Who owns BPREWhat BPRE owns — n/a
Who owns BPRE?
Institutional ownership of BPRE from SEC Form 13F filings across 210 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
$652.1M
value, 2026 filers
27
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of BPRE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|
| 1 | Cambridge Investment Research Advisors, Inc. | 9.4M | $121,756 | 0.3% | — | +109.6% |
| 2 | CAPTRUST FINANCIAL ADVISORS | 7.7M | $100.3M | 0.2% | — | -2.8% |
| 3 | LPL Financial LLC | 5.5M | $71.5M | 0.0% | — | -4.9% |
| 4 | Focus Partners Wealth | 3.3M | $42.4M | 0.0% | — | +7.9% |
| 5 | Cetera Investment Advisers | 3.0M | $39.1M | 0.0% | — | -6.4% |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.8M | $36.2M | 0.0% | — | -18.5% |
| 7 | MORGAN STANLEY | 2.5M | $33.0M | 0.0% | — | +40.3% |
| 8 | Stratos Wealth Partners, LTD. | 1.8M | $23.3M | 0.2% | — | +154.5% |
| 9 | OSAIC HOLDINGS, INC. | 1.7M | $22.0M | 0.0% | — | +16.4% |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | 1.3M | $16.3M | 0.3% | — | -44.2% |
| 11 | HighTower Advisors, LLC | 999,424 | $13.0M | 0.0% | — | -4.1% |
| 12 | CITADEL ADVISORS LLCNEW | 893,749 | $11.6M | 0.0% | — | new |
| 13 | Modern Wealth Management, LLC | 866,621 | $11.3M | 0.1% | — | +53.2% |
| 14 | RAYMOND JAMES FINANCIAL INC | 638,028 | $8.3M | 0.0% | — | +55.7% |
| 15 | Integrated Wealth Concepts LLC | 598,905 | $7.8M | 0.0% | — | +87.9% |
| 16 | ROYAL BANK OF CANADA | 504,953 | $6.6M | 0.0% | — | -1.7% |
| 17 | Arkadios Wealth Advisors | 503,296 | $6.5M | 0.1% | — | -0.5% |
| 18 | ELEVATION POINT WEALTH PARTNERS, LLC | 487,564 | $6.3M | 0.1% | — | +18.9% |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 474,126 | $6.2M | 0.0% | — | +18.2% |
| 20 | B. Riley Wealth Advisors, Inc. | 454,953 | $6.1M | 0.3% | — | +47.3% |
| 21 | Aptus Capital Advisors, LLC | 450,514 | $5.9M | 0.0% | — | +9.2% |
| 22 | Callan Family Office, LLC | 433,950 | $5.6M | 0.1% | — | +0.3% |
| 23 | IFG Advisory, LLC | 429,508 | $5.6M | 0.2% | — | +20569.3% |
| 24 | Wilkerson Advisory Group LLC | 404,879 | $5.3M | 1.6% | — | -2.0% |
| 25 | Brookstone Capital Management | 383,720 | $5.0M | 0.0% | — | -25.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.
