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Institutional Ownership · SEC Form 13F

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.

69
Institutional holders
9M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Cetera Investment Advisers added1,496,579$22M14.1%2026-Q1
Annex Advisory Services, LLC trimmed1,411,687$21M13.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,080,869$16M10.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added636,722$9M6.0%2026-Q1
OSAIC HOLDINGS, INC. added566,356$8M5.3%2026-Q1
D.A. DAVIDSON & CO. added499,940$7M4.7%2026-Q1
Oxford Wealth Group, LLC trimmed470,549$7M4.4%2026-Q1
Cambridge Investment Research Advisors, Inc. added383,789$6M3.6%2026-Q1
Allworth Financial LP trimmed367,900$5M3.5%2026-Q1
LPL Financial LLC added314,660$5M3.0%2026-Q1
ROYAL BANK OF CANADA added184,644$3M1.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added168,369$2M1.6%2026-Q1
MML INVESTORS SERVICES, LLC added166,024$2M1.6%2026-Q1
Advisory Services Network, LLC added142,282$2M1.3%2026-Q1
Concurrent Investment Advisors, LLC trimmed125,327$2M1.2%2026-Q1
Arete Wealth Advisors, LLC added102,121$2M1.0%2026-Q1
Lifetime Wealth Management P.C. added85,292$1M0.8%2026-Q1
Geneos Wealth Management Inc. trimmed74,459$1M0.7%2026-Q1
Dynamic Advisor Solutions LLC trimmed70,025$1M0.7%2026-Q1
THOROUGHBRED FINANCIAL SERVICES, LLC added67,065$989K0.6%2026-Q1
GWN SECURITIES INC. added63,041$930K0.6%2026-Q1
Envision Financial Transparency, LLC new58,479$863K0.6%2026-Q1
Ameritas Advisory Services, LLC added58,132$858K0.5%2026-Q1
WEDBUSH SECURITIES INC trimmed55,415$818K0.5%2026-Q1
MAGNOLIA CAPITAL ADVISORS LLC trimmed53,934$796K0.5%2026-Q1
JPMORGAN CHASE & CO added49,071$707K0.5%2026-Q1
American Trust trimmed47,405$700K0.4%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed45,319$669K0.4%2026-Q1
KANE INVESTMENT MANAGEMENT, INC. added40,731$601K0.4%2026-Q1
Main Street Group, LTD added38,996$576K0.4%2026-Q1
PARK AVENUE SECURITIES LLC trimmed36,963$546K0.3%2026-Q1
Bravias Capital Group, LLC trimmed35,556$525K0.3%2026-Q1
Janney Montgomery Scott LLC trimmed28,800$425K0.3%2026-Q1
Mutual Advisors, LLC added28,155$416K0.3%2026-Q1
Ethos Financial Group, LLC24,000$354K0.2%2026-Q1
Kestra Advisory Services, LLC trimmed22,842$337K0.2%2026-Q1
Modera Wealth Management, LLC19,546$288K0.2%2026-Q1
TRUIST FINANCIAL CORP19,448$287K0.2%2026-Q1
STEPHENS INC /AR/ added16,701$247K0.2%2026-Q1
Redwood Financial Network Corp added15,432$228K0.1%2026-Q1
Accel Wealth Management trimmed14,268$211K0.1%2026-Q1
Midwest Trust Co14,185$209K0.1%2026-Q1
Ausdal Financial Partners, Inc.14,131$209K0.1%2026-Q1
Beacon Pointe Advisors, LLC added13,456$199K0.1%2026-Q1
Avantax Planning Partners, Inc. new13,169$194K0.1%2026-Q1
NFSG Corp trimmed10,891$161K0.1%2026-Q1
CAPITAL WEALTH MANAGEMENT, LLC new10,825$160K0.1%2026-Q1
Claro Advisors Inc.10,712$158K0.1%2026-Q1
Essex Financial Services, Inc.10,527$155K0.1%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC10,523$155K0.1%2026-Q1
MORGAN STANLEY trimmed8,040$119K0.1%2026-Q1
FMR LLC added4,178$62K0.0%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,924$58K0.0%2026-Q1
IFP Advisors, Inc3,675$54K0.0%2026-Q1
Kohmann Bosshard Financial Services, LLC2,894$43K0.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new1,582$23K0.0%2026-Q1
UBS Group AG trimmed1,582$23K0.0%2026-Q1
Weaver Capital Management LLC900$13K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. new584$9K0.0%2026-Q1
First Command Advisory Services, Inc. new461$7K0.0%2026-Q1
Smartleaf Asset Management LLC new371$5K0.0%2026-Q1
NBC SECURITIES, INC.332$5K0.0%2026-Q1
Pflug Koory, LLC128$2K0.0%2026-Q1
ASSETMARK, INC100$1K0.0%2026-Q1
SIGNATUREFD, LLC72$1K0.0%2026-Q1
EverSource Wealth Advisors, LLC trimmed27$6920.0%2026-Q1
Triumph Capital Management added40$5900.0%2026-Q1
MATHER GROUP, LLC.1$150.0%2026-Q1
WELLS FARGO & COMPANY/MN1$110.0%2026-Q1
WFA Asset Management Corp added1,207,052$15M9.8%2025-Q3 stale
JANE STREET GROUP, LLC added43,317$651K0.4%2025-Q3 stale
PRINCIPAL SECURITIES, INC. added38,676$590K0.4%2025-Q4 stale
Fisher Asset Management, LLC new38,588$531K0.3%2025-Q2 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added24,992$376K0.2%2025-Q3 stale
Prospera Financial Services Inc new16,037$245K0.2%2025-Q4 stale
Financial Partners Group, Inc new15,286$195K0.1%2025-Q1 stale
Farther Finance Advisors, LLC new12,575$189K0.1%2025-Q3 stale
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed11,252$169K0.1%2025-Q3 stale
Focus Partners Advisor Solutions, LLC trimmed10,942$167K0.1%2025-Q4 stale
NORTHWEST WEALTH MANAGEMENT, LLC trimmed10,582$161K0.1%2025-Q4 stale
CITADEL ADVISORS LLC trimmed11,021$141K0.1%2025-Q1 stale
Dunhill Financial, LLC added5,560$84K0.1%2025-Q3 stale
NewEdge Advisors, LLC5,132$78K0.1%2025-Q4 stale
CWM, LLC trimmed4,000$51K0.0%2025-Q1 stale
AE Wealth Management LLC new1,681$23K0.0%2025-Q2 stale
Silicon Valley Capital Partners new774$11K0.0%2025-Q2 stale
BESSEMER GROUP INC new192$3K0.0%2025-Q3 stale
CHILTON CAPITAL MANAGEMENT LLC trimmed200$3K0.0%2025-Q1 stale
CREATIVE FINANCIAL DESIGNS INC /ADV new51$7730.0%2025-Q4 stale
BARTLETT & CO. WEALTH MANAGEMENT LLC new13$1980.0%2025-Q4 stale
Steward Partners Investment Advisory, LLC14$1790.0%2025-Q1 stale
Copia Wealth Management new3$460.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

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