Institutional Holders (2026 Q2)
89 + 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 | 2.79% | 626,308 | $18.8M |
| 2 | Ehrlich Financial Group | 0.94% | 61,005 | $1.8M |
| 3 | Muirfield Wealth Advisors LLC | 0.66% | 33,753 | $1.0M |
| 4 | Midwest Capital Advisors, LLC | 0.58% | 47,494 | $1.4M |
| 5 | CFS Investment Advisory Services, LLC | 0.41% | 207,490 | $6.2M |
| 6 | Harborfront Financial Group LLC | 0.39% | 3,482 | $105K |
| 7 | Nvwm, LLC | 0.26% | 43,263 | $1.3M |
| 8 | Keystone Financial Group | 0.20% | 112,128 | $3.4M |
| 9 | Beacon Financial Group | 0.20% | 72,614 | $2.2M |
| 10 | Clarity Asset Management, Inc. | 0.14% | 9,741 | $292K |
| 11 | Imprint Wealth LLC | 0.12% | 972 | $29K |
| 12 | Investment Partners, LTD. | 0.07% | 7,559 | $227K |
| 13 | SK Wealth Management, LLC | 0.05% | 7,567 | $232K |
| 14 | Headinvest, LLC | 0.04% | 7,592 | $228K |
| 15 | Vision Retirement, LLC | 0.04% | 5,423 | $163K |
| 16 | Ethos Financial Group, LLC | 0.04% | 18,935 | $549K |
| 17 | Ameritas Advisory Services, LLC | 0.03% | 56,398 | $1.7M |
| 18 | Cornerstone Planning Group LLC | 0.03% | 9,050 | $269K |
| 19 | Mml Investors Services, LLC | 0.03% | 535,434 | $16.1M |
| 20 | Advocate Investing Services LLC | 0.03% | 1,332 | $40K |
| 21 | Cornerstone Wealth Management, LLC | 0.03% | 19,736 | $592K |
| 22 | Private Trust Co NA | 0.02% | 6,977 | $209K |
| 23 | Kestra Advisory Services, LLC | 0.01% | 130,176 | $3.9M |
| 24 | Commonwealth Equity Services, LLC | 0.01% | 302,803 | $9.1M |
| 25 | J.W. Cole Advisors, INC. | 0.01% | 18,999 | $570K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|