Institutional Holders (2026 Q1)
190 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BYON. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Refined Wealth Management | 1.24% | 422,565 | $2.0M |
| 2 | Fire Capital Management LLC | 0.36% | 167,209 | $776K |
| 3 | LEE DANNER & BASS INC | 0.31% | 1,062,450 | $4.9M |
| 4 | WMG Financial Advisors, LLC | 0.20% | 101,700 | $472K |
| 5 | Gryphon Financial Partners LLC | 0.13% | 270,709 | $1.3M |
| 6 | LANE BROTHERS & CO INC | 0.09% | 26,000 | $121K |
| 7 | PUREfi Wealth, LLC | 0.08% | 27,000 | $125K |
| 8 | J.E. Simmons & Co., P.C. | 0.07% | 23,034 | $105K |
| 9 | Haven Private, LLC | 0.04% | 17,585 | $82K |
| 10 | Parkside Investments, LLC | 0.03% | 50,000 | $232K |
| 11 | Claro Advisors Inc. | 0.03% | 50,401 | $234K |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | 0.03% | 195,040 | $905K |
| 13 | Patriot Financial Group Insurance Agency, LLC | 0.01% | 49,012 | $227K |
| 14 | GSA CAPITAL PARTNERS LLP | 0.01% | 36,174 | — |
| 15 | WEDBUSH SECURITIES INC | 0.01% | 63,033 | — |
| 16 | FEDERATED HERMES, INC. | 0.01% | 982,831 | $4.6M |
| 17 | AlphaQuest LLC | 0.01% | 21,636 | $118K |
| 18 | SAX WEALTH ADVISORS, LLC | 0.01% | 19,793 | $108K |
| 19 | Stockman Wealth Management, Inc. | 0.01% | 10,000 | $46K |
| 20 | Game Plan Financial Advisors, LLC | 0.00% | 2,000 | $9K |
| 21 | ProShare Advisors LLC | 0.00% | 510,233 | $2.4M |
| 22 | Copia Wealth Management | 0.00% | 991 | $5K |
| 23 | Concurrent Investment Advisors, LLC | 0.00% | 50,290 | $233K |
| 24 | SIGNATUREFD, LLC | 0.00% | 25,712 | $119K |
| 25 | Physician Wealth Advisors, Inc. | 0.00% | 2,631 | $12K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|