Who owns BOMN (BOMN)
Which tracked institutional funds hold BOMN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BOMN company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
9 tracked funds added or opened BOMN while 16 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
BOMN’s largest tracked holder by dollar value, MAGNOLIA GROUP, LLC, sizes it at 12.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 12.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BOMN 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 122 tracked filers holding BOMN, 52 increased or opened the position and 59 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 BOMN 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 4
- VANGUARD CAPITAL MANAGEMENT LLC$12M
- VANGUARD PORTFOLIO MANAGEMENT LLC$3M
- VANGUARD FIDUCIARY TRUST CO$2M
- CAPTRUST FINANCIAL ADVISORS$640K
Full exits 4
- VANGUARD GROUP INC$18M
- Brandywine Global Investment Management, LLC$2M
- TWO SIGMA ADVISERS, LP$772K
- Alpha Cubed Investments, LLC$636K
Largest adds
- PRIVATE MANAGEMENT GROUP INC$2M
- FIRST MANHATTAN CO. LLC.$687K
- GOLDMAN SACHS GROUP INC$579K
- D. E. Shaw & Co., Inc.$312K
- TWO SIGMA INVESTMENTS, LP$305K
Largest trims
- MAGNOLIA GROUP, LLC$4M
- MASSACHUSETTS INSTITUTE OF TECHNOLOGY$2M
- BlackRock, Inc.$1M
- CITADEL ADVISORS LLC$1M
- DIMENSIONAL FUND ADVISORS LP$1M
- Elgethun Capital Management$955K
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 |
|---|---|---|---|---|
| MAGNOLIA GROUP, LLC | 5,589,253 | $65M | 23.2% | 2026-Q1 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | 2,444,473 | $29M | 10.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,563,300 | $18M | 6.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,551,864 | $18M | 6.4% | 2026-Q1 |
| Elgethun Capital Management added | 1,457,992 | $17M | 6.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,056,473 | $12M | 4.4% | 2026-Q1 |
| Fenimore Asset Management Inc added | 930,190 | $11M | 3.9% | 2026-Q1 |
| PRIVATE MANAGEMENT GROUP INC added | 917,610 | $11M | 3.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 543,421 | $6M | 2.3% | 2026-Q1 |
| STATE STREET CORP added | 510,121 | $6M | 2.1% | 2026-Q1 |
| STEVENS CAPITAL PARTNERS added | 456,551 | $5M | 1.9% | 2026-Q1 |
| Ironvine Capital Partners, LLC trimmed | 425,444 | $5M | 1.8% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. added | 412,479 | $5M | 1.7% | 2026-Q1 |
| Nitor Capital Management LLC trimmed | 364,350 | $4M | 1.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 219,675 | $3M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 170,743 | $2M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 143,695 | $2M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 143,209 | $2M | 0.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 143,182 | $2M | 0.6% | 2026-Q1 |
| George Kaiser Family Foundation | 140,932 | $2M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 110,487 | $1M | 0.5% | 2026-Q1 |
| Meixler Investment Management, Ltd. trimmed | 101,747 | $1M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 70,400 | $822K | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 59,518 | $695K | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 57,931 | $677K | 0.2% | 2026-Q1 |
| Trexquant Investment LP trimmed | 57,709 | $674K | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 56,060 | $655K | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 55,834 | $652K | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 54,772 | $640K | 0.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 46,016 | $537K | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 37,487 | $464K | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 39,022 | $456K | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP trimmed | 37,097 | $433K | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 36,204 | $423K | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 35,678 | $417K | 0.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 31,768 | $371K | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 29,306 | $342K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 29,206 | $341K | 0.1% | 2026-Q1 |
| ArrowMark Colorado Holdings LLC | 27,890 | $326K | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC trimmed | 24,968 | $292K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 23,270 | $288K | 0.1% | 2026-Q1 |
