Who owns BBEU (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-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
21 tracked funds added or opened BBEU while 24 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
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 2025-Q4 and 2026-Q1, across 197 tracked filers holding BBEU, 99 increased or opened the position and 77 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 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 5
- FLOW TRADERS U.S. LLC$12M
- Cresset Asset Management, LLC$2M
- FIFTH THIRD BANCORP$1M
- HRT FINANCIAL LP$705K
- Clark Capital Management Group, Inc.$669K
Full exits 9
- Arvest Bank Trust Division$17M
- Provida Pension Fund Administrator$12M
- CITADEL ADVISORS LLC$5M
- Evansbrook LLC$2M
- Keel Point, LLC$2M
- GenTrust, LLC$1M
Largest adds
- UBS Group AG$7M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4M
- Elm Partners Management LLC$4M
- Beacon Pointe Advisors, LLC$2M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2M
- Corient Private Wealth LLC$1M
Largest trims
- JPMORGAN CHASE & CO$220M
- Permanens Capital L.P.$26M
- JANE STREET GROUP, LLC$25M
- BANK OF AMERICA CORP /DE/$12M
- OSAIC HOLDINGS, INC.$3M
- BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2M
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 | 92,973,972 | $6.5B | 91.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 830,018 | $60M | 0.8% | 2026-Q1 |
| Elm Partners Management LLC added | 632,274 | $44M | 0.6% | 2026-Q1 |
| Legacy CG, LLC added | 431,203 | $31M | 0.4% | 2026-Q1 |
| GREENWOOD CAPITAL ASSOCIATES LLC added | 382,874 | $28M | 0.4% | 2026-Q1 |
| MORGAN STANLEY added | 374,325 | $27M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 354,105 | $26M | 0.4% | 2026-Q1 |
| Horizon Investments, LLC added | 338,169 | $24M | 0.3% | 2026-Q1 |
| UBS Group AG added | 329,390 | $24M | 0.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 247,332 | $18M | 0.3% | 2026-Q1 |
| Permanens Capital L.P. trimmed | 206,582 | $15M | 0.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 159,046 | $12M | 0.2% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC trimmed | 131,153 | $9M | 0.1% | 2026-Q1 |
| 1 NORTH WEALTH SERVICES LLC added | 117,732 | $9M | 0.1% | 2026-Q1 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. trimmed | 96,922 | $7M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 76,476 | $6M | 0.1% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 75,550 | $5M | 0.1% | 2026-Q1 |
| Curbstone Financial Management Corp added | 63,980 | $5M | 0.1% | 2026-Q1 |
| Dorsey & Whitney Trust CO LLC | 57,544 | $4M | 0.1% | 2026-Q1 |
| Secure Asset Management, LLC added | 53,633 | $4M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 52,425 | $4M | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 51,288 | $4M | 0.1% | 2026-Q1 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. added | 44,564 | $3M | 0.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 44,204 | $3M | 0.0% | 2026-Q1 |
| Quantinno Capital Management LP added | 41,646 | $3M | 0.0% | 2026-Q1 |
| Cetera Investment Advisers added | 39,540 | $3M | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 33,809 | $2M | 0.0% | 2026-Q1 |
| OLD NATIONAL BANCORP /IN/ trimmed | 32,507 | $2M | 0.0% | 2026-Q1 |
| BRANDYWINE OAK PRIVATE WEALTH LLC trimmed | 32,023 | $2M | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 31,591 | $2M | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 30,995 | $2M | 0.0% | 2026-Q1 |
| ATLAS CAPITAL ADVISORS INC. trimmed | 30,393 | $2M | 0.0% | 2026-Q1 |
| Nolet Wealth Management, LLC | 30,265 | $2M | 0.0% | 2026-Q1 |
| Focus Partners Wealth | 27,564 | $2M | 0.0% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 25,759 | $2M | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 26,920 | $2M | 0.0% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 25,824 | $2M | 0.0% | 2026-Q1 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP added | 23,789 | $2M | 0.0% | 2026-Q1 |
| Cresset Asset Management, LLC added | 23,883 | $2M | 0.0% | 2026-Q1 |
| Corient Private Wealth LLC added | 43,354 | $2M | 0.0% | 2026-Q1 |
