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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 56,351,934 | $4.4B | 80.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 3,592,169 | $280M | 5.1% | 2026-Q2 |
| MORGAN STANLEY added | 3,152,664 | $246M | 4.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 674,220 | $53M | 1.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 651,197 | $51M | 0.9% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 478,595 | $37M | 0.7% | 2026-Q2 |
| ASSETMARK, INC trimmed | 432,921 | $34M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 401,910 | $31M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 397,402 | $31M | 0.6% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 343,632 | $27M | 0.5% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 327,698 | $26M | 0.5% | 2026-Q2 |
| LPL Financial LLC added | 285,017 | $22M | 0.4% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 278,932 | $22M | 0.4% | 2026-Q2 |
| Advisory Services Network, LLC added | 241,823 | $19M | 0.3% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 220,104 | $17M | 0.3% | 2026-Q2 |
| WNY Asset Management, LLC added | 211,412 | $17M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 158,475 | $12M | 0.2% | 2026-Q2 |
| Graney & King, LLC added | 157,564 | $12M | 0.2% | 2026-Q2 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC added | 154,638 | $12M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 151,498 | $12M | 0.2% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 124,747 | $10M | 0.2% | 2026-Q2 |
| Jacobi Capital Management LLC added | 120,618 | $9M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 114,993 | $9M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 109,044 | $9M | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 95,010 | $7M | 0.1% | 2026-Q2 |
| Alpha Advisors, LLC/VA added | 93,740 | $7M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 88,940 | $7M | 0.1% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 82,629 | $6M | 0.1% | 2026-Q2 |
| KELLY FINANCIAL GROUP LLC trimmed | 64,109 | $5M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 63,512 | $5M | 0.1% | 2026-Q2 |
| MN Wealth Advisors, LLC trimmed | 62,499 | $5M | 0.1% | 2026-Q2 |
| 5T Wealth, LLC trimmed | 59,060 | $5M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 52,854 | $4M | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 51,074 | $4M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 48,093 | $4M | 0.1% | 2026-Q2 |
| Horizon Family Wealth, Inc. trimmed | 44,288 | $3M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 40,808 | $3M | 0.1% | 2026-Q2 |
| Northwest Wealth Advisors, LLC trimmed | 28,899 | $2M | 0.0% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 21,735 | $2M | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 20,870 | $2M | 0.0% | 2026-Q2 |
| Independent Wealth Network Inc. trimmed | 19,759 | $2M | 0.0% | 2026-Q2 |
| Emerald Advisors, LLC trimmed | 19,072 | $1M | 0.0% | 2026-Q2 |
| Merited Wealth, LLC added | 18,831 | $1M | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 18,738 | $1M | 0.0% | 2026-Q2 |
| 3Chopt Investment Partners, LLC added | 17,198 | $1M | 0.0% | 2026-Q2 |
| Ascent Group, LLC trimmed | 16,077 | $1M | 0.0% | 2026-Q2 |
| Equitable Holdings, Inc. added | 15,219 | $1M | 0.0% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC | 15,013 | $1M | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 14,406 | $1M | 0.0% | 2026-Q2 |
| Insight Advisors, LLC/ PA trimmed | 14,331 | $1M | 0.0% | 2026-Q2 |
| Creative Planning trimmed | 11,627 | $908K | 0.0% | 2026-Q2 |
| Americana Partners, LLC new | 9,804 | $766K | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 9,450 | $738K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 9,107 | $711K | 0.0% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 8,417 | $657K | 0.0% | 2026-Q2 |
| Grey Ledge Advisors, LLC added | 7,883 | $616K | 0.0% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 7,858 | $614K | 0.0% | 2026-Q2 |
| Vise Technologies, Inc. new | 7,787 | $608K | 0.0% | 2026-Q2 |
| Elevation Wealth Management LLC trimmed | 7,535 | $588K | 0.0% | 2026-Q2 |
| Summit Financial, LLC trimmed | 7,375 | $576K | 0.0% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 6,998 | $547K | 0.0% | 2026-Q2 |
| TBH Global Asset Management, LLC added | 6,637 | $518K | 0.0% | 2026-Q2 |
| RICHARDSON FINANCIAL SERVICES INC. added | 6,463 | $505K | 0.0% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 6,369 | $497K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 6,220 | $486K | 0.0% | 2026-Q2 |
| Cobblestone Asset Management LLC trimmed | 6,050 | $472K | 0.0% | 2026-Q2 |
| Ignite Planners, LLC trimmed | 5,490 | $429K | 0.0% | 2026-Q2 |
| FMR LLC added | 4,693 | $366K | 0.0% | 2026-Q2 |
| MB Generational Wealth, LLC | 4,445 | $347K | 0.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 3,830 | $299K | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 3,798 | $298K | 0.0% | 2026-Q2 |
| WEALTH ALLIANCE, LLC trimmed | 3,732 | $291K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 3,693 | $289K | 0.0% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 3,634 | $284K | 0.0% | 2026-Q2 |
| SeaCrest Wealth Management, LLC trimmed | 3,412 | $266K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 3,193 | $249K | 0.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 3,174 | $248K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 3,119 | $244K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 3,091 | $241K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC trimmed | 3,061 | $239K | 0.0% | 2026-Q2 |
| IHT Wealth Management, LLC added | 3,054 | $238K | 0.0% | 2026-Q2 |
| Strategic Financial Concepts, LLC trimmed | 2,859 | $223K | 0.0% | 2026-Q2 |
| Penobscot Investment Management Company, Inc. new | 2,587 | $202K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 2,308 | $180K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 1,487 | $116K | 0.0% | 2026-Q2 |
| Key Financial Inc added | 1,304 | $102K | 0.0% | 2026-Q2 |
| AlphaCore Capital LLC | 1,116 | $87K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,091 | $85K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO | 983 | $78K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 873 | $68K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc | 657 | $51K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 470 | $37K | 0.0% | 2026-Q2 |
| UBS Group AG | 449 | $35K | 0.0% | 2026-Q2 |
| Synergy Investment Management, LLC added | 437 | $34K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 397 | $31K | 0.0% | 2026-Q2 |
| Allworth Financial LP trimmed | 266 | $21K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 260 | $20K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC | 183 | $14K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 152 | $12K | 0.0% | 2026-Q2 |
| Vision Retirement, LLC | 143 | $11K | 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.