Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

221
Institutional holders
31,449,015
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO added6,113,318$696M16.9%2026-Q1
LPL Financial LLC added3,336,313$391M9.5%2026-Q1
MORGAN STANLEY added3,136,224$368M8.9%2026-Q1
Norinchukin Bank, The2,459,000$288M7.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added2,043,584$239M5.8%2026-Q1
Vestmark Advisory Solutions, Inc. added1,796,375$210M5.1%2026-Q1
National Mutual Insurance Federation of Agricultural Cooperatives1,275,000$149M3.6%2026-Q1
Cornerstone Wealth Management, LLC added673,279$79M1.9%2026-Q1
Wealth Group Ltd added590,008$69M1.7%2026-Q1
ASSETMARK, INC added570,248$67M1.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added561,562$66M1.6%2026-Q1
Integrated Wealth Concepts LLC added561,117$66M1.6%2026-Q1
Cetera Investment Advisers added530,183$62M1.5%2026-Q1
Cambridge Investment Research Advisors, Inc. added519,423$61M1.5%2026-Q1
KELLY FINANCIAL GROUP LLC trimmed497,791$58M1.4%2026-Q1
Perigon Wealth Management, LLC added449,861$53M1.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new425,161$50M1.2%2026-Q1
Tradition Wealth Management, LLC added396,641$46M1.1%2026-Q1
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added292,172$34M0.8%2026-Q1
OSAIC HOLDINGS, INC. added286,937$34M0.8%2026-Q1
Robertson Stephens Wealth Management, LLC trimmed255,650$30M0.7%2026-Q1
MN Wealth Advisors, LLC added253,813$30M0.7%2026-Q1
MML INVESTORS SERVICES, LLC trimmed212,653$25M0.6%2026-Q1
DRIVE WEALTH MANAGEMENT, LLC added168,496$20M0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added167,328$20M0.5%2026-Q1
CWM, LLC added164,068$19M0.5%2026-Q1
AMERIPRISE FINANCIAL INC added145,428$17M0.4%2026-Q1
Gradient Investments LLC added147,238$17M0.4%2026-Q1
5T Wealth, LLC trimmed130,003$15M0.4%2026-Q1
Bravias Capital Group, LLC added113,668$13M0.3%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added112,854$13M0.3%2026-Q1
CreativeOne Wealth, LLC added107,105$13M0.3%2026-Q1
FLORIDA FINANCIAL ADVISORS, LLC added102,439$12M0.3%2026-Q1
Private Advisor Group, LLC added101,307$12M0.3%2026-Q1
Ascent Group, LLC added95,947$11M0.3%2026-Q1
Aptus Capital Advisors, LLC added87,490$10M0.2%2026-Q1
Golden State Wealth Management, LLC trimmed85,302$10M0.2%2026-Q1
ROYAL BANK OF CANADA added81,268$10M0.2%2026-Q1
Alpha Advisors, LLC/VA added80,407$9M0.2%2026-Q1
SCHMIDT P J INVESTMENT MANAGEMENT INC added78,799$9M0.2%2026-Q1
MassMutual Private Wealth & Trust, FSB added74,678$9M0.2%2026-Q1
Rosenberg Matthew Hamilton added66,035$8M0.2%2026-Q1
UNIQUE WEALTH, LLC new65,473$8M0.2%2026-Q1
Elevation Wealth Management LLC added64,901$8M0.2%2026-Q1
Strategic Financial Planning, Inc. new161,077$8M0.2%2026-Q1
Wayfinding Financial, LLC added54,083$6M0.2%2026-Q1
LAKE STREET PRIVATE WEALTH, LLC added53,850$6M0.2%2026-Q1
3Chopt Investment Partners, LLC added49,292$6M0.1%2026-Q1
Equitable Holdings, Inc. added42,477$5M0.1%2026-Q1
