% of shares outstanding is not shown for BLCR: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for BLCR in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
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 | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | 71K | 37.7M | $1.5B |
| LPL Financial LLC | — | — | — | — | — | 11.3M | $462M |
| JPMORGAN CHASE & CO | — | — | — | — | — | 5.2M | $207M |
| MORGAN STANLEY | — | — | — | — | — | 3.7M | $153M |
| BlackRock, Inc. | 185K | 185K | 185K | 185K | 185K | 3.7M | $153M |
| PARK AVENUE SECURITIES LLC | — | — | — | — | — | 3.4M | $141M |
| CWM, LLC | — | — | — | — | — | 3.4M | $139M |
| Envestnet Portfolio Solutions, Inc. | 7K | 7K | 7K | 7K | 7K | 3.3M | $136M |
| MML INVESTORS SERVICES, LLC | — | — | — | — | — | 2.6M | $108M |
| Cetera Investment Advisers | — | — | — | — | — | 2.0M | $81M |
| Bank of New York Mellon Corp | — | — | — | — | — | 1.8M | $73M |
| Janney Montgomery Scott LLC | — | — | — | — | — | 1.8M | $73M |
| OneDigital Investment Advisors LLC | — | — | — | — | — | 1.5M | $60M |
| JB Capital LLC | — | — | — | — | — | 1.3M | $51M |
| Sanctuary Advisors, LLC | — | — | — | — | — | 980K | $40M |
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.
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 | 304 | 104,631,480 | — | $4.3B |
| 2025-Q4 | 9 | 288,488 | — | $12M |
| 2025-Q3 | 4 | 210,378 | — | $8M |
| 2025-Q2 | 6 | 222,115 | — | $8M |
| 2025-Q1 | 5 | 213,754 | — | $7M |
| 2024-Q4 | 6 | 206,087 | — | $7M |
| 2024-Q3 | 5 | 208,541 | — | $7M |
| 2024-Q2 | 4 | 208,354 | — | $7M |
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +37,657,235 | $1.5B | ADD |
| LPL Financial LLC | +11,254,711 | $462M | OPEN |
| JPMORGAN CHASE & CO | +5,227,212 | $215M | OPEN |
| MORGAN STANLEY | +3,733,458 | $153M | OPEN |
| BlackRock, Inc. | +3,538,561 | $145M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | −5,845 | $239,969 | CLOSE |
| HRT FINANCIAL LP | −4,944 | $202,978 | CLOSE |
| BANK OF AMERICA CORP /DE/ | −4,200 | $172,433 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| 2024-Q1 | 5 | 220,910 | — | $7M |
| 2023-Q4 | 2 | 215,395 | — | $6M |
