Institutional Holders (2026 Q2)
297 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BLCR. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Buttonwood Financial Group, LLC | 3.66% | 127,265 | $6.4M |
| 2 | Hobbs Wealth Management, LLC | 3.54% | 83,141 | $4.2M |
| 3 | Kilter Group LLC | 2.99% | 163,657 | $8.2M |
| 4 | Peak Wealth Management LLC | 2.95% | 83,436 | $4.2M |
| 5 | Curtis Wealth Management LLC | 2.94% | 68,871 | $3.5M |
| 6 | LiftPoint Family Wealth Advisors LLC | 2.67% | 78,335 | $3.9M |
| 7 | Keystone Financial Services | 2.62% | 202,072 | $10.2M |
| 8 | Town Capital LLC | 2.58% | 80,659 | $4.1M |
| 9 | Sharkey, Howes & Javer | 2.43% | 400,374 | $20.2M |
| 10 | JB Capital LLC | 2.41% | 1,379,357 | $69.5M |
| 11 | A4 Wealth Advisors LLC | 2.31% | 69,194 | $3.5M |
| 12 | Archer Investment Management, LLC | 2.26% | 131,557 | $6.6M |
| 13 | Goldstein Advisors, LLC | 2.18% | 472,740 | $23.8M |
| 14 | Intentional Wealth Strategies, LLC | 2.15% | 45,492 | $2.3M |
| 15 | Swmg, LLC | 2.10% | 178,642 | $8.9M |
| 16 | Polaris Investment Advisors, LLC | 2.06% | 63,792 | $3.2M |
| 17 | Schwallier Wealth Management LLC | 2.03% | 63,785 | $3.2M |
| 18 | Stone House Investment Management, LLC | 2.03% | 302,709 | $15.2M |
| 19 | ONE Advisory Partners, LLC | 1.99% | 145,150 | $7.3M |
| 20 | Portfolio Resources Advisor Group, Inc. | 1.98% | 46,555 | $2.3M |
| 21 | Cobblestone Asset Management LLC | 1.96% | 93,163 | $4.7M |
| 22 | Imprint Wealth LLC | 1.92% | 9,397 | $473K |
| 23 | Horst & Graben Wealth Management LLC | 1.82% | 275,429 | $13.8M |
| 24 | Daviman Financial, LLC | 1.81% | 65,073 | $3.3M |
| 25 | Kelly Financial Services LLC | 1.76% | 163,282 | $8.2M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|