FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.790.04%
STOXX50E5,860.32-0.39%
XLF51.74-0.14%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp29°C
UV7.3
Feels32.8°C
Humidity62%
Wind12.2 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time3:50 PM
13F QoQ Ownership Changes

BBDC Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 43 new · 57 added · 118 reduced · 33 exited

New Positions(43)

ManagerSharesΔ SharesValueΔ Value% Δ
Focus Partners Wealth1,002,917+1,002,917$9.2M+$9.2M
Diameter Capital Partners LP966,370+966,370$8.9M+$8.9M
Russell Investments Group, Ltd.301,451+301,451$2.8M+$2.8M
GraniteShares Advisors LLC298,668+298,668$2.7M+$2.7M
Closed-End Fund Advisors, Inc.193,447+193,447$1.8M+$1.8M
SBE LLC DBA CEDAR COVE WEALTH PARTNERS193,412+193,412$1.8M+$1.8M
Lansforsakringar Fondforvaltning AB (publ)167,111+167,111$1.5M+$1.5M
SageGuard Financial Group, LLC107,212+107,212$984.2K+$984.2K
SAXON INTERESTS, INC.88,382+88,382$811.4K+$811.4K
Schonfeld Strategic Advisors LLC57,012+57,012$523.4K+$523.4K
Arax Advisory Partners47,644+47,644$437.4K+$437.4K
Jump Financial, LLC46,474+46,474$426.6K+$426.6K
Y-Intercept (Hong Kong) Ltd44,812+44,812$411.4K+$411.4K
Quantbot Technologies LP40,836+40,836$374.9K+$374.9K
Tidal Investments LLC36,720+36,720$337.1K+$337.1K
Massar Capital Management, LP35,638+35,638$327.2K+$327.2K
VARCOV Co.34,558+34,558$317.2K+$317.2K
XTX Topco Ltd33,079+33,079$303.7K+$303.7K
Dynamic Technology Lab Private Ltd26,176+26,176$240.0K+$240.0K
Private Advisor Group, LLC23,257+23,257$213.5K+$213.5K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC19,711+19,711$180.9K+$180.9K
BARCLAYS PLC18,000+18,000$165.2K+$165.2K
Allworth Financial LP17,031+17,031$156.3K+$156.3K
ExodusPoint Capital Management, LP16,756+16,756$153.8K+$153.8K
NOMURA HOLDINGS INC13,937+13,937$127.9K+$127.9K
Cerity Partners LLC12,417+12,417$114.0K+$114.0K
Bridgewealth Advisory Group, LLC10,700+10,700$98.2K+$98.2K
AE Wealth Management LLC10,555+10,555$96.9K+$96.9K
Sanctuary Advisors, LLC10,469+10,469$96.1K+$96.1K
Camelot Portfolios, LLC8,631+8,631$79.2K+$79.2K
Cape Investment Advisory, Inc.6,176+6,176$56.7K+$56.7K
Tower Research Capital LLC (TRC)5,807+5,807$53.3K+$53.3K
FLAGSHIP HARBOR ADVISORS, LLC5,064+5,064$46.5K+$46.5K
World Investment Advisors34,528+34,528$23.4K+$23.4K
JONES FINANCIAL COMPANIES LLLP2,000+2,000$18.4K+$18.4K
SageView Advisory Group, LLC1,479+1,479$13.6K+$13.6K
Basepoint Wealth LLC1,440+1,440$13.2K+$13.2K
WFA of San Diego, LLC1,400+1,400$12.3K+$12.3K
Kingdom Financial Group LLC.960+960$8.8K+$8.8K
Thrivent Financial for Lutherans114,041+114,041$1.0K+$1.0K
Hurley Capital, LLC97+97$890+$890
SIMPLEX TRADING, LLC24+24$220+$220
Caitong International Asset Management Co., Ltd1+1$9+$9

Added To(57)

