Mega
CITADEL ADVISORS LLC
BKCG
1
$226,130
100.00%
6,062
—
-12,801
-67.9%
Shares
2026-09-02
This filing is a combination report: the position is filed across the managers below.
Large
Fayez Sarofim & Co
BKCG
$6,477,652
2864.57%
190,665
—
Sold Out
Shares
2026-05-15
Mega
LPL Financial LLC
BKCG
$1,692,958
748.67%
49,831
—
Sold Out
Shares
2026-05-06
Large
COMMONWEALTH EQUITY SERVICES, LLC
BKCG
$801,582
354.48%
23,594
—
Sold Out
Shares
2026-04-27
Micro
Kaydan Wealth Management, Inc.
BKCG
$686,036
303.38%
20,193
—
Sold Out
Shares
2026-04-29
Mega
WELLS FARGO & COMPANY/MN
BKCG
2
$659,230
291.53%
19,404
—
Sold Out
Shares
2026-05-11
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
1,322
$44,913
6.8%
Defined
WELLS FARGO CLEARING SERVICES, LLC
18,082
$614,317
93.2%
Defined
Micro
Symphony Financial Services, Inc.
BKCG
$495,544
219.14%
14,586
—
Sold Out
Shares
2026-05-07
Mega
RAYMOND JAMES FINANCIAL INC
BKCG
2
$447,777
198.02%
13,180
—
Sold Out
Shares
2026-05-14
This filing is a combination report: the position is filed across the managers below.
Mid
Equitable Holdings, Inc.
BKCG
1
$436,599
193.07%
12,851
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
EQUITABLE ADVISORS, LLC
12,851
$436,599
100.0%
Defined
Mega
MORGAN STANLEY
BKCG
1
$410,541
181.55%
12,084
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
MORGAN STANLEY SMITH BARNEY LLC
12,084
$410,541
100.0%
Defined
Small
SILVER OAK SECURITIES, INCORPORATED
Broker-Dealer
BKCG
$211,216
93.40%
6,217
—
Sold Out
Shares
2026-04-20
Small
BridgePort Financial Solutions, LLC
BKCG
$207,479
91.75%
6,107
—
Sold Out
Shares
2026-04-16
Large
Cambridge Investment Research Advisors, Inc.
BKCG
$203,708
90.08%
5,996
—
Sold Out
Shares
2026-04-30
Large
OSAIC HOLDINGS, INC.
BKCG
1
$188,148
83.20%
5,538
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
OSAIC WEALTH, INC.
5,538
$188,148
100.0%
Defined
Mega
ROYAL BANK OF CANADA
Bank
BKCG
2
$186,958
82.68%
5,503
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
RBC Capital Markets, LLC
4,479
$152,169
81.4%
Defined
CITY NATIONAL ROCHDALE, LLC
1,024
$34,789
18.6%
Defined
Mega
JPMORGAN CHASE & CO
BKCG
1
$155,295
68.68%
4,571
—
Sold Out
Shares
2026-05-13
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
J.P. Morgan Investment Management Inc.
4,571
$155,295
100.0%
Defined
Mid
CoreCap Advisors, LLC
BKCG
$142,317
62.94%
4,189
—
Sold Out
Shares
2026-04-07
Large
FIFTH THIRD BANCORP
Bank
BKCG
1
$105,081
46.47%
3,093
—
Sold Out
Shares
2026-05-01
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Fifth Third Bank, National Association
3,093
$105,081
100.0%
Defined
Large
HUNTINGTON NATIONAL BANK
Bank
BKCG
$41,074
18.16%
1,209
—
Sold Out
Principal
2026-05-15
Mid
Advisory Services Network, LLC
BKCG
$35,672
15.77%
1,050
—
Sold Out
Shares
2026-05-15
Small
Golden State Wealth Management, LLC
BKCG
$33,804
14.95%
995
—
Sold Out
Shares
2026-04-28
Mega
FMR LLC
BKCG
1
$32,852
14.53%
967
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
STRATEGIC ADVISERS LLC
967
$32,852
100.0%
Defined
Mid
Clearstead Advisors, LLC
BKCG
$25,718
11.37%
757
—
Sold Out
Shares
2026-05-06
Mid
Allworth Financial LP
BKCG
$24,902
11.01%
733
—
Sold Out
Shares
2026-05-15
Mid
HARBOUR INVESTMENTS, INC.
BKCG
$21,335
9.43%
628
—
Sold Out
Shares
2026-05-15
Mega
NATIONAL BANK OF CANADA /FI/
Bank
BKCG
1
$18,685
8.26%
550
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
National Bank Financial Inc.
550
$18,685
100.0%
Defined
No holders match your search.