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Institutional Ownership · SEC Form 13F

Who owns BBCA


Which tracked institutional funds hold BBCA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BBCA company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

240
Institutional holders
82M
Shares held (tracked funds)

How the tape is positioned

36 tracked funds added or opened BBCA while 27 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

BBCA’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BBCA 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 240 tracked filers holding BBCA, 113 increased or opened the position and 106 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 BBCA 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 11

  • FLOW TRADERS U.S. LLC$17M
  • BOCHK Asset Management Ltd$10M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
  • HRT FINANCIAL LP$2M
  • Beacon Pointe Advisors, LLC$1M
  • CERTUITY, LLC$1M

Full exits 9

  • CITADEL ADVISORS LLC$8M
  • Keel Point, LLC$6M
  • JANE STREET GROUP, LLC$4M
  • Evansbrook LLC$3M
  • COMERICA BANK$1M
  • Argent Trust Co$745K

Largest adds

  • UBS Group AG$7M
  • RiverFront Investment Group, LLC$4M
  • MORGAN STANLEY$3M
  • ENVESTNET ASSET MANAGEMENT INC$3M
  • Focus Partners Wealth$2M
  • Elm Partners Management LLC$2M

Largest trims

  • JPMORGAN CHASE & CO$50M
  • Municipal Employees' Retirement System of Michigan$24M
  • VICTORY CAPITAL MANAGEMENT INC$14M
  • AMERIPRISE FINANCIAL INC$8M
  • Corient Private Wealth LLC$7M
  • SEGALL BRYANT & HAMILL, LLC$6M

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).

