Who owns BDYN
Which tracked institutional funds hold BDYN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BDYN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BDYN is one-sided between 2026-Q1 and 2026-Q2: 45 added or opened and 12 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BDYN’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BDYN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 122 tracked filers holding BDYN, 67 increased or opened the position and 55 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BDYN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- Advisory Solutions Group, LLC$7M
- Legacy Wealth Managment, LLC/ID$4M
- JANE STREET GROUP, LLC$2M
- Vantus Wealth LLC$2M
- Vise Technologies, Inc.$1M
- IFG Advisory, LLC$1M
Full exits 6
- PARK AVENUE SECURITIES LLC$92M
- Integrated Wealth Concepts LLC$9M
- Cambridge Investment Research Advisors, Inc.$4M
- Rockefeller Capital Management L.P.$3M
- Sunbelt Securities, Inc.$881K
- Richmond Investment Services, LLC$836K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$222M
- LPL Financial LLC$116M
- WELLS FARGO & COMPANY/MN$104M
- MML INVESTORS SERVICES, LLC$93M
- JPMORGAN CHASE & CO$20M
- Cetera Investment Advisers$19M
Largest trims
- WEALTHGARDEN F.S. LLC$946K
- Elevated Financial Group LLC$408K
- Magnus Financial Group LLC$392K
- OneAscent Family Office, LLC$367K
- MORGAN STANLEY$354K
- GC Wealth Management RIA, LLC$271K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 55,769,394 | $1.5B | 45.6% | 2026-Q2 |
| LPL Financial LLC added | 20,603,661 | $572M | 16.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 12,462,810 | $346M | 10.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 9,105,098 | $253M | 7.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 5,532,279 | $152M | 4.5% | 2026-Q2 |
| Cetera Investment Advisers added | 4,212,850 | $117M | 3.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 3,141,439 | $87M | 2.6% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 1,153,632 | $32M | 0.9% | 2026-Q2 |
| WBH ADVISORY INC added | 1,062,444 | $29M | 0.9% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 1,034,026 | $29M | 0.8% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 929,681 | $26M | 0.8% | 2026-Q2 |
| Keystone Global Partners, LLC trimmed | 686,808 | $19M | 0.6% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 639,384 | $18M | 0.5% | 2026-Q2 |
| Waverly Advisors, LLC added | 473,249 | $13M | 0.4% | 2026-Q2 |
| World Investment Advisors added | 466,669 | $13M | 0.4% | 2026-Q2 |
| Invst, LLC trimmed | 408,876 | $11M | 0.3% | 2026-Q2 |
| Regal Investment Advisors LLC added | 294,897 | $8M | 0.2% | 2026-Q2 |
| Beacon Bridge Wealth Partners, LLC added | 255,226 | $7M | 0.2% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 242,188 | $7M | 0.2% | 2026-Q2 |
| Advisory Solutions Group, LLC new | 236,069 | $7M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 209,000 | $6M | 0.2% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC trimmed | 184,677 | $5M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 178,558 | $5M | 0.1% | 2026-Q2 |
| Payne Capital LLC | 172,608 | $5M | 0.1% | 2026-Q2 |
| Legacy Wealth Managment, LLC/ID new | 161,892 | $4M | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC added | 119,247 | $3M | 0.1% | 2026-Q2 |
| RDA Financial Network added | 113,173 | $3M | 0.1% | 2026-Q2 |
| WEALTHGARDEN F.S. LLC trimmed | 109,650 | $3M | 0.1% | 2026-Q2 |
| Transamerica Financial Advisors, LLC added | 107,047 | $3M | 0.1% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 95,756 | $3M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 89,371 | $2M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 78,102 | $2M | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. added | 77,026 | $2M | 0.1% | 2026-Q2 |
| Stonebrook Private Inc. added | 74,413 | $2M | 0.1% | 2026-Q2 |
| Frisch Financial Group, Inc. added | 68,649 | $2M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 68,597 | $2M | 0.1% | 2026-Q2 |
| Two West Capital Advisors LLC added | 67,781 | $2M | 0.1% | 2026-Q2 |
| Claro Advisors Inc. trimmed | 59,745 | $2M | 0.0% | 2026-Q2 |
| LongView Wealth Management added | 57,950 | $2M | 0.0% | 2026-Q2 |
| RESOLUTE WEALTH ADVISOR, INC. | 57,883 | $1M | 0.0% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 56,551 | $2M | 0.0% | 2026-Q2 |
