Who owns BIDD
Which tracked institutional funds hold BIDD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BIDD 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
12 tracked funds added or opened BIDD while 12 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
BIDD’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BIDD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BIDD 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 83 tracked filers holding BIDD, 38 increased or opened the position and 40 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 BIDD 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 1
- J.W. COLE ADVISORS, INC.$570K
Full exits 3
- FLOW TRADERS U.S. LLC$4M
- Mariner, LLC$875K
- TSFG, LLC$525K
Largest adds
- OSAIC HOLDINGS, INC.$4M
- Vertex Planning Partners, LLC$4M
- MML INVESTORS SERVICES, LLC$3M
- BANK OF AMERICA CORP /DE/$2M
- CITADEL ADVISORS LLC$2M
- MORGAN STANLEY$2M
Largest trims
- Keystone Financial Group$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
- JPMORGAN CHASE & CO$2M
- FORTRESS FINANCIAL GROUP, LLC$2M
- CFS Investment Advisory Services, LLC$2M
- Cerity Partners LLC$964K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 953,214 | $29M | 11.1% | 2026-Q2 |
| MORGAN STANLEY added | 931,538 | $28M | 10.9% | 2026-Q2 |
| Vertex Planning Partners, LLC added | 626,308 | $19M | 7.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 535,434 | $16M | 6.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 507,757 | $15M | 5.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 440,916 | $13M | 5.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 356,302 | $11M | 4.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 302,803 | $9M | 3.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 273,399 | $8M | 3.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 242,710 | $7M | 2.8% | 2026-Q2 |
| CFS Investment Advisory Services, LLC trimmed | 207,490 | $6M | 2.4% | 2026-Q2 |
| UBS Group AG trimmed | 185,317 | $6M | 2.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 157,269 | $5M | 1.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 138,684 | $4M | 1.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 130,176 | $4M | 1.5% | 2026-Q2 |
| Cerity Partners LLC trimmed | 117,955 | $4M | 1.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 114,338 | $3M | 1.3% | 2026-Q2 |
| Keystone Financial Group trimmed | 112,128 | $3M | 1.3% | 2026-Q2 |
| Cetera Investment Advisers added | 107,490 | $3M | 1.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 93,742 | $3M | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 89,661 | $3M | 1.0% | 2026-Q2 |
| BEACON FINANCIAL GROUP trimmed | 72,614 | $2M | 0.8% | 2026-Q2 |
| EHRLICH FINANCIAL GROUP trimmed | 61,005 | $2M | 0.7% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 56,398 | $2M | 0.7% | 2026-Q2 |
| Midwest Capital Advisors, LLC trimmed | 47,494 | $1M | 0.6% | 2026-Q2 |
| NVWM, LLC trimmed | 43,263 | $1M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 35,606 | $1M | 0.4% | 2026-Q2 |
| MUIRFIELD WEALTH ADVISORS LLC added | 33,753 | $1M | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 28,733 | $863K | 0.3% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 28,259 | $848K | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 21,058 | $632K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 20,368 | $611K | 0.2% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 19,736 | $592K | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 18,999 | $570K | 0.2% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 18,935 | $549K | 0.2% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 17,794 | $534K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 16,473 | $495K | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC | 15,901 | $477K | 0.2% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 15,507 | $457K | 0.2% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 15,507 | $457K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 12,409 | $373K | 0.1% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 11,867 | $356K | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 9,831 | $293K | 0.1% | 2026-Q2 |
| Clarity Asset Management, Inc. added | 9,741 | $292K | 0.1% | 2026-Q2 |
| Cornerstone Planning Group LLC added | 9,050 | $269K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 8,856 | $266K | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 8,799 | $264K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV | 8,722 | $262K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 8,175 | $245K | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 8,103 | $243K | 0.1% | 2026-Q2 |
| SK Wealth Management, LLC added | 7,567 | $232K | 0.1% | 2026-Q2 |
| HEADINVEST, LLC | 7,592 | $228K | 0.1% | 2026-Q2 |
| INVESTMENT PARTNERS, LTD. added | 7,559 | $227K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 6,977 | $209K | 0.1% | 2026-Q2 |
| Vision Retirement, LLC trimmed | 5,423 | $163K | 0.1% | 2026-Q2 |
| ASSETMARK, INC trimmed | 4,825 | $145K | 0.1% | 2026-Q2 |
| FMR LLC added | 4,801 | $144K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 4,793 | $144K | 0.1% | 2026-Q2 |
| Harborfront Financial Group LLC new | 3,482 | $105K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 3,000 | $90K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 2,704 | $81K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 1,852 | $56K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 1,776 | $53K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 1,741 | $52K | 0.0% | 2026-Q2 |
| Advocate Investing Services LLC | 1,332 | $40K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 1,100 | $33K | 0.0% | 2026-Q2 |
| Imprint Wealth LLC | 972 | $29K | 0.0% | 2026-Q2 |
| Crewe Advisors LLC | 910 | $27K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 747 | $22K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 655 | $20K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 317 | $10K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 257 | $8K | 0.0% | 2026-Q2 |
| First Command Advisory Services, Inc. new | 257 | $8K | 0.0% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 251 | $8K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 196 | $6K | 0.0% | 2026-Q2 |
| PFS Partners, LLC trimmed | 195 | $6K | 0.0% | 2026-Q2 |
| FORTRESS FINANCIAL GROUP, LLC trimmed | 71,405 | $5K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 163 | $5K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC | 150 | $5K | 0.0% | 2026-Q2 |
| Hughes Financial Services, LLC | 147 | $4K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 143 | $4K | 0.0% | 2026-Q2 |
| Godfrey Financial Associates, Inc. | 103 | $3K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 43 | $1K | 0.0% | 2026-Q2 |
| FLOW TRADERS U.S. LLC added | 131,716 | $4M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC trimmed | 30,779 | $875K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| TSFG, LLC added | 18,469 | $525K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| hemming& Wealth Management, Inc. new | 110,769 | $3M | 1.2% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 21,876 | $630K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 17,106 | $493K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Integrated Investment Consultants, LLC | 350,111 | $10M | 3.8% | 2025-Q3 stale (3 quarters behind) |
| Integrated Advisors Network LLC added | 86,202 | $2M | 0.9% | 2025-Q3 stale (3 quarters behind) |
| JB Capital LLC added | 86,091 | $2M | 0.9% | 2025-Q3 stale (3 quarters behind) |
| Triad Wealth Partners, LLC added | 45,514 | $1M | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Sequoia Financial Advisors, LLC new | 44,048 | $1M | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Invst, LLC added | 30,449 | $852K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| ShoreHaven Wealth Partners, LLC trimmed | 20,840 | $583K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| BRASS TAX WEALTH MANAGEMENT, INC | 15,901 | $445K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Graypoint LLC added | 173,562 | $5M | 1.8% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 59,231 | $2M | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 27,560 | $752K | 0.3% | 2025-Q2 stale (4 quarters 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.