Who owns BBLU
Which tracked institutional funds hold BBLU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BBLU 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
9 tracked funds added or opened BBLU while 5 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
BBLU’s largest tracked holder by dollar value, Cetera Investment Advisers, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BBLU 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 69 tracked filers holding BBLU, 34 increased or opened the position and 26 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 BBLU 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 2
- Advisory Services Network, LLC$2M
- Envision Financial Transparency, LLC$863K
Full exits 1
- PRINCIPAL SECURITIES, INC.$590K
Largest adds
- Cetera Investment Advisers$4M
- D.A. DAVIDSON & CO.$4M
- OSAIC HOLDINGS, INC.$2M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- RAYMOND JAMES FINANCIAL INC$580K
- MML INVESTORS SERVICES, LLC$379K
Largest trims
- Kestra Advisory Services, LLC$2M
- Annex Advisory Services, LLC$1M
- Oxford Wealth Group, LLC$996K
- Allworth Financial LP$330K
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 |
|---|---|---|---|---|
| Cetera Investment Advisers added | 1,496,579 | $22M | 14.1% | 2026-Q1 |
| Annex Advisory Services, LLC trimmed | 1,411,687 | $21M | 13.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,080,869 | $16M | 10.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 636,722 | $9M | 6.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 566,356 | $8M | 5.3% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 499,940 | $7M | 4.7% | 2026-Q1 |
| Oxford Wealth Group, LLC trimmed | 470,549 | $7M | 4.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 383,789 | $6M | 3.6% | 2026-Q1 |
| Allworth Financial LP trimmed | 367,900 | $5M | 3.5% | 2026-Q1 |
| LPL Financial LLC added | 314,660 | $5M | 3.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 184,644 | $3M | 1.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 168,369 | $2M | 1.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 166,024 | $2M | 1.6% | 2026-Q1 |
| Advisory Services Network, LLC added | 142,282 | $2M | 1.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 125,327 | $2M | 1.2% | 2026-Q1 |
| Arete Wealth Advisors, LLC added | 102,121 | $2M | 1.0% | 2026-Q1 |
| Lifetime Wealth Management P.C. added | 85,292 | $1M | 0.8% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 74,459 | $1M | 0.7% | 2026-Q1 |
| Dynamic Advisor Solutions LLC trimmed | 70,025 | $1M | 0.7% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 67,065 | $989K | 0.6% | 2026-Q1 |
| GWN SECURITIES INC. added | 63,041 | $930K | 0.6% | 2026-Q1 |
| Envision Financial Transparency, LLC new | 58,479 | $863K | 0.6% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 58,132 | $858K | 0.5% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 55,415 | $818K | 0.5% | 2026-Q1 |
| MAGNOLIA CAPITAL ADVISORS LLC trimmed | 53,934 | $796K | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 49,071 | $707K | 0.5% | 2026-Q1 |
| American Trust trimmed | 47,405 | $700K | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 45,319 | $669K | 0.4% | 2026-Q1 |
| KANE INVESTMENT MANAGEMENT, INC. added | 40,731 | $601K | 0.4% | 2026-Q1 |
| Main Street Group, LTD added | 38,996 | $576K | 0.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 36,963 | $546K | 0.3% | 2026-Q1 |
| Bravias Capital Group, LLC trimmed | 35,556 | $525K | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 28,800 | $425K | 0.3% | 2026-Q1 |
| Mutual Advisors, LLC added | 28,155 | $416K | 0.3% | 2026-Q1 |
| Ethos Financial Group, LLC | 24,000 | $354K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 22,842 | $337K | 0.2% | 2026-Q1 |
