Institutional Holders (2026 Q2)
66 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BKT. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Melfa Wealth Management, INC. | 2.14% | 370,468 | $4.0M |
| 2 | Rock Point Advisors, LLC | 0.72% | 273,482 | $2.9M |
| 3 | Karpus Management, Inc. | 0.56% | 1,828,427 | $19.6M |
| 4 | Pavaki Capital Management LLC | 0.50% | 63,810 | $704K |
| 5 | Ramiah Investment Group | 0.34% | 41,602 | $446K |
| 6 | 1607 Capital Partners, LLC | 0.24% | 258,316 | $2.8M |
| 7 | Noble Wealth Management PBC | 0.16% | 32,690 | $350K |
| 8 | Fortitude Advisory Group L.L.C. | 0.13% | 30,742 | $330K |
| 9 | Meadow Creek Wealth Advisors LLC | 0.10% | 15,306 | $164K |
| 10 | Vectors Research Management, LLC | 0.10% | 35,076 | $376K |
| 11 | Virtus Investment Advisers, LLC | 0.08% | 32,326 | $347K |
| 12 | Guggenheim Capital LLC | 0.07% | 1,002,268 | $10.7M |
| 13 | Shulman DeMeo Asset Management LLC | 0.05% | 25,325 | $271K |
| 14 | Tolleson Wealth Management, Inc. | 0.04% | 28,485 | $301K |
| 15 | Riverbridge Partners LLC | 0.03% | 111,623 | $1.2M |
| 16 | Ethos Financial Group, LLC | 0.03% | 46,462 | $498K |
| 17 | Quadcap Wealth Management, LLC | 0.02% | 22,681 | $243K |
| 18 | Aviance Capital Partners, LLC | 0.02% | 19,130 | $205K |
| 19 | Courier Capital LLC | 0.01% | 24,379 | $261K |
| 20 | Savvy Advisors, Inc. | 0.01% | 43,539 | $467K |
| 21 | Chicago Partners Investment Group LLC | 0.01% | 47,284 | $484K |
| 22 | Arkadios Wealth Advisors | 0.01% | 42,718 | $458K |
| 23 | DT Investment Partners, LLC | 0.01% | 8,613 | $92K |
| 24 | Allspring Global Investments Holdings, LLC | 0.01% | 369,849 | $4.0M |
| 25 | Private Advisor Group, LLC | 0.00% | 96,631 | $1.0M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|