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO added74,812,398$6.9B90.9%2026-Q1
Municipal Employees' Retirement System of Michigan trimmed639,622$60M0.8%2026-Q1
ASSETMARK, INC trimmed467,906$44M0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added466,947$44M0.6%2026-Q1
RiverFront Investment Group, LLC added449,734$42M0.6%2026-Q1
HighTower Advisors, LLC trimmed410,274$39M0.5%2026-Q1
Mirae Asset Global Investments Co., Ltd. trimmed406,137$38M0.5%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed348,718$33M0.4%2026-Q1
STRATEGIC INVESTMENT MANAGEMENT, LLC trimmed333,320$31M0.4%2026-Q1
Elm Partners Management LLC added320,704$29M0.4%2026-Q1
UBS Group AG added180,520$17M0.2%2026-Q1
FLOW TRADERS U.S. LLC added176,677$17M0.2%2026-Q1
LPL Financial LLC added171,995$16M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added159,290$15M0.2%2026-Q1
Willis Johnson & Associates, Inc. added156,777$15M0.2%2026-Q1
SPINNAKER TRUST added130,077$12M0.2%2026-Q1
MORGAN STANLEY added121,138$11M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed118,420$11M0.1%2026-Q1
ATLAS CAPITAL ADVISORS INC. trimmed110,848$10M0.1%2026-Q1
BOCHK Asset Management Ltd new110,670$10M0.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed109,564$10M0.1%2026-Q1
ROYAL BANK OF CANADA added103,697$10M0.1%2026-Q1
PGIM Custom Harvest LLC added90,354$8M0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed89,061$8M0.1%2026-Q1
Rice Partnership, LLC added82,196$8M0.1%2026-Q1
GREENWOOD CAPITAL ASSOCIATES LLC added58,465$5M0.1%2026-Q1
Cetera Investment Advisers added58,179$5M0.1%2026-Q1
Silphium Asset Management Ltd added58,000$5M0.1%2026-Q1
Marex Group plc added57,700$5M0.1%2026-Q1
Dorsey & Whitney Trust CO LLC trimmed44,706$4M0.1%2026-Q1
Janney Montgomery Scott LLC added42,635$4M0.1%2026-Q1
CHOREO, LLC trimmed38,915$4M0.0%2026-Q1
Focus Partners Wealth added6,648$3M0.0%2026-Q1
Rockefeller Capital Management L.P. trimmed29,212$3M0.0%2026-Q1
CWM, LLC added28,660$3M0.0%2026-Q1
FMR LLC added28,467$3M0.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed28,213$3M0.0%2026-Q1
ACIMA PRIVATE WEALTH, LLC trimmed28,055$3M0.0%2026-Q1
BESSEMER GROUP INC trimmed26,994$3M0.0%2026-Q1
Creative Planning added25,606$2M0.0%2026-Q1
Quantinno Capital Management LP added23,551$2M0.0%2026-Q1
HRT FINANCIAL LP added22,928$2M0.0%2026-Q1
STIFEL FINANCIAL CORP trimmed20,032$2M0.0%2026-Q1
BANK OF MONTREAL /CAN/ trimmed19,855$2M0.0%2026-Q1
Hudson Portfolio Management LLC added19,662$2M0.0%2026-Q1
OneDigital Investment Advisors LLC added19,266$2M0.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added18,862$2M0.0%2026-Q1
Alaska Permanent Capital Management, LLC added18,396$2M0.0%2026-Q1
Sunpointe, LLC added18,307$2M0.0%2026-Q1
BLAIR WILLIAM & CO/IL added17,639$2M0.0%2026-Q1
FIFTH THIRD BANCORP added17,623$2M0.0%2026-Q1
Corient Private Wealth LLC trimmed18,236$2M0.0%2026-Q1
Caprock Group, LLC15,333$1M0.0%2026-Q1
Thrivent Financial for Lutherans added14,889$1M0.0%2026-Q1
TRUIST FINANCIAL CORP trimmed14,719$1M0.0%2026-Q1
MML INVESTORS SERVICES, LLC trimmed12,817$1M0.0%2026-Q1
SYON CAPITAL LLC added12,419$1M0.0%2026-Q1
BlackRock, Inc. added11,841$1M0.0%2026-Q1
Beacon Pointe Advisors, LLC added11,170$1M0.0%2026-Q1
Nolet Wealth Management, LLC11,127$1M0.0%2026-Q1
CERTUITY, LLC new10,869$1M0.0%2026-Q1
Cresset Asset Management, LLC added10,763$1M0.0%2026-Q1
TD Waterhouse Canada Inc. added10,557$999K0.0%2026-Q1
Mariner, LLC trimmed10,599$997K0.0%2026-Q1
Yoffe Investment Management, LLC trimmed10,540$991K0.0%2026-Q1
Cerity Partners LLC trimmed9,286$873K0.0%2026-Q1
Sowell Financial Services LLC added8,875$835K0.0%2026-Q1
Lumbard & Kellner, LLC added8,409$791K0.0%2026-Q1
Pathstone Holdings, LLC trimmed8,270$778K0.0%2026-Q1
Ballentine Partners, LLC8,085$760K0.0%2026-Q1
Avidian Wealth Enterprises, LLC trimmed8,065$759K0.0%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed7,739$728K0.0%2026-Q1
SEGALL BRYANT & HAMILL, LLC trimmed7,243$703K0.0%2026-Q1
Y-Intercept (Hong Kong) Ltd new7,043$662K0.0%2026-Q1
Koshinski Asset Management, Inc. trimmed7,008$659K0.0%2026-Q1
L.K. Benson & Company, P.C.7,000$658K0.0%2026-Q1
Inscription Capital, LLC6,959$655K0.0%2026-Q1
NORTHERN TRUST CORP trimmed6,818$641K0.0%2026-Q1
STEPHENS INC /AR/ added6,567$618K0.0%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed6,400$602K0.0%2026-Q1
COMMERCE BANK new6,305$593K0.0%2026-Q1
INNEALTA CAPITAL, LLC trimmed6,249$588K0.0%2026-Q1
SCOTIA CAPITAL INC. added6,249$588K0.0%2026-Q1
HSBC HOLDINGS PLC new6,056$570K0.0%2026-Q1
Ocean Park Asset Management, LLC added6,035$568K0.0%2026-Q1
BROWN BROTHERS HARRIMAN & CO5,872$552K0.0%2026-Q1
PRIVATE TRUST CO NA added5,846$550K0.0%2026-Q1
CITADEL ADVISORS LLC added87,474$8M0.1%2025-Q4 stale
Financial Management Professionals, Inc. added105,320$8M0.1%2025-Q1 stale
Keel Point, LLC trimmed60,103$6M0.1%2025-Q4 stale
JANE STREET GROUP, LLC trimmed47,281$4M0.1%2025-Q4 stale
OLD MISSION CAPITAL LLC added38,398$3M0.0%2025-Q3 stale
Evansbrook LLC new27,569$3M0.0%2025-Q4 stale
D. E. Shaw & Co., Inc. trimmed17,142$1M0.0%2025-Q3 stale
COMERICA BANK trimmed13,457$1M0.0%2025-Q4 stale
GWN SECURITIES INC. new15,906$1M0.0%2025-Q1 stale
Argent Trust Co trimmed8,006$745K0.0%2025-Q4 stale
Wilmington Savings Fund Society, FSB trimmed9,057$731K0.0%2025-Q2 stale
NewEdge Advisors, LLC added7,698$716K0.0%2025-Q4 stale
FineMark National Bank & Trust6,305$586K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership