Who owns BFIX?
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8 institutions reported holding BFIX, worth $5.0M, in Form 13F filings for June 30, 2026.
Top 8 institutional holders of BFIX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Blue JEAN Financial LLC | Albany, NY | $1.6M | 63,473 | +6,502 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.0M | 41,851 | −1,341 shares |
| Vista Investment Partners II, LLC | Richmond, IN | $929K | 37,049 | +639 shares |
| Goldman Sachs Group Inc. | New York, NY | $747K | 29,784 | No change |
| Farther Finance Advisors, LLC | San Francisco, CA | $411K | 16,402 | +3,043 shares |
| Formidable Asset Management, LLC | Cincinnati, OH | $241K | 9,507 | +900 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $67K | 2,678 | +90 shares |
| Morgan Stanley | New York, NY | $43 | 1 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BFIX?
8 institutional managers reported holding BFIX in Form 13F filings for June 30, 2026, worth $5.0M in total. The largest reported position was held by Blue JEAN Financial LLC, at $1.6M.
Did institutions buy or sell BFIX last quarter?
Reported 13F value fell 5.9% from March 31, 2026, which includes price moves as well as buying and selling. 0 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BFIX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.