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Institutional Ownership · SEC Form 13F

Who owns BIBL (BIBL)


Which tracked institutional funds hold BIBL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BIBL 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.

126
Institutional holders
4,817,062
Shares held (tracked funds)

How the tape is positioned

19 tracked funds added or opened BIBL while 18 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

BIBL’s largest tracked holder by dollar value, Inspire Advisors, LLC, sizes it at 4.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BIBL 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 126 tracked filers holding BIBL, 59 increased or opened the position and 60 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 BIBL 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

  • GTS SECURITIES LLC$4M
  • Independent Advisor Alliance$2M
  • RMG Wealth Management LLC$1M
  • Tulsa Wealth Advisors, INC$1M
  • JOHNSON INVESTMENT COUNSEL INC$918K
  • GOLDMAN SACHS GROUP INC$761K

Full exits 2

  • CENTAURUS FINANCIAL, INC.$2M
  • Keel Point, LLC$820K

Largest adds

  • Inspire Advisors, LLC$8M
  • LPL Financial LLC$2M
  • Gateway Wealth Partners, LLC$1M
  • OneAscent Financial Services LLC$958K
  • UNITED CAPITAL FINANCIAL ADVISORS, LLC$926K
  • JONES FINANCIAL COMPANIES LLLP$775K

Largest trims

  • CREATIVE FINANCIAL DESIGNS INC /ADV$8M
  • EverSource Wealth Advisors, LLC$4M
  • Strategic Equity Management$3M
  • CWM, LLC$2M
  • LVZ, Inc.$2M
  • MONEYWISE, INC.$1M

