% of shares outstanding is not shown for BBBI: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for BBBI in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | ATWOOD & PALMER INC | 770,820770,820 | $40M | — | ADD 2% |
| 2 | Brookwood Investment Group LLC | 112,565112,565 | $6M | — | NEW |
| 3 | Cetera Investment Advisers | 74,49374,493 | $4M | — | ADD 10% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 62,36562,365 | $3M | — | ADD 102% |
| 5 | Foundations Investment Advisors, LLC | 58,64058,640 | $3M | — | NEW |
| 6 | JANE STREET GROUP, LLC | 48,33448,334 | $2M | — | ADD 50% |
| 7 | &PARTNERS | 41,61141,611 | $2M | — | NEW |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 25,33125,331 | $1M | — | ADD 42% |
| 9 | MML INVESTORS SERVICES, LLC | 24,70024,700 | $1M | — | ADD 252% |
| 10 | Purpose Unlimited Inc. | 20,84920,849 | $1M | — | NEW |
| 11 | Savvy Advisors, Inc. | 17,20717,207 | $884,956 | — | NEW |
| 12 | Herold Advisors, Inc. | 16,13016,130 | $829,567 | — | NEW |
| 13 | MGO ONE SEVEN LLC | 13,02013,020 | $669,619 | — | ADD 5% |
| 14 | Financial Engines Advisors L.L.C. | 7,8507,850 | $403,726 | — | — |
| 15 | Freedom Investment Management, Inc. | 5,9095,909 | $303,889 | — | — |
| 16 | CITADEL ADVISORS LLC | 4,1524,152 | $213,537 | — | ADD 3% |
| 17 | CWM, LLC | 3,8353,835 | $197,234 | — | ADD 14% |
| 18 | AE Wealth Management LLC | 3,1563,156 | $162,313 | — | ADD 11% |
| 19 | Archer Investment Corp | 1,8861,886 | $96,997 | — | TRIM -21% |
| 20 | FMR LLC | 210210 | $10,792 | — | TRIM -46% |
| 21 | MORGAN STANLEY | 110110 | $5,657 | — | TRIM -33% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| ATWOOD & PALMER INC | — | — | 712K | 728K | 752K | 771K | $40M |
| Brookwood Investment Group LLC | — | — | — | — | — | 113K | $6M |
| Cetera Investment Advisers | — | — | — | — | 68K | 74K | $4M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | 31K | 62K | $3M |
| Foundations Investment Advisors, LLC | — | — | — | — | — | 59K | $3M |
| JANE STREET GROUP, LLC | 47K | 45K | 28K | 40K | 32K | 48K | $2M |
| &PARTNERS | — | — | — | — | — | 42K | $2M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | — | — | 18K | 25K | $1M |
| MML INVESTORS SERVICES, LLC | — | — | — | — | 7K | 25K | $1M |
| Purpose Unlimited Inc. | — | — | — | — | — | 21K | $1M |
| Savvy Advisors, Inc. | — | — | — | — | — | 17K | $884,956 |
| Herold Advisors, Inc. | — | — | — | — | — | 16K | $829,567 |
| MGO ONE SEVEN LLC | — | — | — | 12K | 12K | 13K | $669,619 |
| Financial Engines Advisors L.L.C. | — | — | 8K | 8K | 8K | 8K | $403,726 |
| Freedom Investment Management, Inc. | — | — | 35K | 6K | 6K | 6K | $303,889 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 21 | 1,313,173 | — | $68M |
| 2025-Q4 | 17 | 1,230,902 | — | $64M |
| 2025-Q3 | 12 | 887,829 | — | $46M |
| 2025-Q2 | 12 | 935,030 | — | $48M |
| 2025-Q1 | 5 | 183,053 | — | $9M |
| 2024-Q4 | 7 | 129,361 | — | $6M |
| 2024-Q3 | 4 | 87,057 | — | $5M |
| 2024-Q2 | 2 | 61,472 | — | $3M |
| 2024-Q1 | 2 | 87,029 | — |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Brookwood Investment Group LLC | +112,565 | $6M | OPEN |
| Foundations Investment Advisors, LLC | +58,640 | $3M | OPEN |
| &PARTNERS | +41,611 | $2M | OPEN |
| ENVESTNET ASSET MANAGEMENT INC | +31,484 | $2M | ADD |
| Purpose Unlimited Inc. | +20,849 | $1M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Thrivent Financial for Lutherans | −282,655 | $15M | CLOSE |
| Global Retirement Partners, LLC | −1,099 | $56,522 | CLOSE |
| Archer Investment Corp | −500 | $25,715 | TRIM |
| FMR LLC | −182 | $9,360 | TRIM |
| Freedom Investment Management, Inc. | −63 | $3,240 | — |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| $4M |
