BKAG(BKAG)
BKAG
Institutional Ownership
Top 102 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Legacy Private Trust Co. | -- | Sep 30, 26 | -45.02K | -- |
| RPOA Advisors, Inc. | 20.73M | Jun 30, 26 | +110.26K | 39.89% |
| Bank of New York Mellon Corp | 6.29M | Jun 30, 26 | +1.01M | 12.11% |
| BANK OF AMERICA CORP /DE/ | 2.45M | Jun 30, 26 | +67.13K | 4.70% |
| TOTAL INVESTMENT MANAGEMENT INC | 1.73M | Jun 30, 26 | +13.90K | 3.33% |
| Talon Private Wealth, LLC | 1.23M | Jun 30, 26 | +24.56K | 2.36% |
| Aptus Capital Advisors, LLC | 1.14M | Jun 30, 26 | +48.12K | 2.19% |
| Signal Advisors Wealth, LLC | 1.06M | Jun 30, 26 | +234.98K | 2.04% |
| Tanager Wealth Management LLP | 1.02M | Jun 30, 26 | -185.90K | 1.96% |
| Brookstone Capital Management | 1.01M | Jun 30, 26 | +11.76K | 1.94% |
| CENTRAL TRUST Co | 941.45K | Jun 30, 26 | +237.63K | 1.81% |
| Integrated Wealth Concepts LLC | 900.17K | Jun 30, 26 | +37.38K | 1.73% |
| Stadion Money Management, LLC | 798.13K | Jun 30, 26 | +12.92K | 1.54% |
| Glen Eagle Advisors, LLC | 699.90K | Jun 30, 26 | -16.45K | 1.35% |
| Wealthspire Advisors, LLC | 676.71K | Jun 30, 26 | +676.71K | 1.30% |
| ROYAL BANK OF CANADA | 491.33K | Jun 30, 26 | +19.52K | 0.95% |
| CRUX WEALTH ADVISORS | 323.78K | Jun 30, 26 | +979 | 0.62% |
| Carolina Wealth Advisors, LLC | 306.99K | Jun 30, 26 | +5.78K | 0.59% |
| Lord & Richards Wealth Management, LLC | 255.36K | Jun 30, 26 | +15.64K | 0.49% |
| MORGAN STANLEY | 238.03K | Jun 30, 26 | +4.16K | 0.46% |
| Wealth Forward, LLC | 212.03K | Jun 30, 26 | +4.16K | 0.41% |
| Tailwinds Wealth, LLC | 189.93K | Jun 30, 26 | +126.39K | 0.37% |
| SevenBridge Financial Group, LLC | 171.84K | Jun 30, 26 | +8.73K | 0.33% |
| LPL Financial LLC | 171.57K | Jun 30, 26 | -6.50K | 0.33% |
| MARIPAU WEALTH MANAGEMENT LLC | 169.81K | Jun 30, 26 | +23.25K | 0.33% |
| Curran Financial Partners, LLC | 149.36K | Jun 30, 26 | -171.33K | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 143.61K | Jun 30, 26 | +66.09K | 0.28% |
| Symphony Financial, Ltd. Co. | 121.55K | Jun 30, 26 | +6.25K | 0.23% |
| Rockefeller Capital Management L.P. | 117.26K | Jun 30, 26 | -11.34K | 0.23% |
| Sightline Wealth Advisors, LLC | 112.49K | Jun 30, 26 | +13.43K | 0.22% |
| Equitable Holdings, Inc. | 111.66K | Jun 30, 26 | +2.75K | 0.21% |
| Second Line Capital, LLC | 106.59K | Jun 30, 26 | +2.56K | 0.21% |
| ENVESTNET ASSET MANAGEMENT INC | 104.11K | Jun 30, 26 | +2.17K | 0.20% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 102.79K | Jun 30, 26 | +14.32K | 0.20% |
| RAYMOND JAMES FINANCIAL INC | 101.82K | Jun 30, 26 | -21.08K | 0.20% |
| JPMORGAN CHASE & CO | 82.17K | Jun 30, 26 | +64.34K | 0.16% |
| Merited Wealth, LLC | 82.17K | Jun 30, 26 | +64.34K | 0.16% |
| Advisory Services Network, LLC | 70.82K | Jun 30, 26 | +5.74K | 0.14% |
| NewEdge Advisors, LLC | 65.16K | Jun 30, 26 | +4.17K | 0.13% |
| Stiles Financial Services Inc | 62.45K | Jun 30, 26 | +29.63K | 0.12% |
| M Holdings Securities, Inc. | 60.44K | Jun 30, 26 | +4.21K | 0.12% |
| Cetera Investment Advisers | 54.49K | Jun 30, 26 | +285 | 0.10% |
| CITADEL ADVISORS LLC | 51.47K | Jun 30, 26 | +51.47K | 0.10% |
| SENTINEL PENSION ADVISORS INC | 50.69K | Jun 30, 26 | -1.18K | 0.10% |
| Concurrent Investment Advisors, LLC | 48.61K | Jun 30, 26 | +48.61K | 0.09% |
| PARK AVENUE SECURITIES LLC | 46.56K | Jun 30, 26 | +5.75K | 0.09% |
| JANE STREET GROUP, LLC | 39.24K | Jun 30, 26 | +9.92K | 0.08% |
| VestGen Advisors, LLC | 39.09K | Jun 30, 26 | +10.28K | 0.08% |
| E6 Portfolios, LLC | 34.40K | Jun 30, 26 | +6.48K | 0.07% |
| FIFTH THIRD SECURITIES, INC. | 31.68K | Jun 30, 26 | +270 | 0.06% |
