BBLX BBB 1-5Y CORP BOND ETF (BBBS) Institutional Ownership Changes & 13F Activity
BBLX BBB 1-5Y CORP BOND ETF (BBBS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Tanager Wealth Management Llp, Royal Bank Of Canada, Willow Financial Llc, S&A Financial Services, Inc., and Wealth Enhancement Advisory Services, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +9,002 | +136.8% | 15,582 | $795.38K | Q2 2026 | Sep 02, 2026 |
| Brown Financial Advisors | Sell | -19,126 | -26.0% | 54,449 | $2.78M | Q2 2026 | Aug 26, 2026 |
| Strait & Sound Wealth Management Llc | Buy | +16,714 | +13.8% | 137,857 | $7.04M | Q2 2026 | Aug 18, 2026 |
| Royal Bank Of Canada | Buy | +159,479 | +144.3% | 270,021 | $13.78M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +7,205 | +161.4% | 11,669 | $595.64K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -147 | -33.8% | 288 | $14.70K | Q2 2026 | Aug 14, 2026 |
| Compass Financial Group, Inc. (Ohio) | Buy | +13,289 | +53.1% | 38,315 | $1.96M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +7,463 | +7.2% | 111,777 | $5.71M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +923 | +7.2% | 13,721 | $700.39K | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +150 | +3.2% | 4,867 | $248.44K | Q2 2026 | Aug 12, 2026 |
| Moneco Advisors, Llc | Buy | +2,975 | +28.8% | 13,306 | $679.21K | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, Llc | Sell | -461 | -0.4% | 129,097 | $6.59M | Q2 2026 | Aug 07, 2026 |
| Mattson Financial Services, Llc | Sell | -25,971 | -22.0% | 92,345 | $4.70M | Q2 2026 | Aug 04, 2026 |
| Diversified Portfolios, Inc. | Sell | -7,595 | -16.4% | 38,833 | $1.98M | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Sell | -77 | -1.8% | 4,173 | $213.00K | Q2 2026 | Aug 03, 2026 |
| S&A Financial Services, Inc. | Buy | +62,030 | — | 62,030 | $3.17M | Q2 2026 | Jul 27, 2026 |
| Tanager Wealth Management Llp | Buy | +365,797 | +178.7% | 570,525 | $29.12M | Q2 2026 | Jul 23, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +47,175 | — | 47,175 | $2.40M | Q2 2026 | Jul 15, 2026 |
| Paladin Wealth, Llc | Buy | +7,446 | +19.1% | 46,514 | $2.37M | Q2 2026 | Jul 09, 2026 |
| Gradient Investments Llc | Sell | -38,383 | -3.5% | 1,066,185 | $54.42M | Q2 2026 | Jul 08, 2026 |
| Corecap Advisors, Llc | Buy | +136 | — | 136 | $6.94K | Q2 2026 | Jul 06, 2026 |
| Kintra Wealth, Llc | Sell | -5,703 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Fmr Llc | Sell | -8 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Cwm, Llc | Sell | -7,192 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Hightower Advisors, Llc | Sell | -14,900 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Willow Financial Llc | Sell | -117,064 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 21, 2026 |
| Capstone Wealth Management Group Llc | Sell | -11,990 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 16, 2026 |
Frequently asked questions about BBBS activity
Which institutional owners are buying BBBS?
Institutional owners buying BBBS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BBBS activity?
"Buy" means an investor increased their reported position in BBBS compared to the prior reporting period. This reflects growing exposure to BBLX BBB 1-5Y CORP BOND ETF (BBBS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BBBS increasing?
Institutional interest in BBBS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.