Institutional Holders (2026 Q1)
113 + 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 | Mml Investors Services, LLC | 0.70% | 10,378,702 | $252.3M |
| 14 | RDA Financial Network | 0.65% | 107,103 | $2.6M |
| 15 | Milestone Asset Management Group, LLC | 0.59% | 41,589 | $1.0M |
| 16 | Fortis Advisors, LLC | 0.43% | 35,595 | $865K |
| 17 | NorthRock Partners, LLC | 0.43% | 1,097,932 | $26.7M |
| 18 | Windsor Advisory Group, LLC | 0.42% | 20,606 | $501K |
| 19 | Elevation Wealth Management LLC | 0.41% | 18,602 | $452K |
| 20 | Aegis Wealth Management, Inc. | 0.39% | 20,418 | $496K |
| 21 | Regal Investment Advisors LLC | 0.37% | 263,044 | $6.4M |
| 22 | Stonebrook Private Inc. | 0.36% | 70,382 | $1.7M |
| 23 | Envestnet Asset Management Inc | 0.35% | 54,515,368 | $1.33B |
| 24 | LongView Wealth Management | 0.35% | 54,017 | $1.4M |
| 25 | Cadia Private Client LLC | 0.33% | 16,375 | $419K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|