Institutional Holders (2026 Q1)
128 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BST. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | PMG Family Office LLC | 2.61% | 64,318 | $2.3M |
| 2 | David J Yvars Group | 0.63% | 31,142 | $1.1M |
| 3 | Future Financial Wealth Managment LLC | 0.37% | 14,000 | $574K |
| 4 | Aurora Private Wealth, Inc. | 0.26% | 9,153 | — |
| 5 | Harbour Wealth Management Group, Inc. | 0.22% | 8,072 | $293K |
| 6 | WEALTH EFFECTS LLC | 0.22% | 16,739 | $608K |
| 7 | Stolper Co | 0.19% | 61,528 | — |
| 8 | Next Level Private LLC | 0.12% | 15,068 | $548K |
| 9 | FORTEM FINANCIAL GROUP, LLC | 0.12% | 13,363 | $486K |
| 10 | VISTA INVESTMENT PARTNERS II, LLC | 0.11% | 6,743 | $245K |
| 11 | Abel Hall, LLC | 0.10% | 13,000 | $473K |
| 12 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 0.10% | 9,356 | $340K |
| 13 | WEDBUSH SECURITIES INC | 0.09% | 87,856 | $3K |
| 14 | Faithward Advisors, LLC | 0.08% | 10,672 | $551K |
| 15 | NBC SECURITIES, INC. | 0.04% | 15,015 | $546K |
| 16 | Mirador Capital Partners LP | 0.04% | 7,688 | $279K |
| 17 | Claro Advisors Inc. | 0.03% | 7,054 | $256K |
| 18 | Focus Financial Network, Inc. | 0.02% | 17,435 | $634K |
| 19 | B. Riley Wealth Advisors, Inc. | 0.02% | 10,161 | $357K |
| 20 | OPPENHEIMER & CO INC | 0.02% | 45,025 | $1.6M |
| 21 | Janney Montgomery Scott LLC | 0.01% | 151,536 | $6K |
| 22 | Prospera Financial Services Inc | 0.01% | 16,712 | $608K |
| 23 | HARBOR INVESTMENT ADVISORY, LLC | 0.01% | 3,163 | $115K |
| 24 | Merit Financial Group, LLC | 0.00% | 17,064 | $620K |
| 25 | STEPHENS INC /AR/ | 0.00% | 9,335 | $339K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|