Institutional Holders (2026 Q1)
178 + 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 | 1.14% | 35,000 | $1.1M |
| 2 | WEALTHEDGE INVESTMENT ADVISORS, LLC | 0.50% | 41,959 | $1.4M |
| 3 | BEACON INVESTMENT ADVISORS LLC | 0.39% | 31,792 | $1.0M |
| 4 | DENALI ADVISORS LLC | 0.26% | 71,500 | $2.3M |
| 5 | Crossingbridge Advisors, LLC | 0.21% | 35,000 | $1.1M |
| 6 | Odyssean, LLC | 0.14% | 11,893 | $387K |
| 7 | Sargent Investment Group, LLC | 0.09% | 20,351 | $663K |
| 8 | CARY STREET PARTNERS FINANCIAL LLC | 0.07% | 92,200 | $3.0M |
| 9 | Inspire Investing, LLC | 0.04% | 15,663 | $510K |
| 10 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.04% | 734,801 | $23.9M |
| 11 | T. Rowe Price Investment Management, Inc. | 0.03% | 1,347,344 | $44K |
| 12 | XML Financial, LLC | 0.03% | 10,335 | $337K |
| 13 | AlphaQuest LLC | 0.03% | 15,252 | $481K |
| 14 | GSA CAPITAL PARTNERS LLP | 0.03% | 12,705 | — |
| 15 | Penserra Capital Management LLC | 0.01% | 38,016 | $1K |
| 16 | Man Group plc | 0.01% | 208,849 | $6.8M |
| 17 | PRINCIPAL FINANCIAL GROUP INC | 0.01% | 599,194 | $19.5M |
| 18 | RENAISSANCE TECHNOLOGIES LLC | 0.01% | 186,474 | $6.1M |
| 19 | State of Wyoming | 0.01% | 2,152 | $70K |
| 20 | EVERGREEN CAPITAL MANAGEMENT LLC | 0.01% | 11,506 | $375K |
| 21 | Holos Integrated Wealth LLC | 0.01% | 414 | $14K |
| 22 | MARTINGALE ASSET MANAGEMENT L P | 0.01% | 7,405 | $241K |
| 23 | EXCHANGE TRADED CONCEPTS, LLC | 0.01% | 24,073 | $784K |
| 24 | GAMMA Investing LLC | 0.01% | 3,616 | $118K |
| 25 | State of Alaska, Department of Revenue | 0.00% | 13,574 | — |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|