Gateway Wealth Partners, LLC added44,536$5M0.1%2026-Q1
Creative Planning trimmed41,388$5M0.1%2026-Q1
MGO ONE SEVEN LLC trimmed41,017$5M0.1%2026-Q1
Ascentis Independent Advisors added40,975$5M0.1%2026-Q1
FLOW TRADERS U.S. LLC trimmed40,358$5M0.1%2026-Q1
IFP Advisors, Inc added38,963$5M0.1%2026-Q1
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed38,326$4M0.1%2026-Q1
Triad Wealth Partners, LLC added38,212$4M0.1%2026-Q1
Legacy Edge Advisors, LLC added37,204$4M0.1%2026-Q1
JANE STREET GROUP, LLC added33,478$4M0.1%2026-Q1
Tower Research Capital LLC (TRC) added33,066$4M0.1%2026-Q1
Composition Wealth, LLC trimmed30,556$4M0.1%2026-Q1
Fingerlakes Wealth Management, Inc. added30,165$4M0.1%2026-Q1
LOCKERMAN FINANCIAL GROUP, INC. added29,733$3M0.1%2026-Q1
Clear Creek Financial Management, LLC added27,713$3M0.1%2026-Q1
Orion Porfolio Solutions, LLC trimmed27,506$3M0.1%2026-Q1
Thrivent Financial for Lutherans added26,589$3M0.1%2026-Q1
FIRETHORN WEALTH PARTNERS, LLC added26,450$3M0.1%2026-Q1
Archer Investment Management, LLC new26,322$3M0.1%2026-Q1
AdvisorNet Financial, Inc added25,085$3M0.1%2026-Q1
Farther Finance Advisors, LLC added24,258$3M0.1%2026-Q1
Merited Wealth, LLC23,193$3M0.1%2026-Q1
GTS SECURITIES LLC added22,764$3M0.1%2026-Q1
Jacobi Capital Management LLC added22,653$3M0.1%2026-Q1
Strategic Financial Concepts, LLC added22,550$3M0.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed21,346$3M0.1%2026-Q1
CARY STREET PARTNERS INVESTMENT ADVISORY LLC added20,672$2M0.1%2026-Q1
GeoWealth Management, LLC added20,560$2M0.1%2026-Q1
VestGen Advisors, LLC added17,894$2M0.1%2026-Q1
IAG Wealth Partners, LLC added19,939$2M0.1%2026-Q1
Henderson Brothers Financial Partners, LLC new19,908$2M0.1%2026-Q1
SUTTON PLACE INVESTORS LLC trimmed19,886$2M0.1%2026-Q1
Emergent Wealth Advisors, LLC added19,774$2M0.1%2026-Q1
SILVERLAKE WEALTH MANAGEMENT LLC added19,719$2M0.1%2026-Q1
Mattson Financial Services, LLC added15,889$2M0.0%2026-Q1
TWIN PEAKS WEALTH ADVISORS, LLC added15,767$2M0.0%2026-Q1
Ignite Planners, LLC trimmed15,605$2M0.0%2026-Q1
Keystone Wealth Services, LLC new15,554$2M0.0%2026-Q1
Janney Montgomery Scott LLC added3,382,109$417M10.1%2025-Q4 stale
PARK AVENUE SECURITIES LLC added222,590$27M0.7%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added137,064$17M0.4%2025-Q4 stale
TWO SIGMA INVESTMENTS, LP added127,900$14M0.3%2025-Q2 stale
IFG Advisory, LLC trimmed112,811$14M0.3%2025-Q4 stale
Orion Portfolio Solutions, LLC trimmed119,290$12M0.3%2025-Q1 stale
Blue Oak Capital, LLC trimmed99,537$11M0.3%2025-Q2 stale
BANK OF NOVA SCOTIA added59,750$7M0.2%2025-Q4 stale
von Borstel & Associates, Inc. new49,831$6M0.1%2025-Q3 stale
TOWNSQUARE CAPITAL LLC added47,543$5M0.1%2025-Q1 stale
ORG Partners LLC added34,062$4M0.1%2025-Q4 stale
CITADEL ADVISORS LLC trimmed15,506$2M0.0%2025-Q4 stale
HMV Wealth Advisors, LLC18,551$2M0.0%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.

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