BCAT — Institutional owners (13F)

114 filers · $247.2M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
MORGAN STANLEY $57,396,899 3,603,068 23.21% Shares
WELLS FARGO & COMPANY/MN $38,772,464 2,433,927 15.68% Shares
BANK OF AMERICA CORP /DE/ $24,719,778 1,551,775 10.00% Shares
UBS Group AG $16,750,060 1,051,479 6.77% Shares
Invesco Ltd. $11,149,837 699,927 4.51% Shares
ROYAL BANK OF CANADA $10,839,000 680,442 4.38% Shares
AMERIPRISE FINANCIAL INC $9,255,427 580,806 3.74% Shares
LPL Financial LLC $7,407,045 464,975 3.00% Shares
Rockefeller Capital Management L.P. $7,054,963 442,872 2.85% Shares
STIFEL FINANCIAL CORP $6,399,375 401,718 2.59% Shares
RAYMOND JAMES FINANCIAL INC $5,676,326 356,329 2.30% Shares
Keebeck Wealth Management $5,606,988 351,976 2.27% Shares
Advisors Asset Management, Inc. $5,023,841 354,791 2.03% Shares
Lido Advisors, LLC $3,019,711 189,561 1.22% Shares
JANE STREET GROUP, LLC $1,983,492 124,513 0.80% Shares
Perennial Investment Advisors, LLC $1,825,806 114,613 0.74% Shares
CWM, LLC $1,805,443 127,774 0.73% Shares
OSAIC HOLDINGS, INC. $1,657,866 104,070 0.67% Shares
PFG Investments, LLC $1,618,333 101,590 0.65% Shares
Baird Financial Group, Inc. $1,441,506 90,490 0.58% Shares
Aviance Capital Partners, LLC $1,408,360 88,409 0.57% Shares
Clearstead Advisors, LLC $1,328,929 83,423 0.54% Shares
Cetera Investment Advisers $1,293,215 81,181 0.52% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,288,398 80,879 0.52% Shares
Integrated Wealth Concepts LLC $1,228,501 77,119 0.50% Shares
Formidable Asset Management, LLC $1,132,053 80,117 0.46% Shares
FIRST TRUST ADVISORS LP $974,900 61,199 0.39% Shares
WINEBRENNER CAPITAL MANAGEMENT LLC $908,010 57,000 0.37% Shares
Bramshill Investments, LLC $816,699 51,268 0.33% Shares
EVOLVE PRIVATE WEALTH, LLC $813,848 51,089 0.33% Shares
&PARTNERS $786,375 49,364 0.32% Shares
CoreCap Advisors, LLC $766,970 48,146 0.31% Shares
Triumph Capital Management $692,047 43,443 0.28% Shares
Summit Financial, LLC $675,368 42,396 0.27% Shares
TD Capital Management LLC $596,855 37,467 0.24% Shares
ELEVATION POINT WEALTH PARTNERS, LLC $571,091 35,850 0.23% Shares
Vestmark Advisory Solutions, Inc. $571,091 35,850 0.23% Shares
Amplius Wealth Advisors, LLC $562,164 35,290 0.23% Shares
Corient Private Wealth LP $551,990 34,651 0.22% Shares
Joseph P. Lucia & Associates, LLC $534,404 33,547 0.22% Shares
Bison Wealth, LLC $528,901 33,077 0.21% Shares
OneAscent Family Office, LLC $497,956 31,259 0.20% Shares
HighTower Advisors, LLC $465,444 29,218 0.19% Shares
KINGSWOOD WEALTH ADVISORS, LLC $454,580 28,536 0.18% Shares
Quantinno Capital Management LP $430,126 27,000 0.17% Shares
ENVESTNET ASSET MANAGEMENT INC $419,425 26,329 0.17% Shares
CAPTRUST FINANCIAL ADVISORS $390,365 24,505 0.16% Shares
Prosperity Consulting Group, LLC $384,566 24,141 0.16% Shares
NorthRock Partners, LLC $322,359 20,236 0.13% Shares
NewEdge Advisors, LLC $315,894 19,830 0.13% Shares
TRUIST FINANCIAL CORP $314,796 19,761 0.13% Shares
OPPENHEIMER & CO INC $311,495 19,554 0.13% Shares
CITADEL ADVISORS LLC $309,122 19,405 0.13% Shares
SeaCrest Wealth Management, LLC $288,317 18,099 0.12% Shares
EAGLE ROCK INVESTMENT COMPANY, LLC $285,179 17,902 0.12% Shares
