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Institutional Ownership · SEC Form 13F

Who owns BBIN


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

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

116
Institutional holders
70M
Shares held (tracked funds)

How the tape is positioned

33 tracked funds added or opened BBIN while 13 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

BBIN’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BBIN 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 116 tracked filers holding BBIN, 55 increased or opened the position and 66 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 BBIN 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

  • Americana Partners, LLC$766K
  • CITADEL ADVISORS LLC$711K
  • Vise Technologies, Inc.$608K

Full exits 5

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • Cambridge Investment Research Advisors, Inc.$1M
  • Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$694K
  • Bank of New York Mellon Corp$636K
  • Ascentis Independent Advisors$614K

Largest adds

  • JPMORGAN CHASE & CO$438M
  • Integrated Wealth Concepts LLC$111M
  • MORGAN STANLEY$54M
  • NEUBERGER BERMAN GROUP LLC$11M
  • Aptus Capital Advisors, LLC$6M
  • BANK OF AMERICA CORP /DE/$5M

Largest trims

  • JANE STREET GROUP, LLC$20M
  • Gateway Wealth Partners, LLC$7M
  • Clearstead Advisors, LLC$6M
  • RAYMOND JAMES FINANCIAL INC$3M
  • Strategic Financial Concepts, LLC$1M
  • Geneos Wealth Management Inc.$444K

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.

