Who owns 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-Q2 13F filings (latest filed 2026-08-26). 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
22 tracked funds added or opened BINV while 8 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
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 2026-Q1 and 2026-Q2, across 39 tracked filers holding BINV, 30 increased or opened the position and 19 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 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 3
- KELLEHER FINANCIAL ADVISORS$8M
- Nuveen, LLC$7M
- Farther Finance Advisors, LLC$4M
Full exits 6
- HANTZ FINANCIAL SERVICES, INC.$170M
- Brooklyn Investment Group$6M
- Avior Wealth Management, LLC$4M
- HighTower Advisors, LLC$1M
- Cambridge Investment Research Advisors, Inc.$515K
- GTS SECURITIES LLC$501K
Largest adds
- TRUIST FINANCIAL CORP$14M
- OSAIC HOLDINGS, INC.$10M
- ENVESTNET ASSET MANAGEMENT INC$7M
- STIFEL FINANCIAL CORP$3M
- Security National Bank$1M
- BENJAMIN EDWARDS INC$1M
Largest trims
- JANE STREET GROUP, LLC$10M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$420K
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 |
|---|---|---|---|---|
| BENJAMIN EDWARDS INC added | 1,308,782 | $55M | 12.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 721,306 | $30M | 7.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 369,953 | $16M | 3.6% | 2026-Q2 |
| Nvest Wealth Strategies, Inc. added | 329,409 | $14M | 3.2% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 304,125 | $13M | 3.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 267,918 | $11M | 2.6% | 2026-Q2 |
| Security National Bank added | 256,388 | $11M | 2.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 237,501 | $10M | 2.3% | 2026-Q2 |
| Balance Wealth Partners LLC added | 193,680 | $8M | 1.9% | 2026-Q2 |
| KELLEHER FINANCIAL ADVISORS new | 191,105 | $8M | 1.9% | 2026-Q2 |
| Nuveen, LLC new | 178,319 | $7M | 1.8% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 153,070 | $6M | 1.5% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC added | 150,631 | $6M | 1.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 132,071 | $6M | 1.3% | 2026-Q2 |
| Horizon Family Wealth, Inc. added | 106,501 | $4M | 1.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 102,531 | $4M | 1.0% | 2026-Q2 |
| Fjell Capital, LLC added | 101,976 | $4M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 99,041 | $4M | 1.0% | 2026-Q2 |
| Madison Asset Management, LLC added | 85,134 | $4M | 0.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 80,936 | $3M | 0.8% | 2026-Q2 |
| Ironsides Asset Advisors, LLC added | 67,480 | $3M | 0.7% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 60,350 | $3M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 41,084 | $2M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 35,170 | $1M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 32,918 | $1M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 28,101 | $1M | 0.3% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. trimmed | 21,026 | $889K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 17,925 | $753K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 12,750 | $535K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 11,616 | $487K | 0.1% | 2026-Q2 |
| SMITH, MOORE & CO. added | 9,852 | $413K | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 6,422 | $269K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. new | 6,353 | $267K | 0.1% | 2026-Q2 |
| MANCHESTER FINANCIAL INC added | 5,251 | $220K | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 857 | $36K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 609 | $26K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 545 | $23K | 0.0% | 2026-Q2 |
| Principia Wealth Advisory, LLC trimmed | 307 | $13K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. new | 103 | $4K | 0.0% | 2026-Q2 |
| HANTZ FINANCIAL SERVICES, INC. trimmed | 4,115,751 | $170M | 39.7% | 2026-Q1 stale (1 quarter behind) |
| Brooklyn Investment Group added | 155,337 | $6M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Avior Wealth Management, LLC added | 97,670 | $4M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 28,282 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 12,495 | $515K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC added | 12,164 | $501K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Curtis Advisory Group, LLC trimmed | 9,591 | $395K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Mills Wealth Advisors LLC | 5,597 | $231K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| MORGAN STANLEY new | 904 | $37K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 23 | $948 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Corient Private Wealth LLC | 11,640 | $467K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Steward Partners Investment Advisory, LLC | 2,685 | $108K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF MONTREAL /CAN/ new | 205 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 87,952 | $3M | 0.8% | 2025-Q3 stale (3 quarters behind) |
| JPMORGAN CHASE & CO new | 668 | $26K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 724 | $26K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| TD Waterhouse Canada Inc. new | 267 | $10K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (last filed 2026-Q1, 609 shares) reconciles to its 1 current affiliate (609 shares) — 0.000% apart.
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.