Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / BOND INNOVATION
-
Number of holders
-
7
-
Total 13F shares, excl. options
-
105,393
-
Shares change
-
+16,181
-
Total reported value, excl. options
-
$2,634,481
-
Value change
-
+$404,582
-
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 105,393 shares
.
Largest 7 shareholders include SUSQUEHANNA INTERNATIONAL GROUP, LLP (21,696 shares), Orion Porfolio Solutions, LLC (21,652 shares), Orion Portfolio Solutions, LLC (21,652 shares), Formidable Asset Management, LLC (15,099 shares), VISTA INVESTMENT PARTNERS II, LLC (15,001 shares), Farther Finance Advisors, LLC (8,796 shares), and UBS Group AG (1,497 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.