Who owns BYLD (BYLD)
Which tracked institutional funds hold BYLD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BYLD 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
The tracked-fund tape on BYLD is one-sided between 2025-Q4 and 2026-Q1: 19 added or opened and 6 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
BYLD’s largest tracked holder by dollar value, Horizon Wealth Management, LLC, sizes it at 7.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BYLD 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 72 tracked filers holding BYLD, 45 increased or opened the position and 26 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 BYLD 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 6
- Horizon Wealth Management, LLC$52M
- Modern Wealth Management, LLC$3M
- PlanVest Financial, Inc$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- HENGEHOLD CAPITAL MANAGEMENT LLC$993K
- PRIVATE TRUST CO NA$553K
Full exits 3
- Trivium Point Advisory, LLC$8M
- JANE STREET GROUP, LLC$843K
- VestGen Advisors, LLC$591K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$3M
- RAYMOND JAMES FINANCIAL INC$2M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- Cetera Investment Advisers$2M
- Members Trust Co$2M
- LPL Financial LLC$1M
Largest trims
- Focus Partners Wealth$2M
- LWM Advisory Services, LLC$2M
- OSAIC HOLDINGS, INC.$258K
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 |
|---|---|---|---|---|
| Horizon Wealth Management, LLC new | 2,300,623 | $52M | 25.4% | 2026-Q1 |
| LPL Financial LLC added | 1,008,996 | $23M | 11.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 947,705 | $21M | 10.5% | 2026-Q1 |
| Focus Partners Wealth trimmed | 427,129 | $10M | 4.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 397,860 | $9M | 4.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 369,867 | $8M | 4.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 364,641 | $8M | 4.0% | 2026-Q1 |
| Mariner, LLC added | 325,839 | $7M | 3.6% | 2026-Q1 |
| Cetera Investment Advisers added | 272,348 | $6M | 3.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 240,841 | $5M | 2.7% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 121,834 | $3M | 1.3% | 2026-Q1 |
| Modern Wealth Management, LLC new | 116,175 | $3M | 1.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 102,489 | $2M | 1.1% | 2026-Q1 |
| Members Trust Co added | 90,173 | $2M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 87,941 | $2M | 1.0% | 2026-Q1 |
| PlanVest Financial, Inc new | 81,866 | $2M | 0.9% | 2026-Q1 |
| LAFFER TENGLER INVESTMENTS, INC. added | 64,796 | $1M | 0.7% | 2026-Q1 |
| Allworth Financial LP added | 62,520 | $1M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 60,922 | $1M | 0.7% | 2026-Q1 |
| Savvy Advisors, Inc. added | 59,874 | $1M | 0.7% | 2026-Q1 |
| Arkadios Wealth Advisors added | 56,501 | $1M | 0.6% | 2026-Q1 |
| PARTNERS WEALTH MANAGEMENT, LLC trimmed | 53,139 | $1M | 0.6% | 2026-Q1 |
| Mutual Advisors, LLC added | 47,786 | $1M | 0.5% | 2026-Q1 |
| HENGEHOLD CAPITAL MANAGEMENT LLC new | 44,055 | $993K | 0.5% | 2026-Q1 |
| Asset Management Group, Inc. trimmed | 28,721 | $647K | 0.3% | 2026-Q1 |
| LWM Advisory Services, LLC trimmed | 28,268 | $637K | 0.3% | 2026-Q1 |
| Heritage Family Offices, LLP added | 28,056 | $632K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 27,620 | $622K | 0.3% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 27,330 | $616K | 0.3% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 25,757 | $580K | 0.3% | 2026-Q1 |
| Daviman Financial, LLC trimmed | 25,532 | $575K | 0.3% | 2026-Q1 |
| Altman Advisors, Inc. added | 263,470 | $555K | 0.3% | 2026-Q1 |
| PRIVATE TRUST CO NA new | 24,530 | $553K | 0.3% | 2026-Q1 |
| Valmark Advisers, Inc. added | 23,881 | $538K | 0.3% | 2026-Q1 |
| Asset Allocation Strategies LLC added | 23,066 | $520K | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC | 22,420 | $505K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 22,378 | $504K | 0.2% | 2026-Q1 |
| Dynamic Advisor Solutions LLC trimmed | 22,371 | $504K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 21,592 | $486K | 0.2% | 2026-Q1 |
| SYM FINANCIAL Corp added | 19,931 | $449K | 0.2% | 2026-Q1 |
