HolderBook

BUILD FUNDS TRUST (BFIX)

Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.

8
Reporting holders
$5.0M
Reported value
0.0%
Held as options
-1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
BLUE JEAN FINANCIAL LLC$1.6M63,4731.11%3q+11.4%+$163.1K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.0M41,8510.00%11q-3.1%-$33.6K
VISTA INVESTMENT PARTNERS II, LLC$929.2K37,0490.36%6q+1.8%+$16.0K
GOLDMAN SACHS GROUP INC$747.0K29,7840.00%2qHELD
Farther Finance Advisors, LLC$411.4K16,4020.00%6q+22.8%+$76.3K
Formidable Asset Management, LLC$241.3K9,5070.04%9q+10.5%+$22.8K
ROYAL BANK OF CANADA$67.0K2,6780.00%2q+3.5%+$2.3K
MORGAN STANLEY$4310.00%3qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20268$5.0M200,7450510.0%
Q1 20269$5.4M210,9783320.0%
Q4 20258$4.4M174,9971330.0%
Q3 20258$3.3M131,0793320.0%
Q2 20257$3.9M154,5032310.0%
Q1 20257$3.2M129,7832140.0%
Q4 20245$2.2M89,2121130.0%
Q3 20245$3.2M133,0541220.0%
Q2 20244$2.9M124,2831210.0%
Q1 20246$3.5M149,6991320.0%
Q4 20237$3.8M163,6583400.0%
Q3 20234$2.1M92,6210220.0%
Q2 20234$2.9M126,2040300.0%
Q1 20234$2.3M100,7882110.0%
Q4 20222$951.6K41,6440110.0%
Q3 20223$1.3M56,2542010.0%
Q2 20221$999.0K42,7281000.0%