Institutional Holders (2026 Q2)
37 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BEDY. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | FCG Investment Co | 0.60% | 59,632 | $1.7M |
| 2 | S&A Financial Services, Inc. | 0.33% | 18,834 | $546K |
| 3 | Rodgers & Associates, LTD | 0.08% | 32,124 | $932K |
| 4 | Trilogy Capital Inc. | 0.08% | 74,277 | $2.2M |
| 5 | HighPoint Advisor Group LLC | 0.05% | 44,528 | $1.3M |
| 6 | Equitable Holdings, Inc. | 0.03% | 193,392 | $5.6M |
| 7 | Krilogy Financial LLC | 0.02% | 27,725 | $804K |
| 8 | Catalyst Financial Partners LLC | 0.02% | 7,933 | $230K |
| 9 | Transcend Capital Advisors, LLC | 0.02% | 8,764 | $254K |
| 10 | Beaumont Financial Advisors, LLC | 0.01% | 7,043 | $204K |
| 11 | Flagship Harbor Advisors, LLC | 0.01% | 11,024 | $320K |
| 12 | Private Trust Co NA | 0.01% | 4,192 | $122K |
| 13 | Brown, Lisle/Cummings, INC. | 0.01% | 1,348 | $39K |
| 14 | Integrity Alliance, LLC. | 0.01% | 9,076 | $263K |
| 15 | Commonwealth Equity Services, LLC | 0.01% | 139,719 | $4.1M |
| 16 | Northwestern Mutual Wealth Management Co | 0.00% | 314,899 | $9.1M |
| 17 | LPL Financial LLC | 0.00% | 669,501 | $19.4M |
| 18 | Laird Norton Wetherby Trust Company, LLC | 0.00% | 7,805 | $226K |
| 19 | Advisory Services Network, LLC | 0.00% | 9,007 | $261K |
| 20 | Integrated Wealth Concepts LLC | 0.00% | 17,272 | $501K |
| 21 | Cresset Asset Management, LLC | 0.00% | 20,152 | $585K |
| 22 | Raymond James Financial Inc | 0.00% | 235,313 | $6.8M |
| 23 | Stifel Financial Corp | 0.00% | 57,743 | $1.7M |
| 24 | Osaic Holdings, INC. | 0.00% | 27,190 | $789K |
| 25 | HighTower Advisors, LLC | 0.00% | 29,675 | $861K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|