Who owns BFEB (BFEB)
Which tracked institutional funds hold BFEB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BFEB 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
The tracked-fund tape on BFEB is one-sided between 2025-Q4 and 2026-Q1: 22 added or opened and 4 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
BFEB’s largest tracked holder by dollar value, Stuart Chaussee & Associates, Inc., sizes it at 15.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 15.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BFEB 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 98 tracked filers holding BFEB, 53 increased or opened the position and 30 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 BFEB 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 6
- McAlister, Sweet & Associates, Inc.$3M
- GTS FINANCIAL, LLC$3M
- Arkadios Wealth Advisors$1M
- Lido Advisors, LLC$797K
- Integrity Advisory Solutions, LLC$777K
- Sunbelt Securities, Inc.$726K
Full exits 1
- JPMORGAN CHASE & CO$609K
Largest adds
- Brookstone Capital Management$30M
- Cerity Partners LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$4M
- Penserra Capital Management LLC$2M
- RAYMOND JAMES FINANCIAL INC$1M
- Lantz Financial LLC$895K
Largest trims
- OSAIC HOLDINGS, INC.$1M
- BCS Wealth Management$679K
- MML INVESTORS SERVICES, LLC$374K
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 |
|---|---|---|---|---|
| Brookstone Capital Management added | 689,839 | $33M | 13.8% | 2026-Q1 |
| Penserra Capital Management LLC added | 424,569 | $20M | 8.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 165,590 | $8M | 3.3% | 2026-Q1 |
| Berkshire Money Management, Inc. trimmed | 141,346 | $7M | 2.8% | 2026-Q1 |
| Cerity Partners LLC added | 133,401 | $6M | 2.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 114,650 | $5M | 2.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 86,791 | $4M | 1.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 76,458 | $4M | 1.5% | 2026-Q1 |
| My Personal CFO, LLC added | 73,685 | $4M | 1.5% | 2026-Q1 |
| McAlister, Sweet & Associates, Inc. new | 69,990 | $3M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 69,743 | $3M | 1.4% | 2026-Q1 |
| Bellwether Advisors, LLC trimmed | 68,141 | $3M | 1.4% | 2026-Q1 |
| GTS FINANCIAL, LLC new | 74,958 | $3M | 1.3% | 2026-Q1 |
| Cetera Investment Advisers added | 62,064 | $3M | 1.2% | 2026-Q1 |
| TopTier Wealth Management, LLC added | 57,557 | $3M | 1.2% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC added | 47,690 | $2M | 1.0% | 2026-Q1 |
| LPL Financial LLC added | 47,679 | $2M | 1.0% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 47,089 | $2M | 0.9% | 2026-Q1 |
| Fragasso Financial Advisors Inc added | 45,779 | $2M | 0.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 45,577 | $2M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 36,738 | $2M | 0.7% | 2026-Q1 |
| Lantz Financial LLC added | 35,345 | $2M | 0.7% | 2026-Q1 |
| FSA Advisors, Inc. trimmed | 34,495 | $2M | 0.7% | 2026-Q1 |
| Chris Bulman Inc added | 34,488 | $2M | 0.7% | 2026-Q1 |
| PCA Investment Advisory Services Inc. trimmed | 34,473 | $2M | 0.7% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 33,404 | $2M | 0.7% | 2026-Q1 |
| INTEGRAL INVESTMENT ADVISORS, INC. | 33,087 | $2M | 0.7% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 30,210 | $1M | 0.6% | 2026-Q1 |
| Spire Wealth Management added | 28,450 | $1M | 0.6% | 2026-Q1 |
| Arkadios Wealth Advisors added | 23,451 | $1M | 0.5% | 2026-Q1 |
| Strategic Blueprint, LLC added | 20,361 | $971K | 0.4% | 2026-Q1 |
| Weaver Consulting Group added | 18,885 | $901K | 0.4% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 18,642 | $889K | 0.4% | 2026-Q1 |
| Trek Financial, LLC added | 17,588 | $839K | 0.4% | 2026-Q1 |
| AE Wealth Management LLC added | 17,009 | $811K | 0.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 16,960 | $809K | 0.3% | 2026-Q1 |
| Lido Advisors, LLC new | 16,700 | $797K | 0.3% | 2026-Q1 |
| Integrity Advisory Solutions, LLC new | 16,292 | $777K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 15,727 | $750K | 0.3% | 2026-Q1 |
