Who owns BBIN (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-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
25 tracked funds added or opened BBIN while 26 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
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 0.1% 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 2025-Q4 and 2026-Q1, across 127 tracked filers holding BBIN, 59 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 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 9
- JANE STREET GROUP, LLC$58M
- WNY Asset Management, LLC$15M
- NEUBERGER BERMAN GROUP LLC$15M
- Clearstead Advisors, LLC$14M
- NewEdge Wealth, LLC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
Full exits 4
- Clarius Group, LLC$7M
- ORG Partners LLC$2M
- TFB Advisors LLC$606K
- Plan Group Financial, LLC$521K
Largest adds
- Integrated Wealth Concepts LLC$24M
- Gateway Wealth Partners, LLC$10M
- RAYMOND JAMES FINANCIAL INC$7M
- Aptus Capital Advisors, LLC$2M
- HSBC HOLDINGS PLC$2M
- Graney & King, LLC$1M
Largest trims
- JPMORGAN CHASE & CO$116M
- MORGAN STANLEY$66M
- KELLY FINANCIAL GROUP LLC$34M
- Pallas Capital Advisors LLC$16M
- BANK OF AMERICA CORP /DE/$16M
- CWM, LLC$11M
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 trimmed | 55,662,066 | $4.0B | 78.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,628,766 | $192M | 3.8% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 2,315,751 | $169M | 3.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 788,305 | $58M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 651,227 | $48M | 0.9% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 617,052 | $45M | 0.9% | 2026-Q1 |
| ASSETMARK, INC trimmed | 438,550 | $32M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 383,821 | $28M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 359,803 | $26M | 0.5% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 340,401 | $25M | 0.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 276,753 | $20M | 0.4% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 260,154 | $19M | 0.4% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 228,509 | $17M | 0.3% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 225,948 | $17M | 0.3% | 2026-Q1 |
| WNY Asset Management, LLC added | 207,264 | $15M | 0.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC new | 204,754 | $15M | 0.3% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC added | 194,077 | $14M | 0.3% | 2026-Q1 |
| Clearstead Advisors, LLC new | 186,366 | $14M | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 158,607 | $12M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 158,226 | $12M | 0.2% | 2026-Q1 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC added | 151,541 | $11M | 0.2% | 2026-Q1 |
| Graney & King, LLC added | 148,332 | $11M | 0.2% | 2026-Q1 |
| Jacobi Capital Management LLC added | 110,198 | $8M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 109,369 | $8M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 105,903 | $8M | 0.2% | 2026-Q1 |
| Alpha Advisors, LLC/VA added | 91,284 | $7M | 0.1% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 81,289 | $6M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 71,879 | $5M | 0.1% | 2026-Q1 |
| MN Wealth Advisors, LLC trimmed | 68,472 | $5M | 0.1% | 2026-Q1 |
| KELLY FINANCIAL GROUP LLC trimmed | 65,383 | $5M | 0.1% | 2026-Q1 |
| 5T Wealth, LLC added | 60,349 | $4M | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC added | 55,472 | $4M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 48,894 | $4M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 46,312 | $3M | 0.1% | 2026-Q1 |
| Horizon Family Wealth, Inc. added | 44,899 | $3M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 43,507 | $3M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 38,164 | $3M | 0.1% | 2026-Q1 |
| Northwest Wealth Advisors, LLC added | 29,333 | $2M | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 28,361 | $2M | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 24,759 | $2M | 0.0% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 22,058 | $2M | 0.0% | 2026-Q1 |
| Independent Wealth Network Inc. new | 20,064 | $1M | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 19,792 | $1M | 0.0% | 2026-Q1 |
