Institutional Holders (2026 Q2)
114 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BNDW. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Aurelius Family Office LLC | 10.14% | 375,706 | $25.7M |
| 2 | Two West Capital Advisors LLC | 9.01% | 267,551 | $18.1M |
| 3 | Amicus Financial Advisors, LLC | 7.91% | 469,953 | $32.2M |
| 4 | E-Wealth Partners, LLC | 5.59% | 112,873 | $7.7M |
| 5 | Applied Capital LLC | 5.46% | 247,229 | $16.9M |
| 6 | Five Pine Wealth Management | 3.14% | 80,901 | $5.5M |
| 7 | Alhambra Investment Management LLC | 2.60% | 87,061 | $6.0M |
| 8 | Stone Summit Wealth LLC | 2.23% | 128,126 | $8.8M |
| 9 | Cogent Private Wealth, Inc. | 1.87% | 43,754 | $3.0M |
| 10 | Rik Saylor Financial, INC. | 0.54% | 11,963 | $820K |
| 11 | 17 Capital Partners, LLC | 0.45% | 14,451 | $990K |
| 12 | Bedminster, LLC | 0.40% | 6,899 | $473K |
| 13 | Avise Financial Cooperative, Inc. | 0.39% | 8,085 | $554K |
| 14 | Professional Financial Advisors, LLC | 0.37% | 31,150 | $2.1M |
| 15 | Destiny Wealth Partners, LLC | 0.21% | 22,184 | $1.5M |
| 16 | Kings Path Partners LLC | 0.21% | 8,058 | $561K |
| 17 | Geometric Wealth Advisors | 0.17% | 22,440 | $1.5M |
| 18 | BlueCrest Capital Management Ltd | 0.15% | 65,002 | $4.5M |
| 19 | Waverly Advisors, LLC | 0.14% | 354,661 | $24.3M |
| 20 | Newport Capital Group, LLC | 0.14% | 3,626 | $249K |
| 21 | Arcadia Wealth Management, Inc. | 0.14% | 4,166 | $285K |
| 22 | TSA Wealth Managment LLC | 0.13% | 6,496 | $445K |
| 23 | Gould Capital, LLC | 0.12% | 3,233 | $222K |
| 24 | Maridea Wealth Management LLC | 0.11% | 14,860 | $1.0M |
| 25 | Aegis Wealth Management LLC | 0.11% | 3,259 | $223K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|