Who owns BINC (BINC)
Which tracked institutional funds hold BINC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BINC company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
242 tracked funds added or opened BINC while 170 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
BINC’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 0.5% of theirs — a 0.1pp gap the other way — the median holder sizes BINC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BINC 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 2025-Q4 and 2026-Q1, across 772 tracked filers holding BINC, 480 increased or opened the position and 317 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 BINC between the 2025-Q4 and 2026-Q1 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 44
- JANE STREET GROUP, LLC$151M
- CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$110M
- Advisor OS, LLC$47M
- MJP ASSOCIATES INC /ADV$46M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$21M
- KAVAR CAPITAL PARTNERS GROUP, LLC$20M
Full exits 23
- Lanham O'Dell & Company, Inc.$71M
- Vantage Financial Partners, LLC$23M
- Global Retirement Partners, LLC$11M
- Austin Private Wealth, LLC$11M
- High Falls Advisors, Inc$10M
- Diversify Advisory Services, LLC$6M
Largest adds
- GOLDMAN SACHS GROUP INC$293M
- BlackRock, Inc.$172M
- Dynasty Wealth Management, LLC$150M
- Quotient Wealth Partners, LLC$95M
- MAI Capital Management$70M
- JPMORGAN CHASE & CO$62M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$100M
- ENVESTNET ASSET MANAGEMENT INC$47M
- Americana Partners, LLC$45M
- NewEdge Advisors, LLC$43M
- Arete Wealth Advisors, LLC$32M
- Envestnet Portfolio Solutions, Inc.$24M
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC trimmed | 27,040,319 | $1.4B | 11.1% | 2026-Q1 |
| BlackRock, Inc. added | 18,640,869 | $968M | 7.6% | 2026-Q1 |
| LPL Financial LLC added | 15,777,188 | $819M | 6.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 13,782,273 | $713M | 5.6% | 2026-Q1 |
| Dynasty Wealth Management, LLC added | 12,025,663 | $624M | 4.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 11,621,458 | $604M | 4.8% | 2026-Q1 |
| MORGAN STANLEY added | 9,884,326 | $513M | 4.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 8,716,481 | $453M | 3.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 8,036,909 | $419M | 3.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 5,847,098 | $304M | 2.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 5,650,823 | $293M | 2.3% | 2026-Q1 |
| Quotient Wealth Partners, LLC added | 5,551,033 | $288M | 2.3% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 5,443,735 | $283M | 2.2% | 2026-Q1 |
| UBS Group AG added | 4,966,240 | $258M | 2.0% | 2026-Q1 |
| Cetera Investment Advisers added | 4,833,094 | $251M | 2.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 2,899,173 | $151M | 1.2% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 2,862,506 | $149M | 1.2% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC added | 2,713,762 | $141M | 1.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 2,670,558 | $139M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,638,129 | $137M | 1.1% | 2026-Q1 |
| Wharton Business Group, LLC added | 2,592,485 | $135M | 1.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 2,374,421 | $123M | 1.0% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 2,323,420 | $121M | 1.0% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC new | 2,123,686 | $110M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,879,840 | $98M | 0.8% | 2026-Q1 |
| Kestra Investment Management, LLC added | 1,836,270 | $95M | 0.8% | 2026-Q1 |
| CWM, LLC trimmed | 1,799,492 | $93M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,660,530 | $86M | 0.7% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 1,623,636 | $84M | 0.7% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 1,534,057 | $80M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,504,289 | $78M | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,501,080 | $78M | 0.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,485,416 | $77M | 0.6% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 1,396,637 | $73M | 0.6% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 1,357,611 | $71M | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 1,357,562 | $70M | 0.6% | 2026-Q1 |
| MAI Capital Management added | 1,344,398 | $70M | 0.5% | 2026-Q1 |
| Clearwater Capital Advisors, LLC added | 1,304,331 | $68M | 0.5% | 2026-Q1 |
