Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

127
Institutional holders
68,149,627
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO trimmed55,662,066$4.0B78.7%2026-Q1
MORGAN STANLEY trimmed2,628,766$192M3.8%2026-Q1
Integrated Wealth Concepts LLC added2,315,751$169M3.4%2026-Q1
JANE STREET GROUP, LLC added788,305$58M1.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed651,227$48M0.9%2026-Q1
Aptus Capital Advisors, LLC added617,052$45M0.9%2026-Q1
ASSETMARK, INC trimmed438,550$32M0.6%2026-Q1
Cetera Investment Advisers added383,821$28M0.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed359,803$26M0.5%2026-Q1
Perigon Wealth Management, LLC trimmed340,401$25M0.5%2026-Q1
LPL Financial LLC trimmed276,753$20M0.4%2026-Q1
Pallas Capital Advisors LLC trimmed260,154$19M0.4%2026-Q1
Advisory Services Network, LLC trimmed228,509$17M0.3%2026-Q1
Gateway Wealth Partners, LLC added225,948$17M0.3%2026-Q1
WNY Asset Management, LLC added207,264$15M0.3%2026-Q1
NEUBERGER BERMAN GROUP LLC new204,754$15M0.3%2026-Q1
ROTHSCHILD INVESTMENT LLC added194,077$14M0.3%2026-Q1
Clearstead Advisors, LLC new186,366$14M0.3%2026-Q1
Focus Partners Wealth trimmed158,607$12M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added158,226$12M0.2%2026-Q1
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC added151,541$11M0.2%2026-Q1
Graney & King, LLC added148,332$11M0.2%2026-Q1
Jacobi Capital Management LLC added110,198$8M0.2%2026-Q1
HSBC HOLDINGS PLC added109,369$8M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added105,903$8M0.2%2026-Q1
Alpha Advisors, LLC/VA added91,284$7M0.1%2026-Q1
DAYMARK WEALTH PARTNERS, LLC added81,289$6M0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed71,879$5M0.1%2026-Q1
MN Wealth Advisors, LLC trimmed68,472$5M0.1%2026-Q1
KELLY FINANCIAL GROUP LLC trimmed65,383$5M0.1%2026-Q1
5T Wealth, LLC added60,349$4M0.1%2026-Q1
NewEdge Wealth, LLC added55,472$4M0.1%2026-Q1
ROYAL BANK OF CANADA trimmed48,894$4M0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added46,312$3M0.1%2026-Q1
Horizon Family Wealth, Inc. added44,899$3M0.1%2026-Q1
Private Advisor Group, LLC added43,507$3M0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added38,164$3M0.1%2026-Q1
Northwest Wealth Advisors, LLC added29,333$2M0.0%2026-Q1
Geneos Wealth Management Inc. added28,361$2M0.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed24,759$2M0.0%2026-Q1
Sanctuary Advisors, LLC trimmed22,058$2M0.0%2026-Q1
Independent Wealth Network Inc. new20,064$1M0.0%2026-Q1
Cambridge Investment Research Advisors, Inc. added19,792$1M0.0%2026-Q1
Emerald Advisors, LLC trimmed19,209$1M0.0%2026-Q1
Merited Wealth, LLC added18,588$1M0.0%2026-Q1
Strategic Financial Concepts, LLC added17,577$1M0.0%2026-Q1
3Chopt Investment Partners, LLC trimmed17,191$1M0.0%2026-Q1
PRINCIPAL SECURITIES, INC. added17,001$1M0.0%2026-Q1
Ascent Group, LLC trimmed16,260$1M0.0%2026-Q1
Robertson Stephens Wealth Management, LLC15,013$1M0.0%2026-Q1
