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Security record · archived quarter

BBDC

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
57Tracked holders
+5Δ holders
12.58MShares held
$103.55MReported value
+9New positions
−4Exits
Rising 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +9.6% · share flow +3.0% · net new positions +8.8% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 88.81K $757,569 n/a n/a
Q2 2026 52 -3 14.01M $119.32M +2 −6
Q1 2026 57 +5 12.58M $103.55M +9 −4
Q4 2025 52 +1 12.21M $112.09M +1 n/a
Q3 2025 9 +2 2.75M $24.10M +2 n/a
Q2 2025 5 -4 1.27M $11.56M n/a −4
Q1 2025 7 +2 1.25M $11.95M +2 n/a
Q4 2024 5 +1 978.83K $9.37M +1 n/a
Q3 2024 4 +2 1.20M $11.77M +2 n/a
Q2 2024 2 n/a 1.46M $14.25M n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 UBS Group AG 1.58M +6.0% $13.03M 0.0% ▲ Add 2 SEC ↗ ×2
2 Morgan Stanley ✦ 997.82K +10.9% $8.21M 0.0% ▲ Add 3 SEC ↗ ×6
3 Two Sigma Investments ✦ 979.33K +33.6% $8.06M 0.0% ▲ Add 8 SEC ↗
4 Franklin Resources Inc 970.76K +10.2% $7.99M 0.0% ▲ Add 2 SEC ↗
5 Focus Partners Wealth 955.18K -4.8% $7.86M 0.0% ▼ Trim 2 SEC ↗
6 Wells Fargo & Company/Mn 925.42K +5.2% $7.62M 0.0% ▲ Add 2 SEC ↗ ×2
7 Legal & General Group Plc 850.98K +13.3% $7.01M 0.0% ▲ Add 2 SEC ↗
8 Russell Investments Group, Ltd. 847.77K +181.2% $6.98M 0.0% ▲ Add 2 SEC ↗
9 Raymond James Financial Inc 616.76K -5.3% $5.08M 0.0% ▼ Trim 2 SEC ↗ ×2
10 Sumitomo Mitsui Trust Group, Inc. 577.41K 0.0% $4.75M 0.0% Held 2 SEC ↗
11 BlackRock ✦ (passive) 493.71K -41.8% $4.06M 0.0% ▼ Trim 4 SEC ↗ ×4
12 Bank Of America Corp /De/ 447.63K -15.1% $3.68M 0.0% ▼ Trim 2 SEC ↗ ×2
13 D. E. Shaw & Co. ✦ 305.88K New $2.52M 0.0% New 1 SEC ↗
14 LPL Financial LLC 299.79K +7.3% $2.47M 0.0% ▲ Add 2 SEC ↗
15 Osaic Holdings, Inc. 279.84K -7.0% $2.30M 0.0% ▼ Trim 2 SEC ↗ ×2
16 Neuberger Berman Group LLC 226.95K -2.5% $1.87M 0.0% ▼ Trim 2 SEC ↗
17 HighTower Advisors, LLC 145.66K +3.6% $1.20M 0.0% ▲ Add 2 SEC ↗
18 Invesco Ltd. 110.73K +14.3% $911,299 0.0% ▲ Add 2 SEC ↗ ×2
19 Wealth Enhancement Advisory… 89.52K -40.3% $749,288 0.0% ▼ Trim 2 SEC ↗
20 Balyasny Asset Management L.P. 78.75K New $648,129 0.0% New 1 SEC ↗ ×2
21 Cetera Investment Advisers 75.75K -6.0% $623,455 0.0% ▼ Trim 2 SEC ↗
22 Stifel Financial Corp 60.17K +85.2% $495,223 0.0% ▲ Add 2 SEC ↗
23 Tidal Investments LLC 58.51K +59.3% $481,537 0.0% ▲ Add 2 SEC ↗
24 Lido Advisors, LLC 52.80K -1.0% $434,552 0.0% ▼ Trim 2 SEC ↗
