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Funds Holding BKIE

On this page, we present all of the funds holding BKIE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BKIE, with a link to that fund's top holdings. The next columns indicate the amount of BKIE stock held by each of the funds holding BKIE, followed by the BKIE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 36 funds holding BKIE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by RPOA Advisors Inc.. For more details on the positions held by RPOA Advisors Inc. (or by any of the other funds holding BKIE), click the fund name in the "Holder" column of the funds-holding-BKIE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
RPOA Advisors Inc.3,956,763$299,171 03/31/2024
     BKIE3,956,763$299,171 03/31/2024
Total Investment Management Inc.646,414$48,875 03/31/2024
     BKIE646,414$48,875 03/31/2024
Integrated Wealth Concepts LLC636,968$45,524 12/31/2023
     BKIE636,968$45,524 12/31/2023
Sentinel Pension Advisors Inc.481,425$34,407 12/31/2023
     BKIE481,425$34,407 12/31/2023
Bank of New York Mellon Corp250,966$17,937 12/31/2023
     BKIE250,966$17,937 12/31/2023
Advisor Group Holdings Inc.77,486$5,538 12/31/2023
     BKIE77,486$5,538 12/31/2023
Advisory Resource Group64,965$4,643 12/31/2023
     BKIE64,965$4,643 12/31/2023
Zhang Financial LLC34,530$2,611 03/31/2024
     BKIE34,530$2,611 03/31/2024
Flow Traders U.S. LLC33,358$2,384 12/31/2023
     BKIE33,358$2,384 12/31/2023
Farther Finance Advisors LLC26,109$1,866 12/31/2023
     BKIE26,109$1,866 12/31/2023
Treasure Coast Financial Planning24,214$1,731 12/31/2023
     BKIE24,214$1,731 12/31/2023
Cambridge Investment Research Advisors Inc.20,014$1,513 03/31/2024
     BKIE20,014$1,513 03/31/2024
Lincoln National Corp20,974$1,499 12/31/2023
     BKIE20,974$1,499 12/31/2023
LPL Financial LLC18,209$1,301 12/31/2023
     BKIE18,209$1,301 12/31/2023
Bank of America Corp DE8,944$639 12/31/2023
     BKIE8,944$639 12/31/2023
Envestnet Asset Management Inc.5,861$419 12/31/2023
     BKIE5,861$419 12/31/2023
Captrust Financial Advisors5,685$406 12/31/2023
     BKIE5,685$406 12/31/2023
Principal Securities Inc.4,882$349 12/31/2023
     BKIE4,882$349 12/31/2023
Morgan Stanley4,783$342 12/31/2023
     BKIE4,783$342 12/31/2023
Citadel Advisors LLC4,630$331 12/31/2023
     BKIE4,630$331 12/31/2023
Raymond James Financial Services Advisors Inc.3,517$266 03/31/2024
     BKIE3,517$266 03/31/2024
Steward Partners Investment Advisory LLC3,351$239 12/31/2023
     BKIE3,351$239 12/31/2023
Ronald Blue Trust Inc.1,904$124 12/31/2023
     BKIE1,904$124 12/31/2023
Royal Bank of Canada1,687$121 12/31/2023
     BKIE1,687$121 12/31/2023
Compass Wealth Management LLC1,169$88 03/31/2024
     BKIE1,169$88 03/31/2024
Northwestern Mutual Wealth Management Co.1,171$84 12/31/2023
     BKIE1,171$84 12/31/2023
Geneos Wealth Management Inc.827$59 12/31/2023
     BKIE827$59 12/31/2023
Keener Financial Planning LLC633$45 12/31/2023
     BKIE633$45 12/31/2023
UBS Group AG535$38 12/31/2023
     BKIE535$38 12/31/2023
CGC Financial Services LLC351$27 03/31/2024
     BKIE351$27 03/31/2024
FMR LLC305$22 12/31/2023
     BKIE305$22 12/31/2023
McIlrath & Eck LLC184$13 12/31/2023
     BKIE184$13 12/31/2023
Tidemark LLC88$6 12/31/2023
     BKIE88$6 12/31/2023
Coppell Advisory Solutions LLC41$3 12/31/2023
     BKIE41$3 12/31/2023
IFP Advisors Inc30$2 12/31/2023
     BKIE30$2 12/31/2023
Key Financial Inc15$1 12/31/2023
     BKIE15$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     BKIE0$0 12/31/2023

See Summary: Institutional Holders of BKIE
See Details: Top 10 Hedge Funds Holding BKIE
Also See: BKIE Holdings Changes

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