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Institutional Ownership · SEC Form 13F

Who owns BLDX


Which tracked institutional funds hold BLDX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BLDX company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

35
Institutional holders
4M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on BLDX is one-sided between 2026-Q1 and 2026-Q2: 9 added or opened and 3 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

BLDX’s largest tracked holder by dollar value, Impax Asset Management Group plc, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BLDX 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 31 tracked filers holding BLDX, 19 increased or opened the position and 12 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 BLDX 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 6

  • Millstone Evans Group, LLC$11M
  • SK Wealth Management, LLC$4M
  • Allodium Investment Consultants, LLC$3M
  • Sparta 24 Ltd.$3M
  • Mason & Associates Inc$626K
  • Operose Advisors LLC$583K

Full exits 2

  • Impax Asset Management Group plc$71M
  • Greenwich Wealth Management LLC$671K

Largest adds

  • WCG Wealth Advisors LLC$5M
  • PFG Investments, LLC$921K
  • LPL Financial LLC$377K

Largest trims

  • JANE STREET GROUP, LLC$1M

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).

FundSharesReported value% of valueQuarter
Millstone Evans Group, LLC new403,194$11M9.4%2026-Q2
WCG Wealth Advisors LLC added333,285$9M7.8%2026-Q2
SK Wealth Management, LLC new164,637$4M3.9%2026-Q2
Allodium Investment Consultants, LLC new111,523$3M2.6%2026-Q2
Sparta 24 Ltd. new2,047,195$3M2.4%2026-Q2
PFG Investments, LLC added84,273$2M2.0%2026-Q2
JANE STREET GROUP, LLC trimmed36,127$941K0.8%2026-Q2
LPL Financial LLC added33,253$867K0.8%2026-Q2
Financial Insights, Inc. trimmed29,228$762K0.7%2026-Q2
Milestone Investment Advisors LLC added28,648$747K0.7%2026-Q2
Mason & Associates Inc new24,034$626K0.6%2026-Q2
Operose Advisors LLC new22,354$583K0.5%2026-Q2
Kestra Advisory Services, LLC added20,506$534K0.5%2026-Q2
FIRST MERCHANTS CORP38,870$517K0.5%2026-Q2
Corient Private Wealth LP new33,335$450K0.4%2026-Q2
Clearstead Advisors, LLC17,083$445K0.4%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed13,829$360K0.3%2026-Q2
Hemenway Trust Co LLC trimmed13,941$353K0.3%2026-Q2
LPWM LLC added12,689$331K0.3%2026-Q2
CITADEL ADVISORS LLC trimmed9,076$237K0.2%2026-Q2
ASSETMARK, INC5,139$134K0.1%2026-Q2
Medallion Wealth Advisors, LLC4,829$126K0.1%2026-Q2
OSAIC HOLDINGS, INC.2,836$74K0.1%2026-Q2
RICHARDSON FINANCIAL SERVICES INC. added2,201$67K0.1%2026-Q2
McMillan Office, Inc.1,918$52K0.0%2026-Q2
Godfrey Financial Associates, Inc. added1,382$36K0.0%2026-Q2
Noble Wealth Management PBC new1,038$27K0.0%2026-Q2
Integrated Wealth Concepts LLC new856$22K0.0%2026-Q2
Phillip James Consulting Co. new785$20K0.0%2026-Q2
Financial Gravity Companies, Inc. added810$20K0.0%2026-Q2
JPMORGAN CHASE & CO new124$3K0.0%2026-Q2
Impax Asset Management Group plc new2,755,857$71M63.3%2026-Q1 stale (1 quarter behind)
Greenwich Wealth Management LLC new26,180$671K0.6%2026-Q1 stale (1 quarter behind)
HighTower Advisors, LLC new10,371$266K0.2%2026-Q1 stale (1 quarter behind)
McIlrath & Eck, LLC new21,307$264K0.2%2026-Q1 stale (1 quarter behind)
CWM, LLC new2,044$52K0.0%2026-Q1 stale (1 quarter behind)
Financial Gravity Asset Management, Inc.808$17K0.0%2026-Q1 stale (1 quarter behind)
UBS Group AG new122$3K0.0%2026-Q1 stale (1 quarter behind)

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.

HoldersTotal shares

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.

Learn how to read institutional ownership