Who owns BBAG (BBAG)
Which tracked institutional funds hold BBAG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BBAG company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
20 tracked funds added or opened BBAG while 13 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BBAG’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BBAG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BBAG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 112 tracked filers holding BBAG, 54 increased or opened the position and 64 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BBAG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- Independent Wealth Network Inc.$2M
- Ascentis Independent Advisors$1M
- WBH ADVISORY INC$570K
- Prime Capital Investment Advisors, LLC$548K
Full exits 3
- GOLDMAN SACHS GROUP INC$3M
- FLOW TRADERS U.S. LLC$3M
- ORG Partners LLC$1M
Largest adds
- Tradition Wealth Management, LLC$9M
- JPMORGAN CHASE & CO$8M
- Clearwater Capital Advisors, LLC$4M
- LPL Financial LLC$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Wealth Alliance Advisory Group, LLC$2M
Largest trims
- JANE STREET GROUP, LLC$16M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- CITADEL ADVISORS LLC$1M
- Apella Capital, LLC$1M
- Janney Montgomery Scott LLC$809K
- Sharkey, Howes & Javer$738K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 4,810,609 | $221M | 33.4% | 2026-Q1 |
| LPL Financial LLC added | 2,203,713 | $102M | 15.4% | 2026-Q1 |
| Clearwater Capital Advisors, LLC added | 1,201,541 | $55M | 8.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 897,948 | $41M | 6.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 571,546 | $26M | 4.0% | 2026-Q1 |
| Tradition Wealth Management, LLC added | 406,376 | $19M | 2.8% | 2026-Q1 |
| Apella Capital, LLC trimmed | 344,819 | $16M | 2.4% | 2026-Q1 |
| Wealth Alliance Advisory Group, LLC added | 322,299 | $15M | 2.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 291,089 | $13M | 2.0% | 2026-Q1 |
| MORGAN STANLEY added | 249,232 | $12M | 1.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 221,323 | $10M | 1.5% | 2026-Q1 |
| Heck Capital Advisors, LLC added | 218,380 | $10M | 1.5% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 168,947 | $8M | 1.2% | 2026-Q1 |
| CWM, LLC added | 134,198 | $6M | 0.9% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 113,101 | $5M | 0.8% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 85,651 | $4M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 73,953 | $3M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 71,865 | $3M | 0.5% | 2026-Q1 |
| KELLY FINANCIAL GROUP LLC trimmed | 67,535 | $3M | 0.5% | 2026-Q1 |
| Ascent Group, LLC added | 63,020 | $3M | 0.4% | 2026-Q1 |
| CGN Advisors LLC trimmed | 60,415 | $3M | 0.4% | 2026-Q1 |
| Triad Wealth Partners, LLC trimmed | 57,554 | $3M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 55,538 | $3M | 0.4% | 2026-Q1 |
| BAILARD, INC. trimmed | 47,667 | $2M | 0.3% | 2026-Q1 |
| ACT Advisors, LLC. added | 46,358 | $2M | 0.3% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 41,362 | $2M | 0.3% | 2026-Q1 |
| Legacy Private Trust Co. trimmed | 41,181 | $2M | 0.3% | 2026-Q1 |
| Independent Wealth Network Inc. new | 38,566 | $2M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 36,784 | $2M | 0.3% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 35,438 | $2M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 31,985 | $1M | 0.2% | 2026-Q1 |
| Ascentis Independent Advisors new | 29,824 | $1M | 0.2% | 2026-Q1 |
| Arlington Financial Advisors, LLC added | 27,325 | $1M | 0.2% | 2026-Q1 |
| Strategic Financial Concepts, LLC added | 27,294 | $1M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 24,707 | $1M | 0.2% | 2026-Q1 |
| LOCKERMAN FINANCIAL GROUP, INC. trimmed | 23,023 | $1M | 0.2% | 2026-Q1 |
| Sharkey, Howes & Javer trimmed | 22,752 | $1M | 0.2% | 2026-Q1 |
| Cobblestone Asset Management LLC trimmed | 18,737 | $865K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 17,994 | $831K | 0.1% | 2026-Q1 |
| MN Wealth Advisors, LLC added | 17,738 | $819K | 0.1% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 17,334 | $800K | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 17,071 | $787K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 16,249 | $750K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 14,262 | $658K | 0.1% | 2026-Q1 |
