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BRC Group Holdings Inc (RILY)

CUSIP: 05580M108 | NYSE | Financial Services · Financial Conglomerates | Micro Cap | 556 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GEquitec Proprietary Markets, LLC1,965,3764.9%Newly reportedOct 29, 2026No 13F filer matched
13D/ABryant R. Riley6,985,85620.1%UnchangedMar 19, 2026No 13F filer matched
13GEquitec Proprietary Markets, LLC1,965,376
4.9% of class · Oct 29, 2026Newly reported
No 13F filer matched
13D/ABryant R. Riley6,985,856
20.1% of class · Mar 19, 2026Unchanged
No 13F filer matched

Institutional Holders — Q3 2026

Equitec Proprietary Markets, LLC3,340,264
4.1% of portfolio›$16.3M
SummerHaven Investment Management, LLC127,370
0.3% of portfolio›$622.2K
Bank of New York Mellon Corp67,742
0.0% of portfolio›$330.9K
B. Riley Wealth Advisors, Inc.62,820
0.0% of portfolio›$306.9K
State of Wyoming57,603
0.0% of portfolio›$281.4K
Straight Path Wealth Management47,400
0.1% of portfolio›$231.5K
Dimensional Fund Advisors LP34,943
0.0% of portfolio›$170.7K
MGO One Seven LLC28,374
0.0% of portfolio›$138.6K
Wealthcare Advisory Partners LLC11,520
0.0% of portfolio›$56.3K
DBA Trading, LLC5,000
0.0% of portfolio›$24.4K
Simplex Trading, LLC4,333
0.0% of portfolio›$21.2K
Farther Finance Advisors, LLC4,140
0.0% of portfolio›$20.2K
Citigroup Inc3,482
0.0% of portfolio›$17.0K
Signaturefd, LLC831
0.0% of portfolio›$4.1K
SBI Securities Co., Ltd.798
0.0% of portfolio›$3.9K
Sterling Capital Management LLC563
0.0% of portfolio›$2.8K
Glass Jacobson Investment Advisors llc391
0.0% of portfolio›$1.9K
Lanark Financial, Inc.375
0.0% of portfolio›$1.8K
Compass Financial Management LLC310
0.0% of portfolio›$1.5K
Fortitude Family Office, LLC152
0.0% of portfolio›$743
Gamma Investing LLC145
0.0% of portfolio›$708
IFP Advisors, Inc44
0.0% of portfolio›$215
EverSource Wealth Advisors, LLC16
0.0% of portfolio›$78
Root Financial Partners, LLC16
0.0% of portfolio›$78
True Wealth Design, LLC13
0.0% of portfolio›$64
StyleTurnoverLocationFiled
Equitec Proprietary Markets, LLC
3,340,264$16.3M4.1%Agg GrowthVery HighChicago, IL2026-11-04
SummerHaven Investment Management, LLC
127,370$622.2K0.3%Deep ValueHighStamford, CT2026-10-19
Bank of New York Mellon Corp
67,742$330.9K0.0%CoreLowNew York, NY2026-11-05
B. Riley Wealth Advisors, Inc.
62,820$306.9K0.0%GrowthLowMemphis, TN2026-10-13
State of Wyoming
57,603$281.4K0.0%ValueHighCheyenne, WY2026-10-28
Straight Path Wealth Management
47,400$231.5K0.1%ETFLowJenison, MI2026-10-23
Dimensional Fund Advisors LP
34,943$170.7K0.0%IndexLowAustin, TX2026-11-04
MGO One Seven LLC
28,374$138.6K0.0%GrowthLowBeachwood, OH2026-10-28
Wealthcare Advisory Partners LLC
11,520$56.3K0.0%ETFLowWest Chester, PA2026-10-21
DBA Trading, LLC
5,000$24.4K0.0%Agg GrowthHighFort Lauderdale, FL2026-11-04
Simplex Trading, LLC
4,333$21.2K0.0%CoreVery HighChicago, IL2026-11-04
Farther Finance Advisors, LLC
4,140$20.2K0.0%IndexLowSan Francisco, CA2026-10-08
Citigroup Inc
3,482$17.0K0.0%CoreMediumNew York, NY2026-11-04
Signaturefd, LLC
831$4.1K0.0%IndexLowAtlanta, GA2026-10-23
SBI Securities Co., Ltd.
798$3.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Sterling Capital Management LLC
563$2.8K0.0%GARPMediumCharlotte, NC2026-10-22
Glass Jacobson Investment Advisors llc
391$1.9K0.0%ETFLowOwings Mills, MD2026-10-26
Lanark Financial, Inc.
375$1.8K0.0%CoreMediumBirmingham, AL2026-10-26
Compass Financial Management LLC
310$1.5K0.0%CoreN/ATampa, FL2026-10-30
Fortitude Family Office, LLC
152$7430.0%ETFMediumScottsdale, AZ2026-10-14
Gamma Investing LLC
145$7080.0%IndexVery LowFoster City, CA2026-10-08
IFP Advisors, Inc
44$2150.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
16$780.0%CoreMediumBirmingham, AL2026-11-04
Root Financial Partners, LLC
16$780.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
13$640.0%ETFMediumAkron, OH2026-10-13