Institutional Holders (2026 Q2)
28 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BLDX. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Millstone Evans Group, LLC | 5.68% | 403,194 | $10.5M |
| 2 | Allodium Investment Consultants, LLC | 1.23% | 111,523 | $2.9M |
| 3 | SK Wealth Management, LLC | 0.98% | 164,637 | $4.3M |
| 4 | WCG Wealth Advisors LLC | 0.21% | 333,285 | $8.7M |
| 5 | Financial Insights, Inc. | 0.20% | 29,228 | $762K |
| 6 | Milestone Investment Advisors LLC | 0.16% | 28,648 | $747K |
| 7 | Operose Advisors LLC | 0.11% | 22,354 | $583K |
| 8 | Mason & Associates Inc | 0.10% | 24,034 | $626K |
| 9 | PFG Investments, LLC | 0.09% | 84,273 | $2.2M |
| 10 | Lpwm LLC | 0.07% | 12,689 | $331K |
| 11 | Medallion Wealth Advisors, LLC | 0.04% | 4,829 | $126K |
| 12 | Godfrey Financial Associates, Inc. | 0.03% | 1,382 | $36K |
| 13 | Phillip James Consulting Co. | 0.01% | 785 | $20K |
| 14 | Noble Wealth Management PBC | 0.01% | 1,038 | $27K |
| 15 | Clearstead Advisors, LLC | 0.00% | 17,083 | $445K |
| 16 | Kestra Private Wealth Services, LLC | 0.00% | 13,829 | $360K |
| 17 | Kestra Advisory Services, LLC | 0.00% | 20,506 | $534K |
| 18 | Corient Private Wealth LP | 0.00% | 33,335 | $450K |
| 19 | Assetmark, Inc | 0.00% | 5,139 | $134K |
| 20 | HighTower Advisors, LLC | 0.00% | 7,909 | $206K |
| 21 | LPL Financial LLC | 0.00% | 33,253 | $867K |
| 22 | Integrated Wealth Concepts LLC | 0.00% | 856 | $22K |
| 23 | Osaic Holdings, INC. | 0.00% | 2,836 | $74K |
| 24 | Jane Street Group, LLC | 0.00% | 36,127 | $941K |
| 25 | Citadel Advisors LLC | 0.00% | 9,076 | $237K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|