Who owns BBBS
Which tracked institutional funds hold BBBS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BBBS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-26). 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
10 tracked funds added or opened BBBS while 7 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
BBBS’s largest tracked holder by dollar value, Gradient Investments LLC, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BBBS 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 2026-Q1 and 2026-Q2, across 29 tracked filers holding BBBS, 16 increased or opened the position and 13 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 BBBS between the 2026-Q1 and 2026-Q2 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 2
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- Capstone Wealth Management Group, Inc.$653K
Full exits 3
- Willow Financial LLC$6M
- HighTower Advisors, LLC$762K
- Capstone Wealth Management Group LLC$613K
Largest adds
- Tanager Wealth Management LLP$19M
- ROYAL BANK OF CANADA$8M
- Strait & Sound Wealth Management LLC$841K
- Compass Financial Group, Inc. (Ohio)$676K
- CITADEL ADVISORS LLC$459K
- Paladin Wealth, LLC$376K
Largest trims
- Gradient Investments LLC$2M
- Mattson Financial Services, LLC$1M
- Brown Financial Advisors$984K
- Diversified Portfolios, Inc.$392K
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 |
|---|---|---|---|---|
| Gradient Investments LLC trimmed | 1,066,185 | $54M | 27.9% | 2026-Q2 |
| Tanager Wealth Management LLP added | 570,525 | $29M | 14.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 270,021 | $14M | 7.1% | 2026-Q2 |
| Strait & Sound Wealth Management LLC added | 137,857 | $7M | 3.6% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 129,097 | $7M | 3.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 111,777 | $6M | 2.9% | 2026-Q2 |
| Mattson Financial Services, LLC trimmed | 92,345 | $5M | 2.4% | 2026-Q2 |
| S&A Financial Services, Inc. added | 62,030 | $3M | 1.6% | 2026-Q2 |
| Brown Financial Advisors trimmed | 54,449 | $3M | 1.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 47,175 | $2M | 1.2% | 2026-Q2 |
| Paladin Wealth, LLC added | 46,514 | $2M | 1.2% | 2026-Q2 |
| Diversified Portfolios, Inc. trimmed | 38,833 | $2M | 1.0% | 2026-Q2 |
| Compass Financial Group, Inc. (Ohio) added | 38,315 | $2M | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 15,582 | $795K | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 13,721 | $700K | 0.4% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 13,306 | $679K | 0.3% | 2026-Q2 |
| Grantvest Financial Group LLC | 12,965 | $662K | 0.3% | 2026-Q2 |
| Capstone Wealth Management Group, Inc. new | 12,790 | $653K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 11,669 | $596K | 0.3% | 2026-Q2 |
| ARGUS INVESTORS' COUNSEL, INC. | 9,116 | $465K | 0.2% | 2026-Q2 |
| NOTTINGHAM ADVISORS, INC. | 5,073 | $259K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 4,867 | $248K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 4,173 | $213K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 4,116 | $210K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 288 | $15K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC new | 136 | $7K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 116 | $6K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 50 | $3K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 49 | $3K | 0.0% | 2026-Q2 |
| Willow Financial LLC added | 117,064 | $6M | 3.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC new | 14,900 | $762K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Capstone Wealth Management Group LLC added | 11,990 | $613K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 7,192 | $368K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| KINTRA WEALTH, LLC trimmed | 5,703 | $292K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| FMR LLC | 8 | $395 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans trimmed | 307,375 | $16M | 8.1% | 2025-Q4 stale (2 quarters behind) |
| Orion Porfolio Solutions, LLC added | 156,634 | $8M | 4.1% | 2025-Q4 stale (2 quarters behind) |
| Oasis Advisors, LLC new | 152,421 | $8M | 4.0% | 2025-Q4 stale (2 quarters behind) |
| FOUNDATIONS INVESTMENT ADVISORS, LLC added | 32,913 | $2M | 0.9% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 29,489 | $2M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| Safe Harbor Wealth Advisors, LLC new | 16,766 | $866K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC added | 11,072 | $570K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Inspire Advisors, LLC trimmed | 9,908 | $510K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Castleview Partners, LLC trimmed | 8,390 | $432K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 8,044 | $414K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Nemes Rush Group LLC | 2,543 | $131K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| FULLCIRCLE WEALTH LLC trimmed | 30,647 | $2M | 0.8% | 2025-Q3 stale (3 quarters behind) |
| Exchange Capital Management, Inc. added | 118,577 | $6M | 3.1% | 2025-Q2 stale (4 quarters behind) |
| UBS Group AG trimmed | 100 | $5K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.