| Modera Wealth Management, LLC | 19,546 | $288K | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP | 19,448 | $287K | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ added | 16,701 | $247K | 0.2% | 2026-Q1 |
| Redwood Financial Network Corp added | 15,432 | $228K | 0.1% | 2026-Q1 |
| Accel Wealth Management trimmed | 14,268 | $211K | 0.1% | 2026-Q1 |
| Midwest Trust Co | 14,185 | $209K | 0.1% | 2026-Q1 |
| Ausdal Financial Partners, Inc. | 14,131 | $209K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 13,456 | $199K | 0.1% | 2026-Q1 |
| Avantax Planning Partners, Inc. new | 13,169 | $194K | 0.1% | 2026-Q1 |
| NFSG Corp trimmed | 10,891 | $161K | 0.1% | 2026-Q1 |
| CAPITAL WEALTH MANAGEMENT, LLC new | 10,825 | $160K | 0.1% | 2026-Q1 |
| Claro Advisors Inc. | 10,712 | $158K | 0.1% | 2026-Q1 |
| Essex Financial Services, Inc. | 10,527 | $155K | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC | 10,523 | $155K | 0.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 8,040 | $119K | 0.1% | 2026-Q1 |
| FMR LLC added | 4,178 | $62K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3,924 | $58K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 3,675 | $54K | 0.0% | 2026-Q1 |
| Kohmann Bosshard Financial Services, LLC | 2,894 | $43K | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 1,582 | $23K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 1,582 | $23K | 0.0% | 2026-Q1 |
| Weaver Capital Management LLC | 900 | $13K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 584 | $9K | 0.0% | 2026-Q1 |
| First Command Advisory Services, Inc. new | 461 | $7K | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC new | 371 | $5K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. | 332 | $5K | 0.0% | 2026-Q1 |
| Pflug Koory, LLC | 128 | $2K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 100 | $1K | 0.0% | 2026-Q1 |
| SIGNATUREFD, LLC | 72 | $1K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 27 | $692 | 0.0% | 2026-Q1 |
| Triumph Capital Management added | 40 | $590 | 0.0% | 2026-Q1 |
| MATHER GROUP, LLC. | 1 | $15 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 1 | $11 | 0.0% | 2026-Q1 |
| WFA Asset Management Corp added | 1,207,052 | $15M | 9.8% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 43,317 | $651K | 0.4% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. added | 38,676 | $590K | 0.4% | 2025-Q4 stale |
| Fisher Asset Management, LLC new | 38,588 | $531K | 0.3% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 24,992 | $376K | 0.2% | 2025-Q3 stale |
| Prospera Financial Services Inc new | 16,037 | $245K | 0.2% | 2025-Q4 stale |
| Financial Partners Group, Inc new | 15,286 | $195K | 0.1% | 2025-Q1 stale |
| Farther Finance Advisors, LLC new | 12,575 | $189K | 0.1% | 2025-Q3 stale |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 11,252 | $169K | 0.1% | 2025-Q3 stale |
| Focus Partners Advisor Solutions, LLC trimmed | 10,942 | $167K | 0.1% | 2025-Q4 stale |
| NORTHWEST WEALTH MANAGEMENT, LLC trimmed | 10,582 | $161K | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 11,021 | $141K | 0.1% | 2025-Q1 stale |
| Dunhill Financial, LLC added | 5,560 | $84K | 0.1% | 2025-Q3 stale |
| NewEdge Advisors, LLC | 5,132 | $78K | 0.1% | 2025-Q4 stale |
| CWM, LLC trimmed | 4,000 | $51K | 0.0% | 2025-Q1 stale |
| AE Wealth Management LLC new | 1,681 | $23K | 0.0% | 2025-Q2 stale |
| Silicon Valley Capital Partners new | 774 | $11K | 0.0% | 2025-Q2 stale |
| BESSEMER GROUP INC new | 192 | $3K | 0.0% | 2025-Q3 stale |
| CHILTON CAPITAL MANAGEMENT LLC trimmed | 200 | $3K | 0.0% | 2025-Q1 stale |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 51 | $773 | 0.0% | 2025-Q4 stale |
| BARTLETT & CO. WEALTH MANAGEMENT LLC new | 13 | $198 | 0.0% | 2025-Q4 stale |
| Steward Partners Investment Advisory, LLC | 14 | $179 | 0.0% | 2025-Q1 stale |
| Copia Wealth Management new | 3 | $46 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.