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-Q1 13F filings (latest filed 2026-05-18). 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
19 tracked funds added or opened BBN while 15 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
BBN’s largest tracked holder by dollar value, SIT INVESTMENT ASSOCIATES INC, sizes it at 2.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 123 tracked filers holding BBN, 68 increased or opened the position and 50 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 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 5
- RIVERNORTH CAPITAL MANAGEMENT, LLC$4M
- 1607 Capital Partners, LLC$3M
- Rareview Capital LLC$1M
- PETRA FINANCIAL ADVISORS INC$1M
- Integrity Wealth Partners, LLC$717K
Full exits 5
- StoneX Group Inc.$3M
- JANE STREET GROUP, LLC$2M
- Balyasny Asset Management L.P.$583K
- SEVEN MILE ADVISORY$567K
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$502K
Largest adds
- SIT INVESTMENT ASSOCIATES INC$11M
- M&T Bank Corp$5M
- Invesco Ltd.$2M
- Eagle Bluffs Wealth Management LLC$1M
- RIVERBRIDGE PARTNERS LLC$974K
- RAYMOND JAMES FINANCIAL INC$503K
Largest trims
- Corient Private Wealth LLC$866K
- LPL Financial LLC$759K
- MORGAN STANLEY$703K
- NewEdge Advisors, LLC$652K
- OSAIC HOLDINGS, INC.$650K
- HighTower Advisors, LLC$615K
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 |
|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC added | 7,463,822 | $121M | 27.7% | 2026-Q1 |
| MORGAN STANLEY added | 5,218,645 | $84M | 19.3% | 2026-Q1 |
| Eagle Bluffs Wealth Management LLC added | 2,202,048 | $36M | 8.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,128,853 | $18M | 4.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,014,910 | $16M | 3.8% | 2026-Q1 |
| Focused Wealth Management, Inc added | 812,411 | $13M | 3.0% | 2026-Q1 |
| UBS Group AG trimmed | 803,371 | $13M | 3.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 725,342 | $12M | 2.7% | 2026-Q1 |
| Invesco Ltd. added | 718,198 | $12M | 2.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 696,617 | $11M | 2.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 682,858 | $11M | 2.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 402,903 | $7M | 1.5% | 2026-Q1 |
| M&T Bank Corp added | 315,445 | $5M | 1.2% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 233,622 | $4M | 0.9% | 2026-Q1 |
| Focus Partners Wealth added | 178,814 | $3M | 0.7% | 2026-Q1 |
| 1607 Capital Partners, LLC trimmed | 163,212 | $3M | 0.6% | 2026-Q1 |
| Intellectus Partners, LLC trimmed | 156,237 | $3M | 0.6% | 2026-Q1 |
| Broyhill Asset Management, LLC trimmed | 152,530 | $2M | 0.6% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 146,283 | $2M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 143,385 | $2M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 129,871 | $2M | 0.5% | 2026-Q1 |
| RIVERBRIDGE PARTNERS LLC added | 117,511 | $2M | 0.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 111,998 | $2M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 92,010 | $1M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 91,314 | $1M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 91,131 | $1M | 0.3% | 2026-Q1 |
| PRIMORIS WEALTH ADVISORS, LLC trimmed | 77,234 | $1M | 0.3% | 2026-Q1 |
| Rareview Capital LLC added | 76,836 | $1M | 0.3% | 2026-Q1 |
| Noble Wealth Management PBC added | 73,772 | $1M | 0.3% | 2026-Q1 |
| PETRA FINANCIAL ADVISORS INC new | 71,390 | $1M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 66,871 | $1M | 0.2% | 2026-Q1 |
| Lifetime Wealth Management P.C. added | 61,809 | $999K | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 61,511 | $995K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 56,754 | $918K | 0.2% | 2026-Q1 |
| NATURAL INVESTMENTS, LLC added | 56,148 | $907K | 0.2% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 52,136 | $843K | 0.2% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 46,454 | $751K | 0.2% | 2026-Q1 |
| Integrity Wealth Partners, LLC new | 44,345 | $717K | 0.2% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 44,172 | $714K | 0.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | 43,945 | $711K | 0.2% | 2026-Q1 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 39,265 | $635K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 38,778 | $627K | 0.1% | 2026-Q1 |