| Envestnet Portfolio Solutions, Inc. | 24.17K | Jun 30, 26 | +5.65K | 0.05% |
| Sanctuary Advisors, LLC | 20.75K | Jun 30, 26 | +58 | 0.04% |
| Harbour Capital Advisors, LLC | 19.70K | Jun 30, 26 | +855 | 0.04% |
| Stratos Wealth Partners, LTD. | 18.68K | Jun 30, 26 | +32 | 0.04% |
| Zhang Financial LLC | 18.48K | Jun 30, 26 | -2.95K | 0.04% |
| SageView Advisory Group, LLC | 17.41K | Jun 30, 26 | +17.41K | 0.03% |
| Savvy Advisors, Inc. | 16.65K | Jun 30, 26 | -5.16K | 0.03% |
| Krilogy Financial LLC | 16.22K | Jun 30, 26 | -254 | 0.03% |
| Dynamic Advisor Solutions LLC | 13.61K | Jun 30, 26 | -3.14K | 0.03% |
| Blueprint Financial Advisors LLC | 11.44K | Jun 30, 26 | +724 | 0.02% |
| Blueprint Investment Partners LLC | 11.44K | Jun 30, 26 | +724 | 0.02% |
| WELLS FARGO & COMPANY/MN | 10.12K | Jun 30, 26 | +371 | 0.02% |
| COMMONWEALTH EQUITY SERVICES, LLC | 9.87K | Jun 30, 26 | -2.62K | 0.02% |
| FLOW TRADERS U.S. LLC | 9.57K | Jun 30, 26 | +9.57K | 0.02% |
| Advisor Resource Council | 9.19K | Jun 30, 26 | +568 | 0.02% |
| Pathstone Holdings, LLC | 9.12K | Jun 30, 26 | +303 | 0.02% |
| Foundations Investment Advisors, LLC | 9.06K | Jun 30, 26 | +9.06K | 0.02% |
| BankPlus Trust Department | 9.04K | Jun 30, 26 | +600 | 0.02% |
| Strategic Financial Planning, Inc. | 8.58K | Jun 30, 26 | +8.58K | 0.02% |
| Independent Advisor Alliance | 8.01K | Jun 30, 26 | -10.82K | 0.02% |
| CAPTRUST FINANCIAL ADVISORS | 7.26K | Jun 30, 26 | +77 | 0.01% |
| FMR LLC | 6.45K | Jun 30, 26 | +2.25K | 0.01% |
| Bouchey Financial Group Ltd | 5.90K | Jun 30, 26 | +5.90K | 0.01% |
| Waverly Advisors, LLC | 5.44K | Jun 30, 26 | -- | 0.01% |
| Lantern Wealth Advisors, LLC | 5.40K | Jun 30, 26 | +468 | 0.01% |
| Oath Planning, LLC | 5.32K | Jun 30, 26 | +5.32K | 0.01% |
| Mariner, LLC | 5.27K | Jun 30, 26 | -23 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 5.02K | Jun 30, 26 | -1.05K | 0.01% |
| UBS Group AG | 3.25K | Jun 30, 26 | -239 | 0.01% |
| COMPASS FINANCIAL MANAGEMENT LLC | 2.66K | Jun 30, 26 | +2.66K | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.88K | Jun 30, 26 | +83 | 0.00% |
| IFP Advisors, Inc | 1.68K | Jun 30, 26 | +1.68K | 0.00% |
| Kings Path Partners LLC | 762 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 220 | Jun 30, 26 | +3 | 0.00% |
| Princeton Global Asset Management LLC | 180 | Jun 30, 26 | -653 | 0.00% |
| Steward Partners Investment Advisory, LLC | 152 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 126 | Jun 30, 26 | -- | 0.00% |
| NEW ENGLAND ASSET MANAGEMENT INC | 100 | Jun 30, 26 | +100 | 0.00% |
| AE Wealth Management LLC | 59 | Jun 30, 26 | -2.66K | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 38 | Jun 30, 26 | -2.46K | 0.00% |
| VANGUARD ADVISERS INC | 23 | Jun 30, 26 | -6 | 0.00% |
| Copia Wealth Management | 5 | Jun 30, 26 | -- | 0.00% |
| Magnolia Private Wealth, LLC | -- | Jun 30, 26 | -18.93K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -122 | -- |
| Key FInancial Inc | -- | Jun 30, 26 | -1.00K | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -27.97K | -- |
| BankPlus Wealth Management LLC | -- | Jun 30, 26 | -40.52K | -- |
| GM Advisory Group, Inc. | 615.98K | Mar 31, 26 | +31.71K | 1.19% |
| FSA Wealth Management LLC | 559 | Sep 30, 25 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 5.94K | Sep 30, 24 | +5.94K | 0.01% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | -- | Jun 30, 24 | -277 | -- |
| Rinet Co LLC | 6.16K | Sep 30, 21 | +23 | 0.01% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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