW
42	BankPlus Wealth Management LLC	40,52240,522	$2M	—	ADD 5%
43	Legacy Private Trust Co.	38,60138,601	$2M	—	TRIM -5%
44	Stiles Financial Services Inc	32,82532,825	$1M	—	ADD 6%
45	Fifth Third Securities, Inc.	31,40631,406	$1M	—	ADD 6%
46	JANE STREET GROUP, LLC	29,31929,319	$1M	—	TRIM -69%
47	VestGen Advisors, LLC	28,81328,813	$1M	—	NEW
48	GOLDMAN SACHS GROUP INC	27,96927,969	$1M	—	TRIM -67%
49	E6 Portfolios, LLC	27,92427,924	$1M	—	ADD 30%
50	Savvy Advisors, Inc.	21,80721,807	$920,240	—	TRIM -35%
51	Zhang Financial LLC	21,43321,433	$904,474	—	TRIM -26%
52	Sanctuary Advisors, LLC	20,69120,691	$873,179	—	ADD 7%
53	Magnolia Private Wealth, LLC	18,93418,934	$799,015	—	TRIM -30%
54	Harbour Capital Advisors, LLC	18,84018,840	$795,802	—	ADD 17%
55	Independent Advisor Alliance	18,82718,827	$794,493	—	ADD 91%
56	Stratos Wealth Partners, LTD.	18,64618,646	$786,861	—	ADD 43%
57	Envestnet Portfolio Solutions, Inc.	18,51618,516	$781,364	—	ADD 116%
58	Merited Wealth, LLC	17,83217,832	$752,510	—	NEW
59	JPMORGAN CHASE & CO	17,83217,832	$749,301	—	ADD 1787%
60	Dynamic Advisor Solutions LLC	16,75516,755	$707,061	—	TRIM -3%
61	Krilogy Financial LLC	16,47716,477	$695,165	—	NEW
62	Strong Retirement Solutions LLC	12,76412,764	$538,641	—	TRIM -3%
63	COMMONWEALTH EQUITY SERVICES, LLC	12,48412,484	$526,820	—	ADD 5%
64	Farther Finance Advisors, LLC	12,39112,391	$520,539	—	—
65	Blueprint Investment Partners LLC	10,71810,718	$452,300	—	NEW
66	Blueprint Financial Advisors LLC	10,71810,718	$452,300	—	NEW
67	WELLS FARGO & COMPANY/MN	9,7529,752	$411,543	—	—
68	Pathstone Holdings, LLC	8,8138,813	$371,910	—	NEW
69	Advisor Resource Council	8,6228,622	$363,835	—	—
70	BankPlus Trust Department	8,4458,445	$356,379	—	ADD 5%
71	CAPTRUST FINANCIAL ADVISORS	7,1837,183	$303,104	—	—
72	MERCER GLOBAL ADVISORS INC /ADV	6,0756,075	$256,376	—	NEW
73	Waverly Advisors, LLC	5,4405,440	$229,568	—	—
74	Mariner, LLC	5,2895,289	$223,202	—	TRIM -8%
75	Lantern Wealth Advisors, LLC	4,9314,931	$208,067	—	ADD 2%
76	FMR LLC	4,2044,204	$177,391	—	ADD 45%
77	UBS Group AG	3,4863,486	$147,109	—	TRIM -48%
78	AE Wealth Management LLC	2,7152,715	$114,573	—	ADD 4502%
79	JONES FINANCIAL COMPANIES LLLP	2,5012,501	$104,642	—	NEW
80	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1,7951,795	$75,749	—	ADD 18%
81	NewEdge Advisors, LLC	60,98460,984	$60,984	—	ADD 196%
82	Key Financial Inc	1,0001,000	$42,200	—	TRIM -20%
83	Princeton Global Asset Management LLC	833833	$35,153	—	—
84	Parallel Advisors, LLC	217217	$9,198	—	—
85	Steward Partners Investment Advisory, LLC	152152	$6,414	—	—
86	HARBOUR INVESTMENTS, INC.	126126	$5,317	—	—
87	Western Wealth Management, LLC	122122	$5,155	—	NEW
88	VANGUARD ADVISERS INC	2929	$1,224	—	NEW
89	Copia Wealth Management	55	$211	—	—

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

RPOA Advisors, Inc.

27.7M

27.2M

25.7M

25.9M

20.6M

$870M

Bank of New York Mellon Corp

2.8M

2.7M

2.9M

2.8M

5.3M

$223M

BANK OF AMERICA CORP /DE/

1.2M

2.5M

2.3M

2.4M

$100M

TOTAL INVESTMENT MANAGEMENT INC

1.6M

1.7M

$73M

Tanager Wealth Management LLP

979K

1.0M

1.1M

1.2M

1.3M

1.2M

$51M

Talon Private Wealth, LLC

1.7M

1.6M

1.4M

—

1.2M

$51M

Aptus Capital Advisors, LLC

611K

581K

816K

958K

1.1M

$46M

Brookstone Capital Management

1.4M

951K

965K

975K

986K

998K

$42M

Integrated Wealth Concepts LLC

1.3M

683K

758K

716K

863K

$36M

Signal Advisors Wealth, LLC

256K

443K

536K

657K

750K

827K

$35M

Stadion Money Management, LLC

1.1M

1.0M

790K

785K

$33M

Glen Eagle Advisors, LLC

603K

619K

612K

636K

660K

716K

$30M

CENTRAL TRUST Co

512K

550K

514K

580K

637K

704K

$30M

GM Advisory Group, LLC

362K

557K

574K

575K

584K

616K

$26M

ROYAL BANK OF CANADA

278

556

291

274

472K

$20M

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	89	43,805,071	—	$1.8B
2025-Q4	85	44,061,567	—	$1.9B
2025-Q3	75	43,447,669	—	$1.9B
2025-Q2	75	43,562,678	—	$1.8B
2025-Q1	67	45,581,022	—	$1.9B
2024-Q4	67	45,125,532	—	$1.9B
2024-Q3	57	46,746,562	—	$2.0B
2024-Q2	48	40,629,958	—	$1.7B
2024-Q1	42	39,780,498	—	$1.7B
2023-Q4	42	37,434,365	—	$1.6B
2023-Q3	37	11,926,179	—	$481M
2023-Q2	30	9,322,424

Short interest has its own tab now — open SI →

BKAG☆

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

Top holders

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

Institutional footprint by quarter

BKAG