BDMIX Institutional Ownership & Shareholders
BR GLOB EQ MARK NEUTRAL F-IN (BDMIX) is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.85M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Sofi Wealth, Llc is currently the largest disclosed institutional shareholder of BDMIX tracked by InsiderSet, reporting ownership valued at approximately $3.66M in its September 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BDMIX value among the investors covered in this analysis. Major shareholders include Sofi Wealth, Llc, Ethos Financial Group, Llc, and several other long-term asset managers with concentrated positions in BR GLOB EQ MARK NEUTRAL F-IN (BDMIX).
This page ranks the largest institutional BDMIX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2
Total Reported Value
$3.85M
Largest Holder
Sofi Wealth, Llc
Largest Position
$3.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
2
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sofi Wealth, Llc | 0.14% | 228,281 | $3,661,633 | — | — | — | |
| Ethos Financial Group, Llc | 0.01% | 12,704 | $190,694 | — | — | — |
Frequently asked questions about BDMIX
Who are the largest institutional holders of BDMIX?
The largest institutional holders of BDMIX reported in the latest SEC Form 13F filings include Sofi Wealth, Llc and Ethos Financial Group, Llc. InsiderSet ranks institutional holders by their latest reported BDMIX position.
What is BDMIX institutional ownership?
This page tracks BDMIX positions reported by institutional investment managers through SEC Form 13F. BR GLOB EQ MARK NEUTRAL F-IN (BDMIX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BDMIX?
InsiderSet currently tracks 2 institutional managers reporting BDMIX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BDMIX shareholders.
How much BDMIX stock do institutions own?
Institutional investment managers disclosed approximately $3.85M in BDMIX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BDMIX institutional ownership last updated?
The latest BDMIX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BDMIX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BDMIX position after the reporting date.
Are institutions buying or selling BDMIX?
Institutional buying and selling can be analyzed by comparing BDMIX positions across consecutive 13F reporting periods. InsiderSet's BDMIX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BDMIX ownership changes.
How has BDMIX institutional ownership changed over time?
InsiderSet tracks BDMIX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.