ManagerSharesΔ SharesValueΔ Value% Δ
PRIVATE MANAGEMENT GROUP INC3,765,629+481,172$34.6M+$5.8M14.6%
RAYMOND JAMES FINANCIAL INC651,222+496,687$6.0M+$4.6M321.4%
JANE STREET GROUP, LLC397,158+339,527$3.6M+$3.1M589.1%
UBS Group AG1,493,751+285,272$13.7M+$3.1M23.6%
Bulldog Investors, LLP317,307+249,885$2.9M+$2.3M370.6%
Muzinich & Co., Inc.698,945+212,847$6.4M+$2.2M43.8%
RIVERNORTH CAPITAL MANAGEMENT, LLC806,071+203,597$7.4M+$2.1M33.8%
CITADEL ADVISORS LLC189,351+167,851$1.7M+$1.5M780.7%
MORGAN STANLEY899,484+126,266$8.3M+$1.5M16.3%
DIMENSION CAPITAL MANAGEMENT LLC758,943+117,606$7.0M+$1.3M18.3%
Legal & General Group Plc750,732+117,776$6.9M+$1.3M18.6%
TWO SIGMA INVESTMENTS, LP733,122+111,926$6.7M+$1.3M18.0%
Sumitomo Mitsui Trust Group, Inc.577,412+91,314$5.3M+$1.0M18.8%
Callodine Capital Management, LP356,544+52,520$3.3M+$609.8K17.3%
MILLENNIUM MANAGEMENT LLC72,849+49,456$668.8K+$463.8K211.4%
PFG Investments, LLC45,629+28,372$418.9K+$267.7K164.4%
Aquatic Capital Management LLC18,884+11,562$173.4K+$109.2K157.9%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC149,937+1,228$1.4M+$106.4K0.8%
Apollon Wealth Management, LLC71,646+6,872$657.7K+$90.3K10.6%
Sunbeam Capital Management, LLC28,257+8,257$259.4K+$84.2K41.3%
Sowell Financial Services LLC18,758+7,236$172.2K+$71.3K62.8%
JPMORGAN CHASE & CO138,234+911$1.3M+$66.0K0.7%
Kingstone Capital Partners Texas, LLC25,120+6,289$231.0K+$66.0K33.4%
Nilsine Partners, LLC89,451+2,503$821.2K+$59.5K2.9%
Arkadios Wealth Advisors30,024+2,904$275.6K+$38.0K10.7%
BFSG, LLC22,000+2,700$202.0K+$32.9K14.0%
Essex Financial Services, Inc.28,671+2,324$263.2K+$32.4K8.8%
FOUNDERS FINANCIAL SECURITIES LLC19,243+2,517$176.7K+$30.1K15.0%
Advyzon Investment Management, LLC16,829+2,574$154.5K+$29.6K18.1%
Sigma Planning Corp30,301+1,764$278.2K+$28.2K6.2%
SIGNATUREFD, LLC9,666+2,563$88.7K+$26.5K36.1%
TrueMark Investments, LLC21,967+1,501$201.7K+$22.4K7.3%
Financial Gravity Asset Management, Inc.19,761+1,369$181.4K+$20.3K7.4%
Castleview Partners, LLC13,566+1,441$124.5K+$18.3K11.9%
Ausdal Financial Partners, Inc.30,580+583$280.7K+$18.0K1.9%
Sunbelt Securities, Inc.37,797+30$347.0K+$16.1K0.1%
Farther Finance Advisors, LLC3,992+1,582$36.6K+$15.5K65.6%
Curi Capital, LLC31,793+21$291.9K+$13.5K0.1%
Beaumont Financial Advisors, LLC17,628+495$161.8K+$11.7K2.9%
STEPHENS INC /AR/24,010+163$220.4K+$11.5K0.7%
Advisory Alpha, LLC11,585+268$106.4K+$7.9K2.4%
Founders Capital Management1,779+800$16.3K+$7.8K81.7%
Empirical Asset Management, LLC11,093+312$101.8K+$7.4K2.9%
Running Point Capital Advisors, LLC10,570+296$97.0K+$7.0K2.9%
Register Financial Advisors LLC12,330+47$113.2K+$5.6K0.4%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors10,193+110$93.6K+$5.2K1.1%
Steward Partners Investment Advisory, LLC10,475+57$96.2K+$4.9K0.5%
Golden State Wealth Management, LLC7,843+59$72.0K+$3.8K0.8%
AMERIFLEX GROUP, INC.8,211+29$75.4K+$3.7K0.3%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,101+88$28.5K+$2.1K2.9%
GHP Investment Advisors, Inc.2,415+67$22.2K+$1.6K2.9%
North Star Investment Management Corp.675+35$6.2K+$5905.5%
CANADA LIFE ASSURANCE Co139,327+7,924$1.3K+$1226.0%
CWM, LLC15,623+3,933$143+$4133.6%
PRICE T ROWE ASSOCIATES INC /MD/36,293+19$334+$160.1%
Virtu Financial LLC18,166+751$167+$144.3%
WEDBUSH SECURITIES INC25,141+25$231+$110.1%

