Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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
The tracked-fund tape on BBUS is one-sided between 2026-Q1 and 2026-Q2: 88 added or opened and 24 trimmed or exited — on balance accumulating.
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 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.2pp 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 2026-Q1 and 2026-Q2, across 216 tracked filers holding BBUS, 117 increased or opened the position and 96 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 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.
New buyers 13
- IFG Advisory, LLC$16M
- Vise Technologies, Inc.$4M
- Americana Partners, LLC$3M
- XTX Topco Ltd$3M
- SAGESPRING WEALTH PARTNERS, LLC$3M
- KINTRA WEALTH, LLC$2M
Full exits 14
- Cambridge Investment Research Advisors, Inc.$61M
- CWM, LLC$19M
- Strategic Financial Planning, Inc.$8M
- Wayfinding Financial, LLC$6M
- Ascentis Independent Advisors$5M
- FLOW TRADERS U.S. LLC$5M
Largest adds
- JPMORGAN CHASE & CO$185M
- LPL Financial LLC$134M
- MORGAN STANLEY$125M
- ENVESTNET ASSET MANAGEMENT INC$67M
- Norinchukin Bank, The$43M
- Vestmark Advisory Solutions, Inc.$31M
Largest trims
- Legacy Edge Advisors, LLC$4M
- Gateway Wealth Partners, LLC$2M
- Strategic Financial Concepts, LLC$2M
- Golden State Wealth Management, LLC$2M
- Orion Porfolio Solutions, LLC$2M
- Private Advisor Group, LLC$2M
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 6,595,410 | $881M | 20.0% | 2026-Q2 |
| LPL Financial LLC added | 3,897,424 | $525M | 11.9% | 2026-Q2 |
| MORGAN STANLEY added | 3,655,413 | $492M | 11.2% | 2026-Q2 |
| Norinchukin Bank, The | 2,459,000 | $331M | 7.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,277,383 | $307M | 7.0% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 1,796,203 | $242M | 5.5% | 2026-Q2 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 1,275,000 | $172M | 3.9% | 2026-Q2 |
| Cornerstone Wealth Management, LLC trimmed | 662,346 | $89M | 2.0% | 2026-Q2 |
| Wealth Group Ltd added | 628,517 | $85M | 1.9% | 2026-Q2 |
| ASSETMARK, INC added | 627,996 | $85M | 1.9% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 621,025 | $84M | 1.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 592,222 | $80M | 1.8% | 2026-Q2 |
| Cetera Investment Advisers added | 575,463 | $78M | 1.8% | 2026-Q2 |
| KELLY FINANCIAL GROUP LLC added | 525,852 | $71M | 1.6% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 475,747 | $64M | 1.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 461,335 | $62M | 1.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 425,161 | $57M | 1.3% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 414,000 | $56M | 1.3% | 2026-Q2 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. trimmed | 291,360 | $39M | 0.9% | 2026-Q2 |
| MN Wealth Advisors, LLC added | 290,843 | $39M | 0.9% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 259,074 | $35M | 0.8% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC trimmed | 251,982 | $34M | 0.8% | 2026-Q2 |
| DRIVE WEALTH MANAGEMENT, LLC added | 202,739 | $27M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 182,314 | $25M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 178,000 | $24M | 0.5% | 2026-Q2 |
| Gradient Investments LLC added | 148,653 | $20M | 0.5% | 2026-Q2 |
| 5T Wealth, LLC added | 132,571 | $18M | 0.4% | 2026-Q2 |
| Hopwood Nicholas Hunter added | 130,148 | $18M | 0.4% | 2026-Q2 |
| IFG Advisory, LLC added | 121,695 | $16M | 0.4% | 2026-Q2 |
| Bravias Capital Group, LLC added | 114,823 | $15M | 0.4% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 114,080 | $15M | 0.3% | 2026-Q2 |
| UNIQUE WEALTH, LLC added | 105,559 | $14M | 0.3% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 104,930 | $14M | 0.3% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 104,759 | $14M | 0.3% | 2026-Q2 |
| FLORIDA FINANCIAL ADVISORS, LLC added | 104,335 | $14M | 0.3% | 2026-Q2 |
| Ascent Group, LLC added | 97,518 | $13M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 89,038 | $12M | 0.3% | 2026-Q2 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC trimmed | 77,742 | $10M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 74,410 | $10M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 70,693 | $10M | 0.2% | 2026-Q2 |
