Who owns BXDC
Which tracked institutional funds hold BXDC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BXDC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
BXDC’s largest tracked holder by dollar value, PRINCIPAL FINANCIAL GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BXDC 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
Only one quarter (2026-Q2) of 13F history is available — a quarter-over-quarter accumulation delta needs two.
We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.
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 |
|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC new | 8,158,773 | $176M | 10.9% | 2026-Q2 |
| BAMCO INC /NY/ new | 7,620,555 | $165M | 10.2% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new | 6,818,266 | $153M | 9.4% | 2026-Q2 |
| BlackRock, Inc. new | 6,682,097 | $145M | 8.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP new | 3,854,933 | $83M | 5.2% | 2026-Q2 |
| RUSH ISLAND MANAGEMENT, LP new | 3,587,500 | $78M | 4.8% | 2026-Q2 |
| Empyrean Capital Partners, LP new | 2,985,000 | $65M | 4.0% | 2026-Q2 |
| Alyeska Investment Group, L.P. new | 2,400,975 | $52M | 3.2% | 2026-Q2 |
| Land & Buildings Investment Management, LLC new | 2,191,636 | $47M | 2.9% | 2026-Q2 |
| AEW CAPITAL MANAGEMENT L P new | 2,171,724 | $47M | 2.9% | 2026-Q2 |
| Daiwa Securities Group Inc. new | 1,964,201 | $42M | 2.6% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC new | 1,931,832 | $42M | 2.6% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. new | 1,522,048 | $33M | 2.0% | 2026-Q2 |
| Alberta Investment Management Corp new | 1,494,981 | $32M | 2.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,336,027 | $29M | 1.8% | 2026-Q2 |
| Nuveen, LLC new | 1,294,126 | $28M | 1.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC new | 1,243,577 | $27M | 1.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC new | 1,211,101 | $26M | 1.6% | 2026-Q2 |
| DEUTSCHE BANK AG\ new | 1,118,657 | $24M | 1.5% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 1,010,000 | $22M | 1.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC new | 944,668 | $20M | 1.3% | 2026-Q2 |
| SEI INVESTMENTS CO new | 927,043 | $20M | 1.2% | 2026-Q2 |
| Russell Investments Group, Ltd. new | 836,397 | $18M | 1.1% | 2026-Q2 |
| Aberdeen Group plc new | 701,542 | $15M | 0.9% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH new | 662,604 | $14M | 0.9% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS new | 606,000 | $13M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 515,099 | $11M | 0.7% | 2026-Q2 |
| Weiss Asset Management LP new | 505,409 | $11M | 0.7% | 2026-Q2 |
| Conversant Capital LLC new | 500,000 | $11M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO new | 482,448 | $10M | 0.6% | 2026-Q2 |
| Point72 Asset Management, L.P. new | 479,675 | $10M | 0.6% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC new | 454,500 | $10M | 0.6% | 2026-Q2 |
| STATE STREET CORP new | 430,074 | $9M | 0.6% | 2026-Q2 |
| SEVEN GRAND MANAGERS, LLC new | 425,000 | $9M | 0.6% | 2026-Q2 |
| Pictet Asset Management Holding SA new | 416,207 | $9M | 0.6% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 349,394 | $8M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ new | 346,517 | $7M | 0.5% | 2026-Q2 |
| CHILTON CAPITAL MANAGEMENT LLC new | 325,364 | $7M | 0.4% | 2026-Q2 |
| Aptus Capital Advisors, LLC new | 306,975 | $7M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 302,171 | $7M | 0.4% | 2026-Q2 |
| MARSHALL WACE, LLP new | 288,587 | $6M | 0.4% | 2026-Q2 |
| Burkehill Global Management, LP new | 252,500 | $5M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 226,667 | $5M | 0.3% | 2026-Q2 |
| NORTHERN TRUST CORP new | 198,046 | $4M | 0.3% | 2026-Q2 |
