Who owns BNDC
Which tracked institutional funds hold BNDC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BNDC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 BNDC is one-sided between 2026-Q1 and 2026-Q2: 4 added or opened and 1 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
BNDC’s largest tracked holder by dollar value, NORTHERN TRUST CORP, 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 BNDC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BNDC 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 34 tracked filers holding BNDC, 26 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 BNDC 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.
Full exits 1
- Olde Wealth Management, LLC$819K
Largest adds
- MML INVESTORS SERVICES, LLC$2M
- NORTHERN TRUST CORP$493K
- PARK NATIONAL CORP /OH/$426K
- Occidental Asset Management, LLC$358K
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 |
|---|---|---|---|---|
| NORTHERN TRUST CORP added | 3,244,990 | $72M | 48.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,110,624 | $25M | 16.7% | 2026-Q2 |
| Occidental Asset Management, LLC added | 903,142 | $20M | 13.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 353,934 | $8M | 5.3% | 2026-Q2 |
| PARK NATIONAL CORP /OH/ added | 316,191 | $7M | 4.7% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 70,670 | $2M | 1.1% | 2026-Q2 |
| CoreCap Advisors, LLC added | 60,123 | $1M | 0.9% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 50,673 | $1M | 0.8% | 2026-Q2 |
| VestGen Investment Management trimmed | 47,458 | $1M | 0.7% | 2026-Q2 |
| Atria Investments, Inc added | 40,108 | $886K | 0.6% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 39,311 | $869K | 0.6% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 39,248 | $867K | 0.6% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 38,503 | $851K | 0.6% | 2026-Q2 |
| SeaCrest Wealth Management, LLC added | 32,856 | $726K | 0.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 32,715 | $723K | 0.5% | 2026-Q2 |
| ROI Financial Advisors, LLC added | 27,356 | $604K | 0.4% | 2026-Q2 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC added | 24,776 | $547K | 0.4% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC added | 19,095 | $422K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 17,663 | $390K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 15,232 | $337K | 0.2% | 2026-Q2 |
| Herold Advisors, Inc. trimmed | 14,171 | $313K | 0.2% | 2026-Q2 |
| EJMK Ventures LLC new | 9,527 | $210K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,461 | $209K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 4,859 | $107K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 4,525 | $100K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 3,941 | $87K | 0.1% | 2026-Q2 |
| MARQUETTE ASSOCIATES, INC. trimmed | 1,547 | $34K | 0.0% | 2026-Q2 |
| GeoWealth Management, LLC added | 1,411 | $31K | 0.0% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB | 785 | $17K | 0.0% | 2026-Q2 |
| AlphaCore Capital LLC added | 785 | $17K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 401 | $9K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 373 | $8K | 0.0% | 2026-Q2 |
| Highland Investment Advisors LLC new | 259 | $6K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1 | $40 | 0.0% | 2026-Q2 |
| Olde Wealth Management, LLC trimmed | 36,841 | $819K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| WealthPlan Investment Management, LLC added | 15,126 | $336K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Regent Peak Wealth Advisors LLC new | 9,640 | $214K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CX Institutional added | 4,440 | $99K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN added | 1,207 | $27K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 0 | — | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CITIZENS & NORTHERN CORP trimmed | 10,418 | $233K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 4,750 | $106K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Wealth Watch Advisors, INC new | 1,678 | $38K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 355 | $8K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Freedom Investment Management, Inc. added | 34,433 | $767K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Royal Bank of Canada | 1,134 | $25K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters 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.