Among active 13F managers last quarter, 4 opened and 1 added, while 1 reduced; the largest holder to move was Atlanta Consulting Group Advisors, LLC (new position).
11 tracked 13F filers disclose a position in BBSGX as of the latest SEC 13F filings, a combined $20.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Truist Financial Corp | 430K | $10.8M | ▲New +430K sh | Q1 2026 | |
| 2 | AE Wealth Management LLC | 259K | $6.5M | ▲New +259K sh | Q1 2026 | |
| 3 | Envestnet Asset Management Inc | 65K | $1.6M | ▲New +65K sh | Q1 2026 | |
| 4 | Atlanta Consulting Group Advisors, LLC | 39K | $975K | ▲New +39K sh | Q2 2026 | |
| 5 | B.O.S.S. Retirement Advisors, LLC | 16K | $394K | ▼−8.6% Reduced · −1K sh | Q2 2026 | |
| 6 | Jane Street Group, LLC | 11K | $282K | ▲New +11K sh | Q1 2026 | |
| 7 | Kingdom Financial Group LLC. | 9K | $222K | ▲+0.4% Added · +39 sh | Q2 2026 | |
| 8 | Tounjian Advisory Partners, LLC | 913 | $23K | ▲New +913 sh | Q2 2026 | |
| 9 | Evolution Wealth Management Inc. | 750 | $19K | —Held | Q2 2026 | |
| 10 | Strategic Investment Management, LLC | 256 | $6K | ▲New +256 sh | Q2 2026 | |
| 11 | Sterling Capital Management LLC | 14 | $350 | ▲New +14 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, 4 funds opened a new position in BBSGX and 1 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| Vanguard S&P 500 ETFVOO | 6 funds | $388.3M |
| Ishares Core Msci EmergingIEMG | 6 funds | $108.0M |
| Ishares Core S&P 500 ETFIVV | 6 funds | $68.6M |
| SS SPDR S&P 500 ETF Trust-USSPY | 6 funds | $14.2M |
| Nvidia CorpNVDA | 5 funds | $217.7M |
| Microsoft CorpMSFT | 5 funds | $136.4M |
| Apple IncAAPL | 5 funds | $113.2M |
| Alphabet Inc-CL AGOOGL | 5 funds | $94.9M |
| Alphabet Inc-CL CGOOG | 5 funds | $90.9M |
| JPMorgan Chase & CoJPM | 5 funds | $90.0M |
| Amazon.com IncAMZN | 5 funds | $72.7M |
| Broadcom IncAVGO | 5 funds | $69.6M |
Ranked by how many of BBSGX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BBSGX.
| Class | 13F holders | Value held |
|---|---|---|
| SCEPETF | 24 funds | $163.2M |
| SCNMNATIONAL MUNI BD | 23 funds | $160.3M |
| SCMCETF | 22 funds | $131.3M |
| BBSGXthis pageSHORT DURATION B | 11 funds | $20.8M |
| 85917K439ULTRA SHORT BOND | 2 funds | $1.2M |
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 BBSGX
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/BBSGX/capital-change-brief"
Use Arkolith's capital_change_brief for BBSGX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for BBSGX. Filings are public domain, sourced to SEC EDGAR.