| Americana Partners, LLC trimmed | 1,300,946 | $68M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,221,559 | $63M | 0.5% | 2026-Q1 |
| MCF Advisors LLC added | 1,197,568 | $62M | 0.5% | 2026-Q1 |
| Falcon Wealth Planning added | 1,194,330 | $62M | 0.5% | 2026-Q1 |
| Pacific Sage Partners, LLC added | 1,173,146 | $61M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 1,104,122 | $57M | 0.5% | 2026-Q1 |
| FMR LLC added | 1,036,342 | $54M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 973,670 | $51M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 957,015 | $50M | 0.4% | 2026-Q1 |
| HUB Investment Partners, LLC added | 928,138 | $48M | 0.4% | 2026-Q1 |
| Advisor OS, LLC new | 898,345 | $47M | 0.4% | 2026-Q1 |
| MJP ASSOCIATES INC /ADV new | 893,495 | $46M | 0.4% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 884,009 | $46M | 0.4% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 862,583 | $45M | 0.4% | 2026-Q1 |
| Madison Wealth Partners, Inc added | 861,802 | $45M | 0.4% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 798,569 | $41M | 0.3% | 2026-Q1 |
| Summit Financial, LLC added | 774,495 | $40M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 757,364 | $39M | 0.3% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 743,242 | $39M | 0.3% | 2026-Q1 |
| Arax Advisory Partners added | 693,123 | $36M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 681,950 | $35M | 0.3% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 660,637 | $34M | 0.3% | 2026-Q1 |
| Composition Wealth, LLC added | 645,623 | $34M | 0.3% | 2026-Q1 |
| Parallel Advisors, LLC added | 642,004 | $33M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 641,392 | $33M | 0.3% | 2026-Q1 |
| Betterment LLC added | 603,679 | $31M | 0.2% | 2026-Q1 |
| Grantvest Financial Group LLC added | 597,500 | $31M | 0.2% | 2026-Q1 |
| CGN Advisors LLC added | 597,421 | $31M | 0.2% | 2026-Q1 |
| Valmark Advisers, Inc. added | 586,763 | $30M | 0.2% | 2026-Q1 |
| ASSETMARK, INC added | 577,321 | $30M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 565,454 | $29M | 0.2% | 2026-Q1 |
| Johnson Bixby & Associates, LLC added | 555,500 | $29M | 0.2% | 2026-Q1 |
| Strong Tower Advisory Services added | 551,018 | $29M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 532,915 | $28M | 0.2% | 2026-Q1 |
| Lineweaver Wealth Advisors, LLC added | 517,003 | $27M | 0.2% | 2026-Q1 |
| Legacy Financial Group LLC trimmed | 516,483 | $27M | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 515,815 | $27M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 515,036 | $27M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 494,522 | $26M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 486,278 | $25M | 0.2% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 483,516 | $25M | 0.2% | 2026-Q1 |
| 55 North Private Wealth, LLC added | 481,586 | $25M | 0.2% | 2026-Q1 |
| Frisch Financial Group, Inc. added | 477,623 | $25M | 0.2% | 2026-Q1 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV trimmed | 464,996 | $25M | 0.2% | 2026-Q1 |
| Belpointe Asset Management LLC trimmed | 468,472 | $24M | 0.2% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 465,796 | $24M | 0.2% | 2026-Q1 |
| NorthCoast Asset Management LLC added | 446,029 | $23M | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC added | 444,545 | $23M | 0.2% | 2026-Q1 |
| Vivid Wealth Management, LLC added | 437,676 | $23M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 411,048 | $21M | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 405,976 | $21M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 404,938 | $21M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 402,307 | $21M | 0.2% | 2026-Q1 |
| Faithward Advisors, LLC added | 392,844 | $20M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 388,399 | $20M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC added | 386,943 | $20M | 0.2% | 2026-Q1 |
| KAVAR CAPITAL PARTNERS GROUP, LLC added | 380,357 | $20M | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 372,944 | $19M | 0.2% | 2026-Q1 |
| Lanham O'Dell & Company, Inc. added | 1,337,104 | $71M | 0.6% | 2025-Q4 stale |
| SYNOVUS FINANCIAL CORP added | 1,203,741 | $64M | 0.5% | 2025-Q3 stale |
| Vantage Financial Partners, LLC added | 431,370 | $23M | 0.2% | 2025-Q4 stale |
| GRIES FINANCIAL LLC added | 416,114 | $22M | 0.2% | 2025-Q3 stale |
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.