Who owns BBUS (BBUS)
Which tracked institutional funds hold BBUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BBUS 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
54 tracked funds added or opened BBUS while 40 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
BBUS’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.3pp gap the other way — the median holder sizes BBUS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BBUS 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 221 tracked filers holding BBUS, 141 increased or opened the position and 72 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 BBUS 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 16
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$50M
- UNIQUE WEALTH, LLC$8M
- Strategic Financial Planning, Inc.$8M
- Ascentis Independent Advisors$5M
- FLOW TRADERS U.S. LLC$5M
- JANE STREET GROUP, LLC$4M
Full exits 11
- Janney Montgomery Scott LLC$417M
- PARK AVENUE SECURITIES LLC$27M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$17M
- IFG Advisory, LLC$14M
- BANK OF NOVA SCOTIA$7M
- ORG Partners LLC$4M
Largest adds
- JPMORGAN CHASE & CO$155M
- Integrated Wealth Concepts LLC$54M
- RAYMOND JAMES FINANCIAL INC$38M
- MORGAN STANLEY$15M
- ENVESTNET ASSET MANAGEMENT INC$14M
- COMMONWEALTH EQUITY SERVICES, LLC$10M
Largest trims
- Robertson Stephens Wealth Management, LLC$68M
- Norinchukin Bank, The$15M
- Orion Porfolio Solutions, LLC$14M
- National Mutual Insurance Federation of Agricultural Cooperatives$8M
- NewEdge Advisors, LLC$7M
- GOLDMAN SACHS GROUP INC$6M
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 6,113,318 | $696M | 16.9% | 2026-Q1 |
| LPL Financial LLC added | 3,336,313 | $391M | 9.5% | 2026-Q1 |
| MORGAN STANLEY added | 3,136,224 | $368M | 8.9% | 2026-Q1 |
| Norinchukin Bank, The | 2,459,000 | $288M | 7.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,043,584 | $239M | 5.8% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 1,796,375 | $210M | 5.1% | 2026-Q1 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 1,275,000 | $149M | 3.6% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 673,279 | $79M | 1.9% | 2026-Q1 |
| Wealth Group Ltd added | 590,008 | $69M | 1.7% | 2026-Q1 |
| ASSETMARK, INC added | 570,248 | $67M | 1.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 561,562 | $66M | 1.6% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 561,117 | $66M | 1.6% | 2026-Q1 |
| Cetera Investment Advisers added | 530,183 | $62M | 1.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 519,423 | $61M | 1.5% | 2026-Q1 |
| KELLY FINANCIAL GROUP LLC trimmed | 497,791 | $58M | 1.4% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 449,861 | $53M | 1.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 425,161 | $50M | 1.2% | 2026-Q1 |
| Tradition Wealth Management, LLC added | 396,641 | $46M | 1.1% | 2026-Q1 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 292,172 | $34M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 286,937 | $34M | 0.8% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC trimmed | 255,650 | $30M | 0.7% | 2026-Q1 |
| MN Wealth Advisors, LLC added | 253,813 | $30M | 0.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 212,653 | $25M | 0.6% | 2026-Q1 |
| DRIVE WEALTH MANAGEMENT, LLC added | 168,496 | $20M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 167,328 | $20M | 0.5% | 2026-Q1 |
| CWM, LLC added | 164,068 | $19M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 145,428 | $17M | 0.4% | 2026-Q1 |
| Gradient Investments LLC added | 147,238 | $17M | 0.4% | 2026-Q1 |
| 5T Wealth, LLC trimmed | 130,003 | $15M | 0.4% | 2026-Q1 |
| Bravias Capital Group, LLC added | 113,668 | $13M | 0.3% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 112,854 | $13M | 0.3% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 107,105 | $13M | 0.3% | 2026-Q1 |
| FLORIDA FINANCIAL ADVISORS, LLC added | 102,439 | $12M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 101,307 | $12M | 0.3% | 2026-Q1 |
| Ascent Group, LLC added | 95,947 | $11M | 0.3% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 87,490 | $10M | 0.2% | 2026-Q1 |
| Golden State Wealth Management, LLC trimmed | 85,302 | $10M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 81,268 | $10M | 0.2% | 2026-Q1 |
| Alpha Advisors, LLC/VA added | 80,407 | $9M | 0.2% | 2026-Q1 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC added | 78,799 | $9M | 0.2% | 2026-Q1 |