| GSI Capital Advisors LLC new | 194,670 | $4M | 0.3% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC new | 193,396 | $4M | 0.3% | 2026-Q2 |
| CI INVESTMENTS INC. new | 152,100 | $3M | 0.2% | 2026-Q2 |
| Fund 1 Investments, LLC new | 126,250 | $3M | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD new | 124,898 | $3M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 122,778 | $3M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 116,441 | $3M | 0.2% | 2026-Q2 |
| TD Asset Management Inc new | 104,516 | $2M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. new | 102,405 | $2M | 0.1% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. new | 101,000 | $2M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 91,412 | $2M | 0.1% | 2026-Q2 |
| MORGAN STANLEY new | 90,069 | $2M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC new | 65,926 | $1M | 0.1% | 2026-Q2 |
| WESTPAC BANKING CORP new | 62,450 | $1M | 0.1% | 2026-Q2 |
| Hudson Bay Capital Management LP new | 62,290 | $1M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. new | 58,286 | $1M | 0.1% | 2026-Q2 |
| XTX Topco Ltd new | 53,870 | $1M | 0.1% | 2026-Q2 |
| Perpetual Ltd new | 52,324 | $1M | 0.1% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP new | 52,100 | $1M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp new | 47,564 | $1M | 0.1% | 2026-Q2 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC new | 35,500 | $768K | 0.0% | 2026-Q2 |
| Cetera Investment Advisers new | 34,967 | $756K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC new | 34,539 | $747K | 0.0% | 2026-Q2 |
| Diametric Capital, LP new | 32,491 | $703K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ new | 28,703 | $621K | 0.0% | 2026-Q2 |
| LPL Financial LLC new | 28,308 | $612K | 0.0% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. new | 27,374 | $592K | 0.0% | 2026-Q2 |
| Legal & General Group Plc new | 25,250 | $544K | 0.0% | 2026-Q2 |
| Evercore Wealth Management, LLC new | 20,000 | $433K | 0.0% | 2026-Q2 |
| PEAK6 LLC new | 20,000 | $433K | 0.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE new | 17,577 | $380K | 0.0% | 2026-Q2 |
| B&I Capital AG new | 15,934 | $345K | 0.0% | 2026-Q2 |
| Cresset Asset Management, LLC new | 15,430 | $334K | 0.0% | 2026-Q2 |
| Brevan Howard Capital Management LP new | 15,300 | $331K | 0.0% | 2026-Q2 |
| UBS Group AG new | 14,433 | $312K | 0.0% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. new | 14,058 | $304K | 0.0% | 2026-Q2 |
| CITIGROUP INC new | 12,069 | $261K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 10,525 | $228K | 0.0% | 2026-Q2 |
| Gross & Hartman Investments LLC new | 10,236 | $221K | 0.0% | 2026-Q2 |
| Safe Harbor Family Capital, LLC new | 10,236 | $221K | 0.0% | 2026-Q2 |
| Private Wealth Partners, LLC new | 10,000 | $216K | 0.0% | 2026-Q2 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY new | 5,000 | $108K | 0.0% | 2026-Q2 |
| Asset Management One Co., Ltd. new | 4,843 | $105K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP new | 4,113 | $89K | 0.0% | 2026-Q2 |
| BARCLAYS PLC new | 3,910 | $85K | 0.0% | 2026-Q2 |
| Persistent Asset Partners Ltd new | 1,997 | $43K | 0.0% | 2026-Q2 |
| Avalon Trust Co new | 1,973 | $43K | 0.0% | 2026-Q2 |
| ASSETMARK, INC new | 1,394 | $30K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC new | 1,180 | $26K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 1,065 | $23K | 0.0% | 2026-Q2 |
| Prosperity Bancshares Inc new | 1,051 | $23K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. new | 1,000 | $22K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. new | 989 | $21K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 278 | $6K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC new | 131 | $3K | 0.0% | 2026-Q2 |
| Quarry LP new | 103 | $2K | 0.0% | 2026-Q2 |
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.