Reduced(118)

ManagerSharesΔ SharesValueΔ Value% Δ
Invesco Ltd.96,903-1,063,961$889.6K-$9.3M-91.7%
BARINGS LLC13,639,6810$125.2M+$5.7M0.0%
TWO SIGMA ADVISERS, LP401,500-466,100$3.7M-$3.9M-53.7%
STEEL GROVE CAPITAL ADVISORS, LLC122,863-236,417$1.1M-$2.2M-65.8%
Cresset Asset Management, LLC1,954,688-187,289$17.9M-$819.7K-8.7%
Royal Bank of Canada30,318-67,471$278.0K-$631.0K-69.0%
BANK OF AMERICA CORP /DE/526,915-86,332$4.8M-$535.0K-14.1%
MARSHALL WACE, LLP70,081-62,696$643.3K-$519.8K-47.2%
COMMONWEALTH EQUITY SERVICES, LLC54,691-2,317$502.1K+$501.6K-4.1%
OSAIC HOLDINGS, INC.300,784-28,930$2.8M-$445.1K-8.8%
WELLS FARGO & COMPANY/MN879,779-53$8.1M+$369.0K0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP10,900-42,211$100.1K-$365.2K-79.5%
FRANKLIN RESOURCES INC881,046-3,795$8.1M+$336.8K-0.4%
ARES MANAGEMENT LLC3,590,176-206,936$33.0M-$304.9K-5.4%
MML INVESTORS SERVICES, LLC47,656-36,971$437.5K-$303.8K-43.7%
Advisors Asset Management, Inc.391,692-47,510$3.6M-$251.7K-10.8%
Caliber Wealth Management, LLC / KS121,753-31,986$1.1M-$229.1K-20.8%
BlackRock, Inc.848,150-16,046$7.8M+$215.7K-1.9%
Hennion & Walsh Asset Management, Inc.159,473-28,020$1.5M-$178.5K-14.9%
Prosperity Consulting Group, LLC47,935-20,036$440.0K-$155.4K-29.5%
Campbell & CO Investment Adviser LLC36,359-19,109$333.8K-$152.1K-34.5%
NEUBERGER BERMAN GROUP LLC232,642-26,771$2.1M-$136.8K-10.3%
DENALI ADVISORS LLC94,100-19,358$863.8K-$130.1K-17.1%
LPL Financial LLC279,326-25,428$2.6M-$105.4K-8.3%
Verition Fund Management LLC38,600-13,449$354.3K-$101.6K-25.8%
Skandinaviska Enskilda Banken AB (publ)239,4400$2.2M+$100.6K0.0%
Virtus Investment Advisers, LLC71,617-14,449$657.4K-$96.5K-16.8%
Koshinski Asset Management, Inc.29,434-11,988$270.2K-$92.7K-28.9%
Raleigh Capital Management Inc.22,448-10,443$206.1K-$82.1K-31.8%
Waverly Advisors, LLC32,107-10,005$294.7K-$74.2K-23.8%
STIFEL FINANCIAL CORP32,488-9,480$298.2K-$69.4K-22.6%
Chicago Partners Investment Group LLC12,888-7,551$117.9K-$69.1K-36.9%
Kestra Advisory Services, LLC52,056-10,266$477.9K-$68.1K-16.5%
HighTower Advisors, LLC140,655-157$1.3M+$57.7K-0.1%
HighPoint Advisor Group LLC49,017-8,681$450.0K-$55.5K-15.0%
Cliffwater LLC126,7530$1.2M+$53.2K0.0%
Prime Capital Investment Advisors, LLC75,379-9,356$692.0K-$50.3K-11.0%
Spire Wealth Management3,648-5,329$33.5K-$45.1K-59.4%
CreativeOne Wealth, LLC22,025-6,110$202.2K-$44.3K-21.7%
&PARTNERS97,9100$898.8K+$41.1K0.0%
Capital Advisory Group Advisory Services, LLC10,100-4,700$92.7K-$36.9K-31.8%
Mariner, LLC13,733-4,251$126.1K-$31.5K-23.6%
Cetera Investment Advisers80,631-7,246$740.2K-$29.6K-8.2%
EAGLE GLOBAL ADVISORS LLC29,745-4,550$273.1K-$27.4K-13.3%
NORTHERN TRUST CORP65,934-6,021$605.3K-$25.1K-8.4%
Soltis Investment Advisors LLC10,712-3,326$98.3K-$24.6K-23.7%
Lido Advisors, LLC53,353-2,137$467.4K-$18.7K-3.9%
Patriot Financial Group Insurance Agency, LLC19,370-2,817$177.8K-$16.5K-12.7%
Newbridge Financial Services Group, Inc.8,282-2,187$76.0K-$15.7K-20.9%
CAXTON ASSOCIATES LLP35,9590$330.1K+$15.1K0.0%
OneDigital Investment Advisors LLC35,712-79$327.8K+$14.3K-0.2%
Sound Income Strategies, LLC11,298-2,687$104.2K-$14.0K-19.2%
Western Wealth Management, LLC32,251-50$296.1K+$13.1K-0.1%
CREATIVE FINANCIAL DESIGNS INC /ADV11,216-2,023$103.0K-$13.0K-15.3%
