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Institutional Ownership · SEC Form 13F

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.

197
Institutional holders
99,327,118
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO added92,973,972$6.5B91.2%2026-Q1
JANE STREET GROUP, LLC trimmed830,018$60M0.8%2026-Q1
Elm Partners Management LLC added632,274$44M0.6%2026-Q1
Legacy CG, LLC added431,203$31M0.4%2026-Q1
GREENWOOD CAPITAL ASSOCIATES LLC added382,874$28M0.4%2026-Q1
MORGAN STANLEY added374,325$27M0.4%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed354,105$26M0.4%2026-Q1
Horizon Investments, LLC added338,169$24M0.3%2026-Q1
UBS Group AG added329,390$24M0.3%2026-Q1
LPL Financial LLC trimmed247,332$18M0.3%2026-Q1
Permanens Capital L.P. trimmed206,582$15M0.2%2026-Q1
FLOW TRADERS U.S. LLC trimmed159,046$12M0.2%2026-Q1
Robertson Stephens Wealth Management, LLC trimmed131,153$9M0.1%2026-Q1
1 NORTH WEALTH SERVICES LLC added117,732$9M0.1%2026-Q1
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. trimmed96,922$7M0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added76,476$6M0.1%2026-Q1
NORTHERN TRUST CORP trimmed75,550$5M0.1%2026-Q1
Curbstone Financial Management Corp added63,980$5M0.1%2026-Q1
Dorsey & Whitney Trust CO LLC57,544$4M0.1%2026-Q1
Secure Asset Management, LLC added53,633$4M0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added52,425$4M0.1%2026-Q1
Beacon Pointe Advisors, LLC added51,288$4M0.1%2026-Q1
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. added44,564$3M0.0%2026-Q1
MML INVESTORS SERVICES, LLC added44,204$3M0.0%2026-Q1
Quantinno Capital Management LP added41,646$3M0.0%2026-Q1
Cetera Investment Advisers added39,540$3M0.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added33,809$2M0.0%2026-Q1
OLD NATIONAL BANCORP /IN/ trimmed32,507$2M0.0%2026-Q1
BRANDYWINE OAK PRIVATE WEALTH LLC trimmed32,023$2M0.0%2026-Q1
Rockefeller Capital Management L.P. trimmed31,591$2M0.0%2026-Q1
Cambridge Investment Research Advisors, Inc. added30,995$2M0.0%2026-Q1
ATLAS CAPITAL ADVISORS INC. trimmed30,393$2M0.0%2026-Q1
Nolet Wealth Management, LLC30,265$2M0.0%2026-Q1
Focus Partners Wealth27,564$2M0.0%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added25,759$2M0.0%2026-Q1
ROYAL BANK OF CANADA added26,920$2M0.0%2026-Q1
Vestmark Advisory Solutions, Inc. added25,824$2M0.0%2026-Q1
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP added23,789$2M0.0%2026-Q1
Cresset Asset Management, LLC added23,883$2M0.0%2026-Q1
Corient Private Wealth LLC added43,354$2M0.0%2026-Q1
PGIM Custom Harvest LLC trimmed22,473$2M0.0%2026-Q1
Perigon Wealth Management, LLC trimmed22,376$2M0.0%2026-Q1
BLAIR WILLIAM & CO/IL added21,979$2M0.0%2026-Q1
KELLY FINANCIAL GROUP LLC trimmed21,252$2M0.0%2026-Q1
FMR LLC added20,997$2M0.0%2026-Q1
MN Wealth Advisors, LLC trimmed19,103$1M0.0%2026-Q1
US BANCORP \DE\ added18,659$1M0.0%2026-Q1
