Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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
224 tracked funds added or opened BINC while 241 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
BINC’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.4pp 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 2026-Q1 and 2026-Q2, across 760 tracked filers holding BINC, 406 increased or opened the position and 421 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 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 34
- Shah Wealth Advisors, LLC$27M
- RENAISSANCE TECHNOLOGIES LLC$16M
- WOODMONT INVESTMENT COUNSEL LLC$13M
- Alexis Investment Partners, LLC$10M
- Global Retirement Partners, LLC$10M
- Diversify Advisory Services, LLC$8M
Full exits 46
- CWM, LLC$93M
- PARK AVENUE SECURITIES LLC$84M
- Integrated Wealth Concepts LLC$71M
- Janney Montgomery Scott LLC$70M
- HighTower Advisors, LLC$57M
- Thrivent Financial for Lutherans$45M
Largest adds
- BlackRock, Inc.$346M
- Dynasty Wealth Management, LLC$62M
- PNC Financial Services Group, Inc.$53M
- Arete Wealth Advisors, LLC$46M
- WELLS FARGO & COMPANY/MN$41M
- Sequoia Financial Advisors, LLC$38M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$670M
- GOLDMAN SACHS GROUP INC$260M
- LPL Financial LLC$187M
- Envestnet Portfolio Solutions, Inc.$73M
- Bank of New York Mellon Corp$41M
- Cetera Investment Advisers$38M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 25,102,937 | $1.3B | 11.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 14,033,583 | $735M | 6.3% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 13,122,011 | $687M | 5.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 12,880,051 | $675M | 5.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 12,071,760 | $632M | 5.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 11,936,260 | $625M | 5.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 9,656,156 | $505M | 4.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 9,290,697 | $486M | 4.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 7,473,195 | $391M | 3.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 6,581,193 | $344M | 3.0% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 6,133,736 | $321M | 2.7% | 2026-Q2 |
| Quotient Wealth Partners, LLC added | 5,746,548 | $301M | 2.6% | 2026-Q2 |
| UBS Group AG trimmed | 4,651,975 | $243M | 2.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 4,066,633 | $213M | 1.8% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 3,259,747 | $171M | 1.5% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 3,160,173 | $165M | 1.4% | 2026-Q2 |
| Wharton Business Group, LLC added | 3,067,790 | $161M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,706,682 | $142M | 1.2% | 2026-Q2 |
| Merit Financial Group, LLC added | 2,652,673 | $139M | 1.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 2,355,106 | $123M | 1.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 2,336,978 | $122M | 1.0% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 2,207,918 | $116M | 1.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 2,052,618 | $108M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,994,239 | $104M | 0.9% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 1,623,402 | $85M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,542,764 | $81M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,527,153 | $80M | 0.7% | 2026-Q2 |
| MCF Advisors LLC added | 1,466,147 | $77M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 1,438,984 | $75M | 0.6% | 2026-Q2 |
| Clearwater Capital Advisors, LLC added | 1,428,988 | $75M | 0.6% | 2026-Q2 |
| Kestra Investment Management, LLC trimmed | 1,401,838 | $73M | 0.6% | 2026-Q2 |
| MAI Capital Management added | 1,370,765 | $72M | 0.6% | 2026-Q2 |
| Americana Partners, LLC added | 1,349,181 | $71M | 0.6% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 1,340,343 | $70M | 0.6% | 2026-Q2 |
| Pacific Sage Partners, LLC added | 1,297,061 | $68M | 0.6% | 2026-Q2 |
| Falcon Wealth Planning added | 1,272,693 | $67M | 0.6% | 2026-Q2 |
| Arax Advisory Partners added | 1,270,067 | $66M | 0.6% | 2026-Q2 |
| Corient Private Wealth LP added | 1,070,282 | $56M | 0.5% | 2026-Q2 |
| HUB Investment Partners, LLC added | 996,162 | $52M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 924,297 | $48M | 0.4% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 917,830 | $48M | 0.4% | 2026-Q2 |
| Madison Wealth Partners, Inc added | 909,176 | $48M | 0.4% | 2026-Q2 |
| Advisor OS, LLC added | 907,716 | $48M | 0.4% | 2026-Q2 |
| MJP ASSOCIATES INC /ADV added | 903,162 | $47M | 0.4% | 2026-Q2 |
| Arete Wealth Advisors, LLC added | 896,622 | $47M | 0.4% | 2026-Q2 |
| Summit Financial, LLC added | 852,313 | $45M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 804,170 | $42M | 0.4% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 780,662 | $41M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 774,756 | $41M | 0.3% | 2026-Q2 |
| Valmark Advisers, Inc. added | 770,163 | $40M | 0.3% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 743,967 | $39M | 0.3% | 2026-Q2 |
| Parallel Advisors, LLC added | 696,324 | $36M | 0.3% | 2026-Q2 |
| FMR LLC trimmed | 680,644 | $36M | 0.3% | 2026-Q2 |
| Johnson Bixby & Associates, LLC added | 679,070 | $36M | 0.3% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 664,837 | $35M | 0.3% | 2026-Q2 |
| Modern Wealth Management, LLC added | 655,822 | $34M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 645,363 | $34M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 637,298 | $33M | 0.3% | 2026-Q2 |
| CGN Advisors LLC added | 630,734 | $33M | 0.3% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 608,994 | $32M | 0.3% | 2026-Q2 |
| 55 North Private Wealth, LLC added | 589,784 | $31M | 0.3% | 2026-Q2 |
| Strong Tower Advisory Services added | 582,449 | $30M | 0.3% | 2026-Q2 |
| Compound Planning, Inc. added | 581,064 | $30M | 0.3% | 2026-Q2 |
| Grantvest Financial Group LLC trimmed | 574,765 | $30M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 566,046 | $30M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 545,159 | $29M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 545,112 | $29M | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC added | 517,376 | $27M | 0.2% | 2026-Q2 |
| Shah Wealth Advisors, LLC new | 508,683 | $27M | 0.2% | 2026-Q2 |
| Members Advisory Group LLC added | 498,275 | $26M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 496,792 | $26M | 0.2% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 490,215 | $26M | 0.2% | 2026-Q2 |
| Legacy Financial Group LLC trimmed | 488,882 | $26M | 0.2% | 2026-Q2 |
| ASSETMARK, INC trimmed | 487,832 | $26M | 0.2% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 478,068 | $25M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 474,246 | $25M | 0.2% | 2026-Q2 |
| Lineweaver Wealth Advisors, LLC trimmed | 471,845 | $25M | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 467,672 | $24M | 0.2% | 2026-Q2 |
| Advocacy Wealth Management, LLC added | 465,922 | $24M | 0.2% | 2026-Q2 |
| Vivid Wealth Management, LLC added | 459,378 | $24M | 0.2% | 2026-Q2 |
| Frisch Financial Group, Inc. trimmed | 445,974 | $23M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 444,414 | $23M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 419,563 | $22M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 419,337 | $22M | 0.2% | 2026-Q2 |
| Faithward Advisors, LLC added | 404,716 | $21M | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 400,118 | $21M | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 395,708 | $21M | 0.2% | 2026-Q2 |
| ECLECTIC ASSOCIATES INC /ADV added | 394,630 | $21M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 387,508 | $20M | 0.2% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 387,198 | $20M | 0.2% | 2026-Q2 |
| &PARTNERS added | 377,591 | $20M | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 374,859 | $20M | 0.2% | 2026-Q2 |
| Summit Wealth Partners, LLC added | 372,797 | $20M | 0.2% | 2026-Q2 |
| NorthCoast Asset Management LLC trimmed | 371,403 | $19M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 368,817 | $19M | 0.2% | 2026-Q2 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV added | 362,510 | $19M | 0.2% | 2026-Q2 |
| NORTHCAPE WEALTH MANAGEMENT, LLC added | 359,435 | $19M | 0.2% | 2026-Q2 |
| FINANCIAL MANAGEMENT NETWORK INC added | 352,849 | $18M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 347,477 | $18M | 0.2% | 2026-Q2 |
| Kelly Financial Services LLC added | 346,715 | $18M | 0.2% | 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.