Institutional Holders (2026 Q1)
85 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BIDD. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Vertex Planning Partners, LLC | 2.95% | 535,009 | $15.2M |
| 2 | Fortress Financial Group, LLC | 1.70% | 81,055 | $2.3M |
| 3 | Ehrlich Financial Group | 1.23% | 75,328 | $2.1M |
| 4 | Muirfield Wealth Advisors LLC | 0.68% | 32,341 | $919K |
| 5 | Midwest Capital Advisors, LLC | 0.66% | 49,420 | $1.4M |
| 6 | Keystone Financial Group | 0.55% | 285,103 | $8.1M |
| 7 | CFS Investment Advisory Services, LLC | 0.54% | 256,023 | $7.9M |
| 8 | Nvwm, LLC | 0.28% | 44,885 | $1.3M |
| 9 | Beacon Financial Group | 0.22% | 77,631 | $2.2M |
| 10 | Clarity Asset Management, Inc. | 0.13% | 9,193 | $261K |
| 11 | Imprint Wealth LLC | 0.13% | 972 | $28K |
| 12 | Investment Partners, LTD. | 0.08% | 7,488 | $213K |
| 13 | SK Wealth Management, LLC | 0.06% | 7,142 | $205K |
| 14 | Ameritas Advisory Services, LLC | 0.05% | 49,788 | $1.4M |
| 15 | Ethos Financial Group, LLC | 0.05% | 23,529 | $669K |
| 16 | Vision Retirement, LLC | 0.05% | 5,814 | $165K |
| 17 | Headinvest, LLC | 0.04% | 7,592 | $216K |
| 18 | Mml Investors Services, LLC | 0.04% | 467,005 | $13.3M |
| 19 | Cornerstone Planning Group LLC | 0.04% | 8,651 | $266K |
| 20 | Advocate Investing Services LLC | 0.03% | 1,332 | $38K |
| 21 | Cornerstone Wealth Management, LLC | 0.03% | 19,434 | $553K |
| 22 | Diversify Wealth Management, LLC | 0.02% | 38,718 | $1.2M |
| 23 | Kestra Advisory Services, LLC | 0.01% | 128,965 | $3.7M |
| 24 | Commonwealth Equity Services, LLC | 0.01% | 319,293 | $9.1M |
| 25 | Private Trust Co NA | 0.01% | 4,852 | $138K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|