Who owns BBN
Which tracked institutional funds hold BBN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BBN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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
11 tracked funds added or opened BBN while 17 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
BBN’s largest tracked holder by dollar value, MORGAN STANLEY, 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 gap the other way — the median holder sizes BBN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BBN 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 110 tracked filers holding BBN, 55 increased or opened the position and 62 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 BBN 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.
Full exits 8
- SIT INVESTMENT ASSOCIATES INC$121M
- HighTower Advisors, LLC$2M
- PARK AVENUE SECURITIES LLC$2M
- Janney Montgomery Scott LLC$918K
- NATURAL INVESTMENTS, LLC$907K
- Integrity Wealth Partners, LLC$717K
Largest adds
- RIVERNORTH CAPITAL MANAGEMENT, LLC$22M
- M&T Bank Corp$3M
- Eagle Bluffs Wealth Management LLC$3M
- WELLS FARGO & COMPANY/MN$2M
- AMERIPRISE FINANCIAL INC$1M
- OSAIC HOLDINGS, INC.$997K
Largest trims
- Focused Wealth Management, Inc$13M
- BANK OF AMERICA CORP /DE/$6M
- RAYMOND JAMES FINANCIAL INC$4M
- Invesco Ltd.$2M
- 1607 Capital Partners, LLC$990K
- ROYAL BANK OF CANADA$632K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 5,273,293 | $85M | 28.5% | 2026-Q2 |
| Eagle Bluffs Wealth Management LLC added | 2,383,435 | $39M | 12.9% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 1,622,646 | $26M | 8.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 845,624 | $14M | 4.6% | 2026-Q2 |
| UBS Group AG added | 810,866 | $13M | 4.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 759,916 | $12M | 4.1% | 2026-Q2 |
| LPL Financial LLC added | 750,799 | $12M | 4.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 727,907 | $12M | 3.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 643,781 | $10M | 3.5% | 2026-Q2 |
| Invesco Ltd. trimmed | 594,774 | $10M | 3.2% | 2026-Q2 |
| M&T Bank Corp added | 529,462 | $9M | 2.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 467,984 | $8M | 2.5% | 2026-Q2 |
| Focus Partners Wealth trimmed | 178,616 | $3M | 1.0% | 2026-Q2 |
| Intellectus Partners, LLC added | 164,884 | $3M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 152,968 | $2M | 0.8% | 2026-Q2 |
| Broyhill Asset Management, LLC trimmed | 148,461 | $2M | 0.8% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 146,684 | $2M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 132,763 | $2M | 0.7% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC added | 120,853 | $2M | 0.7% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 101,975 | $2M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 92,265 | $1M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 87,493 | $1M | 0.5% | 2026-Q2 |
| PRIMORIS WEALTH ADVISORS, LLC added | 77,237 | $1M | 0.4% | 2026-Q2 |
| Noble Wealth Management PBC added | 75,712 | $1M | 0.4% | 2026-Q2 |
| PETRA FINANCIAL ADVISORS INC trimmed | 71,225 | $1M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 65,980 | $1M | 0.4% | 2026-Q2 |
| Lifetime Wealth Management P.C. trimmed | 60,672 | $981K | 0.3% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 57,751 | $934K | 0.3% | 2026-Q2 |
| Rareview Capital LLC trimmed | 56,424 | $909K | 0.3% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 51,486 | $833K | 0.3% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 49,002 | $792K | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 48,026 | $777K | 0.3% | 2026-Q2 |
| Corient Private Wealth LP | 47,761 | $772K | 0.3% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC | 43,945 | $711K | 0.2% | 2026-Q2 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 39,265 | $635K | 0.2% | 2026-Q2 |
| Addison Capital Co trimmed | 35,786 | $579K | 0.2% | 2026-Q2 |
| Oder Investment Management, LLC added | 35,566 | $575K | 0.2% | 2026-Q2 |
| Westview Management dba Westview Investment Advisors trimmed | 35,005 | $566K | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 34,976 | $566K | 0.2% | 2026-Q2 |
