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-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
BHAVU’s largest tracked holder by dollar value, Decagon Asset Management LLP, sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.9pp 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
Only one quarter (2026-Q1) of 13F history is available — a quarter-over-quarter accumulation delta needs two.
We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Decagon Asset Management LLP new | 990,000 | $10M | 9.7% | 2026-Q1 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC new | 950,000 | $9M | 9.3% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 950,000 | $9M | 9.3% | 2026-Q1 |
| METEORA CAPITAL, LLC new | 844,900 | $8M | 8.3% | 2026-Q1 |
| Polar Asset Management Partners Inc. new | 800,000 | $8M | 7.8% | 2026-Q1 |
| Harraden Circle Investments, LLC new | 758,763 | $8M | 7.4% | 2026-Q1 |
| Magnetar Financial LLC new | 545,600 | $5M | 5.3% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC new | 495,000 | $5M | 4.8% | 2026-Q1 |
| HEIGHTS CAPITAL MANAGEMENT, INC new | 495,000 | $5M | 4.8% | 2026-Q1 |
| ADAR1 Capital Management, LLC new | 495,000 | $5M | 4.8% | 2026-Q1 |
| MMCAP International Inc. SPC new | 350,000 | $3M | 3.4% | 2026-Q1 |
| L1 Global Manager Pty Ltd new | 275,000 | $3M | 2.7% | 2026-Q1 |
| ARISTEIA CAPITAL, L.L.C. new | 250,000 | $2M | 2.4% | 2026-Q1 |
| TORONTO DOMINION BANK new | 200,065 | $2M | 2.0% | 2026-Q1 |
| DLD Asset Management, LP new | 200,000 | $2M | 2.0% | 2026-Q1 |
| MIZUHO SECURITIES USA LLC new | 200,000 | $2M | 2.0% | 2026-Q1 |
| Saba Capital Management, L.P. new | 198,628 | $2M | 1.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP new | 181,250 | $2M | 1.8% | 2026-Q1 |
| Shaolin Capital Management LLC new | 150,000 | $1M | 1.5% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC new | 124,813 | $1M | 1.2% | 2026-Q1 |
| StoneX Group Inc. new | 104,628 | $1M | 1.0% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC new | 102,189 | $1M | 1.0% | 2026-Q1 |
| BERKLEY W R CORP new | 99,440 | $992K | 1.0% | 2026-Q1 |
| Kepos Capital LP new | 90,000 | $898K | 0.9% | 2026-Q1 |
| Parallax Volatility Advisers, L.P. new | 65,177 | $654K | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 54,348 | $542K | 0.5% | 2026-Q1 |
| Virtu Financial LLC new | 51,253 | $511K | 0.5% | 2026-Q1 |
| Warberg Asset Management LLC new | 50,000 | $499K | 0.5% | 2026-Q1 |
| Radcliffe Capital Management, L.P. new | 50,000 | $499K | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 40,000 | $399K | 0.4% | 2026-Q1 |
| ABC ARBITRAGE SA new | 20,000 | $200K | 0.2% | 2026-Q1 |
| ROBINSON CAPITAL MANAGEMENT, LLC new | 15,000 | $151K | 0.1% | 2026-Q1 |
| Bulldog Investors, LLP new | 10,000 | $100K | 0.1% | 2026-Q1 |
| TrueMark Investments, LLC new | 10,000 | $100K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS new | 2,832 | $28K | 0.0% | 2026-Q1 |
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.