Institutional Holders (2026 Q1)
347 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BIP. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Summerhill Capital Management lnc. | 7.33% | 232,410 | $8.4M |
| 2 | WALNUT PRIVATE EQUITY PARTNERS, LLC | 2.03% | 102,000 | $3.7M |
| 3 | Gold Investment Management Ltd. | 1.98% | 177,025 | $6.4M |
| 4 | Sage Investment Counsel LLC | 1.51% | 37,803 | $1.4M |
| 5 | EPIQ PARTNERS, LLC | 1.36% | 80,784 | $2.9M |
| 6 | HERBST GROUP, LLC | 1.32% | 59,370 | $2.1M |
| 7 | Tranquility Partners, LLC | 1.13% | 82,925 | $3.0M |
| 8 | Addenda Capital Inc. | 1.09% | 771,858 | $38.7M |
| 9 | Baskin Financial Services Inc. | 0.90% | 305,880 | $11K |
| 10 | VIEWPOINT INVESTMENT PARTNERS CORP | 0.70% | 41,142 | $1.5M |
| 11 | TANDEM CAPITAL MANAGEMENT CORP /ADV | 0.69% | 38,430 | $1.4M |
| 12 | CHELSEA COUNSEL CO | 0.59% | 39,150 | $1.4M |
| 13 | TRITONPOINT WEALTH, LLC | 0.50% | 128,975 | $4.7M |
| 14 | Pathway Financial Advisers, LLC | 0.47% | 46,040 | $1.7M |
| 15 | WESPAC Advisors, LLC | 0.45% | 22,994 | $831K |
| 16 | Lakewood Asset Management LLC | 0.33% | 14,369 | $519K |
| 17 | ASO GROUP Ltd | 0.29% | 19,081 | — |
| 18 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 0.25% | 57,053 | $2.1M |
| 19 | DAVIS-REA LTD. | 0.18% | 19,422 | $701K |
| 20 | Value Partners Investments Inc. | 0.15% | 54,171 | $2.0M |
| 21 | Northside Capital Management, LLC | 0.14% | 42,865 | $1.5M |
| 22 | Bayforest Capital Ltd | 0.13% | 3,278 | $118K |
| 23 | Formidable Asset Management, LLC | 0.13% | 22,633 | $818K |
| 24 | Canton Hathaway, LLC | 0.12% | 16,350 | $591K |
| 25 | Sequoia Financial Advisors, LLC | 0.10% | 497,642 | $18.0M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|