Security record
BBHY
name pending profile ingest
27Tracked holders
0Δ holders
6.63MShares held
$305.72MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.7% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 2.08M | -7.1% | $95.70M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 2 | Envestnet Asset Management Inc | 1.52M | +7.9% | $70.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 950.58K | +3.9% | $43.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 602.05K | -2.3% | $27.75M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 486.98K | +10.3% | $22.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | HighTower Advisors, LLC | 402.79K | -19.7% | $18.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 105.01K | -38.1% | $4.84M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 95.94K | +16.6% | $4.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Assetmark, Inc | 91.28K | -3.3% | $4.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 78.03K | +11.4% | $3.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 73.23K | -2.0% | $3.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | UBS AM, a distinct business unit of… | 43.86K | 0.0% | $2.02M | 0.0% | Held | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 29.68K | +29.3% | $1.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cerity Partners LLC | 20.66K | -29.3% | $952,576 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Lido Advisors, LLC | 15.85K | -6.1% | $730,388 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Mercer Global Advisors Inc /Adv | 10.91K | -7.9% | $502,989 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 6.80K | +8.0% | $313,353 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 6.57K | New | $302,896 | 0.0% | New | 1 | SEC ↗ ×2 |
| 19 | Commonwealth Equity Services, Llc | 5.05K | +13.4% | $232,990 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 4.86K | +0.9% | $224,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | UBS Group AG | 857 | +37.8% | $39,503 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 856 | -16.9% | $39,491 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 813 | +14.7% | $37,475 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 452 | +72.5% | $20,816 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Fidelity (FMR) ✦ | 368 | +2966.7% | $16,975 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | Fifth Third Bancorp | 76 | 0.0% | $3,505 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Allspring Global Investments… | 5 | 0.0% | $230 | 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
| Bank of New York Mellon Corp | $302,896 | 0.0% |
Exited
| Jane Street Group, Llc | $6.18M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 107 holders, 6.79M shares, $288.40M 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: Q2 2026 ·
Methodology ·
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