170 tracked 13F filers disclose a position in BAB as of the latest SEC 13F filings, a combined $631.2M 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 | Annex Advisory Services, LLC | $89.4M | 3.3M | ▲+4.8% Added · +151K sh | Q2 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $43.5M | 1.6M | ▲+0.5% Added · +9K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | $42.8M | 1.6M | ▲+5.2% Added · +78K sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $35.7M | 1.3M | ▲+8.1% Added · +99K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $27.0M | 1.0M | ▼−8.3% Reduced · −91K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $22.2M | 824K | ▼−6.3% Reduced · −55K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $21.3M | 791K | ▲+15% Added · +101K sh | Q1 2026 | |
| 8 | GOULD ASSET MANAGEMENT LLC /CA/ | $18.9M | 705K | ▲+5.6% Added · +37K sh | Q2 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $18.2M | 677K | ▲+31% Added · +158K sh | Q1 2026 | |
| 10 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $17.8M | 659K | ▲+4.2% Added · +26K sh | Q1 2026 | |
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | $16.1M | 596K | ▼−11% Reduced · −71K sh | Q1 2026 | |
| 12 | CONNING INC. | $13.2M | 490K | —Held | Q2 2026 | |
| 13 | Kingsview Wealth Management, LLC | $12.9M | 481K | ▲+8.3% Added · +37K sh | Q2 2026 | |
| 14 | Tortoise Investment Management, LLC | $12.5M | 465K | ▲+8.4% Added · +36K sh | Q2 2026 | |
| 15 | BANK OF MONTREAL /CAN/ | $12.5M | 464K | ▼−47% Reduced · −410K sh | Q1 2026 | |
| 16 | RATIONAL ADVISORS, INC. | $12.0M | 449K | ▲+4.0% Added · +17K sh | Q2 2026 | |
| 17 | LPL Financial LLC | $11.4M | 421K | ▼−8.5% Reduced · −39K sh | Q1 2026 | |
| 18 | UBS Group AG | $11.1M | 411K | ▼−17% Reduced · −81K sh | Q1 2026 | |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.1M | 338K | ▲+7.3% Added · +23K sh | Q1 2026 | |
| 20 | Maltin Wealth Management, Inc. | $8.1M | 300K | ▲+3.4% Added · +10K sh | Q2 2026 | |
| 21 | GUGGENHEIM CAPITAL LLC | $7.8M | 289K | ▲+8.3% Added · +22K sh | Q1 2026 | |
| 22 | Elevation Capital Advisory, LLC | $7.7M | 286K | ▼~0% Reduced · −24 sh | Q2 2026 | |
| 23 | NewEdge Wealth, LLC | $6.9M | 259K | ▲+0.7% Added · +2K sh | Q2 2026 | |
| 24 | Bank of New York Mellon Corp | $6.7M | 248K | ▼−32% Reduced · −118K sh | Q1 2026 | |
| 25 | STIFEL FINANCIAL CORP | $5.5M | 203K | ▲+3.6% Added · +7K sh | Q1 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, 3 funds opened a new position in BAB and 29 added to an existing one, while 10 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 81 funds | $23.2B |
| APPLE INCAAPL | 80 funds | $24.5B |
| AMAZON.COM INCAMZN | 80 funds | $19.2B |
| ALPHABET INC-CL AGOOGL | 80 funds | $16.9B |
| NVIDIA CORPNVDA | 78 funds | $30.7B |
| JPMORGAN CHASE & COJPM | 76 funds | $7.9B |
| JOHNSON & JOHNSONJNJ | 76 funds | $4.7B |
| BROADCOM INCAVGO | 75 funds | $14.6B |
| ALPHABET INC-CL CGOOG | 75 funds | $9.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 75 funds | $5.5B |
| ELI LILLY & COLLY | 74 funds | $6.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 74 funds | $2.7B |
Ranked by how many of BAB's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for BAB
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/BAB/capital-change-brief"
Use Arkolith's capital_change_brief for BAB. 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 BAB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.