| Emerald Advisors, LLC trimmed | 19,209 | $1M | 0.0% | 2026-Q1 |
| Merited Wealth, LLC added | 18,588 | $1M | 0.0% | 2026-Q1 |
| Strategic Financial Concepts, LLC added | 17,577 | $1M | 0.0% | 2026-Q1 |
| 3Chopt Investment Partners, LLC trimmed | 17,191 | $1M | 0.0% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 17,001 | $1M | 0.0% | 2026-Q1 |
| Ascent Group, LLC trimmed | 16,260 | $1M | 0.0% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC | 15,013 | $1M | 0.0% | 2026-Q1 |
| Insight Advisors, LLC/ PA added | 14,497 | $1M | 0.0% | 2026-Q1 |
| Creative Planning added | 11,724 | $857K | 0.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 10,022 | $733K | 0.0% | 2026-Q1 |
| Cobblestone Asset Management LLC added | 9,955 | $728K | 0.0% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 9,485 | $694K | 0.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 8,693 | $636K | 0.0% | 2026-Q1 |
| WealthPlan Investment Management, LLC added | 8,458 | $618K | 0.0% | 2026-Q1 |
| Ascentis Independent Advisors new | 8,404 | $614K | 0.0% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 7,854 | $574K | 0.0% | 2026-Q1 |
| Grey Ledge Advisors, LLC | 7,800 | $570K | 0.0% | 2026-Q1 |
| Elevation Wealth Management LLC trimmed | 7,638 | $559K | 0.0% | 2026-Q1 |
| Summit Financial, LLC new | 7,525 | $550K | 0.0% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 6,769 | $495K | 0.0% | 2026-Q1 |
| TBH Global Asset Management, LLC trimmed | 6,551 | $479K | 0.0% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 6,540 | $478K | 0.0% | 2026-Q1 |
| RICHARDSON FINANCIAL SERVICES INC. trimmed | 6,219 | $455K | 0.0% | 2026-Q1 |
| Ignite Planners, LLC trimmed | 5,941 | $434K | 0.0% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 5,320 | $389K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 4,953 | $362K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 4,857 | $361K | 0.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 4,848 | $354K | 0.0% | 2026-Q1 |
| MB Generational Wealth, LLC | 4,445 | $325K | 0.0% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC | 4,258 | $311K | 0.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 4,115 | $304K | 0.0% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 4,118 | $298K | 0.0% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 3,909 | $286K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 3,856 | $282K | 0.0% | 2026-Q1 |
| Bright Futures Wealth Management, LLC. new | 3,855 | $282K | 0.0% | 2026-Q1 |
| WEALTH ALLIANCE, LLC new | 3,854 | $282K | 0.0% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 1,766,430 | $119M | 2.4% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC added | 172,390 | $12M | 0.2% | 2025-Q3 stale |
| Clarius Group, LLC added | 93,183 | $7M | 0.1% | 2025-Q4 stale |
| Advisor Resource Council new | 77,886 | $5M | 0.1% | 2025-Q1 stale |
| OLD MISSION CAPITAL LLC added | 41,854 | $3M | 0.1% | 2025-Q3 stale |
| CreativeOne Wealth, LLC trimmed | 33,502 | $2M | 0.0% | 2025-Q2 stale |
| ORG Partners LLC added | 30,247 | $2M | 0.0% | 2025-Q4 stale |
| Blue Oak Capital, LLC trimmed | 30,102 | $2M | 0.0% | 2025-Q2 stale |
| BRASS TAX WEALTH MANAGEMENT, INC trimmed | 17,272 | $1M | 0.0% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC trimmed | 19,507 | $1M | 0.0% | 2025-Q1 stale |
| Wayfinding Financial, LLC added | 16,356 | $1M | 0.0% | 2025-Q2 stale |
| GTS SECURITIES LLC new | 15,164 | $1M | 0.0% | 2025-Q3 stale |
| LAKE STREET PRIVATE WEALTH, LLC trimmed | 13,364 | $902K | 0.0% | 2025-Q2 stale |
| TFB Advisors LLC added | 8,385 | $606K | 0.0% | 2025-Q4 stale |
| LOCKERMAN FINANCIAL GROUP, INC. added | 8,742 | $590K | 0.0% | 2025-Q2 stale |
| FIRETHORN WEALTH PARTNERS, LLC added | 7,769 | $524K | 0.0% | 2025-Q2 stale |
| Plan Group Financial, LLC added | 7,201 | $521K | 0.0% | 2025-Q4 stale |
| GeoWealth Management, LLC added | 7,684 | $519K | 0.0% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 6,228 | $450K | 0.0% | 2025-Q4 stale |
| NWAM LLC trimmed | 4,884 | $350K | 0.0% | 2025-Q3 stale |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC trimmed | 4,290 | $310K | 0.0% | 2025-Q4 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.