284 tracked 13F filers disclose a position in BPRE as of the latest SEC 13F filings, a combined $779.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $96.0M | 5.8M | ▲+5.7% Added · +314K sh | Q1 2026 | |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $56.7M | 3.4M | ▼−20% Reduced · −876K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $53.3M | 3.2M | ▼~0% Reduced · −1K sh | Q1 2026 | |
| 4 | Focus Partners Wealth | $50.2M | 3.0M | ▼−4.8% Reduced · −153K sh | Q1 2026 | |
| 5 | MIDLAND WEALTH ADVISORS, LLC | $37.2M | 2.9M | ▲+14% Added · +359K sh | Q2 2026 | |
| 6 | Pasadena Private Wealth, LLC | $25.1M | 1.9M | ▲+2.5% Added · +48K sh | Q2 2026 | |
| 7 | MORGAN STANLEY | $30.0M | 1.8M | ▲+258% Added · +1.3M sh | Q1 2026 | |
| 8 | Stratos Wealth Partners, LTD. | $23.3M | 1.8M | ▲+154% Added · +1.1M sh | Q2 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $24.2M | 1.5M | ▼−4.3% Reduced · −66K sh | Q1 2026 | |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | $16.3M | 1.3M | ▲+8.4% Added · +98K sh | Q2 2026 | |
| 11 | TRAPHAGEN INVESTMENT ADVISORS LLC | $15.2M | 1.2M | ▼−0.2% Reduced · −3K sh | Q2 2026 | |
| 12 | HighTower Advisors, LLC | $17.3M | 1.0M | ▲+1.2% Added · +12K sh | Q1 2026 | |
| 13 | Integrated Wealth Concepts LLC | $7.8M | 599K | ▲+88% Added · +280K sh | Q2 2026 | |
| 14 | Modern Wealth Management, LLC | $9.4M | 566K | ▲+23% Added · +104K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $8.5M | 514K | ▲33× Added · +498K sh | Q1 2026 | |
| 16 | Arkadios Wealth Advisors | $6.5M | 503K | ▼−0.5% Reduced · −3K sh | Q2 2026 | |
| 17 | ELEVATION POINT WEALTH PARTNERS, LLC | $6.3M | 488K | ▲+19% Added · +77K sh | Q2 2026 | |
| 18 | Aptus Capital Advisors, LLC | $5.9M | 451K | ▲+9.2% Added · +38K sh | Q2 2026 | |
| 19 | Bulldog Investors, LLP | $5.8M | 446K | ▲+20% Added · +73K sh | Q2 2026 | |
| 20 | Callan Family Office, LLC | $5.6M | 434K | ▲+0.3% Added · +1K sh | Q2 2026 | |
| 21 | Creative Planning | $7.1M | 427K | ▲+23% Added · +79K sh | Q1 2026 | |
| 22 | Guardian Financial Partners, LLC | $5.6M | 427K | ▲+1.1% Added · +5K sh | Q2 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $6.8M | 410K | ▲+96% Added · +201K sh | Q1 2026 | |
| 24 | Wilkerson Advisory Group LLC | $5.3M | 405K | ▼−2.0% Reduced · −8K sh | Q2 2026 | |
| 25 | GUARDIAN WEALTH ADVISORS, LLC / NC | $6.7M | 402K | ▲+76% Added · +174K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in BPRE and 24 added to an existing one, while 26 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 155 funds | $14.0B |
| MICROSOFT CORPMSFT | 155 funds | $8.8B |
| AMAZON.COM INCAMZN | 154 funds | $7.7B |
| NVIDIA CORPNVDA | 153 funds | $13.3B |
| META PLATFORMS INC-CLASS AMETA | 148 funds | $4.5B |
| ALPHABET INC-CL AGOOGL | 147 funds | $6.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 147 funds | $5.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 147 funds | $4.6B |
| ALPHABET INC-CL CGOOG | 146 funds | $4.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 143 funds | $2.6B |
| JPMORGAN CHASE & COJPM | 142 funds | $5.2B |
| BROADCOM INCAVGO | 142 funds | $4.4B |
Ranked by how many of BPRE's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for BPRE
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BPRE/capital-change-brief"
Use Arkolith's capital_change_brief for BPRE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BPRE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.