Bakkt Inc (BKKT)

CUSIP: 05759B305 | NYSE | Technology · Software - Infrastructure | Micro Cap | 205 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

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.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/AAlyeska Investment Group, L.P.	0	0.0%	No shares held	Jun 30, 2026	No 13F filer matched
13D/AAkshay Sudhir Naheta	11,138,989	22.3%	+7,939,257	Apr 30, 2026

Institutional Holders — Q3 2026

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Penn Capital Management Company, LLC226,112

0.1% of portfolio$1.8M

Imc-Chicago, LLC110,375

0.0% of portfolio$862.0K

Realta Investment Advisors106,459

0.2% of portfolio$831.4K

Bank of New York Mellon Corp70,551

0.0% of portfolio$551.0K

Barclays PLC48,347

0.0% of portfolio$377.6K

Mitsubishi UFJ Asset Management Co., Ltd.31,139

0.0% of portfolio$243.2K

Citigroup Inc24,410

0.0% of portfolio$190.6K

Creative Planning19,335

0.0% of portfolio$151.0K

Dimensional Fund Advisors LP15,495

0.0% of portfolio$121.0K

Tema Etfs LLC6,306

0.0% of portfolio$49.3K

SBI Securities Co., Ltd.5,531

0.0% of portfolio$43.2K

Simplex Trading, LLC4,300

0.0% of portfolio$33.6K

Gamma Investing LLC663

0.0% of portfolio$5.2K

Sterling Capital Management LLC632

0.0% of portfolio$4.9K

US Bancorp \de\612

0.0% of portfolio$4.8K

Heritage Family Offices, LLP200

0.0% of portfolio$1.6K

Parkside Financial Bank & Trust177

0.0% of portfolio$1.4K

Root Financial Partners, LLC147

0.0% of portfolio$1.1K

Bare Financial Services, Inc127

0.0% of portfolio$992

Wolverine Asset Management LLC121

0.0% of portfolio$945

Clearstead Advisors, LLC109

0.0% of portfolio$852

Jacobi Capital Management LLC80

0.0% of portfolio$625

Signaturefd, LLC60

0.0% of portfolio$469

PNC Financial Services Group, Inc.56

0.0% of portfolio$437

Farther Finance Advisors, LLC20

0.0% of portfolio$156

Ascentis Wealth Management, LLC17

0.0% of portfolio$132

EverSource Wealth Advisors, LLC13

0.0% of portfolio$102

SJS Investment Consulting Inc.9

0.0% of portfolio$71

Align Financial, LLC4

0.0% of portfolio$31

IFP Advisors, Inc1

0.0% of portfolio$8

				Style	Turnover	Location	Filed
Penn Capital Management Company, LLC	226,112	$1.8M	0.1%	Value	High	Philadelphia, PA	2026-11-04
Imc-Chicago, LLC	110,375	$862.0K	0.0%	GARP	Very High	Chicago, IL	2026-11-05
Realta Investment Advisors	106,459	$831.4K	0.2%	Growth	Medium	Wilmington, DE	2026-10-14
Bank of New York Mellon Corp	70,551	$551.0K	0.0%	Core	Low	New York, NY	2026-11-05
Barclays PLC	48,347	$377.6K	0.0%	Core	Medium	London, United Kingdom	2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.	31,139	$243.2K	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
Citigroup Inc	24,410	$190.6K	0.0%	Core	Medium	New York, NY	2026-11-04
Creative Planning	19,335	$151.0K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Dimensional Fund Advisors LP	15,495	$121.0K	0.0%	Index	Low	Austin, TX	2026-11-04
Tema Etfs LLC	6,306	$49.3K	0.0%	Growth	Medium	New York, NY	2026-10-16
SBI Securities Co., Ltd.	5,531	$43.2K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Simplex Trading, LLC	4,300	$33.6K	0.0%	Core	Very High	Chicago, IL	2026-11-04
Gamma Investing LLC	663	$5.2K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Sterling Capital Management LLC	632	$4.9K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
US Bancorp \de\	612	$4.8K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Heritage Family Offices, LLP	200	$1.6K	0.0%	Growth	High	Scottsdale, AZ	2026-11-02
Parkside Financial Bank & Trust	177	$1.4K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Root Financial Partners, LLC	147	$1.1K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Bare Financial Services, Inc	127	$992	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Wolverine Asset Management LLC	121	$945	0.0%	Deep Value	Very High	Chicago, IL	2026-11-02
Clearstead Advisors, LLC	109	$852	0.0%	ETF	Low	Cleveland, OH	2026-11-06
Jacobi Capital Management LLC	80	$625	0.0%	Core	Low	Pittston, PA	2026-11-05
Signaturefd, LLC	60	$469	0.0%	Index	Low	Atlanta, GA	2026-10-23
PNC Financial Services Group, Inc.	56	$437	0.0%	Growth	Very Low	Pittsburgh, PA	2026-11-06
Farther Finance Advisors, LLC	20	$156	0.0%	Index	Low	San Francisco, CA	2026-10-08
Ascentis Wealth Management, LLC	17	$132	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
EverSource Wealth Advisors, LLC	13	$102	0.0%	Core	Medium	Birmingham, AL	2026-11-04
SJS Investment Consulting Inc.	9	$71	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Align Financial, LLC	4	$31	0.0%	ETF	Very Low	Hermantown, MN	2026-10-16
IFP Advisors, Inc	1	$8	0.0%	Growth	Low	Tampa, FL	2026-10-16