Institutional Holders (2026 Q1)
761 + 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 | 20.08% | 597,500 | $31.0M |
| 2 | Pacific Sage Partners, LLC | 9.58% | 1,173,146 | $60.9M |
| 3 | Vivid Wealth Management, LLC | 9.20% | 437,676 | $22.7M |
| 4 | Signal Tree Financial Partners LLC | 8.43% | 214,932 | $11.2M |
| 5 | Quotient Wealth Partners, LLC | 7.59% | 5,551,033 | $288.3M |
| 6 | Gts Financial, LLC | 7.33% | 176,774 | $9.3M |
| 7 | Madison Wealth Partners, Inc | 7.14% | 861,802 | $44.8M |
| 8 | STAR Financial Bank | 6.55% | 267,309 | $13.9M |
| 9 | 55 North Private Wealth, LLC | 6.40% | 481,586 | $25.0M |
| 10 | Marest Capital, LLC | 6.14% | 204,301 | $10.6M |
| 11 | Mjp Associates Inc /Adv | 5.63% | 893,495 | $46.4M |
| 12 | Clearwater Capital Advisors, LLC | 5.47% | 1,304,331 | $67.7M |
| 13 | Dynasty Wealth Management, LLC | 5.44% | 12,025,663 | $624.5M |
| 14 | Strong Tower Advisory Services | 5.38% | 551,018 | $28.6M |
| 15 | WJ Wealth Management, LLC | 5.36% | 220,373 | $11.4M |
| 16 | Pennsylvania Capital Management Inc /Adv | 5.33% | 358,530 | $18.6M |
| 17 | Frisch Financial Group, Inc. | 5.19% | 477,623 | $24.8M |
| 18 | Wharton Business Group, LLC | 5.09% | 2,592,485 | $134.6M |
| 19 | Ducere Wealth Management LLC | 5.02% | 243,003 | $12.6M |
| 20 | Selby Wealth Management, LLC | 5.00% | 244,639 | $12.7M |
| 21 | Northcape Wealth Management, LLC | 4.91% | 347,058 | $18.0M |
| 22 | J Hagan Capital, INC. | 4.90% | 174,718 | $9.1M |
| 23 | Refined Wealth Management | 4.86% | 148,168 | $7.7M |
| 24 | Centerline Wealth Advisors, LLC | 4.69% | 250,841 | $13.0M |
| 25 | Bedminster, LLC | 4.64% | 96,009 | $5.0M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|