| CoreCap Advisors, LLC added | 15,329 | $731K | 0.3% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 15,226 | $726K | 0.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 14,903 | $711K | 0.3% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 14,358 | $685K | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC | 14,231 | $679K | 0.3% | 2026-Q1 |
| BCS Wealth Management trimmed | 13,712 | $654K | 0.3% | 2026-Q1 |
| Three Seasons Wealth, LLC | 13,515 | $645K | 0.3% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ | 13,471 | $643K | 0.3% | 2026-Q1 |
| Arax Advisory Partners trimmed | 12,081 | $576K | 0.2% | 2026-Q1 |
| Ballast Rock Private Wealth LLC added | 11,880 | $567K | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC | 10,994 | $524K | 0.2% | 2026-Q1 |
| COFG Advisors, LLC trimmed | 10,733 | $512K | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 10,678 | $509K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 10,471 | $499K | 0.2% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 9,645 | $460K | 0.2% | 2026-Q1 |
| CRA Financial Services, LLC trimmed | 9,363 | $447K | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 9,359 | $446K | 0.2% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 8,754 | $418K | 0.2% | 2026-Q1 |
| Focus Financial Network, Inc. | 8,633 | $412K | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 8,482 | $405K | 0.2% | 2026-Q1 |
| Sigma Planning Corp added | 7,950 | $379K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC | 7,535 | $359K | 0.2% | 2026-Q1 |
| Keystone Wealth Services, LLC added | 7,365 | $351K | 0.1% | 2026-Q1 |
| CENTRAL VALLEY ADVISORS, LLC | 7,341 | $350K | 0.1% | 2026-Q1 |
| Chicago Partners Investment Group LLC | 6,417 | $326K | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 6,776 | $323K | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC | 6,717 | $320K | 0.1% | 2026-Q1 |
| Simplicity Wealth,LLC new | 6,454 | $308K | 0.1% | 2026-Q1 |
| Cornerstone Wealth, LLC/TN new | 5,900 | $300K | 0.1% | 2026-Q1 |
| CORRADO ADVISORS, LLC new | 6,238 | $298K | 0.1% | 2026-Q1 |
| Bluesphere Advisors LLC | 6,200 | $296K | 0.1% | 2026-Q1 |
| Accurate Wealth Management, LLC trimmed | 6,000 | $296K | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC new | 6,099 | $291K | 0.1% | 2026-Q1 |
| IMG Wealth Management, Inc. new | 6,028 | $288K | 0.1% | 2026-Q1 |
| AlphaStar Capital Management, LLC new | 5,947 | $284K | 0.1% | 2026-Q1 |
| Fortune Financial Group, Inc. | 5,900 | $281K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,861 | $280K | 0.1% | 2026-Q1 |
| Blue Sky Capital Consultants Group, Inc. new | 5,747 | $274K | 0.1% | 2026-Q1 |
| Orion Capital Management LLC | 5,500 | $262K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 5,394 | $257K | 0.1% | 2026-Q1 |
| TrustBank new | 4,600 | $219K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC | 4,497 | $215K | 0.1% | 2026-Q1 |
| Anfield Capital Management, LLC new | 4,484 | $214K | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC new | 4,369 | $208K | 0.1% | 2026-Q1 |
| Archer Investment Corp | 4,000 | $191K | 0.1% | 2026-Q1 |
| Stuart Chaussee & Associates, Inc. added | 1,560,824 | $70M | 29.2% | 2025-Q2 stale |
| WealthPlan Investment Management, LLC trimmed | 29,140 | $1M | 0.5% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 23,324 | $969K | 0.4% | 2025-Q1 stale |
| JPMORGAN CHASE & CO trimmed | 12,510 | $609K | 0.3% | 2025-Q4 stale |
| SAGESPRING WEALTH PARTNERS, LLC | 11,826 | $559K | 0.2% | 2025-Q3 stale |
| RFG Advisory, LLC added | 12,323 | $512K | 0.2% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. new | 8,728 | $391K | 0.2% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 9,035 | $375K | 0.2% | 2025-Q1 stale |
| John W. Brooker & Co., CPAs added | 8,320 | $346K | 0.1% | 2025-Q1 stale |
| WealthPLAN Partners, LLC trimmed | 6,631 | $296K | 0.1% | 2025-Q2 stale |
| Tradition Wealth Management, LLC added | 6,112 | $273K | 0.1% | 2025-Q2 stale |
| Pinnacle Wealth Management Group, Inc. | 5,300 | $250K | 0.1% | 2025-Q3 stale |
| Belpointe Asset Management LLC | 5,458 | $227K | 0.1% | 2025-Q1 stale |
| Vantage Financial Partners, LLC trimmed | 4,597 | $224K | 0.1% | 2025-Q4 stale |
| Global Assets Advisory, LLC | 4,528 | $220K | 0.1% | 2025-Q4 stale |
| Gradient Investments LLC | 4,992 | $207K | 0.1% | 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.