BBBS Institutional Ownership & Shareholders
BBLX BBB 1-5Y CORP BOND ETF (BBBS) is currently held by 29 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $150.87M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of BBBS tracked by InsiderSet, reporting ownership valued at approximately $48.35M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $48.50M, representing an estimated gain of +0.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed BBBS value among the investors covered in this analysis. Major shareholders include Gradient Investments Llc, Tanager Wealth Management Llp, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in BBLX BBB 1-5Y CORP BOND ETF (BBBS).
This page ranks the largest institutional BBBS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
29
Total Reported Value
$150.87M
Largest Holder
Gradient Investments Llc
Largest Position
$48.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 0.69% | 969,777 | $48,353,096 | $48,498,548 | +$145,452 | +0.30% | |
| Tanager Wealth Management Llp | 3.25% | 783,121 | $39,046,413 | $39,163,881 | +$117,468 | +0.30% | |
| Royal Bank Of Canada | 0.00% | 270,021 | $13,783,000 | $13,503,750 | -$279,250 | -2.03% | |
| Strait & Sound Wealth Management Llc | 2.47% | 137,857 | $7,036,911 | $6,894,229 | -$142,682 | -2.03% | |
| Lido Advisors, Llc | 0.02% | 129,097 | $6,589,772 | $6,456,141 | -$133,631 | -2.03% | |
| Stifel Financial Corp | 0.00% | 111,777 | $5,705,634 | $5,589,968 | -$115,666 | -2.03% | |
| Mattson Financial Services, Llc | 0.98% | 92,345 | $4,695,568 | $4,618,173 | -$77,395 | -1.65% | |
| Willow Financial Llc | 4.42% | 84,406 | $4,345,221 | $4,221,144 | -$124,077 | -2.86% | |
| Compass Financial Group, Inc. (Ohio) | 1.99% | 60,378 | $3,010,436 | $3,019,504 | +$9,068 | +0.30% | |
| S&A Financial Services, Inc. | 1.85% | 60,086 | $2,995,873 | $3,004,901 | +$9,028 | +0.30% | |
| Brown Financial Advisors | 0.97% | 54,449 | $2,779,350 | $2,722,994 | -$56,356 | -2.03% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 51,955 | $2,592,275 | $2,598,270 | +$5,995 | +0.23% | |
| Paladin Wealth, Llc | 1.24% | 46,066 | $2,296,832 | $2,303,761 | +$6,929 | +0.30% | |
| Diversified Portfolios, Inc. | 0.14% | 38,833 | $1,982,231 | $1,942,038 | -$40,193 | -2.03% | |
| Citadel Advisors Llc | 0.00% | 15,582 | $795,383 | $779,256 | -$16,127 | -2.03% | |
| Cetera Investment Advisers | 0.00% | 13,721 | $700,388 | $686,187 | -$14,201 | -2.03% | |
| Moneco Advisors, Llc | 0.04% | 13,306 | $679,205 | $665,433 | -$13,772 | -2.03% | |
| Grantvest Financial Group Llc | 0.38% | 13,170 | $656,637 | $658,632 | +$1,995 | +0.30% | |
| Capstone Wealth Management Group Llc | 0.38% | 11,990 | $613,229 | $599,620 | -$13,609 | -2.22% | |
| Jane Street Group, Llc | 0.00% | 11,669 | $595,644 | $583,567 | -$12,077 | -2.03% | |
| Argus Investors' Counsel, Inc. | 0.35% | 9,116 | $454,524 | $455,891 | +$1,367 | +0.30% | |
| Cwm, Llc | 0.00% | 7,192 | $367,835 | $359,672 | -$8,163 | -2.22% | |
| Partners Wealth Management, Llc | 0.03% | 6,233 | $310,776 | $311,712 | +$936 | +0.30% | |
| Advisory Services Network, Llc | 0.00% | 4,867 | $248,436 | $243,399 | -$5,037 | -2.03% | |
| Envestnet Asset Management Inc | 0.00% | 4,173 | $212,998 | $208,692 | -$4,306 | -2.02% | |
| Osaic Holdings, Inc. | 0.00% | 288 | $14,701 | $14,403 | -$298 | -2.03% | |
| Allworth Financial Lp | 0.00% | 116 | $5,922 | $5,801 | -$121 | -2.04% | |
| Morgan Stanley | 0.00% | 49 | $2,501 | $2,450 | -$51 | -2.02% | |
| Ifp Advisors, Inc | 0.00% | 50 | $2,493 | $2,501 | +$8 | +0.30% |
Frequently asked questions about BBBS
Who are the largest institutional holders of BBBS?
The largest institutional holders of BBBS reported in the latest SEC Form 13F filings include Gradient Investments Llc, Tanager Wealth Management Llp, Royal Bank Of Canada, Strait & Sound Wealth Management Llc, and Lido Advisors, Llc. InsiderSet ranks institutional holders by their latest reported BBBS position.
What is BBBS institutional ownership?
This page tracks BBBS positions reported by institutional investment managers through SEC Form 13F. BBLX BBB 1-5Y CORP BOND ETF (BBBS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BBBS?
InsiderSet currently tracks 29 institutional managers reporting BBBS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BBBS shareholders.
How much BBBS stock do institutions own?
Institutional investment managers disclosed approximately $150.87M in BBBS holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BBBS institutional ownership last updated?
The latest BBBS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BBBS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BBBS position after the reporting date.
Are institutions buying or selling BBBS?
Institutional buying and selling can be analyzed by comparing BBBS positions across consecutive 13F reporting periods. InsiderSet's BBBS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BBBS ownership changes.
How has BBBS institutional ownership changed over time?
InsiderSet tracks BBBS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.