33 tracked 13F filers disclose a position in BBBS as of the latest SEC 13F filings, a combined $133.6M 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 | Gradient Investments LLC | $54.4M | 1.1M | ▼−3.5% Reduced · −38K sh | Q2 2026 | |
| 2 | Tanager Wealth Management LLP | $29.1M | 571K | ▲+179% Added · +366K sh | Q2 2026 | |
| 3 | Strait & Sound Wealth Management LLC | $7.0M | 138K | ▲+14% Added · +17K sh | Q2 2026 | |
| 4 | Lido Advisors, LLC | $6.6M | 129K | ▼−0.3% Reduced · −461 sh | Q2 2026 | |
| 5 | ROYAL BANK OF CANADA | $5.7M | 111K | ▲New +111K sh | Q1 2026 | |
| 6 | STIFEL FINANCIAL CORP | $5.3M | 104K | ▲+8.2% Added · +8K sh | Q1 2026 | |
| 7 | Mattson Financial Services, LLC | $4.7M | 92K | ▼−22% Reduced · −26K sh | Q2 2026 | |
| 8 | S&A Financial Services, Inc. | $3.2M | 62K | ▲+2.7% Added · +2K sh | Q2 2026 | |
| 9 | Brown Financial Advisors | $2.8M | 54K | ▼−26% Reduced · −19K sh | Q3 2026 | |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 47K | ▲New +47K sh | Q2 2026 | |
| 11 | Paladin Wealth, LLC | $2.4M | 47K | ▲+19% Added · +7K sh | Q2 2026 | |
| 12 | Diversified Portfolios, Inc. | $2.0M | 39K | ▼−16% Reduced · −8K sh | Q2 2026 | |
| 13 | Compass Financial Group, Inc. | $2.0M | 38K | ▲+53% Added · +13K sh | Q2 2026 | |
| 14 | HighTower Advisors, LLC | $762K | 15K | ▲New +15K sh | Q1 2026 | |
| 15 | MONECO ADVISORS, LLC | $679K | 13K | ▲+29% Added · +3K sh | Q2 2026 | |
| 16 | Grantvest Financial Group LLC | $662K | 13K | —Held | Q2 2026 | |
| 17 | Cetera Investment Advisers | $655K | 13K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 18 | Capstone Wealth Management Group, Inc. | $653K | 13K | ▲New +13K sh | Q2 2026 | |
| 19 | ARGUS INVESTORS' COUNSEL, INC. | $465K | 9K | —Held | Q2 2026 | |
| 20 | CWM, LLC | $368K | 7K | ▲+11% Added · +704 sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $337K | 7K | ▼−94% Reduced · −111K sh | Q1 2026 | |
| 22 | KINTRA WEALTH, LLC | $292K | 6K | ▼−0.9% Reduced · −51 sh | Q1 2026 | |
| 23 | NOTTINGHAM ADVISORS, INC. | $259K | 5K | —Held | Q2 2026 | |
| 24 | Advisory Services Network, LLC | $241K | 5K | ▲New +5K sh | Q1 2026 | |
| 25 | JANE STREET GROUP, LLC | $228K | 4K | ▼−82% Reduced · −21K 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, 1 fund opened a new position in BBBS and 4 added to an existing one, while 4 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 | 13 funds | $4.0B |
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $3.1B |
| AMAZON.COM INCAMZN | 13 funds | $2.1B |
| APPLE INCAAPL | 13 funds | $2.1B |
| MICROSOFT CORPMSFT | 12 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $1.3B |
| ALPHABET INC-CL AGOOGL | 11 funds | $1.1B |
| JPMORGAN CHASE & COJPM | 11 funds | $921.2M |
| JOHNSON & JOHNSONJNJ | 11 funds | $581.3M |
| WALMART INCWMT | 11 funds | $397.8M |
| EXXONMOBIL HOLDINGS CORPXOM | 11 funds | $337.7M |
| SCHWAB US DVD EQUITY ETFSCHD | 11 funds | $109.0M |
Ranked by how many of BBBS's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| XTENUIT EXCHANGE TRADED | 167 funds | $960.3M |
| 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.
No filings captured for this ticker in the live stream yet.
Connected entities for BBBS
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/BBBS/capital-change-brief"
Use Arkolith's capital_change_brief for BBBS. 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 BBBS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.