| Vantus Wealth LLC added | 55,257 | $2M | 0.0% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 55,179 | $2M | 0.0% | 2026-Q2 |
| OneAscent Family Office, LLC trimmed | 49,721 | $1M | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 47,086 | $1M | 0.0% | 2026-Q2 |
| CPWA, LLC added | 44,399 | $1M | 0.0% | 2026-Q2 |
| Vise Technologies, Inc. new | 41,170 | $1M | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 41,166 | $1M | 0.0% | 2026-Q2 |
| Milestone Asset Management Group, LLC trimmed | 40,904 | $1M | 0.0% | 2026-Q2 |
| Freedom Investment Management, Inc. trimmed | 39,972 | $1M | 0.0% | 2026-Q2 |
| OneAscent Financial Services LLC | 38,350 | $1M | 0.0% | 2026-Q2 |
| Vertex Planning Partners, LLC added | 37,501 | $1M | 0.0% | 2026-Q2 |
| Fortis Advisors, LLC added | 36,994 | $1M | 0.0% | 2026-Q2 |
| IFG Advisory, LLC added | 36,584 | $1M | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC added | 35,992 | $998K | 0.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 34,081 | $945K | 0.0% | 2026-Q2 |
| Advisors Capital Management, LLC added | 32,256 | $895K | 0.0% | 2026-Q2 |
| Aegis Wealth Management, Inc. added | 31,158 | $864K | 0.0% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 29,916 | $830K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 28,922 | $802K | 0.0% | 2026-Q2 |
| MSH Capital Advisors LLC added | 28,482 | $790K | 0.0% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 27,527 | $764K | 0.0% | 2026-Q2 |
| Legacy Edge Advisors, LLC trimmed | 25,791 | $715K | 0.0% | 2026-Q2 |
| GC Wealth Management RIA, LLC trimmed | 25,079 | $696K | 0.0% | 2026-Q2 |
| StoneX Group Inc. new | 24,746 | $686K | 0.0% | 2026-Q2 |
| Financial Sense Advisors, Inc. trimmed | 24,353 | $676K | 0.0% | 2026-Q2 |
| Merit Financial Group, LLC added | 23,900 | $663K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 23,209 | $644K | 0.0% | 2026-Q2 |
| Prospera Financial Services Inc added | 23,147 | $642K | 0.0% | 2026-Q2 |
| Magnus Financial Group LLC trimmed | 23,003 | $638K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 21,699 | $602K | 0.0% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 21,576 | $599K | 0.0% | 2026-Q2 |
| Windsor Advisory Group, LLC trimmed | 20,212 | $561K | 0.0% | 2026-Q2 |
| Resurgent Financial Advisors LLC trimmed | 19,618 | $544K | 0.0% | 2026-Q2 |
| NWAM LLC added | 19,118 | $530K | 0.0% | 2026-Q2 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC added | 18,838 | $523K | 0.0% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 18,735 | $520K | 0.0% | 2026-Q2 |
| Archer Investment Management, LLC trimmed | 18,657 | $518K | 0.0% | 2026-Q2 |
| Atria Investments, Inc new | 18,464 | $512K | 0.0% | 2026-Q2 |
| SeaCrest Wealth Management, LLC added | 18,074 | $501K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 17,447 | $484K | 0.0% | 2026-Q2 |
| Elevation Wealth Management LLC trimmed | 16,836 | $467K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 16,436 | $456K | 0.0% | 2026-Q2 |
| Elevated Financial Group LLC trimmed | 15,111 | $419K | 0.0% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. trimmed | 15,094 | $419K | 0.0% | 2026-Q2 |
| Valmark Advisers, Inc. | 14,727 | $409K | 0.0% | 2026-Q2 |
| Kestra Investment Management, LLC trimmed | 14,282 | $396K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 14,113 | $391K | 0.0% | 2026-Q2 |
| Wealthspire Advisors, LLC | 13,546 | $376K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 11,675 | $321K | 0.0% | 2026-Q2 |
| Sowell Financial Services LLC added | 11,275 | $313K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP new | 11,249 | $312K | 0.0% | 2026-Q2 |
| BlackRock, Inc. trimmed | 10,785 | $299K | 0.0% | 2026-Q2 |
| Avantra Family Wealth, Inc. | 9,916 | $275K | 0.0% | 2026-Q2 |
| Sovran Advisors, LLC added | 9,616 | $262K | 0.0% | 2026-Q2 |
| ONE Advisory Partners, LLC trimmed | 9,355 | $260K | 0.0% | 2026-Q2 |
| Price Financial Group Wealth Management, Inc | 9,179 | $255K | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 9,134 | $255K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 9,103 | $253K | 0.0% | 2026-Q2 |
| FIDUCIARY FAMILY OFFICE, LLC trimmed | 8,903 | $247K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.