Ethos Financial Group, LLC84,035-2,610$771.4K+$12.4K-3.0%
SEVEN MILE ADVISORY26,2270$240.8K+$11.0K0.0%
Gotham Asset Management, LLC25,0000$229.5K+$10.5K0.0%
Triumph Capital Management24,3660$223.7K+$10.2K0.0%
BNP PARIBAS FINANCIAL MARKETS3,699-1,309$34.0K-$9.9K-26.1%
Sequoia Financial Advisors, LLC14,854-1,817$136.4K-$9.7K-10.9%
Quest 10 Wealth Builders, Inc.1,029-1,029$9.4K-$9.0K-50.0%
ENVESTNET ASSET MANAGEMENT INC20,7590$190.6K+$8.7K0.0%
Creative Planning27,125-2,250$249.0K-$8.3K-7.7%
CARY STREET PARTNERS FINANCIAL LLC18,8890$173.4K+$7.9K0.0%
FARMERS & MERCHANTS TRUST Co OF LONG BEACH18,0870$166.0K+$7.6K0.0%
Redwood Financial Network Corp15,9610$146.5K+$6.7K0.0%
Kovack Advisors, Inc.15,5190$142.5K+$6.5K0.0%
De Lisle Partners LLP15,3050$140.5K+$6.4K0.0%
Northeast Financial Group, Inc.14,6860$134.8K+$6.2K0.0%
Nicholas Hoffman & Company, LLC.14,3540$131.8K+$6.0K0.0%
SeaCrest Wealth Management, LLC15,4380$137.7K+$6.0K0.0%
Central Pacific Bank - Trust Division14,2000$130.4K+$6.0K0.0%
INTEGRITY ALLIANCE, LLC.13,7540$126.3K+$5.8K0.0%
BROWN ADVISORY INC13,2000$121.2K+$5.5K0.0%
Armor Investment Advisors, LLC18,300-1,500$168.0K-$5.5K-7.6%
Global Retirement Partners, LLC12,9640$119.0K+$5.4K0.0%
Jackson Hole Capital Partners, LLC12,8800$118.2K+$5.4K0.0%
Focus Financial Network, Inc.12,8280$117.8K+$5.4K0.0%
MERCER GLOBAL ADVISORS INC /ADV43,270-2,668$397.2K-$5.2K-5.8%
Merit Financial Group, LLC11,0910$101.8K+$4.7K0.0%
Wealth Management Partners, LLC10,5000$96.4K+$4.4K0.0%
Bouchey Financial Group Ltd10,2760$94.3K+$4.3K0.0%
BOS Asset Management, LLC10,0450$92.2K+$4.2K0.0%
NOMURA ASSET MANAGEMENT CO LTD1,714-546$15.7K-$4.1K-24.1%
QUADRANT CAPITAL GROUP LLC4,925-619$45.2K-$3.4K-11.2%
AMERIPRISE FINANCIAL INC26,479-1,640$243.1K-$3.2K-5.8%
Parallel Advisors, LLC1,060-396$9.7K-$3.0K-27.2%
BI Asset Management Fondsmaeglerselskab A/S221,630-245,655$2.0K-$2.1K-52.6%
Nova Wealth Management, Inc.4,5500$41.8K+$1.9K0.0%
ProShare Advisors LLC18,669-1,100$171.4K-$1.8K-5.6%
MPWM ADVISORY SOLUTIONS, LLC4,2400$38.9K+$1.8K0.0%
Larson Financial Group LLC5,243-85$48.1K+$1.5K-1.6%
Geneos Wealth Management Inc.17,753-735$163.0K+$1.0K-4.0%
Sterling Capital Management LLC2,3940$22.0K+$1.0K0.0%
CALDWELL SUTTER CAPITAL, INC.1,9580$18.0K+$8220.0%
Westside Investment Management, Inc.1,3600$12.6K+$8160.0%
MAI Capital Management1,5940$14.6K+$6690.0%
VAN ECK ASSOCIATES CORP2,294,207-185,735$21.1K-$664-7.5%
Foundations Investment Advisors, LLC11,695-625$107.4K-$567-5.1%
PRIVATE TRUST CO NA1,1630$10.7K+$4880.0%
Harbor Asset Planning, Inc.1,0000$9.2K+$4200.0%
Citizens National Bank Trust Department8790$8.1K+$3690.0%
Crewe Advisors LLC6300$5.8K+$2650.0%
SWAN Capital LLC6030$5.5K+$2540.0%
Atlantic Union Bankshares Corp6000$5.5K+$2520.0%
Cambridge Investment Research Advisors, Inc.205,362-27,576$1.9K-$156-11.8%
COMERICA BANK2380$2.2K+$1000.0%
US BANCORP \DE\1510$1.4K+$630.0%
Costello Asset Management, INC1000$918+$420.0%
FMR LLC860$789+$360.0%
SBI Securities Co., Ltd.670$615+$280.0%
LSV ASSET MANAGEMENT46,7000$429+$200.0%
Arete Wealth Advisors, LLC40,9210$376+$180.0%
HARBOUR INVESTMENTS, INC.350$321+$140.0%
State of Alaska, Department of Revenue4,3600$40+$20.0%
HUNTINGTON NATIONAL BANK10$9$00.0%
DANSKE BANK A/S20$18$00.0%
TUDOR INVESTMENT CORP ET AL31,1590$273.0K$00.0%

