% of shares outstanding is not shown for BPRE: 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 BPRE 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 |
|---|---|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | — | — | — | — | 7.9M | 7.9M | $132M |
| LPL Financial LLC | — | — | — | — | 5.5M | 5.8M | $96M |
| Saba Capital Management, L.P. | — | — | — | — | 3.1M | 4.8M | $79M |
| Cambridge Investment Research Advisors, Inc. | — | — | — | — | 4.4M | 4.5M | $74M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | — | — | — | — | 4.3M | 3.4M | $57M |
| Cetera Investment Advisers | — | — | — | — | 3.2M | 3.2M | $53M |
| Focus Partners Wealth | — | — | — | — | 3.2M | 3.0M | $50M |
| MIDLAND WEALTH ADVISORS, LLC | — | — | — | — | — | 2.5M | $41M |
| Quadrant Private Wealth Management, LLC | — | — | — | — | 1.1M | 1.9M | $32M |
| Pasadena Private Wealth, LLC | — | — | — | — | 996K | 1.9M | $31M |
| MORGAN STANLEY | — | — | — | — | 505K | 1.8M | $30M |
| OSAIC HOLDINGS, INC. | — | — | — | — | 1.5M | 1.5M | $24M |
| Sunbelt Securities, Inc. | — | — | — | — | 1.0M | 1.2M | $20M |
| TRAPHAGEN INVESTMENT ADVISORS LLC | — | — | — | — | 1.1M | 1.2M | $19M |
| INDEPENDENT FINANCIAL GROUP, LLC | — | — | — | — | 859K | 1.2M | $19M |
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 | 318 | 73,848,956 | — | $1.2B |
| 2025-Q4 | 346 | 68,878,693 | — | $1.0B |
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 | |
|---|---|---|---|
| MIDLAND WEALTH ADVISORS, LLC | +2,497,039 | $41M | OPEN |
| Saba Capital Management, L.P. | +1,691,498 | $28M | ADD |
| MORGAN STANLEY | +1,302,939 | $22M | ADD |
| Pasadena Private Wealth, LLC | +887,464 | $15M | ADD |
| Quadrant Private Wealth Management, LLC | +816,708 | $14M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | −1,004,483 | $17M | CLOSE |
| JANE STREET GROUP, LLC | −879,788 | $15M | TRIM |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | −875,911 | $15M | TRIM |
| Thomas J. Herzfeld Advisors, Inc. | −492,275 | $8M | TRIM |
| WELLS FARGO & COMPANY/MN | −434,540 | $7M | 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).
