Who owns BHAVU
Which tracked institutional funds hold BHAVU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BHAVU company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
9 tracked funds added or opened BHAVU while 9 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
BHAVU’s largest tracked holder by dollar value, Karpus Management, Inc., sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% 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 BHAVU 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 34 tracked filers holding BHAVU, 15 increased or opened the position and 14 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 BHAVU 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 6
- Karpus Management, Inc.$13M
- Westchester Capital Management, LLC$4M
- D. E. Shaw & Co., Inc.$3M
- COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2M
- WOLVERINE ASSET MANAGEMENT LLC$2M
- Clear Street Group Inc.$680K
Full exits 8
- Decagon Asset Management LLP$10M
- JPMORGAN CHASE & CO$9M
- METEORA CAPITAL, LLC$8M
- Harraden Circle Investments, LLC$8M
- Saba Capital Management, L.P.$2M
- Schonfeld Strategic Advisors LLC$1M
Largest adds
- Magnetar Financial LLC$685K
- Shaolin Capital Management LLC$479K
- MIZUHO SECURITIES USA LLC$285K
Largest trims
- TORONTO DOMINION BANK$972K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Karpus Management, Inc. new | 1,267,457 | $13M | 9.9% | 2026-Q2 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | 950,000 | $9M | 7.5% | 2026-Q2 |
| Polar Asset Management Partners Inc. | 800,000 | $8M | 6.3% | 2026-Q2 |
| Magnetar Financial LLC added | 602,499 | $6M | 4.7% | 2026-Q2 |
| ADAR1 Capital Management, LLC | 495,000 | $5M | 3.9% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 494,592 | $5M | 3.9% | 2026-Q2 |
| HEIGHTS CAPITAL MANAGEMENT, INC trimmed | 493,719 | $5M | 3.9% | 2026-Q2 |
| Westchester Capital Management, LLC new | 450,000 | $4M | 3.5% | 2026-Q2 |
| MMCAP International Inc. SPC | 350,000 | $3M | 2.7% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 279,264 | $3M | 2.2% | 2026-Q2 |
| L1 Global Manager Pty Ltd | 275,000 | $3M | 2.2% | 2026-Q2 |
| ARISTEIA CAPITAL, L.L.C. | 250,000 | $3M | 2.0% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS new | 250,000 | $2M | 2.0% | 2026-Q2 |
| MIZUHO SECURITIES USA LLC | 200,000 | $2M | 1.6% | 2026-Q2 |
| DLD Asset Management, LP | 200,000 | $2M | 1.6% | 2026-Q2 |
| Shaolin Capital Management LLC added | 195,771 | $2M | 1.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP | 181,250 | $2M | 1.4% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC new | 174,178 | $2M | 1.4% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 130,000 | $1M | 1.0% | 2026-Q2 |
| StoneX Group Inc. added | 117,485 | $1M | 0.9% | 2026-Q2 |
| BERKLEY W R CORP | 99,440 | $989K | 0.8% | 2026-Q2 |
| TORONTO DOMINION BANK trimmed | 96,785 | $978K | 0.8% | 2026-Q2 |
| Parallax Volatility Advisers, L.P. | 65,177 | $659K | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 53,171 | $538K | 0.4% | 2026-Q2 |
| Radcliffe Capital Management, L.P. | 50,000 | $496K | 0.4% | 2026-Q2 |
| Clear Street Group Inc. new | 44,921 | $454K | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,000 | $404K | 0.3% | 2026-Q2 |
| ABC ARBITRAGE SA | 20,000 | $199K | 0.2% | 2026-Q2 |
| Logan Stone Capital, LLC new | 18,078 | $180K | 0.1% | 2026-Q2 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 15,000 | $149K | 0.1% | 2026-Q2 |
| TrueMark Investments, LLC added | 11,540 | $115K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS | 2,832 | $28K | 0.0% | 2026-Q2 |
| UBS Group AG new | 10 | $101 | 0.0% | 2026-Q2 |
| MORGAN STANLEY new | 10 | $99 | 0.0% | 2026-Q2 |
| Decagon Asset Management LLP new | 990,000 | $10M | 7.8% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO new | 950,000 | $9M | 7.5% | 2026-Q1 stale (1 quarter behind) |
| METEORA CAPITAL, LLC new | 844,900 | $8M | 6.7% | 2026-Q1 stale (1 quarter behind) |
| Harraden Circle Investments, LLC new | 758,763 | $8M | 6.0% | 2026-Q1 stale (1 quarter behind) |
| Saba Capital Management, L.P. new | 198,628 | $2M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| Schonfeld Strategic Advisors LLC new | 102,189 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Kepos Capital LP new | 90,000 | $898K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Virtu Financial LLC new | 51,253 | $511K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Warberg Asset Management LLC new | 50,000 | $499K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Bulldog Investors, LLP new | 10,000 | $100K | 0.1% | 2026-Q1 stale (1 quarter behind) |
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.