Breakwater Investment Management trimmed17,718$1M0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed17,694$1M0.0%2026-Q1
Pathstone Holdings, LLC added17,169$1M0.0%2026-Q1
FIFTH THIRD BANCORP added16,813$1M0.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added13,514$979K0.0%2026-Q1
CHOREO, LLC13,267$961K0.0%2026-Q1
Creative Planning added12,988$940K0.0%2026-Q1
CERTUITY, LLC added12,908$935K0.0%2026-Q1
Wealthcare Advisory Partners LLC added12,670$917K0.0%2026-Q1
Mariner, LLC trimmed12,419$899K0.0%2026-Q1
Prime Capital Investment Advisors, LLC trimmed11,537$835K0.0%2026-Q1
BlackRock, Inc. added11,204$811K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed10,876$787K0.0%2026-Q1
Steward Partners Investment Advisory, LLC added10,794$782K0.0%2026-Q1
Yoffe Investment Management, LLC10,642$771K0.0%2026-Q1
Cerity Partners LLC trimmed10,458$757K0.0%2026-Q1
HRT FINANCIAL LP trimmed9,737$705K0.0%2026-Q1
Clark Capital Management Group, Inc. new9,233$669K0.0%2026-Q1
SENTINEL TRUST CO LBA9,021$653K0.0%2026-Q1
Y-Intercept (Hong Kong) Ltd8,691$629K0.0%2026-Q1
Caprock Group, LLC8,350$605K0.0%2026-Q1
LAKE STREET PRIVATE WEALTH, LLC7,980$578K0.0%2026-Q1
STEPHENS INC /AR/ added7,299$529K0.0%2026-Q1
Crewe Advisors LLC7,249$525K0.0%2026-Q1
EVERGREEN CAPITAL MANAGEMENT LLC7,020$508K0.0%2026-Q1
Mechanics Bank Trust Department6,969$505K0.0%2026-Q1
Kestra Advisory Services, LLC added6,929$502K0.0%2026-Q1
Inscription Capital, LLC6,819$494K0.0%2026-Q1
Cedarwood Wealth LLC6,679$484K0.0%2026-Q1
CAPTRUST FINANCIAL ADVISORS6,513$472K0.0%2026-Q1
Icon Wealth Advisors, LLC added6,309$471K0.0%2026-Q1
AMERIPRISE FINANCIAL INC trimmed6,348$460K0.0%2026-Q1
BANK OF NOVA SCOTIA trimmed5,985$433K0.0%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed5,938$430K0.0%2026-Q1
BROWN ADVISORY INC trimmed5,681$411K0.0%2026-Q1
Municipal Employees' Retirement System of Michigan2,042,693$126M1.8%2025-Q1 stale
Arvest Bank Trust Division trimmed232,681$17M0.2%2025-Q4 stale
Provida Pension Fund Administrator trimmed159,634$12M0.2%2025-Q4 stale
Kingsview Wealth Management, LLC added80,050$6M0.1%2025-Q3 stale
OLD MISSION CAPITAL LLC added79,298$6M0.1%2025-Q3 stale
CITADEL ADVISORS LLC added72,868$5M0.1%2025-Q4 stale
Bank of New York Mellon Corp trimmed76,373$5M0.1%2025-Q3 stale
Evansbrook LLC new31,430$2M0.0%2025-Q4 stale
Keel Point, LLC29,153$2M0.0%2025-Q4 stale
Kovitz Investment Group Partners, LLC trimmed25,104$2M0.0%2025-Q3 stale
GenTrust, LLC19,025$1M0.0%2025-Q4 stale
RENAISSANCE TECHNOLOGIES LLC added18,000$1M0.0%2025-Q3 stale
GWN SECURITIES INC. new18,562$1M0.0%2025-Q1 stale
GOLDMAN SACHS GROUP INC added16,334$1M0.0%2025-Q4 stale
COMERICA BANK trimmed15,387$1M0.0%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed9,185$568K0.0%2025-Q1 stale
Quadrature Capital Ltd added7,048$517K0.0%2025-Q4 stale
One Capital Management, LLC trimmed6,433$434K0.0%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.

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