| Walker Asset Management, LLC | 36,421 | $589K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 36,238 | $586K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 36,134 | $584K | 0.1% | 2026-Q1 |
| Addison Capital Co added | 35,836 | $579K | 0.1% | 2026-Q1 |
| Westview Management dba Westview Investment Advisors trimmed | 35,696 | $577K | 0.1% | 2026-Q1 |
| Oder Investment Management, LLC added | 35,152 | $568K | 0.1% | 2026-Q1 |
| ACCESS FINANCIAL SERVICES, INC. added | 33,786 | $546K | 0.1% | 2026-Q1 |
| Logan Stone Capital, LLC trimmed | 33,209 | $537K | 0.1% | 2026-Q1 |
| New England Private Wealth Advisors LLC added | 33,160 | $536K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 33,120 | $536K | 0.1% | 2026-Q1 |
| INTEGRATED CAPITAL MANAGEMENT, INC. added | 28,764 | $465K | 0.1% | 2026-Q1 |
| Gridiron Partners, LLC trimmed | 27,766 | $449K | 0.1% | 2026-Q1 |
| Coquina Private Wealth LLC added | 27,175 | $439K | 0.1% | 2026-Q1 |
| Koshinski Asset Management, Inc. | 24,717 | $400K | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 24,081 | $389K | 0.1% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. trimmed | 23,915 | $375K | 0.1% | 2026-Q1 |
| IBEX WEALTH ADVISORS added | 22,489 | $364K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 21,414 | $346K | 0.1% | 2026-Q1 |
| Comprehensive Money Management Services LLC added | 21,095 | $341K | 0.1% | 2026-Q1 |
| Rinkey Investments | 20,585 | $333K | 0.1% | 2026-Q1 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. trimmed | 20,400 | $330K | 0.1% | 2026-Q1 |
| Intellus Advisors LLC trimmed | 20,000 | $323K | 0.1% | 2026-Q1 |
| XTX Topco Ltd new | 19,435 | $314K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 19,209 | $311K | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC | 19,091 | $309K | 0.1% | 2026-Q1 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 18,000 | $291K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 17,973 | $291K | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 17,705 | $286K | 0.1% | 2026-Q1 |
| DELTA FINANCIAL ADVISORS LLC | 16,980 | $275K | 0.1% | 2026-Q1 |
| COMMONS CAPITAL, LLC added | 16,023 | $259K | 0.1% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. | 15,040 | $243K | 0.1% | 2026-Q1 |
| &PARTNERS added | 14,846 | $240K | 0.1% | 2026-Q1 |
| Mezzasalma Advisors, LLC added | 14,533 | $235K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 13,536 | $219K | 0.1% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC new | 13,448 | $217K | 0.0% | 2026-Q1 |
| Kovitz Investment Group Partners, LLC added | 177,639 | $3M | 0.7% | 2025-Q3 stale |
| StoneX Group Inc. trimmed | 175,352 | $3M | 0.7% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 152,064 | $2M | 0.6% | 2025-Q4 stale |
| Fiera Capital Corp trimmed | 91,329 | $2M | 0.3% | 2025-Q3 stale |
| KEYBANK NATIONAL ASSOCIATION/OH added | 86,457 | $1M | 0.3% | 2025-Q2 stale |
| Apexium Financial, LP trimmed | 66,464 | $1M | 0.3% | 2025-Q3 stale |
| FIRST NATIONAL BANK SIOUX FALLS | 58,446 | $970K | 0.2% | 2025-Q3 stale |
| READYSTATE ASSET MANAGEMENT LP trimmed | 49,659 | $824K | 0.2% | 2025-Q3 stale |
| Transform Wealth, LLC added | 47,316 | $789K | 0.2% | 2025-Q1 stale |
| Balyasny Asset Management L.P. new | 35,700 | $583K | 0.1% | 2025-Q4 stale |
| Calamos Advisors LLC added | 34,386 | $571K | 0.1% | 2025-Q3 stale |
| SEVEN MILE ADVISORY added | 34,768 | $567K | 0.1% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 30,731 | $502K | 0.1% | 2025-Q4 stale |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | 22,025 | $355K | 0.1% | 2025-Q2 stale |
| HRT FINANCIAL LP new | 21,693 | $354K | 0.1% | 2025-Q4 stale |
| ROBINSON CAPITAL MANAGEMENT, LLC | 20,692 | $345K | 0.1% | 2025-Q1 stale |
| Private Advisor Group, LLC trimmed | 20,411 | $333K | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 19,866 | $331K | 0.1% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 17,971 | $290K | 0.1% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 16,528 | $266K | 0.1% | 2025-Q2 stale |
| U.S. Capital Wealth Advisors, LLC trimmed | 15,631 | $259K | 0.1% | 2025-Q3 stale |
| EP Wealth Advisors, LLC new | 14,021 | $226K | 0.1% | 2025-Q2 stale |
| MILLENNIUM MANAGEMENT LLC added | 12,995 | $212K | 0.0% | 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.
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.