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Ownership — BAR
Institutional Holdings
Insider Transactions
US Institutional Ownership
40.7%
Institution
Shares
Value
Ownership %
Change
Filing Date
Bank of America Corp
2.46M
$97.0M
7.32%
-53.0K
2026-06-30
Jupiter Topco LLC
1.07M
$42.0M
3.18%
--
2026-06-30
Bank of New York Mellon Corp
702.6K
$27.0M
2.09%
+10.5K
2026-06-30
LPL Financial LLC
692.2K
$27.0M
2.06%
+37.1K
2026-06-30
Envestnet Asset Management Inc
633.3K
$25.0M
1.88%
+3.0K
2026-06-30
Brandywine Oak Private Wealth LLC
452.6K
$17.0M
1.35%
+22.0K
2026-06-30
Rockefeller Capital Management L.P.
451.6K
$17.0M
1.34%
-8.1K
2026-06-30
Lake Street Private Wealth, LLC
408.5K
$16.0M
1.21%
+1.0K
2026-06-30
Cetera Investment Advisers
308.8K
$12.0M
0.92%
+7.3K
2026-06-30
China Universal Asset Management Co., Ltd.
303.0K
$11.0M
0.90%
--
2026-06-30
Mml Investors Services, LLC
300.6K
$11.0M
0.89%
+69.2K
2026-06-30
ALM First Financial Advisors, LLC
281.6K
$11.0M
0.84%
+48.2K
2026-06-30
Osaic Holdings, Inc.
269.5K
$10.0M
0.80%
-7.8K
2026-06-30
Columbus Macro, LLC
250.0K
$9.0M
0.74%
+5.3K
2026-06-30
Arax Advisory Partners
218.5K
$8.0M
0.65%
+212.4K
2026-06-30
Ausdal Financial Partners, Inc.
216.2K
$8.0M
0.64%
-219.3K
2026-06-30
Advyzon Investment Management, LLC
211.5K
$8.0M
0.63%
-226.5K
2026-06-30
Mason & Associates Inc
206.3K
$8.0M
0.61%
+13.4K
2026-06-30
Stifel Financial Corp
187.9K
$7.0M
0.56%
+21.0K
2026-06-30
a16z Perennial Management, L.P.
181.9K
$7.0M
0.54%
--
2026-06-30
Raymond James Financial Inc
155.8K
$6.0M
0.46%
-15.5K
2026-06-30
Brendel Financial Advisors LLC
146.8K
$5.0M
0.44%
--
2026-06-30
Captrust Financial Advisors
133.3K
$5.0M
0.40%
-7.3K
2026-06-30
Nations Financial Group Inc, /IA/
126.5K
$5.0M
0.38%
-82.2K
2026-06-30
FSA Investment Group, LLC
124.5K
$4.0M
0.37%
+31.9K
2026-06-30
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