Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
311 institutional managers reported holding BKU for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 57%. 53 opened new positions; 42 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 10.89M | 14.73% | $491.8M | trimmed -0.5% | ≤2013 |
| Vanguard Group | 8.87M | 12.00% | $400.6M | trimmed -1.5% | ≤2013 |
| Dimensional Fund Advisors | 4.66M | 6.30% | $210.5M | added +0.6% | ≤2013 |
| State Street | 4.45M | 6.02% | $201.1M | unchanged | ≤2013 |
| HoldCo Asset Management, LP (focused) | 3.54M | 4.78% | $159.7M | unchanged | 2025 Q3 |
| American Century Companies INC | 2.52M | 3.41% | $113.7M | added +8.8% | ≤2013 |
| Artemis Investment Management LLP | 2.22M | 3.00% | $100.2M | added +34.2% | 2025 Q4 |
| Geode Capital | 2.09M | 2.82% | $94.2M | added +16.9% | ≤2013 |
| Millennium Management | 1.52M | 2.06% | $68.8M | added +8.8% | 2021 Q1 |
| Charles Schwab Investment Management | 1.35M | 1.82% | $60.9M | trimmed -1.4% | ≤2013 |
| Cramer Rosenthal Mcglynn LLC | 1.32M | 1.79% | $59.8M | trimmed -13.5% | 2024 Q4 |
| Ameriprise Financial INC | 1.27M | 1.72% | $57.4M | trimmed -6.1% | ≤2013 |
| T. Rowe Price Investment Management, INC. | 1.27M | 1.71% | $57.2M | added +134.9% | 2022 Q3 |
| Morgan Stanley | 1.16M | 1.58% | $52.6M | added +15.7% | ≤2013 |
| Royce & Associates | 958.9k | 1.30% | $43.3M | trimmed -12% | 2020 Q2 |
| Driehaus Capital Management LLC | 919.0k | 1.24% | $41.5M | opened | 2026 Q1 |
| Wellington Management | 874.5k | 1.18% | $39.5M | trimmed -72.3% | 2023 Q3 |
| Goldman Sachs | 859.6k | 1.16% | $38.8M | trimmed -0.9% | ≤2013 |
| Northern Trust | 832.5k | 1.13% | $37.6M | added +2.4% | ≤2013 |
| BNY Mellon | 830.3k | 1.12% | $37.5M | trimmed -3.9% | ≤2013 |
| Bank OF America CORP /DE/ | 819.5k | 1.11% | $37.0M | added +9% | ≤2013 |
| Qube Research & Technologies LTD | 784.4k | 1.06% | $35.4M | added +670.3% | 2021 Q1 |
| Jacobs Levy Equity Management, INC | 719.2k | 0.97% | $32.5M | added +1% | 2019 Q2 |
| Balyasny Asset Management | 705.6k | 0.95% | $31.9M | trimmed -54.2% | 2024 Q2 |
| Fisher Investments | 623.6k | 0.84% | $28.2M | unchanged | 2024 Q1 |
| Citadel Advisors | 604.7k | 0.82% | $27.3M | trimmed -42.8% | 2025 Q1 |
| Federated Hermes, INC. | 532.5k | 0.72% | $24.1M | added +13% | 2023 Q4 |
| UBS | 514.5k | 0.70% | $23.2M | trimmed -61% | ≤2013 |
| Nuveen | 503.7k | 0.68% | $22.8M | added +3.4% | 2019 Q2 |
| Bridgeway Capital Management, LLC | 496.4k | 0.67% | $22.4M | added +3.9% | 2023 Q1 |
| Frontier Capital Management CO LLC | 492.6k | 0.67% | $22.3M | trimmed -36.1% | 2020 Q2 |
| Point72 | 466.7k | 0.63% | $21.1M | added +5.9% | 2022 Q2 |
| AQR Capital | 434.7k | 0.59% | $19.6M | added +8.5% | 2022 Q2 |
| Aristotle Capital Boston, LLC | 407.4k | 0.55% | $18.4M | trimmed -12% | 2016 Q4 |
| Two Sigma | 403.1k | 0.55% | $18.2M | added +272% | 2023 Q1 |
| FJ Capital Management LLC | 380.6k | 0.52% | $17.2M | opened | 2026 Q1 |
| Principal Financial Group INC | 360.3k | 0.49% | $16.3M | added +0.6% | 2015 Q4 |
| Victory Capital Management INC | 327.6k | 0.44% | $14.8M | added +7.2% | 2015 Q4 |
| Public Sector Pension Investment Board | 323.7k | 0.44% | $14.6M | added +7.5% | 2020 Q3 |
| Empowered Funds, LLC | 318.0k | 0.43% | $14.4M | added +6.3% | 2023 Q2 |
| Trexquant Investment LP | 288.4k | 0.39% | $13.0M | added +106% | 2021 Q3 |
| Hotchkis & Wiley Capital Management LLC | 275.1k | 0.37% | $12.4M | trimmed -17.3% | 2018 Q1 |
| BW Gestao de Investimentos Ltda. | 270.0k | 0.36% | $12.2M | added +54.3% | 2025 Q4 |
| SEI Investments CO | 264.5k | 0.36% | $11.9M | added +13.3% | ≤2013 |
| Wells Fargo & COMPANY/MN | 263.3k | 0.36% | $11.9M | trimmed -17.5% | ≤2013 |
| Invesco | 258.6k | 0.35% | $11.7M | trimmed -8.4% | ≤2013 |
| Kennedy Capital Management LLC | 253.2k | 0.34% | $11.4M | trimmed -1.6% | ≤2013 |
| Congress Asset Management CO | 248.7k | 0.34% | $11.2M | added +30.3% | 2018 Q3 |
| Bridgewater Associates | 248.6k | 0.34% | $11.2M | trimmed -7% | 2025 Q3 |
| Rhumbline Advisers | 207.9k | 0.28% | $9.4M | added +0.8% | ≤2013 |
Largest 50 of 311 shown; the full ranked, searchable register is at boothcheck.com/holders/BKU. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.