% of shares outstanding is not shown for BMAR: 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 BMAR 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 |
|---|---|---|---|---|---|---|---|
| Penserra Capital Management LLC | 332K | 388K | 356K | 360K | 349K | 388K | $20M |
| MACROVIEW INVESTMENT MANAGEMENT LLC | — | 140K | 139K | 138K | 138K | 138K | $7M |
| COMMONWEALTH EQUITY SERVICES, LLC | 120K | 132K | 135K | 126K | 117K | 120K | $6M |
| HighTower Advisors, LLC | 90K | 103K | 91K | 101K | 100K | 103K | $5M |
| OSAIC HOLDINGS, INC. | 123K | 142K | 124K | 120K | 109K | 90K | $5M |
| Retirement Planning Group, LLC | 115K | 115K | 91K | 91K | 89K | 89K | $5M |
| Cerity Partners LLC | 41K | 87K | 86K | 85K | 71K | 85K | $4M |
| RAYMOND JAMES FINANCIAL INC | 47K | 51K | 57K | 63K | 63K | 76K | $4M |
| Valtinson Bruner Financial Planning LLC | 79K | 79K | 78K | 78K | 76K | 75K | $4M |
| Kestra Advisory Services, LLC | 58K | 33K | 75K | 35K | 31K | 67K | $4M |
| LPL Financial LLC | 22K | 26K | 31K | 30K | 28K | 66K | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21K | 42K | 11K | 32K | — | 52K | $3M |
| My Personal CFO, LLC | 50K | 56K | 49K | — | 48K | 45K | $2M |
| Cetera Investment Advisers | 28K | 41K | 43K | 42K | 39K | 40K | $2M |
| Beacon Pointe Advisors, LLC | 19K | 17K | 16K | 16K | 33K | 38K | $2M |
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.
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 | |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +52,250 | $3M | OPEN |
| Penserra Capital Management LLC | +38,772 | $2M | ADD |
| LPL Financial LLC | +37,869 | $2M | ADD |
| Kestra Advisory Services, LLC | +36,392 | $2M | ADD |
| Cerity Partners LLC | +13,928 | $731,058 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Main Street Financial Solutions, LLC | −38,733 | $2M | CLOSE |
| MERCER GLOBAL ADVISORS INC /ADV | −19,024 | $998,539 | CLOSE |
| OSAIC HOLDINGS, INC. | −18,896 | $991,821 | TRIM |
| JPMORGAN CHASE & CO | −16,049 | $842,386 | TRIM |
| BCS Wealth Management | −12,169 | $638,731 | TRIM |
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).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 100 | 2,260,859 | — | $119M |
| 2025-Q4 | 100 | 2,148,113 | — | $114M |
| 2025-Q3 | 98 | 2,256,283 | — | $116M |
| 2025-Q2 | 99 | 3,246,117 | — | $159M |
| 2025-Q1 | 103 | 2,843,253 | — | $129M |
| 2024-Q4 | 97 | 2,373,067 | — | $109M |
| 2024-Q3 | 95 | 2,490,449 | — | $112M |
| 2024-Q2 | 99 | 2,949,329 | — | $112M |
| 2024-Q1 | 93 | 3,083,743 | — | $128M |
| 2023-Q4 | 69 | 1,303,128 | — | $52M |
| 2023-Q3 | 66 | 1,400,132 | — | $51M |
| 2023-Q2 | 70 | 1,582,812 | — | $59M |
| 2023-Q1 | 66 | 1,546,537 | — | $54M |
| 2022-Q4 | 48 | 1,253,543 | — | $41M |
| 2022-Q3 | 50 | 1,546,401 | — | $47M |
| 2022-Q2 | 52 | 1,573,827 | — | $49M |
| 2022-Q1 | 53 | 1,528,682 | — | $53M |
| 2021-Q4 | 41 | 946,402 | — | $33M |
| 2021-Q3 | 38 | 886,460 | — | $29M |
| 2021-Q2 | 39 | 1,068,834 | — | $35M |
| 2021-Q1 | 34 | 1,154,680 | — | $36M |
| 2020-Q4 | 17 | 414,720 | — | $12M |
| 2020-Q3 | 16 | 369,289 | — | $10M |
| 2020-Q2 | 17 | 336,766 | — | $9M |
| 2020-Q1 | 18 | 318,033 | — | $8M |
