BBLX BBB 1-5Y CORP BOND ETF (BBBS) Institutional Shareholders
BBLX BBB 1-5Y CORP BOND ETF (BBBS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $145.99M in BBBS holdings during the latest filing period.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of BBBS tracked by InsiderSet, reporting ownership valued at approximately $54.42M in its June 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 $53.48M, representing an estimated loss of -1.73% 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
30
Total Reported Value
$145.99M
Largest Holder
Gradient Investments Llc
Largest Position
$54.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 0.75% | 1,066,185 | $54,423,457 | $53,479,626 | -$943,831 | -1.73% | |
| Tanager Wealth Management Llp | 2.54% | 570,525 | $29,122,449 | $28,617,420 | -$505,029 | -1.73% | |
| Royal Bank Of Canada | 0.00% | 270,021 | $13,783,000 | $13,544,199 | -$238,801 | -1.73% | |
| Strait & Sound Wealth Management Llc | 2.47% | 137,857 | $7,036,911 | $6,914,880 | -$122,031 | -1.73% | |
| Lido Advisors, Llc | 0.02% | 129,097 | $6,589,772 | $6,475,480 | -$114,292 | -1.73% | |
| Stifel Financial Corp | 0.00% | 111,777 | $5,705,634 | $5,606,712 | -$98,922 | -1.73% | |
| Mattson Financial Services, Llc | 0.98% | 92,345 | $4,695,568 | $4,632,007 | -$63,561 | -1.35% | |
| Willow Financial Llc | 4.42% | 84,406 | $4,345,221 | $4,233,788 | -$111,433 | -2.56% | |
| S&A Financial Services, Inc. | 1.93% | 62,030 | $3,166,338 | $3,111,412 | -$54,926 | -1.73% | |
| Brown Financial Advisors | 0.97% | 54,449 | $2,779,350 | $2,731,151 | -$48,199 | -1.73% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 47,175 | $2,395,146 | $2,366,289 | -$28,857 | -1.20% | |
| Paladin Wealth, Llc | 1.38% | 46,514 | $2,374,308 | $2,333,133 | -$41,175 | -1.73% | |
| Diversified Portfolios, Inc. | 0.14% | 38,833 | $1,982,231 | $1,947,856 | -$34,375 | -1.73% | |
| Compass Financial Group, Inc. (Ohio) | 1.31% | 38,315 | $1,955,789 | $1,921,873 | -$33,916 | -1.73% | |
| Citadel Advisors Llc | 0.00% | 15,582 | $795,383 | $781,590 | -$13,793 | -1.73% | |
| Cetera Investment Advisers | 0.00% | 13,721 | $700,388 | $688,243 | -$12,145 | -1.73% | |
| Moneco Advisors, Llc | 0.04% | 13,306 | $679,205 | $667,426 | -$11,779 | -1.73% | |
| Grantvest Financial Group Llc | 0.38% | 12,965 | $661,798 | $650,322 | -$11,476 | -1.73% | |
| Capstone Wealth Management Group Llc | 0.38% | 11,990 | $613,229 | $601,416 | -$11,813 | -1.93% | |
| Jane Street Group, Llc | 0.00% | 11,669 | $595,644 | $585,315 | -$10,329 | -1.73% | |
| Argus Investors' Counsel, Inc. | 0.36% | 9,116 | $465,326 | $457,257 | -$8,069 | -1.73% | |
| Cwm, Llc | 0.00% | 7,192 | $367,835 | $360,749 | -$7,086 | -1.93% | |
| Nottingham Advisors, Inc. | 0.03% | 5,073 | $258,951 | $254,461 | -$4,490 | -1.73% | |
| Advisory Services Network, Llc | 0.00% | 4,867 | $248,436 | $244,128 | -$4,308 | -1.73% | |
| Envestnet Asset Management Inc | 0.00% | 4,173 | $212,998 | $209,317 | -$3,681 | -1.73% | |
| Osaic Holdings, Inc. | 0.00% | 288 | $14,701 | $14,446 | -$255 | -1.73% | |
| Corecap Advisors, Llc | 0.00% | 136 | $6,942 | $6,822 | -$120 | -1.73% | |
| Allworth Financial Lp | 0.00% | 116 | $5,922 | $5,819 | -$103 | -1.75% | |
| Ifp Advisors, Inc | 0.00% | 50 | $2,552 | $2,508 | -$44 | -1.72% | |
| Morgan Stanley | 0.00% | 49 | $2,501 | $2,458 | -$43 | -1.73% |
Frequently asked questions about BBBS
Who owns the most BBBS stock?
The largest holders of BBBS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BBLX BBB 1-5Y CORP BOND ETF (BBBS).
Is BBBS widely held by superinvestors?
Many widely followed stocks like BBBS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BBBS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.