| ACCESS FINANCIAL SERVICES, INC. trimmed | 33,785 | $546K | 0.2% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 33,771 | $546K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 31,744 | $513K | 0.2% | 2026-Q2 |
| Walker Asset Management, LLC trimmed | 31,621 | $511K | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 28,670 | $464K | 0.2% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 28,316 | $458K | 0.2% | 2026-Q2 |
| Coquina Private Wealth LLC added | 27,954 | $452K | 0.2% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 26,391 | $429K | 0.1% | 2026-Q2 |
| StoneX Group Inc. trimmed | 26,321 | $425K | 0.1% | 2026-Q2 |
| INTEGRATED CAPITAL MANAGEMENT, INC. trimmed | 26,065 | $421K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 24,976 | $404K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 24,060 | $389K | 0.1% | 2026-Q2 |
| IBEX WEALTH ADVISORS added | 22,502 | $364K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 21,441 | $347K | 0.1% | 2026-Q2 |
| BASSO CAPITAL MANAGEMENT, L.P. new | 21,306 | $345K | 0.1% | 2026-Q2 |
| &PARTNERS added | 21,224 | $343K | 0.1% | 2026-Q2 |
| Comprehensive Money Management Services LLC | 21,095 | $341K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 20,707 | $335K | 0.1% | 2026-Q2 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. trimmed | 20,150 | $326K | 0.1% | 2026-Q2 |
| Intellus Advisors LLC | 20,000 | $323K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 19,868 | $321K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 18,594 | $301K | 0.1% | 2026-Q2 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 18,000 | $291K | 0.1% | 2026-Q2 |
| Gridiron Partners, LLC trimmed | 16,587 | $268K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 16,544 | $268K | 0.1% | 2026-Q2 |
| COMMONS CAPITAL, LLC added | 16,192 | $262K | 0.1% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. | 15,040 | $243K | 0.1% | 2026-Q2 |
| Mezzasalma Advisors, LLC added | 14,734 | $238K | 0.1% | 2026-Q2 |
| DELTA FINANCIAL ADVISORS LLC trimmed | 12,980 | $210K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 12,138 | $196K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 12,000 | $194K | 0.1% | 2026-Q2 |
| Arax Advisory Partners new | 11,900 | $192K | 0.1% | 2026-Q2 |
| Carl P. Sherr & Co., LLC | 11,810 | $191K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 11,514 | $186K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,513 | $186K | 0.1% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC new | 11,432 | $185K | 0.1% | 2026-Q2 |
| NWAM LLC added | 11,283 | $182K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 11,243 | $182K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 10,728 | $173K | 0.1% | 2026-Q2 |
| Palogic Value Management, L.P. | 10,500 | $170K | 0.1% | 2026-Q2 |
| WealthTrust Axiom LLC | 10,259 | $166K | 0.1% | 2026-Q2 |
| Focused Wealth Management, Inc trimmed | 10,249 | $166K | 0.1% | 2026-Q2 |
| Bryn Mawr Trust Advisors, LLC trimmed | 10,072 | $163K | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 9,847 | $159K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 7,786 | $126K | 0.0% | 2026-Q2 |
| Caitlin John, LLC added | 6,309 | $102K | 0.0% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT added | 5,830 | $94K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 5,780 | $93K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp trimmed | 5,700 | $92K | 0.0% | 2026-Q2 |
| Clear Street Group Inc. new | 4,536 | $73K | 0.0% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC | 3,426 | $55K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 3,322 | $54K | 0.0% | 2026-Q2 |
| TRUST CO OF TOLEDO NA /OH/ | 3,221 | $52K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 3,150 | $51K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 2,800 | $45K | 0.0% | 2026-Q2 |
| North Star Investment Management Corp. | 2,113 | $34K | 0.0% | 2026-Q2 |
| Fairscale Capital, LLC | 1,894 | $31K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ added | 1,790 | $29K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 1,000 | $16K | 0.0% | 2026-Q2 |
| Fortis Group Advisors, LLC | 1,000 | $16K | 0.0% | 2026-Q2 |
| Allied Private Wealth LLC new | 781 | $13K | 0.0% | 2026-Q2 |
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.