| PGIM Custom Harvest LLC trimmed | 22,473 | $2M | 0.0% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 22,376 | $2M | 0.0% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 21,979 | $2M | 0.0% | 2026-Q1 |
| KELLY FINANCIAL GROUP LLC trimmed | 21,252 | $2M | 0.0% | 2026-Q1 |
| FMR LLC added | 20,997 | $2M | 0.0% | 2026-Q1 |
| MN Wealth Advisors, LLC trimmed | 19,103 | $1M | 0.0% | 2026-Q1 |
| US BANCORP \DE\ added | 18,659 | $1M | 0.0% | 2026-Q1 |
| Breakwater Investment Management trimmed | 17,718 | $1M | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 17,694 | $1M | 0.0% | 2026-Q1 |
| Pathstone Holdings, LLC added | 17,169 | $1M | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 16,813 | $1M | 0.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 13,514 | $979K | 0.0% | 2026-Q1 |
| CHOREO, LLC | 13,267 | $961K | 0.0% | 2026-Q1 |
| Creative Planning added | 12,988 | $940K | 0.0% | 2026-Q1 |
| CERTUITY, LLC added | 12,908 | $935K | 0.0% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 12,670 | $917K | 0.0% | 2026-Q1 |
| Mariner, LLC trimmed | 12,419 | $899K | 0.0% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 11,537 | $835K | 0.0% | 2026-Q1 |
| BlackRock, Inc. added | 11,204 | $811K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 10,876 | $787K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 10,794 | $782K | 0.0% | 2026-Q1 |
| Yoffe Investment Management, LLC | 10,642 | $771K | 0.0% | 2026-Q1 |
| Cerity Partners LLC trimmed | 10,458 | $757K | 0.0% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 9,737 | $705K | 0.0% | 2026-Q1 |
| Clark Capital Management Group, Inc. new | 9,233 | $669K | 0.0% | 2026-Q1 |
| SENTINEL TRUST CO LBA | 9,021 | $653K | 0.0% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd | 8,691 | $629K | 0.0% | 2026-Q1 |
| Caprock Group, LLC | 8,350 | $605K | 0.0% | 2026-Q1 |
| LAKE STREET PRIVATE WEALTH, LLC | 7,980 | $578K | 0.0% | 2026-Q1 |
| STEPHENS INC /AR/ added | 7,299 | $529K | 0.0% | 2026-Q1 |
| Crewe Advisors LLC | 7,249 | $525K | 0.0% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 7,020 | $508K | 0.0% | 2026-Q1 |
| Mechanics Bank Trust Department | 6,969 | $505K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 6,929 | $502K | 0.0% | 2026-Q1 |
| Inscription Capital, LLC | 6,819 | $494K | 0.0% | 2026-Q1 |
| Cedarwood Wealth LLC | 6,679 | $484K | 0.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 6,513 | $472K | 0.0% | 2026-Q1 |
| Icon Wealth Advisors, LLC added | 6,309 | $471K | 0.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 6,348 | $460K | 0.0% | 2026-Q1 |
| BANK OF NOVA SCOTIA trimmed | 5,985 | $433K | 0.0% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 5,938 | $430K | 0.0% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 5,681 | $411K | 0.0% | 2026-Q1 |
| Municipal Employees' Retirement System of Michigan | 2,042,693 | $126M | 1.8% | 2025-Q1 stale |
| Arvest Bank Trust Division trimmed | 232,681 | $17M | 0.2% | 2025-Q4 stale |
| Provida Pension Fund Administrator trimmed | 159,634 | $12M | 0.2% | 2025-Q4 stale |
| Kingsview Wealth Management, LLC added | 80,050 | $6M | 0.1% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC added | 79,298 | $6M | 0.1% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 72,868 | $5M | 0.1% | 2025-Q4 stale |
| Bank of New York Mellon Corp trimmed | 76,373 | $5M | 0.1% | 2025-Q3 stale |
| Evansbrook LLC new | 31,430 | $2M | 0.0% | 2025-Q4 stale |
| Keel Point, LLC | 29,153 | $2M | 0.0% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC trimmed | 25,104 | $2M | 0.0% | 2025-Q3 stale |
| GenTrust, LLC | 19,025 | $1M | 0.0% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 18,000 | $1M | 0.0% | 2025-Q3 stale |
| GWN SECURITIES INC. new | 18,562 | $1M | 0.0% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC added | 16,334 | $1M | 0.0% | 2025-Q4 stale |
| COMERICA BANK trimmed | 15,387 | $1M | 0.0% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 9,185 | $568K | 0.0% | 2025-Q1 stale |
| Quadrature Capital Ltd added | 7,048 | $517K | 0.0% | 2025-Q4 stale |
| One Capital Management, LLC trimmed | 6,433 | $434K | 0.0% | 2025-Q2 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.