BBBS Institutional Ownership
Who owns BBBS and what the big funds did with it last quarter, from every SEC 13F filing. 31 funds reported holding BBBS at Jun 30, 2026.
- ▲16 buying vs 9 selling
- ▲Shares held by funds +18.1%
- ●Funds holding +0
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 31 | 31 | 0.0% |
| In funds' top 10 | 1 | 3 | −66.7% |
| 13F shares | 2.8M | 2.4M | +18.1% |
| Held by funds | – | – | – |
| New positions | 3 | 8 | −62.5% |
| Increased | 13 | 11 | +18.2% |
| Reduced | 7 | 6 | +16.7% |
| Sold out | 2 | 10 | −80.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in BBBS
All superinvestors →
Who owns BBBS
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds85.8%
- Banks and brokers14.1%
- Pensions, insurers and other0.1%
The top 10 holders own 91.0% of all BBBS shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
24 funds changed their position- Tanager Wealth Management LLPAdded+213K sh
- Gradient Investments LLCTrimmed−96K sh
- Stifel Financial CorpTrimmed−50K sh
- Compass Financial Group, Inc. (Ohio)Added+22K sh
- Thrivent Financial for LutheransNew+18K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | – | 1.1M | $54.4M | −38K |
| 2 | Tanager Wealth Management LLP | – | 571K | $29.1M | +366K |
| 3 | Royal Bank of Canada | – | 270K | $13.8M | +159K |
| 4 | Strait & Sound Wealth Management LLC | – | 138K | $7M | +17K |
| 5 | Lido Advisors, LLC | – | 129K | $6.6M | −461 |
| 6 | Stifel Financial Corp | – | 112K | $5.7M | +7,463 |
| 7 | Mattson Financial Services, LLC | – | 92K | $4.7M | −26K |
| 8 | S&A Financial Services, Inc. | – | 62K | $3.2M | +1,637 |
| 9 | Brown Financial Advisors | – | 54K | $2.8M | −19K |
| 10 | Wealth Enhancement Advisory Services, LLC | – | 47K | $2.4M | +47K |
- Tanager Wealth Management LLP+366K sh+$18.7M
- Royal Bank of Canada+159K sh+$8.1M
- Wealth Enhancement Advisory Services, LLC+47K sh+$2.4M
- Strait & Sound Wealth Management LLC+17K sh+$853K
- Compass Financial Group, Inc. (Ohio)+13K sh+$678K
- Citadel Advisors LLC+9,002 sh+$460K
- Stifel Financial Corp+7,463 sh+$381K
- Paladin Wealth, LLC+7,446 sh+$380K
- Gradient Investments LLC−38K sh−$2M
- Mattson Financial Services, LLC−26K sh−$1.3M
- Brown Financial Advisors−19K sh−$976K
- Diversified Portfolios, Inc.−7,595 sh−$388K
- Kintra Wealth, LLC−5,703 sh−$292K
- Lido Advisors, LLC−461 sh−$24K
- Osaic Holdings, Inc.−147 sh−$8K
- Envestnet Asset Management Inc−77 sh−$4K
BBBS institutional ownership FAQ
Who owns the most BBBS stock?
In Q2 2026 13F filings the largest holder of BBBS was Gradient Investments LLC, followed by Tanager Wealth Management LLP and Royal Bank of Canada. Index fund managers are usually the biggest holders of large companies.
What percentage of BBBS is owned by institutions?
31 funds reported holding 2.8M BBBS shares at Jun 30, 2026.
Are hedge funds buying BBBS?
In Q2 2026, 16 funds bought BBBS (3 of them new positions) and 9 sold (2 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for BBBS is bullish.
What is BBBS's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this BBBS ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.