Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / BOND INNOVATION
-
Number of holders
-
7
-
Total 13F shares, excl. options
-
105K
-
Shares change
-
+16.2K
-
Total reported value, excl. options
-
$2.63M
-
Value change
-
+$405K
-
Number of buys
-
2
-
Number of sells
-
-5
-
Price
-
$25.00
Significant Holders of BUILD FUNDS TRUST - BOND INNOVATION (BFIX) as of Q1 2025
7 filings reported holding BFIX - BUILD FUNDS TRUST - BOND INNOVATION as of Q1 2025.
BUILD FUNDS TRUST - BOND INNOVATION (BFIX) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 105K shares
.
Largest 7 shareholders include SUSQUEHANNA INTERNATIONAL GROUP, LLP (21.7K shares), Orion Porfolio Solutions, LLC (21.7K shares), Orion Portfolio Solutions, LLC (21.7K shares), Formidable Asset Management, LLC (15.1K shares), VISTA INVESTMENT PARTNERS II, LLC (15K shares), Farther Finance Advisors, LLC (8.8K shares), and UBS Group AG (1.5K shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.