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-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
52 tracked funds added or opened BIZD while 34 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
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 0.0% 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 2026-Q1 and 2026-Q2, across 255 tracked filers holding BIZD, 154 increased or opened the position and 99 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 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 20
- Apollon Wealth Management, LLC$18M
- MILLENNIUM MANAGEMENT LLC$4M
- NewEdge Advisors, LLC$4M
- Prime Capital Investment Advisors, LLC$3M
- Clarity Financial LLC$3M
- Ferguson Shapiro LLC$2M
Full exits 12
- U.S. Capital Wealth Advisors, LLC$5M
- Gotham Asset Management, LLC$4M
- HighTower Advisors, LLC$3M
- BESSEMER GROUP INC$3M
- Cambridge Investment Research Advisors, Inc.$2M
- WEDBUSH SECURITIES INC$2M
Largest adds
- BANK OF AMERICA CORP /DE/$33M
- MORGAN STANLEY$22M
- Bank Julius Baer & Co. Ltd, Zurich$19M
- Arax Advisory Partners$6M
- Naviter Wealth, LLC$6M
- Hilltop Holdings Inc.$4M
Largest trims
- TWO SIGMA INVESTMENTS, LP$24M
- RAYMOND JAMES FINANCIAL INC$18M
- INDEPENDENT FINANCIAL GROUP, LLC$11M
- Lido Advisors, LLC$4M
- WELLS FARGO & COMPANY/MN$4M
- GFS Advisors, LLC$2M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 10,327,075 | $131M | 18.1% | 2026-Q2 |
| MORGAN STANLEY added | 8,539,758 | $108M | 15.0% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich added | 3,893,116 | $49M | 6.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 3,848,569 | $49M | 6.8% | 2026-Q2 |
| LPL Financial LLC added | 2,861,929 | $36M | 5.0% | 2026-Q2 |
| Generali Asset Management SPA SGR | 2,200,000 | $28M | 3.9% | 2026-Q2 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV trimmed | 1,907,532 | $24M | 3.3% | 2026-Q2 |
| Apollon Wealth Management, LLC new | 1,425,744 | $18M | 2.5% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC added | 1,245,846 | $16M | 2.2% | 2026-Q2 |
| Mission Hills Financial Advisory, LLC trimmed | 1,204,459 | $15M | 2.1% | 2026-Q2 |
| Amplius Wealth Advisors, LLC added | 1,033,780 | $13M | 1.8% | 2026-Q2 |
| Naviter Wealth, LLC added | 738,897 | $9M | 1.3% | 2026-Q2 |
| CONDOR CAPITAL MANAGEMENT trimmed | 643,796 | $8M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 544,936 | $7M | 1.0% | 2026-Q2 |
| Cerity Partners LLC added | 543,391 | $7M | 1.0% | 2026-Q2 |
| Arax Advisory Partners added | 491,164 | $6M | 0.9% | 2026-Q2 |
| UBS Group AG added | 476,152 | $6M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 463,773 | $6M | 0.8% | 2026-Q2 |
| Equitable Holdings, Inc. added | 458,287 | $6M | 0.8% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 457,091 | $6M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 441,761 | $6M | 0.8% | 2026-Q2 |
| Berkeley Capital Partners, LLC added | 441,601 | $6M | 0.8% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 430,954 | $5M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 426,511 | $5M | 0.7% | 2026-Q2 |
| Sterling Investment Advisors, Ltd. trimmed | 421,475 | $5M | 0.7% | 2026-Q2 |
| Maia Wealth LLC added | 386,935 | $5M | 0.7% | 2026-Q2 |
| Hilltop Holdings Inc. added | 376,719 | $5M | 0.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 330,887 | $4M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 319,095 | $4M | 0.6% | 2026-Q2 |
| Focus Partners Wealth added | 289,124 | $4M | 0.5% | 2026-Q2 |
| MAGNOLIA CAPITAL ADVISORS LLC added | 286,357 | $4M | 0.5% | 2026-Q2 |
| Garner Asset Management Corp added | 280,004 | $4M | 0.5% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 274,631 | $3M | 0.5% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC new | 263,632 | $3M | 0.5% | 2026-Q2 |
| Mariner, LLC added | 256,723 | $3M | 0.5% | 2026-Q2 |
| Haven Private, LLC trimmed | 246,918 | $3M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 243,900 | $3M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 237,446 | $3M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 234,146 | $3M | 0.4% | 2026-Q2 |
