Who owns BBEU
Which tracked institutional funds hold BBEU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BBEU company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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
30 tracked funds added or opened BBEU while 15 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
BBEU’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BBEU 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 184 tracked filers holding BBEU, 81 increased or opened the position and 95 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 BBEU 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 3
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$16M
- CITADEL ADVISORS LLC$10M
- Vise Technologies, Inc.$888K
Full exits 9
- JANE STREET GROUP, LLC$60M
- Provida Pension Fund Administrator$38M
- FLOW TRADERS U.S. LLC$12M
- OLD NATIONAL BANCORP /IN/$2M
- Cambridge Investment Research Advisors, Inc.$2M
- FOUNDERS FINANCIAL SECURITIES LLC$2M
Largest adds
- JPMORGAN CHASE & CO$287M
- Permanens Capital L.P.$14M
- MORGAN STANLEY$8M
- Elm Partners Management LLC$7M
- NORTHERN TRUST CORP$4M
- Medallion Wealth Advisors, LLC$3M
Largest trims
- Horizon Investments, LLC$24M
- ENVESTNET ASSET MANAGEMENT INC$4M
- ROYAL BANK OF CANADA$1M
- Cetera Investment Advisers$1M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$847K
- Mariner, LLC$557K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 88,126,715 | $6.8B | 94.2% | 2026-Q2 |
| Elm Partners Management LLC added | 656,570 | $51M | 0.7% | 2026-Q2 |
| MORGAN STANLEY added | 445,806 | $35M | 0.5% | 2026-Q2 |
| Legacy CG, LLC trimmed | 402,641 | $31M | 0.4% | 2026-Q2 |
| GREENWOOD CAPITAL ASSOCIATES LLC trimmed | 379,654 | $30M | 0.4% | 2026-Q2 |
| Permanens Capital L.P. added | 376,103 | $29M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 359,839 | $28M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 315,727 | $25M | 0.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 232,476 | $18M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 202,969 | $16M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 132,952 | $10M | 0.1% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC trimmed | 128,386 | $10M | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 123,735 | $10M | 0.1% | 2026-Q2 |
| 1 NORTH WEALTH SERVICES LLC added | 119,430 | $9M | 0.1% | 2026-Q2 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 115,943 | $9M | 0.1% | 2026-Q2 |
| Medallion Wealth Advisors, LLC added | 64,582 | $3M | 0.0% | 2026-Q2 |
| Curbstone Financial Management Corp added | 64,390 | $5M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 60,151 | $5M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 58,639 | $5M | 0.1% | 2026-Q2 |
| Secure Asset Management, LLC added | 58,459 | $5M | 0.1% | 2026-Q2 |
| Dorsey & Whitney Trust CO LLC trimmed | 54,694 | $4M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 51,297 | $4M | 0.1% | 2026-Q2 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. added | 46,336 | $4M | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 40,422 | $3M | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 32,788 | $3M | 0.0% | 2026-Q2 |
| BRANDYWINE OAK PRIVATE WEALTH LLC trimmed | 31,685 | $2M | 0.0% | 2026-Q2 |
| Evansbrook LLC | 31,430 | $2M | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 31,213 | $2M | 0.0% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 30,393 | $2M | 0.0% | 2026-Q2 |
| Nolet Wealth Management, LLC | 30,265 | $2M | 0.0% | 2026-Q2 |
| FMR LLC added | 29,213 | $2M | 0.0% | 2026-Q2 |
| Focus Partners Wealth trimmed | 27,469 | $2M | 0.0% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 25,824 | $2M | 0.0% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 25,417 | $2M | 0.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 23,708 | $2M | 0.0% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 23,027 | $2M | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 22,022 | $2M | 0.0% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 21,875 | $2M | 0.0% | 2026-Q2 |
