Who owns BINV (BINV)
Which tracked institutional funds hold BINV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BINV 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
The tracked-fund tape on BINV is one-sided between 2025-Q4 and 2026-Q1: 24 added or opened and 4 trimmed or exited — on balance accumulating.
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
BINV’s largest tracked holder by dollar value, HANTZ FINANCIAL SERVICES, INC., sizes it at 2.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BINV 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 43 tracked filers holding BINV, 32 increased or opened the position and 13 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 BINV 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 6
- Integrated Wealth Concepts LLC$3M
- Ironsides Asset Advisors, LLC$3M
- B. Riley Wealth Advisors, Inc.$849K
- CITADEL ADVISORS LLC$647K
- GOLDMAN SACHS GROUP INC$646K
- GTS SECURITIES LLC$501K
Largest adds
- BENJAMIN EDWARDS INC$22M
- JANE STREET GROUP, LLC$14M
- STIFEL FINANCIAL CORP$5M
- ENVESTNET ASSET MANAGEMENT INC$4M
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- Avior Wealth Management, LLC$2M
Largest trims
- HANTZ FINANCIAL SERVICES, INC.$18M
- SCOTIA CAPITAL INC.$12M
- OSAIC HOLDINGS, INC.$2M
- Curtis Advisory Group, LLC$2M
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 |
|---|---|---|---|---|
| HANTZ FINANCIAL SERVICES, INC. trimmed | 4,115,751 | $170M | 45.5% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 1,303,199 | $54M | 14.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 484,602 | $20M | 5.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 390,073 | $16M | 4.3% | 2026-Q1 |
| Nvest Wealth Strategies, Inc. added | 313,279 | $13M | 3.5% | 2026-Q1 |
| SCOTIA CAPITAL INC. trimmed | 301,440 | $12M | 3.3% | 2026-Q1 |
| Security National Bank added | 226,310 | $9M | 2.5% | 2026-Q1 |
| Balance Wealth, LLC trimmed | 181,875 | $7M | 2.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 163,960 | $7M | 1.8% | 2026-Q1 |
| Brooklyn Investment Group added | 155,337 | $6M | 1.7% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 145,894 | $6M | 1.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 137,087 | $6M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 101,422 | $4M | 1.1% | 2026-Q1 |
| Horizon Family Wealth, Inc. added | 99,082 | $4M | 1.1% | 2026-Q1 |
| Avior Wealth Management, LLC added | 97,670 | $4M | 1.1% | 2026-Q1 |
| Fjell Capital, LLC added | 82,298 | $3M | 0.9% | 2026-Q1 |
| Madison Asset Management, LLC added | 78,861 | $3M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 78,309 | $3M | 0.9% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 66,530 | $3M | 0.7% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 61,324 | $3M | 0.7% | 2026-Q1 |
| Ironsides Asset Advisors, LLC new | 60,677 | $3M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 43,697 | $2M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 35,476 | $1M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 31,554 | $1M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 29,911 | $1M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 28,282 | $1M | 0.3% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. new | 21,176 | $849K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 15,688 | $647K | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 15,669 | $646K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 12,495 | $515K | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC added | 12,164 | $501K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 10,466 | $431K | 0.1% | 2026-Q1 |
| Curtis Advisory Group, LLC trimmed | 9,591 | $395K | 0.1% | 2026-Q1 |
| SMITH, MOORE & CO. trimmed | 9,463 | $390K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 9,070 | $374K | 0.1% | 2026-Q1 |
| Mills Wealth Advisors LLC | 5,597 | $231K | 0.1% | 2026-Q1 |
| MANCHESTER FINANCIAL INC trimmed | 5,046 | $208K | 0.1% | 2026-Q1 |
| MORGAN STANLEY new | 904 | $37K | 0.0% | 2026-Q1 |
| Allworth Financial LP added | 856 | $35K | 0.0% | 2026-Q1 |
| UBS Group AG added | 617 | $25K | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 609 | $25K | 0.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ new | 545 | $22K | 0.0% | 2026-Q1 |
| CWM, LLC | 23 | $948 | 0.0% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 87,952 | $3M | 0.9% | 2025-Q3 stale |
| Corient Private Wealth LLC | 11,640 | $467K | 0.1% | 2025-Q4 stale |
| &PARTNERS added | 9,396 | $337K | 0.1% | 2025-Q2 stale |
| Steward Partners Investment Advisory, LLC | 2,685 | $108K | 0.0% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 724 | $26K | 0.0% | 2025-Q2 stale |
| JPMORGAN CHASE & CO new | 668 | $26K | 0.0% | 2025-Q3 stale |
| Principia Wealth Advisory, LLC added | 303 | $12K | 0.0% | 2025-Q4 stale |
| TD Waterhouse Canada Inc. new | 267 | $10K | 0.0% | 2025-Q2 stale |
| BANK OF MONTREAL /CAN/ new | 205 | $8K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.