Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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 2026-Q1 and 2026-Q2: 22 added or opened and 7 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 7.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.2pp 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 2026-Q1 and 2026-Q2, across 78 tracked filers holding BYLD, 46 increased or opened the position and 30 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 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 7
- Trivium Point Advisory, LLC$6M
- Envestnet Portfolio Solutions, Inc.$5M
- MTC Wealth Management LLC$5M
- CITADEL ADVISORS LLC$1M
- Cerity Partners LLC$1M
- Fifth Third Securities, Inc.$941K
Full exits 3
- LWM Advisory Services, LLC$637K
- Cambridge Investment Research Advisors, Inc.$622K
- Private Advisor Group, LLC$505K
Largest adds
- Members Trust Co$48M
- Horizon Wealth Management, LLC$5M
- LPL Financial LLC$4M
- Mariner, LLC$3M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- BANK OF AMERICA CORP /DE/$1M
Largest trims
- Modern Wealth Management, LLC$2M
- Focus Partners Wealth$1M
- Heritage Family Offices, LLP$421K
- Asset Allocation Strategies LLC$255K
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 added | 2,511,534 | $57M | 20.4% | 2026-Q2 |
| Members Trust Co added | 2,222,630 | $50M | 18.1% | 2026-Q2 |
| LPL Financial LLC added | 1,181,718 | $27M | 9.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 977,165 | $22M | 7.9% | 2026-Q2 |
| Mariner, LLC added | 466,759 | $11M | 3.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 452,730 | $10M | 3.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 422,614 | $10M | 3.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 376,958 | $9M | 3.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 361,776 | $8M | 2.9% | 2026-Q2 |
| Cetera Investment Advisers added | 321,828 | $7M | 2.6% | 2026-Q2 |
| Trivium Point Advisory, LLC trimmed | 284,959 | $6M | 2.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 261,482 | $6M | 2.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. new | 202,825 | $5M | 1.6% | 2026-Q2 |
| MTC Wealth Management LLC new | 199,896 | $5M | 1.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 183,954 | $4M | 1.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 138,140 | $3M | 1.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 118,220 | $3M | 1.0% | 2026-Q2 |
| Allworth Financial LP added | 109,141 | $2M | 0.9% | 2026-Q2 |
| PlanVest Financial, Inc added | 85,082 | $2M | 0.7% | 2026-Q2 |
| Arkadios Wealth Advisors added | 82,400 | $2M | 0.7% | 2026-Q2 |
| Mutual Advisors, LLC added | 70,547 | $2M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 68,852 | $2M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 60,022 | $1M | 0.5% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 59,858 | $1M | 0.5% | 2026-Q2 |
| LAFFER TENGLER INVESTMENTS, INC. trimmed | 59,845 | $1M | 0.5% | 2026-Q2 |
| Cerity Partners LLC new | 57,419 | $1M | 0.5% | 2026-Q2 |
| PARTNERS WEALTH MANAGEMENT, LLC trimmed | 50,093 | $1M | 0.4% | 2026-Q2 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 46,941 | $1M | 0.4% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 41,564 | $941K | 0.3% | 2026-Q2 |
| Advisory Solutions Group, LLC new | 29,870 | $677K | 0.2% | 2026-Q2 |
| Asset Management Group, Inc. added | 29,108 | $659K | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 27,515 | $623K | 0.2% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 27,365 | $620K | 0.2% | 2026-Q2 |
| Daviman Financial, LLC added | 26,413 | $598K | 0.2% | 2026-Q2 |
| Altman Advisors, Inc. added | 304,382 | $585K | 0.2% | 2026-Q2 |
| Valmark Advisers, Inc. added | 24,465 | $554K | 0.2% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 24,435 | $553K | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 21,959 | $497K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 21,623 | $490K | 0.2% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 21,164 | $479K | 0.2% | 2026-Q2 |
| SYM FINANCIAL Corp trimmed | 19,927 | $451K | 0.2% | 2026-Q2 |
| Redwood Financial Network Corp | 18,451 | $418K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 17,653 | $400K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. | 17,116 | $388K | 0.1% | 2026-Q2 |
| Argyle Capital Partners, LLC new | 16,450 | $373K | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC new | 15,369 | $348K | 0.1% | 2026-Q2 |
| NICOLET BANKSHARES INC new | 15,289 | $345K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 12,960 | $294K | 0.1% | 2026-Q2 |
| Asset Allocation Strategies LLC trimmed | 11,707 | $265K | 0.1% | 2026-Q2 |
| Arlington Financial Advisors, LLC new | 11,545 | $261K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 9,350 | $212K | 0.1% | 2026-Q2 |
| Pacific Excel Wealth Advisors, Inc. new | 9,314 | $211K | 0.1% | 2026-Q2 |
| Heritage Family Offices, LLP trimmed | 9,314 | $211K | 0.1% | 2026-Q2 |
| KLCM Advisors, Inc. | 9,238 | $209K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 6,808 | $154K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 6,634 | $150K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 6,268 | $142K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 4,199 | $95K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 2,413 | $55K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 2,195 | $50K | 0.0% | 2026-Q2 |
| Darwin Wealth Management, LLC added | 2,124 | $48K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,988 | $45K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 1,426 | $32K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 1,028 | $23K | 0.0% | 2026-Q2 |
| Align Financial, LLC trimmed | 1,016 | $23K | 0.0% | 2026-Q2 |
| DELTA ASSET MANAGEMENT LLC/TN | 1,000 | $23K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 859 | $19K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 777 | $18K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 515 | $12K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 488 | $11K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 422 | $10K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC | 391 | $9K | 0.0% | 2026-Q2 |
| Moisand Fitzgerald Tamayo, LLC | 386 | $9K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 175 | $4K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 145 | $3K | 0.0% | 2026-Q2 |
| Davis Capital Management | 130 | $3K | 0.0% | 2026-Q2 |
| FMR LLC | 52 | $1K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC | 8 | $181 | 0.0% | 2026-Q2 |
| LWM Advisory Services, LLC trimmed | 28,268 | $637K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 27,620 | $622K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Private Advisor Group, LLC | 22,420 | $505K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| World Investment Advisors added | 11,144 | $251K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Keel Point, LLC new | 9,644 | $217K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Gateway Wealth Partners, LLC new | 9,004 | $203K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC trimmed | 1,619 | $36K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 520 | $12K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HORIZON BANCORP INC /IN/ new | 332 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 36,996 | $843K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| VestGen Advisors, LLC trimmed | 25,938 | $591K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Mendota Financial Group, LLC trimmed | 2,130 | $49K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| TITLEIST ASSET MANAGEMENT, LLC trimmed | 13,140 | $301K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| SILVERLAKE WEALTH MANAGEMENT LLC trimmed | 12,116 | $278K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC | 8,178 | $187K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 6,982 | $160K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 56,551 | $1M | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 9,825 | $222K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Compound Planning, Inc. trimmed | 9,244 | $209K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Newbridge Financial Services Group, Inc. new | 8,649 | $196K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| REAP Financial Group, LLC trimmed | 2,002 | $45K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Asset Dedication, LLC new | 1,656 | $37K | 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.