25 Commonwealth Equity Services, Llc 50.84K -7.0% $418,440 0.0% ▼ Trim 2 SEC ↗
26 Millennium Management ✦ 49.83K -31.6% $410,084 0.0% ▼ Trim 3 SEC ↗
27 Mml Investors Services, Llc 42.08K -11.7% $346,321 0.0% ▼ Trim 2 SEC ↗
28 Jane Street Group, Llc 41.02K -89.3% $337,595 0.0% ▼ Trim 2 SEC ↗ ×2
29 Royal Bank Of Canada 29.88K -1.4% $246,000 0.0% ▼ Trim 2 SEC ↗ ×2
30 Creative Planning 29.31K +8.0% $241,196 0.0% ▲ Add 2 SEC ↗
31 Ameriprise Financial Inc 27.48K +3.8% $226,183 0.0% ▲ Add 2 SEC ↗
32 Gotham Asset Management ✦ 25.00K 0.0% $205,750 0.0% Held 5 SEC ↗
33 Cerity Partners LLC 24.78K +99.6% $203,965 0.0% ▲ Add 2 SEC ↗ ×2
34 Captrust Financial Advisors 21.45K New $176,525 0.0% New 1 SEC ↗
35 T. Rowe Price ✦ 20.93K -42.3% $173,000 0.0% ▼ Trim 3 SEC ↗
36 Envestnet Asset Management Inc 20.76K 0.0% $170,847 0.0% Held 2 SEC ↗
37 Northern Trust Corp 19.15K -71.0% $157,596 0.0% ▼ Trim 2 SEC ↗
38 ProShare Advisors LLC 18.45K -1.2% $151,844 0.0% ▼ Trim 2 SEC ↗
39 Mackenzie Financial Corp 16.79K New $138,190 0.0% New 1 SEC ↗
40 Cwm, Llc 15.30K -2.1% $125,916 0.0% ▼ Trim 2 SEC ↗
41 Blair William & Co/Il 14.83K New $122,076 0.0% New 1 SEC ↗
42 Brown Advisory Inc 13.20K 0.0% $108,636 0.0% Held 2 SEC ↗
43 Nomura Holdings Inc 12.50K -10.3% $102,875 0.0% ▼ Trim 2 SEC ↗
44 Susquehanna International Group, Llp 12.10K New $99,550 0.0% New 1 SEC ↗
45 Mariner, LLC 11.27K -17.9% $92,788 0.0% ▼ Trim 2 SEC ↗
46 Mercer Global Advisors Inc /Adv 10.79K -75.1% $88,768 0.0% ▼ Trim 2 SEC ↗
47 JPMorgan Chase ✦ 10.00K -92.8% $80,984 0.0% ▼ Trim 3 SEC ↗
48 Bnp Paribas Financial Markets 3.70K 0.0% $30,443 0.0% Held 2 SEC ↗
49 Northwestern Mutual Wealth… 3.20K +3.2% $26,334 0.0% ▲ Add 2 SEC ↗
50 Rockefeller Capital Management L.P. 2.72K New $22,353 0.0% New 1 SEC ↗
51 Nomura Asset Management Co Ltd 1.71K 0.0% $14,106 0.0% Held 2 SEC ↗
52 Jones Financial Companies Lllp 460 -77.0% $3,675 0.0% ▼ Trim 2 SEC ↗
53 Fifth Third Bancorp 238 New $1,959 0.0% New 1 SEC ↗
54 Us Bancorp \De\ 102 -32.5% $839 0.0% ▼ Trim 2 SEC ↗
55 Fidelity (FMR) ✦ 86 0.0% $708 0.0% Held 4 SEC ↗
56 Citigroup Inc 13 New $107 0.0% New 1 SEC ↗
57 Danske Bank A/S 2 0.0% $16 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Exited

Citadel Advisors $960,696 was 0.0%
Marshall Wace $643,343 was 0.0%
Barclays Plc $165,240 was 0.0%
Simplex Trading, Llc $220 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 209 holders, 47.69M shares, $371.04M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API