24 tracked 13F filers disclose a position in BBBI as of the latest SEC 13F filings, a combined $72.0M 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 | ATWOOD & PALMER INC | $40.4M | 785K | ▲+1.8% Added · +14K sh | Q2 2026 | |
| 2 | Brookwood Investment Group LLC | $5.6M | 108K | ▼−4.0% Reduced · −5K sh | Q2 2026 | |
| 3 | Cetera Investment Advisers | $3.8M | 74K | ▲+10% Added · +7K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $3.2M | 62K | ▲+102% Added · +31K sh | Q1 2026 | |
| 5 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $3.0M | 59K | ▲+78% Added · +26K sh | Q1 2026 | |
| 6 | &PARTNERS | $2.8M | 54K | ▲+30% Added · +12K sh | Q2 2026 | |
| 7 | JANE STREET GROUP, LLC | $2.5M | 48K | ▲+50% Added · +16K sh | Q1 2026 | |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 48K | ▲New +48K sh | Q2 2026 | |
| 9 | Herold Advisors, Inc. | $1.3M | 26K | ▲+62% Added · +10K sh | Q2 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 25K | ▲+42% Added · +7K sh | Q1 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $1.1M | 21K | ▼−15% Reduced · −4K sh | Q2 2026 | |
| 12 | Purpose Unlimited Inc. | $1.1M | 21K | ▲New +21K sh | Q1 2026 | |
| 13 | Savvy Advisors, Inc. | $885K | 17K | ▲New +17K sh | Q1 2026 | |
| 14 | S&A Financial Services, Inc. | $803K | 16K | ▲+242% Added · +11K sh | Q2 2026 | |
| 15 | MGO ONE SEVEN LLC | $696K | 14K | ▲+3.9% Added · +508 sh | Q2 2026 | |
| 16 | Financial Engines Advisors L.L.C. | $402K | 8K | ▼−0.5% Reduced · −38 sh | Q2 2026 | |
| 17 | CITADEL ADVISORS LLC | $214K | 4K | ▲+3.4% Added · +136 sh | Q1 2026 | |
| 18 | CWM, LLC | $197K | 4K | ▲+14% Added · +476 sh | Q1 2026 | |
| 19 | AE Wealth Management LLC | $162K | 3K | ▲+11% Added · +324 sh | Q1 2026 | |
| 20 | Archer Investment Corp | $88K | 2K | ▼−9.4% Reduced · −177 sh | Q2 2026 | |
| 21 | Global Retirement Partners, LLC | $73K | 1K | ▲+30% Added · +327 sh | Q2 2026 | |
| 22 | FMR LLC | $11K | 210 | ▼−46% Reduced · −182 sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $6K | 110 | ▼−33% Reduced · −54 sh | Q1 2026 | |
| 24 | Integrated Wealth Concepts LLC | $2K | 30 | ▲New +30 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 BBBI and 7 added to an existing one, while 2 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 | 11 funds | $4.2B |
| ISHARES CORE S&P 500 ETFIVV | 11 funds | $3.1B |
| AMAZON.COM INCAMZN | 11 funds | $2.1B |
| APPLE INCAAPL | 11 funds | $2.0B |
| MICROSOFT CORPMSFT | 11 funds | $1.4B |
| TESLA INCTSLA | 11 funds | $1.2B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 11 funds | $1.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 11 funds | $725.7M |
| COSTCO WHOLESALE CORPCOST | 11 funds | $621.2M |
| GENERAL ELECTRICGE | 11 funds | $590.6M |
| ORACLE CORPORCL | 11 funds | $410.0M |
Ranked by how many of BBBI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| XTENUIT EXCHANGE TRADED | 166 funds | $950.1M |
| XHLFmc | 125 funds | $1.1B |
| XONEmc | 97 funds | $503.6M |
| PCMMUIT EXCHANGE TRADED | 71 funds | $135.4M |
| XEMDJP MORGAN USD EM | 54 funds | $662.2M |
| XSVNETF | 54 funds | $292.0M |
| TAXXSHORT DURATION ETF | 54 funds | $192.8M |
| XFIVETF | 52 funds | $248.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for BBBI
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/BBBI/capital-change-brief"
Use Arkolith's capital_change_brief for BBBI. 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 BBBI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.