Patriot Financial Group Insurance Agency, LLC $265,227 16,650 0.11% Shares
TWO SIGMA SECURITIES, LLC $242,040 15,194 0.10% Shares
INSIGNEO ADVISORY SERVICES, LLC $229,631 14,415 0.09% Shares
Confluence Wealth Services, Inc. $212,991 13,371 0.09% Shares
Sovran Advisors, LLC $205,120 13,285 0.08% Shares
StoneX Group Inc. $202,287 12,700 0.08% Shares
FIRETHORN WEALTH PARTNERS, LLC $200,048 12,558 0.08% Shares
MILLENNIUM MANAGEMENT LLC $194,999 12,241 0.08% Shares
Private Advisor Group, LLC $194,442 12,206 0.08% Shares
XTX Topco Ltd $191,303 12,009 0.08% Shares
Creative Planning $186,254 11,692 0.08% Shares
CALTON & ASSOCIATES, INC. $182,263 11,442 0.07% Shares
Mariner, LLC $166,693 10,464 0.07% Shares
Closed-End Fund Advisors, Inc. $165,704 10,402 0.07% Shares
BlackRock, Inc. $152,315 9,561 0.06% Shares
FIFTH THIRD BANCORP $151,774 9,528 0.06% Shares
Clear Street Group Inc. $151,431 9,506 0.06% Shares
Steward Partners Investment Advisory, LLC $144,662 9,081 0.06% Shares
JOURNEY STRATEGIC WEALTH LLC $141,300 10,000 0.06% Shares
COMERICA BANK $140,298 9,908 0.06% Shares
Global Retirement Partners, LLC $115,265 7,236 0.05% Shares
BROWN BROTHERS HARRIMAN & CO $87,615 5,500 0.04% Shares
ASSETMARK, INC $85,480 5,366 0.03% Shares
BOKF, NA $79,650 5,000 0.03% Shares
PRIVATE TRUST CO NA $55,755 3,500 0.02% Shares
Anfield Capital Management, LLC $51,914 3,674 0.02% Shares
McIlrath & Eck, LLC $44,233 3,130 0.02% Shares
AdvisorNet Financial, Inc $41,498 2,605 0.02% Shares
Pinnacle Wealth Planning Services, Inc. $36,751 2,307 0.01% Shares
LANARK FINANCIAL, INC. $30,469 1,912 0.01% Shares
Penserra Capital Management LLC $25,699 1,613,297 0.01% Shares
COHEN & STEERS, INC. $25,052 1,572,657 0.01% Shares
N.E.W. Advisory Services LLC $21,093 1,324 0.01% Shares
IFP Advisors, Inc $20,709 1,300 0.01% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $20,641 1,296 0.01% Shares
Cullen/Frost Bankers, Inc. $19,913 1,250 0.01% Shares
WPG Advisers, LLC $16,472 1,034 0.01% Shares
Founders Capital Management $14,337 900 0.01% Shares
GABLES CAPITAL MANAGEMENT INC. $13,955 876 0.01% Shares
Quantum Portfolio Management LLC $13,684 859 0.01% Shares
JPMORGAN CHASE & CO $13,258 825 0.01% Shares
Wilmington Savings Fund Society, FSB $11,151 700 0.00% Shares
Osbon Capital Management LLC $10,657 669 0.00% Shares
North Star Investment Management Corp. $7,965 500 0.00% Shares
Institute for Wealth Management, LLC. $7,169 450 0.00% Shares
Reyes Financial Architecture, Inc. $5,368 337 0.00% Shares
HIGHLINE WEALTH PARTNERS LLC $3,983 250 0.00% Shares
Cambridge Investment Research Advisors, Inc. $3,729 234,106 0.00% Shares
KERR FINANCIAL PLANNING Corp $3,354 211 0.00% Shares
HARBOUR INVESTMENTS, INC. $3,186 200 0.00% Shares
WHITTIER TRUST CO OF NEVADA INC $1,511 95 0.00% Shares
Thrivent Financial for Lutherans $1,381 86,649 0.00% Shares
Janney Montgomery Scott LLC $1,278 80,205 0.00% Shares
Key Capital Management, INC $797 50 0.00% Shares
Mathes Company, Inc. $733 46,000 0.00% Shares
WEDBUSH SECURITIES INC $288 18,075 0.00% Shares
Virtu Financial LLC $165 10,328 0.00% Shares
DANSKE BANK A/S $16 1 0.00% Shares
BESSEMER GROUP INC $4 228 0.00% Shares