Insight Advisors, LLC/ PA added14,497$1M0.0%2026-Q1
Creative Planning added11,724$857K0.0%2026-Q1
TRUIST FINANCIAL CORP trimmed10,022$733K0.0%2026-Q1
Cobblestone Asset Management LLC added9,955$728K0.0%2026-Q1
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed9,485$694K0.0%2026-Q1
Bank of New York Mellon Corp trimmed8,693$636K0.0%2026-Q1
WealthPlan Investment Management, LLC added8,458$618K0.0%2026-Q1
Ascentis Independent Advisors new8,404$614K0.0%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC trimmed7,854$574K0.0%2026-Q1
Grey Ledge Advisors, LLC7,800$570K0.0%2026-Q1
Elevation Wealth Management LLC trimmed7,638$559K0.0%2026-Q1
Summit Financial, LLC new7,525$550K0.0%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added6,769$495K0.0%2026-Q1
TBH Global Asset Management, LLC trimmed6,551$479K0.0%2026-Q1
Composition Wealth, LLC trimmed6,540$478K0.0%2026-Q1
RICHARDSON FINANCIAL SERVICES INC. trimmed6,219$455K0.0%2026-Q1
Ignite Planners, LLC trimmed5,941$434K0.0%2026-Q1
Qube Research & Technologies Ltd trimmed5,320$389K0.0%2026-Q1
IFP Advisors, Inc trimmed4,953$362K0.0%2026-Q1
Farther Finance Advisors, LLC trimmed4,857$361K0.0%2026-Q1
AMERIPRISE FINANCIAL INC trimmed4,848$354K0.0%2026-Q1
MB Generational Wealth, LLC4,445$325K0.0%2026-Q1
PARK AVENUE SECURITIES LLC4,258$311K0.0%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed4,115$304K0.0%2026-Q1
Equitable Holdings, Inc. trimmed4,118$298K0.0%2026-Q1
MGO ONE SEVEN LLC trimmed3,909$286K0.0%2026-Q1
Kestra Advisory Services, LLC added3,856$282K0.0%2026-Q1
Bright Futures Wealth Management, LLC. new3,855$282K0.0%2026-Q1
WEALTH ALLIANCE, LLC new3,854$282K0.0%2026-Q1
Vestmark Advisory Solutions, Inc. added1,766,430$119M2.4%2025-Q2 stale
FLOW TRADERS U.S. LLC added172,390$12M0.2%2025-Q3 stale
Clarius Group, LLC added93,183$7M0.1%2025-Q4 stale
Advisor Resource Council new77,886$5M0.1%2025-Q1 stale
OLD MISSION CAPITAL LLC added41,854$3M0.1%2025-Q3 stale
CreativeOne Wealth, LLC trimmed33,502$2M0.0%2025-Q2 stale
ORG Partners LLC added30,247$2M0.0%2025-Q4 stale
Blue Oak Capital, LLC trimmed30,102$2M0.0%2025-Q2 stale
BRASS TAX WEALTH MANAGEMENT, INC trimmed17,272$1M0.0%2025-Q3 stale
GOLDMAN SACHS GROUP INC trimmed19,507$1M0.0%2025-Q1 stale
Wayfinding Financial, LLC added16,356$1M0.0%2025-Q2 stale
GTS SECURITIES LLC new15,164$1M0.0%2025-Q3 stale
LAKE STREET PRIVATE WEALTH, LLC trimmed13,364$902K0.0%2025-Q2 stale
TFB Advisors LLC added8,385$606K0.0%2025-Q4 stale
LOCKERMAN FINANCIAL GROUP, INC. added8,742$590K0.0%2025-Q2 stale
FIRETHORN WEALTH PARTNERS, LLC added7,769$524K0.0%2025-Q2 stale
Plan Group Financial, LLC added7,201$521K0.0%2025-Q4 stale
GeoWealth Management, LLC added7,684$519K0.0%2025-Q2 stale
CITADEL ADVISORS LLC trimmed6,228$450K0.0%2025-Q4 stale
NWAM LLC trimmed4,884$350K0.0%2025-Q3 stale
CARY STREET PARTNERS INVESTMENT ADVISORY LLC trimmed4,290$310K0.0%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.

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