BNDD Institutional Ownership & Shareholders
QUADRATIC DEFLATION ETF (BNDD) is currently held by 8 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.46M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Foundations Investment Advisors, Llc is currently the largest disclosed institutional shareholder of BNDD tracked by InsiderSet, reporting ownership valued at approximately $2.11M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.06M, representing an estimated loss of -2.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BNDD value among the investors covered in this analysis. Major shareholders include Foundations Investment Advisors, Llc, Private Advisor Group, Llc, Primoris Wealth Advisors, Llc, and several other long-term asset managers with concentrated positions in QUADRATIC DEFLATION ETF (BNDD).
This page ranks the largest institutional BNDD 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
8
Total Reported Value
$6.46M
Largest Holder
Foundations Investment Advisors, Llc
Largest Position
$2.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Foundations Investment Advisors, Llc | 0.02% | 20,823 | $2,106,038 | $2,059,395 | -$46,643 | -2.21% | |
| Private Advisor Group, Llc | 0.01% | 19,646 | $1,987,007 | $1,942,989 | -$44,018 | -2.22% | |
| Primoris Wealth Advisors, Llc | 0.89% | 20,250 | $1,917,358 | $2,002,725 | +$85,367 | +4.45% | |
| Envestnet Asset Management Inc | 0.00% | 3,367 | $340,538 | $332,996 | -$7,542 | -2.21% | |
| Bank Of Montreal | 0.00% | 6,314 | $80,799 | $624,455 | +$543,656 | +672.85% | |
| Boyd Watterson Asset Management Llc/Oh | 0.00% | 166 | $16,789 | $16,417 | -$372 | -2.21% | |
| Wells Fargo & Company/Mn | 0.00% | 93 | $9,406 | $9,198 | -$208 | -2.21% | |
| Farther Finance Advisors, Llc | 0.00% | 66 | $6,249 | $6,527 | +$278 | +4.46% |
Frequently asked questions about BNDD
Who are the largest institutional holders of BNDD?
The largest institutional holders of BNDD reported in the latest SEC Form 13F filings include Foundations Investment Advisors, Llc, Private Advisor Group, Llc, Primoris Wealth Advisors, Llc, Envestnet Asset Management Inc, and Bank Of Montreal. InsiderSet ranks institutional holders by their latest reported BNDD position.
What is BNDD institutional ownership?
This page tracks BNDD positions reported by institutional investment managers through SEC Form 13F. QUADRATIC DEFLATION ETF (BNDD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BNDD?
InsiderSet currently tracks 8 institutional managers reporting BNDD 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 BNDD shareholders.
How much BNDD stock do institutions own?
Institutional investment managers disclosed approximately $6.46M in BNDD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BNDD institutional ownership last updated?
The latest BNDD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 BNDD 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 BNDD position after the reporting date.
Are institutions buying or selling BNDD?
Institutional buying and selling can be analyzed by comparing BNDD positions across consecutive 13F reporting periods. InsiderSet's BNDD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BNDD ownership changes.
How has BNDD institutional ownership changed over time?
InsiderSet tracks BNDD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.