Institutional Holders (2026 Q2)
773 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BINC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Grantvest Financial Group LLC | 17.43% | 574,765 | $30.1M |
| 2 | Pacific Sage Partners, LLC | 9.64% | 1,297,061 | $67.9M |
| 3 | Vivid Wealth Management, LLC | 8.46% | 459,378 | $24.0M |
| 4 | Signal Tree Financial Partners LLC | 7.90% | 227,864 | $11.9M |
| 5 | Gts Financial, LLC | 7.34% | 190,589 | $10.1M |
| 6 | Members Advisory Group LLC | 7.28% | 498,275 | $26.1M |
| 7 | Quotient Wealth Partners, LLC | 7.10% | 5,746,548 | $300.8M |
| 8 | STAR Financial Bank | 6.16% | 288,717 | $15.1M |
| 9 | Shah Wealth Advisors, LLC | 6.14% | 508,683 | $26.6M |
| 10 | 55 North Private Wealth, LLC | 6.07% | 589,784 | $30.9M |
| 11 | Madison Wealth Partners, Inc | 6.06% | 909,176 | $47.6M |
| 12 | Alexis Investment Partners, LLC | 5.61% | 183,013 | $9.6M |
| 13 | Clearwater Capital Advisors, LLC | 5.48% | 1,428,988 | $74.8M |
| 14 | Strong Tower Advisory Services | 5.46% | 582,449 | $30.5M |
| 15 | Ducere Wealth Management LLC | 5.45% | 346,593 | $18.1M |
| 16 | Marest Capital, LLC | 5.45% | 209,104 | $10.9M |
| 17 | Wharton Business Group, LLC | 5.37% | 3,067,790 | $160.6M |
| 18 | Mjp Associates Inc /Adv | 5.17% | 903,162 | $47.3M |
| 19 | Alternative Investment Advisors, LLC. | 5.11% | 256,751 | $13.4M |
| 20 | Dynasty Wealth Management, LLC | 5.10% | 13,122,011 | $686.8M |
| 21 | WJ Wealth Management, LLC | 4.96% | 240,233 | $12.6M |
| 22 | Northcape Wealth Management, LLC | 4.94% | 359,435 | $18.8M |
| 23 | Pennsylvania Capital Management Inc /Adv | 4.81% | 362,510 | $19.0M |
| 24 | Refined Wealth Management | 4.77% | 151,094 | $7.9M |
| 25 | Selby Wealth Management, LLC | 4.64% | 249,994 | $13.1M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|