$BNDX is held by 15 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 12.28%, with an average of 1.80% of portfolio. Largest holder: Burrus Financial Services, Inc. at 12.28%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
VANGUARD CHARLOTTE FDS
13F holders
1,085
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 1,085 · Source: 13F-HR01
Marquette Asset Management, LLC
—
—
02
Legal & General Group Plc
—
—
03
NorthRock Partners, LLC
—
—
04
Randolph Co Inc
—
—
05
Gladwyn Financial Advisors, Inc.
—
—
06
Taconic Capital Advisors LP
—
—
07
Savant Capital, LLC
—
—
08
Authentikos Wealth Advisory, LLC
—
—
09
AIFG Consultants Ltd.
—
—
10
Staley Capital Advisers Inc.
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
15 holders · Q1 202601
Burrus Financial Services, Inc.
12.28% NEW
α +17.2pts
02
Retirement Investment Advisors, Inc.
3.87% held
α +16.2pts
03
Level Financial Advisors
2.64% held
α +30.9pts
04
Plum Street Advisors, LLC
2.56% held
α +18.0pts
05
Avant Financial Advisors LLC
2.49% NEW
α +10.5pts
06
Interactive Financial Advisors, Inc.
2.10% NEW
α +15.2pts
07
Pacific Financial Group Inc.
0.54% held
α +14.3pts
08
RFG Advisory, LLC
0.19% NEW
α +16.2pts
09
Principal Securities, Inc.
0.14% held
α +21.3pts
10
Fiduciary Alliance LLC
0.07% held
α +16.8pts
11
Condor Capital Management
0.04% held
α +23.6pts
12
Greenwich Wealth Management LLC
0.03% held
α +12.7pts
13
Venture Visionary Partners LLC
0.03% held
α +10.3pts
14
Citigroup Inc.
0.02% held
α +26.3pts
15
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $BNDX in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $BNDX in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $BNDX lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $BNDX — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:23 UTC.