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Institutional Ownership · SEC Form 13F

Who owns 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-Q2 13F filings (latest filed 2026-08-24). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

137
Institutional holders
5M
Shares held (tracked funds)

How tracked funds are positioned

78 tracked funds added shares of BIBL or opened a position while 59 sold shares or exited between 2026-Q1 and 2026-Q2 — the funds were divided. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 7 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.

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 4.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.9pp 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 2026-Q1 and 2026-Q2, across 137 tracked filers holding BIBL, 78 increased or opened the position and 59 reduced or closed it, by share count adjusted for splits; 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 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.

Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 7 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.

New buyers 27

  • Optivise Advisory Services LLC$2M
  • Brookstone Capital Management$935K
  • Simplicity Wealth,LLC$855K
  • Atria Investments, Inc$795K
  • Discipline Wealth Solutions, LLC$789K
  • Goldstone Financial Group, LLC$760K

Full exits 12

  • NATIONS FINANCIAL GROUP INC, /IA/ /ADV$4M
  • Independent Advisor Alliance$2M
  • RMG Wealth Management LLC$1M
  • GOLDMAN SACHS GROUP INC$761K
  • XY Planning Network, Inc.$704K
  • Grandview Asset Management LLC$213K

Largest adds

  • CREATIVE FINANCIAL DESIGNS INC /ADV$25M
  • LPL Financial LLC$7M
  • EverSource Wealth Advisors, LLC$3M
  • Turning Point Benefit Group, Inc.$2M
  • Inspire Advisors, LLC$2M
  • JONES FINANCIAL COMPANIES LLLP$1M

Largest trims

  • Strategic Equity Management$8M
  • GTS SECURITIES LLC$4M
  • MONEYWISE, INC.$3M
  • Gateway Wealth Partners, LLC$1M
  • CITADEL ADVISORS LLC$919K
  • Blue Trust, Inc.$562K

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.

