Institutional Holders (2026 Q2)
266 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BIZD. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Mission Hills Financial Advisory, LLC | 6.70% | 1,204,459 | $15.2M |
| 2 | Measured Risk Portfolios, Inc. | 2.07% | 183,546 | $2.3M |
| 3 | Paller Financial Services Inc | 1.24% | 130,672 | $1.7M |
| 4 | Haven Private, LLC | 1.19% | 246,918 | $3.1M |
| 5 | Alpha Wealth Funds, LLC | 1.16% | 168,231 | $2.1M |
| 6 | Garner Asset Management Corp | 1.15% | 280,004 | $3.6M |
| 7 | Berkeley Capital Partners, LLC | 1.15% | 441,601 | $5.6M |
| 8 | Transcend Capital Advisors, LLC | 1.06% | 1,245,846 | $15.8M |
| 9 | Amplius Wealth Advisors, LLC | 0.96% | 1,033,780 | $13.1M |
| 10 | Ascent Advisors, LLC | 0.93% | 64,619 | $810K |
| 11 | Sterling Investment Advisors, Ltd. | 0.89% | 421,475 | $5.3M |
| 12 | Samalin Investment Counsel, LLC | 0.86% | 216,774 | $2.7M |
| 13 | Naviter Wealth, LLC | 0.85% | 738,897 | $9.4M |
| 14 | Future Financial Wealth Managment LLC | 0.84% | 109,209 | $1.3M |
| 15 | Cascade Investment Group, INC. | 0.83% | 116,375 | $1.5M |
| 16 | Advisory Advocates, LLC | 0.78% | 72,020 | $912K |
| 17 | Maia Wealth LLC | 0.72% | 386,935 | $4.9M |
| 18 | Grange Capital, LLC | 0.72% | 61,445 | $778K |
| 19 | Investment Partners Asset Management, Inc. | 0.67% | 95,101 | $1.2M |
| 20 | Ferguson Shapiro LLC | 0.65% | 174,640 | $2.2M |
| 21 | Magnolia Capital Advisors LLC | 0.62% | 286,357 | $3.6M |
| 22 | Condor Capital Management | 0.61% | 643,796 | $8.2M |
| 23 | Generali Asset Management SPA SGR | 0.50% | 2,200,000 | $27.9M |
| 24 | Howard Wealth Management, LLC | 0.45% | 96,570 | $1.2M |
| 25 | Regatta Research & Money Management | 0.38% | 31,707 | $401K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|