Who owns BNDD?
Quadratic Deflation ETF · Quadratic
14 institutions reported holding BNDD, worth $8.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BNDD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Foundations Investment Advisors, LLC | Phoenix, AZ | $2.1M | 20,823 | New position |
| Private Advisor Group, LLC | Morristown, NJ | $2.0M | 19,646 | −132 shares |
| Primoris Wealth Advisors, LLC | North Palm Beach, FL | $1.5M | 15,000 | New position |
| Kestra Private Wealth Services, LLC | Austin, TX | $1.2M | 11,422 | New position |
| Farther Finance Advisors, LLC | San Francisco, CA | $952K | 9,410 | New position |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $462K | 4,576 | New position |
| Envestnet Asset Management Inc. | Berwyn, PA | $341K | 3,367 | New position |
| Worth Asset Management, LLC | Dallas, TX | $235K | 2,319 | New position |
| Bank of Montreal | Toronto, Ontario, Canada | $81K | 6,314 | New position |
| Highline Wealth Partners LLC | Sherman Oaks, CA | $20K | 200 | New position |
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 BNDD?
14 institutional managers reported holding BNDD in Form 13F filings for June 30, 2026, worth $8.9M in total. The largest reported position was held by Foundations Investment Advisors, LLC, at $2.1M.
Did institutions buy or sell BNDD last quarter?
Reported 13F value rose 136.8% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 4 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 BNDD 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.