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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Millstone Evans Group, LLC new | 403,194 | $11M | 9.4% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 333,285 | $9M | 7.8% | 2026-Q2 |
| SK Wealth Management, LLC new | 164,637 | $4M | 3.9% | 2026-Q2 |
| Allodium Investment Consultants, LLC new | 111,523 | $3M | 2.6% | 2026-Q2 |
| Sparta 24 Ltd. new | 2,047,195 | $3M | 2.4% | 2026-Q2 |
| PFG Investments, LLC added | 84,273 | $2M | 2.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 36,127 | $941K | 0.8% | 2026-Q2 |
| LPL Financial LLC added | 33,253 | $867K | 0.8% | 2026-Q2 |
| Financial Insights, Inc. trimmed | 29,228 | $762K | 0.7% | 2026-Q2 |
| Milestone Investment Advisors LLC added | 28,648 | $747K | 0.7% | 2026-Q2 |
| Mason & Associates Inc new | 24,034 | $626K | 0.6% | 2026-Q2 |
| Operose Advisors LLC new | 22,354 | $583K | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 20,506 | $534K | 0.5% | 2026-Q2 |
| FIRST MERCHANTS CORP | 38,870 | $517K | 0.5% | 2026-Q2 |
| Corient Private Wealth LP new | 33,335 | $450K | 0.4% | 2026-Q2 |
| Clearstead Advisors, LLC | 17,083 | $445K | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 13,829 | $360K | 0.3% | 2026-Q2 |
| Hemenway Trust Co LLC trimmed | 13,941 | $353K | 0.3% | 2026-Q2 |
| LPWM LLC added | 12,689 | $331K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 9,076 | $237K | 0.2% | 2026-Q2 |
| ASSETMARK, INC | 5,139 | $134K | 0.1% | 2026-Q2 |
| Medallion Wealth Advisors, LLC | 4,829 | $126K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 2,836 | $74K | 0.1% | 2026-Q2 |
| RICHARDSON FINANCIAL SERVICES INC. added | 2,201 | $67K | 0.1% | 2026-Q2 |
| McMillan Office, Inc. | 1,918 | $52K | 0.0% | 2026-Q2 |
| Godfrey Financial Associates, Inc. added | 1,382 | $36K | 0.0% | 2026-Q2 |
| Noble Wealth Management PBC new | 1,038 | $27K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 856 | $22K | 0.0% | 2026-Q2 |
| Phillip James Consulting Co. new | 785 | $20K | 0.0% | 2026-Q2 |
| Financial Gravity Companies, Inc. added | 810 | $20K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 124 | $3K | 0.0% | 2026-Q2 |
| Impax Asset Management Group plc new | 2,755,857 | $71M | 63.3% | 2026-Q1 stale (1 quarter behind) |
| Greenwich Wealth Management LLC new | 26,180 | $671K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC new | 10,371 | $266K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC new | 21,307 | $264K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC new | 2,044 | $52K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Financial Gravity Asset Management, Inc. | 808 | $17K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG new | 122 | $3K | 0.0% | 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.
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.