| Redwood Financial Network Corp trimmed | 18,451 | $416K | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 17,653 | $398K | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 17,116 | $386K | 0.2% | 2026-Q1 |
| World Investment Advisors added | 11,144 | $251K | 0.1% | 2026-Q1 |
| KLCM Advisors, Inc. trimmed | 9,238 | $208K | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC added | 9,085 | $205K | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 9,004 | $203K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 7,630 | $172K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 2,177 | $49K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ added | 2,159 | $49K | 0.0% | 2026-Q1 |
| Darwin Wealth Management, LLC added | 2,100 | $47K | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 1,725 | $39K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 1,619 | $36K | 0.0% | 2026-Q1 |
| Align Financial, LLC new | 1,127 | $25K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 1,028 | $23K | 0.0% | 2026-Q1 |
| DELTA ASSET MANAGEMENT LLC/TN | 1,000 | $23K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 859 | $19K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 777 | $18K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 635 | $14K | 0.0% | 2026-Q1 |
| CWM, LLC | 520 | $12K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP trimmed | 476 | $11K | 0.0% | 2026-Q1 |
| Signature Equity Partners, LLC added | 391 | $9K | 0.0% | 2026-Q1 |
| Moisand Fitzgerald Tamayo, LLC | 386 | $9K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 364 | $8K | 0.0% | 2026-Q1 |
| HORIZON BANCORP INC /IN/ new | 332 | $7K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 371 | $6K | 0.0% | 2026-Q1 |
| Crews Bank & Trust new | 213 | $5K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 137 | $3K | 0.0% | 2026-Q1 |
| Davis Capital Management | 130 | $3K | 0.0% | 2026-Q1 |
| SJS Investment Consulting Inc. | 120 | $3K | 0.0% | 2026-Q1 |
| FMR LLC | 52 | $1K | 0.0% | 2026-Q1 |
| Clearstead Advisors, LLC new | 8 | $181 | 0.0% | 2026-Q1 |
| Trivium Point Advisory, LLC trimmed | 340,500 | $8M | 3.8% | 2025-Q4 stale |
| Sigma Planning Corp added | 219,152 | $5M | 2.4% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 56,551 | $1M | 0.6% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 36,996 | $843K | 0.4% | 2025-Q4 stale |
| KPP Advisory Services LLC trimmed | 31,635 | $709K | 0.3% | 2025-Q1 stale |
| VestGen Advisors, LLC trimmed | 25,938 | $591K | 0.3% | 2025-Q4 stale |
| TITLEIST ASSET MANAGEMENT, LLC trimmed | 13,140 | $301K | 0.1% | 2025-Q3 stale |
| SILVERLAKE WEALTH MANAGEMENT LLC trimmed | 12,116 | $278K | 0.1% | 2025-Q3 stale |
| &PARTNERS trimmed | 10,867 | $244K | 0.1% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 9,825 | $222K | 0.1% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 9,728 | $222K | 0.1% | 2025-Q4 stale |
| Vantage Financial Partners, LLC trimmed | 9,544 | $214K | 0.1% | 2025-Q1 stale |
| Compound Planning, Inc. trimmed | 9,244 | $209K | 0.1% | 2025-Q2 stale |
| Newbridge Financial Services Group, Inc. new | 8,649 | $196K | 0.1% | 2025-Q2 stale |
| Ameritas Advisory Services, LLC | 8,178 | $187K | 0.1% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. | 6,982 | $160K | 0.1% | 2025-Q3 stale |
| Mendota Financial Group, LLC trimmed | 2,130 | $49K | 0.0% | 2025-Q4 stale |
| REAP Financial Group, LLC trimmed | 2,002 | $45K | 0.0% | 2025-Q2 stale |
| Asset Dedication, LLC new | 1,656 | $37K | 0.0% | 2025-Q2 stale |
| MAI Capital Management new | 1,115 | $25K | 0.0% | 2025-Q1 stale |
| Arax Advisory Partners new | 1,084 | $25K | 0.0% | 2025-Q4 stale |
| BANK OF MONTREAL /CAN/ trimmed | 407 | $9K | 0.0% | 2025-Q1 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 208 | $5K | 0.0% | 2025-Q2 stale |
| NewEdge Advisors, LLC | 175 | $4K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC | 89 | $2K | 0.0% | 2025-Q3 stale |
| Heritage Wealth Advisors new | 53 | $1K | 0.0% | 2025-Q1 stale |
| AE Wealth Management LLC trimmed | 23 | $530 | 0.0% | 2025-Q2 stale |
| Strategic Wealth Partners, Ltd. | 20 | $455 | 0.0% | 2025-Q4 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.