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO added56,351,934$4.4B80.0%2026-Q2
Integrated Wealth Concepts LLC added3,592,169$280M5.1%2026-Q2
MORGAN STANLEY added3,152,664$246M4.5%2026-Q2
BANK OF AMERICA CORP /DE/ added674,220$53M1.0%2026-Q2
Aptus Capital Advisors, LLC added651,197$51M0.9%2026-Q2
JANE STREET GROUP, LLC trimmed478,595$37M0.7%2026-Q2
ASSETMARK, INC trimmed432,921$34M0.6%2026-Q2
Cetera Investment Advisers added401,910$31M0.6%2026-Q2
OSAIC HOLDINGS, INC. added397,402$31M0.6%2026-Q2
Perigon Wealth Management, LLC added343,632$27M0.5%2026-Q2
NEUBERGER BERMAN GROUP LLC added327,698$26M0.5%2026-Q2
LPL Financial LLC added285,017$22M0.4%2026-Q2
Pallas Capital Advisors LLC added278,932$22M0.4%2026-Q2
Advisory Services Network, LLC added241,823$19M0.3%2026-Q2
ROTHSCHILD INVESTMENT LLC added220,104$17M0.3%2026-Q2
WNY Asset Management, LLC added211,412$17M0.3%2026-Q2
HSBC HOLDINGS PLC added158,475$12M0.2%2026-Q2
Graney & King, LLC added157,564$12M0.2%2026-Q2
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC added154,638$12M0.2%2026-Q2
Focus Partners Wealth trimmed151,498$12M0.2%2026-Q2
Gateway Wealth Partners, LLC trimmed124,747$10M0.2%2026-Q2
Jacobi Capital Management LLC added120,618$9M0.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added114,993$9M0.2%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed109,044$9M0.2%2026-Q2
Clearstead Advisors, LLC trimmed95,010$7M0.1%2026-Q2
Alpha Advisors, LLC/VA added93,740$7M0.1%2026-Q2
MML INVESTORS SERVICES, LLC added88,940$7M0.1%2026-Q2
DAYMARK WEALTH PARTNERS, LLC added82,629$6M0.1%2026-Q2
KELLY FINANCIAL GROUP LLC trimmed64,109$5M0.1%2026-Q2
ROYAL BANK OF CANADA added63,512$5M0.1%2026-Q2
MN Wealth Advisors, LLC trimmed62,499$5M0.1%2026-Q2
5T Wealth, LLC trimmed59,060$5M0.1%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added52,854$4M0.1%2026-Q2
NewEdge Wealth, LLC trimmed51,074$4M0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added48,093$4M0.1%2026-Q2
Horizon Family Wealth, Inc. trimmed44,288$3M0.1%2026-Q2
Private Advisor Group, LLC trimmed40,808$3M0.1%2026-Q2
Northwest Wealth Advisors, LLC trimmed28,899$2M0.0%2026-Q2
PRINCIPAL SECURITIES, INC. added21,735$2M0.0%2026-Q2
Geneos Wealth Management Inc. trimmed20,870$2M0.0%2026-Q2
Independent Wealth Network Inc. trimmed19,759$2M0.0%2026-Q2
Emerald Advisors, LLC trimmed19,072$1M0.0%2026-Q2
Merited Wealth, LLC added18,831$1M0.0%2026-Q2
Sanctuary Advisors, LLC trimmed18,738$1M0.0%2026-Q2
3Chopt Investment Partners, LLC added17,198$1M0.0%2026-Q2
Ascent Group, LLC trimmed16,077$1M0.0%2026-Q2
Equitable Holdings, Inc. added15,219$1M0.0%2026-Q2
Robertson Stephens Wealth Management, LLC15,013$1M0.0%2026-Q2
Farther Finance Advisors, LLC added14,406$1M0.0%2026-Q2
Insight Advisors, LLC/ PA trimmed14,331$1M0.0%2026-Q2
Creative Planning trimmed11,627$908K0.0%2026-Q2
Americana Partners, LLC new9,804$766K0.0%2026-Q2
TRUIST FINANCIAL CORP trimmed9,450$738K0.0%2026-Q2
CITADEL ADVISORS LLC added9,107$711K0.0%2026-Q2
WealthPlan Investment Management, LLC trimmed8,417$657K0.0%2026-Q2
Grey Ledge Advisors, LLC added7,883$616K0.0%2026-Q2
FLAGSHIP HARBOR ADVISORS, LLC added7,858$614K0.0%2026-Q2
Vise Technologies, Inc. new7,787$608K0.0%2026-Q2
Elevation Wealth Management LLC trimmed7,535$588K0.0%2026-Q2
Summit Financial, LLC trimmed7,375$576K0.0%2026-Q2
GREAT VALLEY ADVISOR GROUP, INC. added6,998$547K0.0%2026-Q2
TBH Global Asset Management, LLC added6,637$518K0.0%2026-Q2
RICHARDSON FINANCIAL SERVICES INC. added6,463$505K0.0%2026-Q2
Composition Wealth, LLC trimmed6,369$497K0.0%2026-Q2
NewEdge Advisors, LLC added6,220$486K0.0%2026-Q2
Cobblestone Asset Management LLC trimmed6,050$472K0.0%2026-Q2
Ignite Planners, LLC trimmed5,490$429K0.0%2026-Q2
FMR LLC added4,693$366K0.0%2026-Q2
MB Generational Wealth, LLC4,445$347K0.0%2026-Q2
AMERIPRISE FINANCIAL INC trimmed3,830$299K0.0%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed3,798$298K0.0%2026-Q2
WEALTH ALLIANCE, LLC trimmed3,732$291K0.0%2026-Q2
WHITTIER TRUST CO OF NEVADA INC3,693$289K0.0%2026-Q2
MGO ONE SEVEN LLC trimmed3,634$284K0.0%2026-Q2
SeaCrest Wealth Management, LLC trimmed3,412$266K0.0%2026-Q2
Rockefeller Capital Management L.P. added3,193$249K0.0%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC added3,174$248K0.0%2026-Q2
IFP Advisors, Inc trimmed3,119$244K0.0%2026-Q2
Capital Investment Advisory Services, LLC trimmed3,091$241K0.0%2026-Q2
VANGUARD ADVISERS INC trimmed3,061$239K0.0%2026-Q2
IHT Wealth Management, LLC added3,054$238K0.0%2026-Q2
Strategic Financial Concepts, LLC trimmed2,859$223K0.0%2026-Q2
Penobscot Investment Management Company, Inc. new2,587$202K0.0%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added2,308$180K0.0%2026-Q2
Qube Research & Technologies Ltd trimmed1,487$116K0.0%2026-Q2
Key Financial Inc added1,304$102K0.0%2026-Q2
AlphaCore Capital LLC1,116$87K0.0%2026-Q2
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1,091$85K0.0%2026-Q2
WHITTIER TRUST CO983$78K0.0%2026-Q2
FIFTH THIRD BANCORP trimmed873$68K0.0%2026-Q2
AdvisorNet Financial, Inc657$51K0.0%2026-Q2
US BANCORP \DE\ trimmed470$37K0.0%2026-Q2
UBS Group AG449$35K0.0%2026-Q2
Synergy Investment Management, LLC added437$34K0.0%2026-Q2
Steward Partners Investment Advisory, LLC trimmed397$31K0.0%2026-Q2
Allworth Financial LP trimmed266$21K0.0%2026-Q2
PNC Financial Services Group, Inc. added260$20K0.0%2026-Q2
Rossby Financial, LCC183$14K0.0%2026-Q2
Smartleaf Asset Management LLC152$12K0.0%2026-Q2
Vision Retirement, LLC143$11K0.0%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.

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