Institutional Holders (2026 Q2)
191 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BFS. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | AlphaCentric Advisors LLC | 1.11% | 35,000 | $1.3M |
| 2 | Dean Capital Management | 0.65% | 47,932 | $1.8M |
| 3 | Beacon Investment Advisors LLC | 0.38% | 32,093 | $1.2M |
| 4 | Dean Investment Associates, LLC | 0.32% | 66,078 | $2.5M |
| 5 | Denali Advisors LLC | 0.27% | 71,500 | $2.7M |
| 6 | Crossingbridge Advisors, LLC | 0.23% | 35,000 | $1.3M |
| 7 | Inceptionr LLC | 0.21% | 23,048 | $862K |
| 8 | Sargent Investment Group, LLC | 0.09% | 20,351 | $761K |
| 9 | Wealthedge Investment Advisors, LLC | 0.09% | 6,785 | $254K |
| 10 | Cary Street Partners Financial LLC | 0.08% | 96,630 | $3.6M |
| 11 | Legato Capital Management LLC | 0.08% | 24,994 | $935K |
| 12 | Odyssean, LLC | 0.07% | 11,893 | $445K |
| 13 | Able Wealth Management LLC | 0.06% | 7,107 | $266K |
| 14 | Adage Capital Partners GP, L.L.C. | 0.04% | 723,198 | $27.0M |
| 15 | Inspire Investing, LLC | 0.03% | 18,109 | $677K |
| 16 | XML Financial, LLC | 0.02% | 7,835 | $293K |
| 17 | Symmetry Partners, LLC | 0.01% | 7,391 | $276K |
| 18 | Choate Investment Advisors | 0.01% | 16,614 | $621K |
| 19 | Y-Intercept (Hong Kong) Ltd | 0.01% | 14,695 | $549K |
| 20 | Renaissance Technologies LLC | 0.01% | 177,074 | $6.6M |
| 21 | Principal Financial Group Inc | 0.01% | 416,391 | $15.6M |
| 22 | Evergreen Capital Management LLC | 0.01% | 11,506 | $430K |
| 23 | Holos Integrated Wealth LLC | 0.01% | 414 | $15K |
| 24 | Martingale Asset Management L P | 0.01% | 7,405 | $277K |
| 25 | Susquehanna Portfolio Strategies, LLC | 0.01% | 10,639 | $398K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|