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
Inspire Advisors, LLC added1,186,353$56M23.4%2026-Q1
LPL Financial LLC added461,842$22M9.1%2026-Q1
Strategic Equity Management trimmed206,605$10M4.1%2026-Q1
Bare Financial Services, Inc trimmed171,255$8M3.4%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC added161,027$8M3.2%2026-Q1
CWM, LLC trimmed146,798$7M2.9%2026-Q1
Focus Partners Wealth trimmed134,560$6M2.7%2026-Q1
OneAscent Financial Services LLC added120,656$6M2.4%2026-Q1
LVZ, Inc. trimmed108,758$5M2.1%2026-Q1
MONEYWISE, INC. trimmed101,372$5M2.0%2026-Q1
Inspire Investing, LLC trimmed95,117$4M1.9%2026-Q1
GTS SECURITIES LLC added83,020$4M1.6%2026-Q1
Cetera Investment Advisers added82,993$4M1.6%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added81,087$4M1.6%2026-Q1
SUMMIT WEALTH GROUP LLC / CO added80,297$4M1.6%2026-Q1
PAX Financial Group, LLC added80,145$4M1.6%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV trimmed78,803$4M1.6%2026-Q1
SILVER OAK SECURITIES, INCORPORATED trimmed62,841$3M1.2%2026-Q1
Revisor Wealth Management LLC trimmed62,205$3M1.2%2026-Q1
Geneos Wealth Management Inc. trimmed50,146$2M1.0%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed47,468$2M0.9%2026-Q1
Gateway Wealth Partners, LLC added44,592$2M0.9%2026-Q1
WorthPointe, LLC trimmed42,475$2M0.8%2026-Q1
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC added39,604$2M0.8%2026-Q1
Independent Advisor Alliance added37,952$2M0.8%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed37,000$2M0.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added36,651$2M0.7%2026-Q1
AlphaStar Capital Management, LLC trimmed35,966$2M0.7%2026-Q1
Turning Point Benefit Group, Inc. trimmed41,269$2M0.7%2026-Q1
JONES FINANCIAL COMPANIES LLLP added33,370$2M0.6%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed32,547$2M0.6%2026-Q1
RMG Wealth Management LLC trimmed27,916$1M0.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed30,290$1M0.6%2026-Q1
Tulsa Wealth Advisors, INC new25,565$1M0.5%2026-Q1
J.W. COLE ADVISORS, INC. trimmed24,157$1M0.5%2026-Q1
Harvest Investment Services, LLC trimmed23,050$1M0.5%2026-Q1
Fiduciary Alliance LLC trimmed20,420$1M0.4%2026-Q1
CITADEL ADVISORS LLC added21,846$1M0.4%2026-Q1
ROYAL BANK OF CANADA trimmed20,920$986K0.4%2026-Q1
HARBOUR INVESTMENTS, INC. added20,053$946K0.4%2026-Q1
Focus Financial Network, Inc. added19,657$931K0.4%2026-Q1
JOHNSON INVESTMENT COUNSEL INC new19,475$918K0.4%2026-Q1
Blue Trust, Inc.19,438$917K0.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added18,564$875K0.4%2026-Q1
Ascentis Independent Advisors trimmed18,393$867K0.4%2026-Q1
VICUS CAPITAL trimmed17,053$804K0.3%2026-Q1
OneAscent Wealth Management LLC added16,861$795K0.3%2026-Q1
Sterling Investment Advisors, Ltd. trimmed16,700$787K0.3%2026-Q1
GOLDMAN SACHS GROUP INC trimmed16,148$761K0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added16,094$759K0.3%2026-Q1
Frontier Asset Management, LLC added15,806$745K0.3%2026-Q1
XY Planning Network, Inc. trimmed14,768$704K0.3%2026-Q1
Private Advisor Group, LLC added14,843$700K0.3%2026-Q1
Values First Advisors, Inc. trimmed14,542$686K0.3%2026-Q1
Sanctuary Advisors, LLC trimmed14,298$674K0.3%2026-Q1
Blueprint Investment Partners LLC trimmed13,602$641K0.3%2026-Q1
Whitaker-Myers Wealth Managers, LTD. trimmed13,234$624K0.3%2026-Q1
First Heartland Consultants, Inc. trimmed13,203$623K0.3%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC added12,583$593K0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added12,312$581K0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC12,268$578K0.2%2026-Q1
LaSalle St. Investment Advisors, LLC trimmed11,614$548K0.2%2026-Q1
RKL Wealth Management LLC trimmed11,390$537K0.2%2026-Q1
Farther Finance Advisors, LLC added10,841$517K0.2%2026-Q1
Cyndeo Wealth Partners, LLC added9,660$455K0.2%2026-Q1
AE Wealth Management LLC added9,624$454K0.2%2026-Q1
Ameritas Investment Partners, Inc.9,446$445K0.2%2026-Q1
Valmark Advisers, Inc. added8,575$404K0.2%2026-Q1
Waverly Advisors, LLC8,483$400K0.2%2026-Q1
Delta Investment Management, LLC added7,938$374K0.2%2026-Q1
PRINCIPAL SECURITIES, INC. trimmed7,722$364K0.2%2026-Q1
STIFEL FINANCIAL CORP added7,592$358K0.2%2026-Q1
Financial Partners Group, Inc7,101$335K0.1%2026-Q1
Wealthcare Advisory Partners LLC trimmed7,089$334K0.1%2026-Q1
Arax Advisory Partners6,783$320K0.1%2026-Q1
RFG Advisory, LLC new6,592$311K0.1%2026-Q1
FLOW TRADERS U.S. LLC trimmed6,517$307K0.1%2026-Q1
D.A. DAVIDSON & CO. trimmed6,497$306K0.1%2026-Q1
Savvy Advisors, Inc. added6,473$305K0.1%2026-Q1
GWN SECURITIES INC. added6,300$297K0.1%2026-Q1
Continuum Advisory, LLC trimmed6,079$287K0.1%2026-Q1
PFG Advisors added5,522$260K0.1%2026-Q1
Five Pine Wealth Management trimmed5,506$260K0.1%2026-Q1
Financial Advocates Investment Management added124,690$5M2.2%2025-Q2 stale
Belpointe Asset Management LLC added73,429$3M1.2%2025-Q1 stale
CENTAURUS FINANCIAL, INC. added35,656$2M0.7%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. trimmed28,119$1M0.5%2025-Q2 stale
Optivise Advisory Services LLC trimmed23,727$1M0.4%2025-Q3 stale
Keel Point, LLC trimmed18,180$820K0.3%2025-Q4 stale
Strategic Blueprint, LLC trimmed15,298$588K0.2%2025-Q1 stale
MERCER GLOBAL ADVISORS INC /ADV added14,936$574K0.2%2025-Q1 stale
Arete Wealth Advisors, LLC trimmed11,005$489K0.2%2025-Q3 stale
Atria Wealth Solutions, Inc. added11,306$471K0.2%2025-Q2 stale
Faithward Advisors, LLC added8,378$378K0.2%2025-Q4 stale
Plan A Wealth LLC trimmed7,832$353K0.1%2025-Q4 stale
StoneX Group Inc. trimmed9,002$347K0.1%2025-Q1 stale
AIFG Consultants Ltd. trimmed6,430$290K0.1%2025-Q4 stale
WIN ADVISORS, INC new6,161$278K0.1%2025-Q4 stale
PVG ASSET MANAGEMENT CORP new5,931$268K0.1%2025-Q4 stale
McElhenny Sheffield Capital Management, LLC added10,755$257K0.1%2025-Q2 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