Who owns BIZD
Which tracked institutional funds hold BIZD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BIZD company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
36 tracked funds added or opened BIZD while 58 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
BIZD’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 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes BIZD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BIZD 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 236 tracked filers holding BIZD, 122 increased or opened the position and 124 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 BIZD 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 9
- Berkeley Capital Partners, LLC$5M
- U.S. Capital Wealth Advisors, LLC$5M
- Gotham Asset Management, LLC$4M
- BRIDGES INVESTMENT MANAGEMENT INC$2M
- D. E. Shaw & Co., Inc.$1M
- Banco BTG Pactual S.A.$1M
Full exits 18
- Quadrature Capital Ltd$6M
- FIL Ltd$5M
- BAYVIEW ASSET MANAGEMENT, LLC$4M
- Janney Montgomery Scott LLC$2M
- NewEdge Advisors, LLC$2M
- CENTAURUS FINANCIAL, INC.$2M
Largest adds
- BANK OF AMERICA CORP /DE/$15M
- Amplius Wealth Advisors, LLC$12M
- Bank Julius Baer & Co. Ltd, Zurich$7M
- RAYMOND JAMES FINANCIAL INC$3M
- Focus Partners Wealth$3M
- MAGNOLIA CAPITAL ADVISORS LLC$2M
Largest trims
- BARD ASSOCIATES INC$10M
- WELLS FARGO & COMPANY/MN$10M
- INDEPENDENT FINANCIAL GROUP, LLC$6M
- CWM, LLC$5M
- UBS Group AG$5M
- TWO SIGMA INVESTMENTS, LP$5M
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 | 7,624,033 | $98M | 13.4% | 2026-Q1 |
| MORGAN STANLEY added | 6,752,487 | $86M | 11.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 4,090,876 | $52M | 7.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 2,533,586 | $32M | 4.4% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich added | 2,387,127 | $31M | 4.2% | 2026-Q1 |
| Generali Asset Management SPA SGR | 2,200,000 | $28M | 3.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 2,121,900 | $27M | 3.7% | 2026-Q1 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV added | 2,424,628 | $24M | 3.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,817,246 | $23M | 3.2% | 2026-Q1 |
| Mission Hills Financial Advisory, LLC added | 1,250,070 | $16M | 2.2% | 2026-Q1 |
| TRANSCEND CAPITAL ADVISORS, LLC added | 1,175,800 | $15M | 2.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 1,060,632 | $14M | 1.9% | 2026-Q1 |
| Amplius Wealth Advisors, LLC added | 1,015,187 | $13M | 1.8% | 2026-Q1 |
| CONDOR CAPITAL MANAGEMENT trimmed | 750,093 | $10M | 1.3% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 562,360 | $7M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 503,030 | $6M | 0.9% | 2026-Q1 |
| Sterling Investment Advisors, Ltd. added | 491,575 | $6M | 0.9% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 434,519 | $6M | 0.8% | 2026-Q1 |
| Equitable Holdings, Inc. added | 391,219 | $6M | 0.8% | 2026-Q1 |
| Berkeley Capital Partners, LLC new | 419,203 | $5M | 0.7% | 2026-Q1 |
| Clark Capital Management Group, Inc. trimmed | 412,737 | $5M | 0.7% | 2026-Q1 |
| Cerity Partners LLC added | 389,377 | $5M | 0.7% | 2026-Q1 |
| UBS Group AG trimmed | 376,931 | $5M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 375,995 | $5M | 0.7% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 365,388 | $5M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 340,135 | $4M | 0.6% | 2026-Q1 |
| Haven Private, LLC trimmed | 322,299 | $4M | 0.6% | 2026-Q1 |
| Gotham Asset Management, LLC added | 304,436 | $4M | 0.5% | 2026-Q1 |
| MAGNOLIA CAPITAL ADVISORS LLC added | 285,325 | $4M | 0.5% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP trimmed | 274,617 | $4M | 0.5% | 2026-Q1 |
| Focus Partners Wealth added | 274,058 | $4M | 0.5% | 2026-Q1 |
| Naviter Wealth, LLC trimmed | 267,260 | $3M | 0.5% | 2026-Q1 |
| Mariner, LLC trimmed | 254,330 | $3M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 246,334 | $3M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 235,298 | $3M | 0.4% | 2026-Q1 |
| BESSEMER GROUP INC | 230,555 | $3M | 0.4% | 2026-Q1 |
| J.Safra Asset Management Corp added | 225,272 | $3M | 0.4% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 223,927 | $3M | 0.4% | 2026-Q1 |
| Samalin Investment Counsel, LLC added | 194,023 | $2M | 0.3% | 2026-Q1 |
| Maia Wealth LLC added | 192,765 | $2M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 188,676 | $2M | 0.3% | 2026-Q1 |
