104 tracked 13F filers disclose a position in BBHY as of the latest SEC 13F filings, a combined $443.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $101.4M | 2.2M | ▲+4.0% Added · +85K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $64.7M | 1.4M | ▲+4.7% Added · +63K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $41.9M | 915K | ▼−14% Reduced · −154K sh | Q1 2026 | |
| 4 | Bernicke Wealth Management, Ltd. | $29.7M | 644K | ▲+4.6% Added · +28K sh | Q2 2026 | |
| 5 | MORGAN STANLEY | $28.3M | 617K | ▼−4.1% Reduced · −26K sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $23.0M | 502K | ▲+3.2% Added · +16K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $20.2M | 442K | ▼−55% Reduced · −548K sh | Q1 2026 | |
| 8 | Ocean Park Asset Management, LLC | $12.2M | 266K | —Held | Q1 2026 | |
| 9 | Vestmark Advisory Solutions, Inc. | $8.6M | 186K | ▼~0% Reduced · −15 sh | Q2 2026 | |
| 10 | BlackRock, Inc. | $7.8M | 170K | ▼−40% Reduced · −111K sh | Q1 2026 | |
| 11 | Vawter Financial, Ltd. | $6.3M | 136K | ▲+12% Added · +15K sh | Q2 2026 | |
| 12 | JANE STREET GROUP, LLC | $6.2M | 135K | ▼−18% Reduced · −29K sh | Q1 2026 | |
| 13 | Pinnacle Wealth Planning Services, Inc. | $5.8M | 127K | ▲+6.7% Added · +8K sh | Q2 2026 | |
| 14 | WCG Wealth Advisors LLC | $5.6M | 121K | ▼−3.9% Reduced · −5K sh | Q1 2026 | |
| 15 | MISSION WEALTH MANAGEMENT, LP | $5.6M | 121K | ▲+26% Added · +25K sh | Q2 2026 | |
| 16 | Highland Investment Advisors LLC | $5.5M | 120K | ▲New +120K sh | Q2 2026 | |
| 17 | Royal Fund Management, LLC | $5.4M | 116K | ▲+4.5% Added · +5K sh | Q2 2026 | |
| 18 | Empowered Funds, LLC | $5.1M | 111K | ▲+13% Added · +13K sh | Q1 2026 | |
| 19 | Windsor Capital Management, LLC | $4.9M | 106K | ▼−2.1% Reduced · −2K sh | Q2 2026 | |
| 20 | ASSETMARK, INC | $4.2M | 91K | ▼−3.3% Reduced · −3K sh | Q2 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $3.8M | 82K | ▼−1.3% Reduced · −1K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $3.4M | 75K | ▲+8.1% Added · +6K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $3.2M | 70K | ▼−27% Reduced · −27K sh | Q1 2026 | |
| 24 | Summit Financial, LLC | $2.9M | 62K | ▼−3.3% Reduced · −2K sh | Q2 2026 | |
| 25 | PRINCIPAL SECURITIES, INC. | $2.5M | 55K | ▲+11% Added · +5K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in BBHY and 25 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 45 funds | $39.6B |
| APPLE INCAAPL | 45 funds | $31.5B |
| MICROSOFT CORPMSFT | 45 funds | $26.2B |
| AMAZON.COM INCAMZN | 45 funds | $18.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 45 funds | $1.2B |
| JPMORGAN CHASE & COJPM | 44 funds | $6.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 44 funds | $5.1B |
| VANGUARD S&P 500 ETFVOO | 44 funds | $2.4B |
| ALPHABET INC-CL AGOOGL | 43 funds | $15.3B |
| ALPHABET INC-CL CGOOG | 43 funds | $10.4B |
| JOHNSON & JOHNSONJNJ | 43 funds | $5.4B |
| WALMART INCWMT | 43 funds | $4.1B |
Ranked by how many of BBHY's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| JEPImc | 1288 funds | $18.1B |
| JPSTmc | 1100 funds | $23.8B |
| JMSTmc | 518 funds | $3.4B |
| JMUBmc | 471 funds | $5.0B |
| JCPBmc | 468 funds | $9.2B |
| JPIEmc | 441 funds | $5.2B |
| JQUAmc | 440 funds | $5.1B |
| JIREmc | 315 funds | $9.0B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BBHY
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BBHY/capital-change-brief"
Use Arkolith's capital_change_brief for BBHY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BBHY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.