Institutional Holders (2026 Q1)
97 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BDYN. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Keystone Global Partners, LLC | 7.70% | 713,598 | $17.3M |
| 2 | Price Financial Group Wealth Management, Inc | 3.98% | 9,179 | $241K |
| 3 | Payne Capital LLC | 3.85% | 172,608 | $4.2M |
| 4 | WEALTHGARDEN F.S. LLC | 2.72% | 164,042 | $4.0M |
| 5 | Beacon Bridge Wealth Partners, LLC | 2.07% | 254,793 | $6.2M |
| 6 | WBH ADVISORY INC | 1.94% | 1,052,246 | $25.9M |
| 7 | CPWA, LLC | 1.42% | 43,532 | $1.2M |
| 8 | OneAscent Family Office, LLC | 1.22% | 71,831 | $1.7M |
| 9 | Invst, LLC | 1.13% | 410,661 | $10.0M |
| 10 | SILVERLAKE WEALTH MANAGEMENT LLC | 0.96% | 189,364 | $4.6M |
| 11 | Two West Capital Advisors LLC | 0.91% | 66,039 | $1.7M |
| 12 | RESOLUTE WEALTH ADVISOR, INC. | 0.80% | 57,883 | $1.4M |
| 13 | PARK AVENUE SECURITIES LLC | 0.72% | 3,802,542 | $92K |
| 14 | MML INVESTORS SERVICES, LLC | 0.70% | 10,378,702 | $252.3M |
| 15 | RDA Financial Network | 0.65% | 107,103 | $2.6M |
| 16 | Elevation Wealth Management LLC | 0.41% | 18,602 | $452K |
| 17 | Aegis Wealth Management, Inc. | 0.39% | 20,418 | $496K |
| 18 | Stonebrook Private Inc. | 0.36% | 70,382 | $1.7M |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 0.35% | 54,515,368 | $1.33B |
| 20 | LongView Wealth Management | 0.35% | 54,017 | $1.4M |
| 21 | Freedom Investment Management, Inc. | 0.29% | 40,391 | $982K |
| 22 | Elevated Financial Group LLC | 0.27% | 34,039 | $827K |
| 23 | GeoWealth Management, LLC | 0.23% | 265,810 | $6.5M |
| 24 | Archer Investment Management, LLC | 0.20% | 19,227 | $467K |
| 25 | Claro Advisors Inc. | 0.18% | 63,135 | $1.5M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|