| Rosenberg Matthew Hamilton added | 69,850 | $9M | 0.2% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB trimmed | 68,195 | $9M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 67,977 | $9M | 0.2% | 2026-Q2 |
| Elevation Wealth Management LLC trimmed | 63,807 | $9M | 0.2% | 2026-Q2 |
| Alpha Advisors, LLC/VA trimmed | 59,586 | $8M | 0.2% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 58,425 | $8M | 0.2% | 2026-Q2 |
| LAKE STREET PRIVATE WEALTH, LLC trimmed | 50,929 | $7M | 0.2% | 2026-Q2 |
| 3Chopt Investment Partners, LLC trimmed | 47,005 | $6M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 46,034 | $6M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 40,969 | $6M | 0.1% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 38,218 | $5M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 36,151 | $5M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 34,928 | $5M | 0.1% | 2026-Q2 |
| Fingerlakes Wealth Management, Inc. added | 33,379 | $4M | 0.1% | 2026-Q2 |
| LOCKERMAN FINANCIAL GROUP, INC. added | 31,725 | $4M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 31,098 | $4M | 0.1% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 30,254 | $4M | 0.1% | 2026-Q2 |
| Archer Investment Management, LLC added | 29,765 | $4M | 0.1% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 29,756 | $4M | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 29,319 | $4M | 0.1% | 2026-Q2 |
| Clear Creek Financial Management, LLC trimmed | 26,533 | $4M | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC added | 25,412 | $3M | 0.1% | 2026-Q2 |
| FIRETHORN WEALTH PARTNERS, LLC trimmed | 24,832 | $3M | 0.1% | 2026-Q2 |
| Jacobi Capital Management LLC added | 24,145 | $3M | 0.1% | 2026-Q2 |
| Merited Wealth, LLC trimmed | 22,936 | $3M | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 22,786 | $3M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 21,355 | $3M | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 21,203 | $3M | 0.1% | 2026-Q2 |
| GeoWealth Management, LLC added | 20,984 | $3M | 0.1% | 2026-Q2 |
| Americana Partners, LLC new | 20,406 | $3M | 0.1% | 2026-Q2 |
| XTX Topco Ltd new | 20,352 | $3M | 0.1% | 2026-Q2 |
| SUTTON PLACE INVESTORS LLC added | 20,001 | $3M | 0.1% | 2026-Q2 |
| Emergent Wealth Advisors, LLC trimmed | 19,698 | $3M | 0.1% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC new | 19,538 | $3M | 0.1% | 2026-Q2 |
| IAG Wealth Partners, LLC trimmed | 19,224 | $3M | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 18,871 | $3M | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC added | 18,676 | $3M | 0.1% | 2026-Q2 |
| Mattson Financial Services, LLC added | 15,936 | $2M | 0.0% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 15,616 | $2M | 0.0% | 2026-Q2 |
| KINTRA WEALTH, LLC new | 14,778 | $2M | 0.0% | 2026-Q2 |
| SALEM INVESTMENT COUNSELORS INC added | 14,619 | $2M | 0.0% | 2026-Q2 |
| Ignite Planners, LLC trimmed | 14,495 | $2M | 0.0% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 14,423 | $2M | 0.0% | 2026-Q2 |
| Aegis Wealth Management, Inc. added | 13,927 | $2M | 0.0% | 2026-Q2 |
| UBS Group AG added | 13,222 | $2M | 0.0% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 13,163 | $2M | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 13,122 | $2M | 0.0% | 2026-Q2 |
| Keystone Wealth Services, LLC trimmed | 12,703 | $2M | 0.0% | 2026-Q2 |
| Archford Capital Strategies, LLC trimmed | 12,304 | $2M | 0.0% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 12,298 | $2M | 0.0% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 12,184 | $2M | 0.0% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 12,184 | $2M | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC added | 12,129 | $2M | 0.0% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 12,037 | $2M | 0.0% | 2026-Q2 |
| FMR LLC added | 11,530 | $2M | 0.0% | 2026-Q2 |
| Henderson Brothers Financial Partners, LLC trimmed | 11,412 | $2M | 0.0% | 2026-Q2 |
| Hoxton Planning & Management, LLC trimmed | 11,164 | $2M | 0.0% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 11,142 | $2M | 0.0% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 10,623 | $1M | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,952 | $1M | 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.