| J.Safra Asset Management Corp added | 231,406 | $3M | 0.4% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 229,246 | $3M | 0.4% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 221,304 | $3M | 0.4% | 2026-Q2 |
| Samalin Investment Counsel, LLC added | 216,774 | $3M | 0.4% | 2026-Q2 |
| Clarity Financial LLC new | 214,125 | $3M | 0.4% | 2026-Q2 |
| Sound Income Strategies, LLC added | 205,600 | $3M | 0.4% | 2026-Q2 |
| FINANCIAL MANAGEMENT NETWORK INC added | 184,522 | $2M | 0.3% | 2026-Q2 |
| Measured Risk Portfolios, Inc. added | 183,546 | $2M | 0.3% | 2026-Q2 |
| Black Swift Group, LLC trimmed | 174,697 | $2M | 0.3% | 2026-Q2 |
| Ferguson Shapiro LLC new | 174,640 | $2M | 0.3% | 2026-Q2 |
| Alpha Wealth Funds, LLC trimmed | 168,231 | $2M | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 167,250 | $2M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 156,776 | $2M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 156,483 | $2M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 153,888 | $2M | 0.3% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 152,219 | $2M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 149,758 | $2M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 148,232 | $2M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 136,141 | $2M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 135,672 | $2M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 133,377 | $2M | 0.2% | 2026-Q2 |
| WEALTH ALLIANCE, LLC added | 133,174 | $2M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 132,951 | $2M | 0.2% | 2026-Q2 |
| Paller Financial Services Inc new | 130,672 | $2M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 128,705 | $2M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 126,844 | $2M | 0.2% | 2026-Q2 |
| BRIDGES INVESTMENT MANAGEMENT INC trimmed | 123,645 | $2M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 121,241 | $2M | 0.2% | 2026-Q2 |
| CASCADE INVESTMENT GROUP, INC. added | 116,375 | $1M | 0.2% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 111,877 | $1M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 111,632 | $1M | 0.2% | 2026-Q2 |
| Baker Avenue Asset Management, LP trimmed | 110,807 | $1M | 0.2% | 2026-Q2 |
| Future Financial Wealth Managment LLC trimmed | 109,209 | $1M | 0.2% | 2026-Q2 |
| HUB Investment Partners, LLC new | 103,460 | $1M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 97,318 | $1M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 96,593 | $1M | 0.2% | 2026-Q2 |
| HOWARD WEALTH MANAGEMENT, LLC trimmed | 96,570 | $1M | 0.2% | 2026-Q2 |
| Investment Partners Asset Management, Inc. added | 95,101 | $1M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 94,714 | $1M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 94,625 | $1M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 93,313 | $1M | 0.2% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 93,269 | $1M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 93,268 | $1M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 89,003 | $1M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 86,579 | $1M | 0.2% | 2026-Q2 |
| MAI Capital Management added | 85,685 | $1M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 83,530 | $1M | 0.1% | 2026-Q2 |
| American Capital Advisory, LLC new | 82,000 | $1M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC | 80,000 | $1M | 0.1% | 2026-Q2 |
| Jump Financial, LLC new | 78,300 | $991K | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. trimmed | 76,820 | $973K | 0.1% | 2026-Q2 |
| Cordoba Advisory Partners LLC added | 76,064 | $963K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 75,705 | $958K | 0.1% | 2026-Q2 |
| ALBION FINANCIAL GROUP /UT added | 75,481 | $956K | 0.1% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC trimmed | 75,031 | $960K | 0.1% | 2026-Q2 |
| Advisory Advocates, LLC trimmed | 72,020 | $912K | 0.1% | 2026-Q2 |
| Cornerstone Advisory, LLC new | 68,800 | $871K | 0.1% | 2026-Q2 |
| Pasadena Private Wealth, LLC added | 66,229 | $838K | 0.1% | 2026-Q2 |
| Ranch Capital Advisors Inc. added | 65,210 | $826K | 0.1% | 2026-Q2 |
| Ascent Advisors, LLC new | 64,619 | $810K | 0.1% | 2026-Q2 |
| Spire Wealth Management added | 63,629 | $806K | 0.1% | 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.