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RILY

RILY 13F Investor Activity Report

Brc Group Holdings INC

+$60.1M

Net Activity

Data as of: 2026-03-31

Institutions Holding

80

Popularity Rank

#4957

Avg Weight

0.16%

Total Value

$93.8M

Ownership Trend

80 institutions currently hold RILY, with 33 net buyers and 43 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

43

Net Buying Institutions

33

Key Holders

Key Holders

Top 5 by Value

DT
Dba Trading, LLC
$23.6M
SI
Susquehanna International Group, LLP
$16.5M
CS
Charles Schwab Investment Management INC
$7.6M
VC
Vanguard Capital Management LLC
$5.8M
CA
Citadel Advisors LLC
$5.7M

Top 5 by Conviction

DT
Dba Trading, LLC
11.74%
MC
Mork Capital Management, LLC
0.13%
SP
Straight Path Wealth Management
0.09%
SO
State of Wyoming
0.04%
QO
Quinn Opportunity Partners LLC
0.03%
View all 80 holding institutions

Across its top 20 institutional holders, RILY's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 12/100, avg. turnover score 29/100).

Quarterly Activity

Recent Activity

+$71.6M

Total Buy Value

$15.0M

Total Sell Value

New buy15
Trim28
Add18
Sold out15

33

Net Buyers

43

Net Sellers

Smart Money Convergence

RILY does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/RILY

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-02
2026-07-02

BRC Group Holdings, Inc. (RILY) disclosed that its Compensation Committee approved a waiver to the holdback provision in Bryant Riley's employment agreement. The waiver releases compensation from the first and second quarters of 2026 that were set aside in a holdback account, citing Riley's exemplary performance and results for the company in the first half of fiscal 2026.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

05580M108

FAQ

Who are the top institutional investors holding BRC GROUP HOLDINGS INC (RILY)?
Major stakeholders currently include Dba Trading, LLC ($23.6M), Susquehanna International Group, LLP ($16.5M), Charles Schwab Investment Management INC ($7.6M). Based on the latest 13F filings, there are a total of 80 tracked investment funds and institutions maintaining positions in RILY.
What is the overall institutional sentiment toward RILY recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $60.1M, driven by 33 managers accumulating shares while 43 reduced their exposure.
Which institutions have been selling or reducing their RILY positions?
In the latest period, 28 funds trimmed their holdings, and 15 managers completely exited their positions. The aggregate reported sell value was $15.0M.
Are there any notable investors adding RILY to their portfolios?
Yes, buying activity remains notable. 15 institutions opened new positions in {ticker}, and 18 existing holders added to their shares. The total reported buy value for the quarter amounted to $71.6M.

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Developer Access

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