Who owns BLOK?
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275 institutions reported holding BLOK, worth $618.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BLOK
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Coppell Advisory Solutions LLC | Coppell, TX | $122.5M | 54 | New position |
| Morgan Stanley | New York, NY | $105.3M | 1,680,571 | +116,582 shares |
| LPL Financial LLC | Fort Mill, SC | $52.8M | 842,571 | +76,716 shares |
| Gradient Investments LLC | Arden Hills, MN | $34.5M | 551,638 | +32,989 shares |
| Wells Fargo & Company | San Francisco, CA | $30.9M | 493,001 | +14,548 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $11.9M | 190,522 | +33,238 shares |
| HighTower Advisors, LLC | Chicago, IL | $10.2M | 162,655 | −7,120 shares |
| Cetera Investment Advisers | Schaumburg, IL | $9.7M | 154,209 | +5,954 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $9.2M | 146,627 | +13,754 shares |
| Thryve Wealth Management LLC | Irving, TX | $9.1M | 145,321 | +10,105 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BLOK?
275 institutional managers reported holding BLOK in Form 13F filings for June 30, 2026, worth $618.7M in total. The largest reported position was held by Coppell Advisory Solutions LLC, at $122.5M.
Did institutions buy or sell BLOK last quarter?
Reported 13F value rose 72.7% from March 31, 2026, which includes price moves as well as buying and selling. 50 firms reported a new position and 20 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BLOK ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.