| MassMutual Private Wealth & Trust, FSB added | 74,678 | $9M | 0.2% | 2026-Q1 |
| Rosenberg Matthew Hamilton added | 66,035 | $8M | 0.2% | 2026-Q1 |
| UNIQUE WEALTH, LLC new | 65,473 | $8M | 0.2% | 2026-Q1 |
| Elevation Wealth Management LLC added | 64,901 | $8M | 0.2% | 2026-Q1 |
| Strategic Financial Planning, Inc. new | 161,077 | $8M | 0.2% | 2026-Q1 |
| Wayfinding Financial, LLC added | 54,083 | $6M | 0.2% | 2026-Q1 |
| LAKE STREET PRIVATE WEALTH, LLC added | 53,850 | $6M | 0.2% | 2026-Q1 |
| 3Chopt Investment Partners, LLC added | 49,292 | $6M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 42,477 | $5M | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 44,536 | $5M | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 41,388 | $5M | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 41,017 | $5M | 0.1% | 2026-Q1 |
| Ascentis Independent Advisors added | 40,975 | $5M | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 40,358 | $5M | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 38,963 | $5M | 0.1% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 38,326 | $4M | 0.1% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 38,212 | $4M | 0.1% | 2026-Q1 |
| Legacy Edge Advisors, LLC added | 37,204 | $4M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 33,478 | $4M | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 33,066 | $4M | 0.1% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 30,556 | $4M | 0.1% | 2026-Q1 |
| Fingerlakes Wealth Management, Inc. added | 30,165 | $4M | 0.1% | 2026-Q1 |
| LOCKERMAN FINANCIAL GROUP, INC. added | 29,733 | $3M | 0.1% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 27,713 | $3M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 27,506 | $3M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 26,589 | $3M | 0.1% | 2026-Q1 |
| FIRETHORN WEALTH PARTNERS, LLC added | 26,450 | $3M | 0.1% | 2026-Q1 |
| Archer Investment Management, LLC new | 26,322 | $3M | 0.1% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 25,085 | $3M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 24,258 | $3M | 0.1% | 2026-Q1 |
| Merited Wealth, LLC | 23,193 | $3M | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC added | 22,764 | $3M | 0.1% | 2026-Q1 |
| Jacobi Capital Management LLC added | 22,653 | $3M | 0.1% | 2026-Q1 |
| Strategic Financial Concepts, LLC added | 22,550 | $3M | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 21,346 | $3M | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC added | 20,672 | $2M | 0.1% | 2026-Q1 |
| GeoWealth Management, LLC added | 20,560 | $2M | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC added | 17,894 | $2M | 0.1% | 2026-Q1 |
| IAG Wealth Partners, LLC added | 19,939 | $2M | 0.1% | 2026-Q1 |
| Henderson Brothers Financial Partners, LLC new | 19,908 | $2M | 0.1% | 2026-Q1 |
| SUTTON PLACE INVESTORS LLC trimmed | 19,886 | $2M | 0.1% | 2026-Q1 |
| Emergent Wealth Advisors, LLC added | 19,774 | $2M | 0.1% | 2026-Q1 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 19,719 | $2M | 0.1% | 2026-Q1 |
| Mattson Financial Services, LLC added | 15,889 | $2M | 0.0% | 2026-Q1 |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 15,767 | $2M | 0.0% | 2026-Q1 |
| Ignite Planners, LLC trimmed | 15,605 | $2M | 0.0% | 2026-Q1 |
| Keystone Wealth Services, LLC new | 15,554 | $2M | 0.0% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 3,382,109 | $417M | 10.1% | 2025-Q4 stale |
| PARK AVENUE SECURITIES LLC added | 222,590 | $27M | 0.7% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 137,064 | $17M | 0.4% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP added | 127,900 | $14M | 0.3% | 2025-Q2 stale |
| IFG Advisory, LLC trimmed | 112,811 | $14M | 0.3% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 119,290 | $12M | 0.3% | 2025-Q1 stale |
| Blue Oak Capital, LLC trimmed | 99,537 | $11M | 0.3% | 2025-Q2 stale |
| BANK OF NOVA SCOTIA added | 59,750 | $7M | 0.2% | 2025-Q4 stale |
| von Borstel & Associates, Inc. new | 49,831 | $6M | 0.1% | 2025-Q3 stale |
| TOWNSQUARE CAPITAL LLC added | 47,543 | $5M | 0.1% | 2025-Q1 stale |
| ORG Partners LLC added | 34,062 | $4M | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 15,506 | $2M | 0.0% | 2025-Q4 stale |
| HMV Wealth Advisors, LLC | 18,551 | $2M | 0.0% | 2025-Q1 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.