| Measured Risk Portfolios, Inc. added | 180,605 | $2M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 178,924 | $2M | 0.3% | 2026-Q1 |
| Black Swift Group, LLC added | 178,107 | $2M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 176,763 | $2M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 175,225 | $2M | 0.3% | 2026-Q1 |
| Alpha Wealth Funds, LLC trimmed | 170,395 | $2M | 0.3% | 2026-Q1 |
| FINANCIAL MANAGEMENT NETWORK INC added | 170,726 | $2M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 163,890 | $2M | 0.3% | 2026-Q1 |
| Garner Asset Management Corp added | 156,524 | $2M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 150,118 | $2M | 0.3% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 149,223 | $2M | 0.3% | 2026-Q1 |
| Sound Income Strategies, LLC added | 156,195 | $2M | 0.3% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 151,652 | $2M | 0.3% | 2026-Q1 |
| Creative Planning added | 139,756 | $2M | 0.2% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 138,937 | $2M | 0.2% | 2026-Q1 |
| BRIDGES INVESTMENT MANAGEMENT INC trimmed | 135,805 | $2M | 0.2% | 2026-Q1 |
| Gibbs Wealth Management added | 133,606 | $2M | 0.2% | 2026-Q1 |
| GFS Advisors, LLC trimmed | 131,000 | $2M | 0.2% | 2026-Q1 |
| Future Financial Wealth Managment LLC added | 123,225 | $2M | 0.2% | 2026-Q1 |
| WEALTH ALLIANCE, LLC added | 126,217 | $2M | 0.2% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 113,305 | $2M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 123,163 | $2M | 0.2% | 2026-Q1 |
| Baker Avenue Asset Management, LP added | 121,266 | $2M | 0.2% | 2026-Q1 |
| HOWARD WEALTH MANAGEMENT, LLC added | 114,849 | $1M | 0.2% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 109,201 | $1M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 106,620 | $1M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 106,513 | $1M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 103,596 | $1M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 102,633 | $1M | 0.2% | 2026-Q1 |
| Graham Capital Management, L.P. | 100,000 | $1M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 100,895 | $1M | 0.2% | 2026-Q1 |
| Indivisible Partners | 97,694 | $1M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 97,278 | $1M | 0.2% | 2026-Q1 |
| Touchstone Capital, Inc. new | 1,037,143 | $15M | 2.1% | 2025-Q3 stale |
| NAN FUNG TRINITY (HK) LTD added | 474,800 | $8M | 1.1% | 2025-Q1 stale |
| Quadrature Capital Ltd trimmed | 391,097 | $6M | 0.8% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 344,917 | $5M | 0.7% | 2025-Q3 stale |
| FIL Ltd added | 357,732 | $5M | 0.7% | 2025-Q4 stale |
| Foundations Investment Advisors, LLC added | 325,824 | $5M | 0.7% | 2025-Q3 stale |
| Alpha Omega Group, Inc. added | 261,934 | $4M | 0.6% | 2025-Q1 stale |
| Graypoint LLC added | 243,401 | $4M | 0.5% | 2025-Q2 stale |
| BAYVIEW ASSET MANAGEMENT, LLC new | 274,000 | $4M | 0.5% | 2025-Q4 stale |
| TrueMark Investments, LLC added | 224,919 | $4M | 0.5% | 2025-Q1 stale |
| Shilanski & Associates, Inc. added | 207,821 | $3M | 0.4% | 2025-Q3 stale |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 207,029 | $3M | 0.4% | 2025-Q3 stale |
| Janney Montgomery Scott LLC added | 168,152 | $2M | 0.3% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 157,894 | $2M | 0.3% | 2025-Q4 stale |
| OMERS ADMINISTRATION Corp new | 131,800 | $2M | 0.3% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 127,289 | $2M | 0.3% | 2025-Q2 stale |
| CENTAURUS FINANCIAL, INC. added | 140,766 | $2M | 0.3% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC new | 119,592 | $2M | 0.3% | 2025-Q2 stale |
| TOCQUEVILLE ASSET MANAGEMENT L.P. trimmed | 125,698 | $2M | 0.2% | 2025-Q4 stale |
| Delta Investment Management, LLC trimmed | 118,462 | $2M | 0.2% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC trimmed | 98,327 | $2M | 0.2% | 2025-Q1 stale |
| Stonebridge Financial Planning Group, LLC trimmed | 108,435 | $2M | 0.2% | 2025-Q4 stale |
| BARINGS LLC trimmed | 95,622 | $1M | 0.2% | 2025-Q3 stale |
| GUIDANCE CAPITAL, INC added | 92,810 | $1M | 0.2% | 2025-Q4 stale |
| Advisors Capital Management, LLC added | 92,095 | $1M | 0.2% | 2025-Q4 stale |
| Balyasny Asset Management L.P. new | 87,160 | $1M | 0.2% | 2025-Q4 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.