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-Q2 13F filings (latest filed 2026-08-21). 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
15 tracked funds added or opened BBLU while 6 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
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 2026-Q1 and 2026-Q2, across 66 tracked filers holding BBLU, 30 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 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 1
- Synergy Asset Management, LLC$1M
Full exits 5
- Cambridge Investment Research Advisors, Inc.$6M
- THOROUGHBRED FINANCIAL SERVICES, LLC$989K
- WEDBUSH SECURITIES INC$818K
- MAGNOLIA CAPITAL ADVISORS LLC$796K
- PARK AVENUE SECURITIES LLC$546K
Largest adds
- Cetera Investment Advisers$8M
- D.A. DAVIDSON & CO.$5M
- Ameritas Advisory Services, LLC$3M
- Annex Advisory Services, LLC$2M
- OSAIC HOLDINGS, INC.$2M
- Oxford Wealth Group, LLC$2M
Largest trims
- Lifetime Wealth Management P.C.$493K
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 | 1,821,718 | $30M | 15.8% | 2026-Q2 |
| Annex Advisory Services, LLC trimmed | 1,389,231 | $23M | 12.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,088,094 | $18M | 9.5% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 738,293 | $12M | 6.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 656,479 | $11M | 5.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 632,041 | $10M | 5.5% | 2026-Q2 |
| Oxford Wealth Group, LLC added | 542,397 | $9M | 4.7% | 2026-Q2 |
| LPL Financial LLC added | 387,287 | $6M | 3.4% | 2026-Q2 |
| Allworth Financial LP trimmed | 339,699 | $6M | 3.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 221,668 | $4M | 1.9% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 209,616 | $3M | 1.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 193,212 | $3M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 166,007 | $3M | 1.4% | 2026-Q2 |
| Advisory Services Network, LLC added | 151,502 | $2M | 1.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 133,370 | $2M | 1.2% | 2026-Q2 |
| Arete Wealth Advisors, LLC added | 107,637 | $2M | 0.9% | 2026-Q2 |
| Synergy Asset Management, LLC new | 80,012 | $1M | 0.7% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 70,887 | $1M | 0.6% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 70,005 | $1M | 0.6% | 2026-Q2 |
| Envision Financial Transparency, LLC | 58,479 | $965K | 0.5% | 2026-Q2 |
| GWN SECURITIES INC. trimmed | 56,938 | $939K | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 55,490 | $913K | 0.5% | 2026-Q2 |
| Lifetime Wealth Management P.C. trimmed | 46,399 | $766K | 0.4% | 2026-Q2 |
| American Trust trimmed | 46,338 | $765K | 0.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV | 45,319 | $748K | 0.4% | 2026-Q2 |
| KANE INVESTMENT MANAGEMENT, INC. added | 41,658 | $687K | 0.4% | 2026-Q2 |
| Main Street Group, LTD added | 41,341 | $682K | 0.4% | 2026-Q2 |
| SMITH SHELLNUT WILSON LLC /ADV added | 39,838 | $657K | 0.3% | 2026-Q2 |
| Bravias Capital Group, LLC trimmed | 34,945 | $577K | 0.3% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 28,056 | $463K | 0.2% | 2026-Q2 |
| Ethos Financial Group, LLC | 24,000 | $398K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 22,342 | $369K | 0.2% | 2026-Q2 |
| Modera Wealth Management, LLC | 19,546 | $323K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 19,429 | $321K | 0.2% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC new | 19,408 | $320K | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 16,652 | $275K | 0.1% | 2026-Q2 |
| CAPITAL WEALTH MANAGEMENT, LLC added | 16,190 | $267K | 0.1% | 2026-Q2 |
| Redwood Financial Network Corp trimmed | 15,231 | $251K | 0.1% | 2026-Q2 |
| Accel Wealth Management | 14,268 | $235K | 0.1% | 2026-Q2 |
| Midwest Trust Co | 14,185 | $234K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. | 14,131 | $233K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC | 13,456 | $222K | 0.1% | 2026-Q2 |
| NFSG Corp added | 13,300 | $219K | 0.1% | 2026-Q2 |
| Avantax Planning Partners, Inc. | 13,169 | $217K | 0.1% | 2026-Q2 |
| Brookstone Capital Management new | 12,150 | $200K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 11,527 | $190K | 0.1% | 2026-Q2 |
| Claro Advisors Inc. | 10,712 | $177K | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. | 10,527 | $174K | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC | 10,523 | $174K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 9,041 | $149K | 0.1% | 2026-Q2 |
| FMR LLC added | 6,630 | $109K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 4,208 | $69K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 3,605 | $59K | 0.0% | 2026-Q2 |
| UBS Group AG | 1,582 | $26K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,376 | $23K | 0.0% | 2026-Q2 |
| Weaver Capital Management LLC | 900 | $13K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 584 | $10K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 371 | $6K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 332 | $5K | 0.0% | 2026-Q2 |
| Pflug Koory, LLC | 128 | $2K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 127 | $2K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 100 | $2K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC | 72 | $1K | 0.0% | 2026-Q2 |
| Triumph Capital Management added | 49 | $808 | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 23 | $384 | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. | 1 | $17 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 383,789 | $6M | 3.0% | 2026-Q1 stale (1 quarter behind) |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 67,065 | $989K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| WEDBUSH SECURITIES INC trimmed | 55,415 | $818K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| MAGNOLIA CAPITAL ADVISORS LLC trimmed | 53,934 | $796K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| PARK AVENUE SECURITIES LLC trimmed | 36,963 | $546K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 28,800 | $425K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3,924 | $58K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Kohmann Bosshard Financial Services, LLC | 2,894 | $43K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| First Command Advisory Services, Inc. new | 461 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| EverSource Wealth Advisors, LLC trimmed | 27 | $692 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PRINCIPAL SECURITIES, INC. added | 38,676 | $590K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Prospera Financial Services Inc new | 16,037 | $245K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Focus Partners Advisor Solutions, LLC trimmed | 10,942 | $167K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| NORTHWEST WEALTH MANAGEMENT, LLC trimmed | 10,582 | $161K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 51 | $773 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BARTLETT & CO. WEALTH MANAGEMENT LLC new | 13 | $198 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Copia Wealth Management new | 3 | $46 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| WFA Asset Management Corp added | 1,207,052 | $15M | 8.1% | 2025-Q3 stale (3 quarters behind) |
| JANE STREET GROUP, LLC added | 43,317 | $651K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 24,992 | $376K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Farther Finance Advisors, LLC new | 12,575 | $189K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 11,252 | $169K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Dunhill Financial, LLC added | 5,560 | $84K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| BESSEMER GROUP INC new | 192 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Fisher Asset Management, LLC new | 38,588 | $531K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| AE Wealth Management LLC new | 1,681 | $23K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Silicon Valley Capital Partners new | 774 | $11K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (last filed 2026-Q1, 1,582 shares) reconciles to its 1 current affiliate (1,582 shares) — 0.000% apart.
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.