BBLX BBB 1-5Y CORP BOND ETF BBBS
$50.89
+0.1% 52w: $48.87 – $51.04
Latest 13F among current holders filed 23 days ago (Jun 12, 2026)
Price — last 12 months
research preview data48.8749.9551.04
Jun 20, 2025 Jul 2, 2026
Institutional holders
31
-3 QoQ
13F value
$121.0M
-2.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BBBS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Gradient Investments LLC | Wealth advisor | 1.1M | $56.5M | 0.9% | +18.5% |
| Tanager Wealth Management LLP | Wealth advisor | 204.7K | $10.5M | 1.0% | New |
| Lido Advisors, LLC | Wealth advisor | 129.6K | $6.6M | 0.0% | New |
| Strait & Sound Wealth Management LLC | Other | 121.1K | $6.2M | 2.4% | +11.2% |
| Mattson Financial Services, LLC | Other | 118.3K | $6.1M | 1.4% | +11.4% |
| Willow Financial LLC | Wealth advisor | 117.1K | $6.0M | 6.1% | +38.7% |
| ROYAL BANK OF CANADA | Bank broker | 110.5K | $5.7M | 0.0% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 104.3K | $5.3M | 0.0% | +8.2% |
| Brown Financial Advisors | Other | 73.6K | $3.8M | 1.4% | +30.8% |
| S&A Financial Services, Inc. | Wealth advisor | 60.4K | $3.1M | 2.1% | — |
| Diversified Portfolios, Inc. | Wealth advisor | 46.4K | $2.4M | 0.2% | +23.8% |
| Paladin Wealth, LLC | Wealth advisor | 39.1K | $2.0M | 1.4% | +12.6% |
| Compass Financial Group, Inc. (Ohio) | Wealth advisor | 25.0K | $1.3M | 0.9% | New |
| HighTower Advisors, LLC | Diversified mechanical | 14.9K | $762K | 0.0% | New |
| Grantvest Financial Group LLC | Wealth advisor | 13.0K | $663K | 0.4% | -0.8% |
| Cetera Investment Advisers | Wealth advisor | 12.8K | $655K | 0.0% | -10.6% |
| Capstone Wealth Management Group LLC | Wealth advisor | 12.0K | $613K | 0.4% | +21.1% |
| MONECO ADVISORS, LLC | Wealth advisor | 10.3K | $528K | 0.0% | +8.5% |
| ARGUS INVESTORS' COUNSEL, INC. | Other | 9.1K | $466K | 0.4% | New |
| CWM, LLC | Wealth advisor | 7.2K | $368K | 0.0% | +10.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 6.6K | $337K | 0.0% | -94.4% |
| KINTRA WEALTH, LLC | Wealth advisor | 5.7K | $292K | 0.0% | -0.9% |
| NOTTINGHAM ADVISORS, INC. | Wealth advisor | 5.1K | $259K | 0.0% | New |
| Advisory Services Network, LLC | Diversified mechanical | 4.7K | $241K | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 4.5K | $228K | 0.0% | -82.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.3K | $217K | 0.0% | -34.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 435 | $22K | 0.0% | Held |
| Allworth Financial LP | Wealth advisor | 116 | $6K | 0.0% | Held |
| IFP Advisors, Inc | Wealth advisor | 50 | $3K | 0.0% | Held |
| MORGAN STANLEY | Bank broker | 49 | $3K | 0.0% | Held |
| FMR LLC | Long only active | 8 | $395 | 0.0% | Held |
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