Institutional Holders (2026 Q2)
102 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BRT. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Oppenheimer & Close, LLC | 3.90% | 402,621 | $6.2M |
| 2 | Silverberg Bernstein Capital Management LLC | 0.93% | 157,558 | $2.4M |
| 3 | Virtue Asset Management LLC | 0.15% | 14,280 | $219K |
| 4 | Capital Square, LLC | 0.14% | 20,826 | $309K |
| 5 | Altfest L J & Co Inc | 0.13% | 86,348 | $1.3M |
| 6 | Schnieders Capital Management, LLC. | 0.06% | 29,488 | $453K |
| 7 | Wealth Alliance, LLC | 0.06% | 43,100 | $662K |
| 8 | Brookwood Investment Group LLC | 0.04% | 21,475 | $330K |
| 9 | Odyssean, LLC | 0.03% | 13,500 | $207K |
| 10 | Root Financial Partners, LLC | 0.03% | 51,921 | $798K |
| 11 | Noesis Capital Mangement Corp | 0.03% | 15,000 | $231K |
| 12 | Abacus Planning Group, Inc. | 0.03% | 13,479 | $207K |
| 13 | Founders Capital Management | 0.01% | 1,500 | $23K |
| 14 | State of New Jersey Common Pension Fund D | 0.01% | 179,132 | $2.8M |
| 15 | Renaissance Technologies LLC | 0.01% | 311,591 | $4.8M |
| 16 | Ares Financial Consulting, LLC | 0.01% | 496 | $8K |
| 17 | First Manhattan CO. LLC. | 0.01% | 139,575 | $2.1M |
| 18 | Pinnacle Wealth Planning Services, Inc. | 0.00% | 1,986 | $31K |
| 19 | Boston Partners | 0.00% | 159,062 | $2.4M |
| 20 | Stifel Financial Corp | 0.00% | 168,784 | $2.6M |
| 21 | Pflug Koory, LLC | 0.00% | 340 | $5K |
| 22 | Allied Private Wealth LLC | 0.00% | 193 | $3K |
| 23 | Alps Advisors Inc | 0.00% | 16,713 | $257K |
| 24 | Private Wealth Management Group, LLC | 0.00% | 336 | $5K |
| 25 | SouthState Bank Corp | 0.00% | 1,250 | $19K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|