| NORTHBRIDGE FINANCIAL GROUP, LLC trimmed | 13,485 | $623K | 0.1% | 2026-Q1 |
| WBH ADVISORY INC new | 12,402 | $570K | 0.1% | 2026-Q1 |
| Alpha Omega Wealth Management LLC added | 12,165 | $562K | 0.1% | 2026-Q1 |
| Founders Financial Alliance, LLC added | 12,157 | $561K | 0.1% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC new | 11,879 | $548K | 0.1% | 2026-Q1 |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 11,656 | $538K | 0.1% | 2026-Q1 |
| Avestar Capital, LLC added | 10,878 | $502K | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 10,496 | $484K | 0.1% | 2026-Q1 |
| Shelter Mutual Insurance Co | 10,400 | $480K | 0.1% | 2026-Q1 |
| Elevation Wealth Management LLC trimmed | 10,097 | $466K | 0.1% | 2026-Q1 |
| 5T Wealth, LLC added | 9,346 | $431K | 0.1% | 2026-Q1 |
| SUTTON PLACE INVESTORS LLC added | 9,077 | $419K | 0.1% | 2026-Q1 |
| Ascension Capital Advisors, Inc. new | 8,494 | $392K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 8,286 | $382K | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC added | 8,261 | $381K | 0.1% | 2026-Q1 |
| StoneX Group Inc. added | 7,955 | $367K | 0.1% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 7,598 | $351K | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 2,637 | $345K | 0.1% | 2026-Q1 |
| Plan Group Financial, LLC added | 7,327 | $338K | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 7,035 | $325K | 0.0% | 2026-Q1 |
| Perennial Investment Advisors, LLC added | 6,618 | $305K | 0.0% | 2026-Q1 |
| Ignite Planners, LLC trimmed | 6,577 | $304K | 0.0% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 6,131 | $283K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 5,696 | $263K | 0.0% | 2026-Q1 |
| Private Advisor Group, LLC added | 5,353 | $247K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,190 | $240K | 0.0% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 5,182 | $239K | 0.0% | 2026-Q1 |
| Bright Futures Wealth Management, LLC. new | 5,068 | $234K | 0.0% | 2026-Q1 |
| Bensler, LLC trimmed | 4,901 | $226K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 4,729 | $218K | 0.0% | 2026-Q1 |
| Bouchey Financial Group Ltd | 4,720 | $218K | 0.0% | 2026-Q1 |
| Fonville Wealth Management LLC trimmed | 4,653 | $215K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 4,602 | $212K | 0.0% | 2026-Q1 |
| Atria Investments, Inc trimmed | 4,474 | $207K | 0.0% | 2026-Q1 |
| Iron Horse Wealth Management, LLC added | 340,534 | $16M | 2.4% | 2025-Q2 stale |
| Goldstone Financial Group, LLC added | 174,951 | $8M | 1.2% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC trimmed | 62,308 | $3M | 0.4% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 57,524 | $3M | 0.4% | 2025-Q4 stale |
| ORG Partners LLC added | 27,137 | $1M | 0.2% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 24,990 | $1M | 0.2% | 2025-Q2 stale |
| RMR Wealth Builders new | 21,017 | $970K | 0.1% | 2025-Q2 stale |
| HRT FINANCIAL LP added | 12,459 | $575K | 0.1% | 2025-Q2 stale |
| Blue Oak Capital, LLC trimmed | 9,329 | $431K | 0.1% | 2025-Q2 stale |
| CONTINUUM WEALTH ADVISORS, LLC trimmed | 9,190 | $427K | 0.1% | 2025-Q4 stale |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 7,485 | $347K | 0.1% | 2025-Q4 stale |
| GTS SECURITIES LLC new | 6,936 | $320K | 0.0% | 2025-Q2 stale |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 6,559 | $304K | 0.0% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 6,607 | $303K | 0.0% | 2025-Q2 stale |
| COMERICA BANK trimmed | 5,805 | $269K | 0.0% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. trimmed | 5,716 | $265K | 0.0% | 2025-Q4 stale |
| Gladstone Institutional Advisory LLC trimmed | 5,586 | $261K | 0.0% | 2025-Q3 stale |
| Financial Engines Advisors L.L.C. new | 5,604 | $258K | 0.0% | 2025-Q1 stale |
| NICOLET ADVISORY SERVICES, LLC trimmed | 4,841 | $225K | 0.0% | 2025-Q4 stale |
| MGO ONE SEVEN LLC trimmed | 4,754 | $221K | 0.0% | 2025-Q4 stale |
| FLAGSTAR ADVISORS INC new | 4,585 | $212K | 0.0% | 2025-Q2 stale |
| Hennion & Walsh Asset Management, Inc. trimmed | 4,456 | $207K | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.