| PGIM Custom Harvest LLC trimmed | 21,429 | $2M | 0.0% | 2026-Q2 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP trimmed | 21,249 | $2M | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 20,586 | $2M | 0.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 20,349 | $2M | 0.0% | 2026-Q2 |
| KELLY FINANCIAL GROUP LLC trimmed | 19,907 | $2M | 0.0% | 2026-Q2 |
| MN Wealth Advisors, LLC trimmed | 19,096 | $1M | 0.0% | 2026-Q2 |
| US BANCORP \DE\ added | 18,675 | $1M | 0.0% | 2026-Q2 |
| Breakwater Investment Management trimmed | 17,600 | $1M | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 17,219 | $1M | 0.0% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 17,152 | $1M | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 16,450 | $1M | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 13,723 | $1M | 0.0% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 13,035 | $1M | 0.0% | 2026-Q2 |
| CERTUITY, LLC trimmed | 12,658 | $984K | 0.0% | 2026-Q2 |
| Creative Planning trimmed | 12,565 | $977K | 0.0% | 2026-Q2 |
| CHOREO, LLC trimmed | 12,260 | $953K | 0.0% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC | 11,537 | $897K | 0.0% | 2026-Q2 |
| Vise Technologies, Inc. new | 11,422 | $888K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 10,776 | $838K | 0.0% | 2026-Q2 |
| Yoffe Investment Management, LLC | 10,642 | $828K | 0.0% | 2026-Q2 |
| BROWN ADVISORY INC added | 10,503 | $817K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 10,381 | $807K | 0.0% | 2026-Q2 |
| BlackRock, Inc. trimmed | 10,214 | $794K | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC added | 10,161 | $790K | 0.0% | 2026-Q2 |
| Cerity Partners LLC trimmed | 10,062 | $783K | 0.0% | 2026-Q2 |
| Clark Capital Management Group, Inc. trimmed | 9,054 | $704K | 0.0% | 2026-Q2 |
| Mechanics Bank Trust Department added | 8,549 | $665K | 0.0% | 2026-Q2 |
| Caprock Group, LLC added | 8,502 | $661K | 0.0% | 2026-Q2 |
| LAKE STREET PRIVATE WEALTH, LLC | 7,980 | $621K | 0.0% | 2026-Q2 |
| Crewe Advisors LLC | 7,249 | $564K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 7,185 | $559K | 0.0% | 2026-Q2 |
| W1M Asset Management Ltd added | 7,123 | $553K | 0.0% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 7,020 | $546K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 6,981 | $543K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 6,923 | $538K | 0.0% | 2026-Q2 |
| Inscription Capital, LLC | 6,819 | $530K | 0.0% | 2026-Q2 |
| Cedarwood Wealth LLC | 6,679 | $519K | 0.0% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 6,512 | $506K | 0.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 6,426 | $500K | 0.0% | 2026-Q2 |
| Icon Wealth Advisors, LLC added | 6,311 | $491K | 0.0% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 6,235 | $485K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 5,958 | $463K | 0.0% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 5,926 | $461K | 0.0% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 5,746 | $447K | 0.0% | 2026-Q2 |
| SUMMITRY LLC new | 5,698 | $443K | 0.0% | 2026-Q2 |
| Arkadios Wealth Advisors added | 4,887 | $380K | 0.0% | 2026-Q2 |
| Vanguard National Trust Co trimmed | 4,566 | $355K | 0.0% | 2026-Q2 |
| Evernest Financial Advisors, LLC added | 4,477 | $348K | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 4,396 | $342K | 0.0% | 2026-Q2 |
| TRUST CO OF TOLEDO NA /OH/ | 4,358 | $339K | 0.0% | 2026-Q2 |
| Morton Capital Management LLC/CA added | 4,287 | $333K | 0.0% | 2026-Q2 |
| FSM Wealth Advisors, LLC | 4,267 | $332K | 0.0% | 2026-Q2 |
| DIVERSIFIED TRUST CO | 4,254 | $331K | 0.0% | 2026-Q2 |
| Ballentine Partners, LLC added | 4,130 | $321K | 0.0% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 4,058 | $316K | 0.0% | 2026-Q2 |
| Alvarez & Marsal Private Wealth Partners, LLC | 4,053 | $315K | 0.0% | 2026-Q2 |
| DIMENSION CAPITAL MANAGEMENT LLC | 4,040 | $314K | 0.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 3,896 | $282K | 0.0% | 2026-Q2 |
| AlTi Global, Inc. | 3,812 | $296K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 3,767 | $293K | 0.0% | 2026-Q2 |
| BEACON ADVISORS HOLDINGS, LLC trimmed | 3,656 | $284K | 0.0% | 2026-Q2 |
| Ironwood Investment Counsel, LLC | 3,523 | $274K | 0.0% | 2026-Q2 |
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.