| Flagstone Financial Management | 24,215 | $283K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 21,969 | $257K | 0.1% | 2026-Q1 |
| EntryPoint Capital, LLC trimmed | 20,325 | $237K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 18,807 | $220K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 16,877 | $198K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 16,426 | $192K | 0.1% | 2026-Q1 |
| Aquatic Capital Management LLC added | 15,762 | $184K | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 15,519 | $181K | 0.1% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC | 15,270 | $178K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 15,011 | $175K | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 14,732 | $172K | 0.1% | 2026-Q1 |
| XTX Topco Ltd new | 12,875 | $150K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 12,846 | $150K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 12,776 | $149K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 12,361 | $144K | 0.1% | 2026-Q1 |
| Covestor Ltd trimmed | 11,894 | $139K | 0.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 11,747 | $137K | 0.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 10,367 | $121K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 9,832 | $115K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 8,851 | $106K | 0.0% | 2026-Q1 |
| BFSG, LLC added | 8,745 | $102K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 5,581 | $65K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 4,827 | $56K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,433,906 | $18M | 6.3% | 2025-Q4 stale |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE trimmed | 479,208 | $6M | 2.2% | 2025-Q3 stale |
| EP Wealth Advisors, LLC trimmed | 240,044 | $3M | 1.2% | 2025-Q2 stale |
| Abacus Planning Group, Inc. | 204,352 | $3M | 0.9% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 193,100 | $3M | 0.9% | 2025-Q3 stale |
| Brandywine Global Investment Management, LLC trimmed | 124,790 | $2M | 0.5% | 2025-Q4 stale |
| Virtue Capital Management, LLC new | 58,529 | $854K | 0.3% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP trimmed | 62,400 | $772K | 0.3% | 2025-Q4 stale |
| Alpha Cubed Investments, LLC trimmed | 51,408 | $636K | 0.2% | 2025-Q4 stale |
| Swiss National Bank | 44,863 | $630K | 0.2% | 2025-Q2 stale |
| Squarepoint Ops LLC trimmed | 25,072 | $366K | 0.1% | 2025-Q1 stale |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 16,044 | $234K | 0.1% | 2025-Q1 stale |
| HRT FINANCIAL LP trimmed | 16,314 | $229K | 0.1% | 2025-Q2 stale |
| PECAUT & CO. trimmed | 17,400 | $228K | 0.1% | 2025-Q3 stale |
| Global Retirement Partners, LLC added | 17,053 | $211K | 0.1% | 2025-Q4 stale |
| FRANKLIN RESOURCES INC | 15,980 | $209K | 0.1% | 2025-Q3 stale |
| Mariner, LLC trimmed | 14,723 | $207K | 0.1% | 2025-Q2 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 16,666 | $206K | 0.1% | 2025-Q4 stale |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 14,633 | $205K | 0.1% | 2025-Q2 stale |
| AlphaQuest LLC trimmed | 16,164 | $200K | 0.1% | 2025-Q4 stale |
| OCCUDO QUANTITATIVE STRATEGIES LP trimmed | 13,779 | $180K | 0.1% | 2025-Q3 stale |
| Corebridge Financial, Inc. trimmed | 12,073 | $176K | 0.1% | 2025-Q1 stale |
| Dynamic Technology Lab Private Ltd new | 12,102 | $176K | 0.1% | 2025-Q1 stale |
| Creative Planning added | 14,221 | $176K | 0.1% | 2025-Q4 stale |
| Cornerstone Investment Partners, LLC added | 12,624 | $165K | 0.1% | 2025-Q3 stale |
| Compass Ion Advisors, LLC added | 11,643 | $163K | 0.1% | 2025-Q2 stale |
| Verition Fund Management LLC new | 11,886 | $155K | 0.1% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,628 | $144K | 0.1% | 2025-Q4 stale |
| Jump Financial, LLC trimmed | 11,164 | $138K | 0.0% | 2025-Q4 stale |
| SG Americas Securities, LLC trimmed | 9,464 | $138K | 0.0% | 2025-Q1 stale |
| Aptus Capital Advisors, LLC added | 11,000 | $136K | 0.0% | 2025-Q4 stale |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 11,000 | $136K | 0.0% | 2025-Q4 stale |
| MERCER GLOBAL ADVISORS INC /ADV new | 10,112 | $125K | 0.0% | 2025-Q4 stale |
| BOKF, NA trimmed | 10,000 | $124K | 0.0% | 2025-Q4 stale |
| KLP KAPITALFORVALTNING AS | 5,600 | $79K | 0.0% | 2025-Q2 stale |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,101 | $72K | 0.0% | 2025-Q2 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.