Institutional Holders (2026 Q1)
21 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BBHL. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | GoalVest Advisory LLC | 0.07% | 22,311 | $335K |
| 2 | FORBES J M & CO LLP | 0.06% | 43,862 | $659K |
| 3 | SUMMIT WEALTH GROUP LLC / CO | 0.03% | 17,771 | $267K |
| 4 | SPINNAKER TRUST | 0.03% | 33,746 | $507K |
| 5 | Kathmere Capital Management, LLC | 0.02% | 17,609 | $264K |
| 6 | Wealthspire Advisors, LLC | 0.01% | 46,816 | $703K |
| 7 | Diversified Trust Co | 0.00% | 16,159 | $243K |
| 8 | Key FInancial Inc | 0.00% | 162 | $2K |
| 9 | FIFTH THIRD BANCORP | 0.00% | 7,475 | $112K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|