Sold Out(33)

ManagerSharesΔ SharesValueΔ Value% Δ
Kovitz Investment Group Partners, LLC0-972,322$0-$8.5M
HUB Investment Partners, LLC0-146,016$0-$1.3M
Trexquant Investment LP0-136,824$0-$1.2M
ICON ADVISERS INC/CO0-109,699$0-$961.0K
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC0-81,865$0-$717.1K
BARD ASSOCIATES INC0-54,252$0-$475.2K
CITIGROUP INC0-53,135$0-$465.5K
BANK OF MONTREAL /CAN/0-40,573$0-$355.4K
Bison Wealth, LLC0-35,000$0-$315.0K
Summit Financial, LLC0-33,529$0-$293.7K
Consolidated Portfolio Review Corp0-20,556$0-$180.1K
Brevan Howard Capital Management LP0-19,794$0-$173.4K
Quadrature Capital Ltd0-17,584$0-$154.1K
COBBLESTONE CAPITAL ADVISORS LLC /NY/0-15,464$0-$135.5K
Empowered Funds, LLC0-14,368$0-$125.9K
Cambria Investment Management, L.P.0-13,156$0-$120.2K
INSIGNEO ADVISORY SERVICES, LLC0-13,454$0-$117.9K
Krilogy Financial LLC0-12,948$0-$117.3K
EVERGREEN CAPITAL MANAGEMENT LLC0-13,091$0-$114.7K
PFG Advisors0-12,835$0-$112.4K
AlphaStar Capital Management, LLC0-12,318$0-$107.9K
Brookstone Capital Management0-12,008$0-$105.2K
PharVision Advisers, LLC0-11,991$0-$105.0K
Advisory Services Network, LLC0-11,779$0-$103.2K
CWA Asset Management Group, LLC0-10,854$0-$95.1K
WOLVERINE TRADING, LLC0-10,200$0-$90.0K
MATHER GROUP, LLC.0-4,976$0-$43.6K
BARTLETT & CO. WEALTH MANAGEMENT LLC0-3,000$0-$26.3K
NewEdge Advisors, LLC0-2,193$0-$19.2K
Quarry LP0-1,945$0-$17.0K
JPL Wealth Management, LLC0-953$0-$8.3K
PNC Financial Services Group, Inc.0-759$0-$6.6K
FLAGSHIP WEALTH ADVISORS, LLC0-243$0-$2.1K