FundSharesReported value% of valueQuarter
Inspire Advisors, LLC added1,213,772$70M23.9%2026-Q2
LPL Financial LLC added578,086$33M11.4%2026-Q2
CREATIVE FINANCIAL DESIGNS INC /ADV added512,048$30M10.1%2026-Q2
UNITED CAPITAL FINANCIAL ADVISORS, LLC added177,488$10M3.5%2026-Q2
Bare Financial Services, Inc trimmed166,570$10M3.3%2026-Q2
Focus Partners Wealth trimmed132,090$8M2.6%2026-Q2
CARLSON FINANCIAL, INC. added124,700$7M2.5%2026-Q2
OneAscent Financial Services LLC trimmed120,212$7M2.4%2026-Q2
LVZ, Inc. trimmed108,263$6M2.1%2026-Q2
Inspire Investing, LLC added97,866$6M1.9%2026-Q2
SUMMIT WEALTH GROUP LLC / CO added80,777$5M1.6%2026-Q2
PAX Financial Group, LLC added80,575$5M1.6%2026-Q2
Cetera Investment Advisers trimmed74,844$4M1.5%2026-Q2
Turning Point Benefit Group, Inc. added74,015$4M1.4%2026-Q2
Strategic Equity Management trimmed71,243$4M1.4%2026-Q2
SILVER OAK SECURITIES, INCORPORATED added63,005$4M1.2%2026-Q2
Revisor Wealth Management LLC trimmed56,407$3M1.1%2026-Q2
Geneos Wealth Management Inc. added55,474$3M1.1%2026-Q2
JONES FINANCIAL COMPANIES LLLP added54,905$3M1.0%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added52,800$3M1.0%2026-Q2
EverSource Wealth Advisors, LLC added48,190$3M0.9%2026-Q2
MONEYWISE, INC. trimmed43,254$3M0.9%2026-Q2
TWO SIGMA INVESTMENTS, LP added41,500$2M0.8%2026-Q2
RAYMOND JAMES FINANCIAL INC added38,924$2M0.8%2026-Q2
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC trimmed38,408$2M0.8%2026-Q2
AlphaStar Capital Management, LLC added37,254$2M0.7%2026-Q2
WorthPointe, LLC trimmed36,901$2M0.7%2026-Q2
OSAIC HOLDINGS, INC. added33,089$2M0.7%2026-Q2
Optivise Advisory Services LLC new31,523$2M0.6%2026-Q2
Tulsa Wealth Advisors, INC added27,528$2M0.5%2026-Q2
Gateway Wealth Partners, LLC trimmed26,465$2M0.5%2026-Q2
J.W. COLE ADVISORS, INC. added26,179$2M0.5%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added26,110$2M0.5%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added22,764$1M0.4%2026-Q2
HARBOUR INVESTMENTS, INC. added21,987$1M0.4%2026-Q2
ROYAL BANK OF CANADA added21,170$1M0.4%2026-Q2
Harvest Investment Services, LLC trimmed21,097$1M0.4%2026-Q2
Focus Financial Network, Inc. added20,683$1M0.4%2026-Q2
Frontier Asset Management, LLC added20,533$1M0.4%2026-Q2
Fiduciary Alliance LLC trimmed20,376$1M0.4%2026-Q2
Delta Investment Management, LLC added19,953$1M0.4%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added18,600$1M0.4%2026-Q2
VICUS CAPITAL added17,607$1M0.3%2026-Q2
JOHNSON INVESTMENT COUNSEL INC trimmed17,478$1M0.3%2026-Q2
Keel Point, LLC trimmed17,207$996K0.3%2026-Q2
Sterling Investment Advisors, Ltd.16,700$967K0.3%2026-Q2
Brookstone Capital Management new16,149$935K0.3%2026-Q2
Simplicity Wealth,LLC new14,780$855K0.3%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC added14,503$839K0.3%2026-Q2
Values First Advisors, Inc. trimmed13,760$796K0.3%2026-Q2
Atria Investments, Inc new13,732$795K0.3%2026-Q2
Discipline Wealth Solutions, LLC new13,629$789K0.3%2026-Q2
OneAscent Wealth Management LLC trimmed13,593$787K0.3%2026-Q2
Whitaker-Myers Wealth Managers, LTD. added13,470$780K0.3%2026-Q2
Sanctuary Advisors, LLC trimmed13,140$761K0.3%2026-Q2
Goldstone Financial Group, LLC new13,128$760K0.3%2026-Q2
Arax Advisory Partners added12,595$729K0.2%2026-Q2
AQR CAPITAL MANAGEMENT LLC12,268$710K0.2%2026-Q2
PRINCIPAL SECURITIES, INC. added12,146$703K0.2%2026-Q2
LaSalle St. Investment Advisors, LLC trimmed11,501$666K0.2%2026-Q2
RKL Wealth Management LLC added11,437$662K0.2%2026-Q2
Demars Financial Group, LLC new11,351$657K0.2%2026-Q2
Blueprint Investment Partners LLC trimmed11,189$648K0.2%2026-Q2
Farther Finance Advisors, LLC trimmed10,538$610K0.2%2026-Q2
Cyndeo Wealth Partners, LLC added10,273$595K0.2%2026-Q2
Blue Trust, Inc. trimmed9,735$563K0.2%2026-Q2
Clark Asset Management, LLC new9,703$562K0.2%2026-Q2
Waverly Advisors, LLC added9,460$548K0.2%2026-Q2
AE Wealth Management LLC trimmed9,281$537K0.2%2026-Q2
WIN ADVISORS, INC new8,729$505K0.2%2026-Q2
Ameritas Investment Partners, Inc. trimmed8,511$493K0.2%2026-Q2
Valmark Advisers, Inc. trimmed8,362$484K0.2%2026-Q2
Howard Capital Management, LLC new8,267$478K0.2%2026-Q2
Private Advisor Group, LLC trimmed7,473$433K0.1%2026-Q2
GTS SECURITIES LLC trimmed7,429$430K0.1%2026-Q2
STIFEL FINANCIAL CORP trimmed7,253$420K0.1%2026-Q2
PFG Advisors added7,183$416K0.1%2026-Q2
Financial Partners Group, Inc added7,131$413K0.1%2026-Q2
Wealthcare Advisory Partners LLC trimmed7,075$410K0.1%2026-Q2
PVG ASSET MANAGEMENT CORP6,625$383K0.1%2026-Q2
Savvy Advisors, Inc.6,473$375K0.1%2026-Q2
D.A. DAVIDSON & CO. trimmed6,463$374K0.1%2026-Q2
First Heartland Consultants, Inc. trimmed6,378$369K0.1%2026-Q2
GWN SECURITIES INC.6,300$365K0.1%2026-Q2
Continuum Advisory, LLC added6,171$357K0.1%2026-Q2
Focus Partners Advisor Solutions, LLC added6,084$352K0.1%2026-Q2
CITADEL ADVISORS LLC trimmed5,973$346K0.1%2026-Q2
NewEdge Advisors, LLC new5,825$337K0.1%2026-Q2
Tandem Investment Partners LLC added5,755$333K0.1%2026-Q2
Five Pine Wealth Management trimmed5,379$311K0.1%2026-Q2
Envestnet Portfolio Solutions, Inc. new5,294$306K0.1%2026-Q2
Aptus Capital Advisors, LLC added5,269$305K0.1%2026-Q2
Barnes Wealth Management Group, Inc added5,264$305K0.1%2026-Q2
Bedel Financial Consulting, Inc. trimmed5,096$295K0.1%2026-Q2
Community Financial Services Group, LLC trimmed5,040$286K0.1%2026-Q2
Cresta Advisors, Ltd.5,000$289K0.1%2026-Q2
MML INVESTORS SERVICES, LLC new4,855$281K0.1%2026-Q2
Sowell Financial Services LLC trimmed4,667$270K0.1%2026-Q2
Allen Capital Group, LLC4,659$270K0.1%2026-Q2
Fund Evaluation Group, LLC4,641$269K0.1%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.

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