Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (BBIN)

115 + Investors. Track Smart Money conviction in BBIN. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — BBIN

Based on 115 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BBIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
115 hedge funds hold BBIN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

65 buying49 selling
Last quarter: 65 funds bought or added vs 49 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 13 → 14 → 24 → 18. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

42% of holders stayed for 2+ years

42% conviction (2yr+) 26% medium 32% new
48 out of 115 hedge funds have held BBIN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

25 → 13 → 14 → 24 → 18 new funds/Q
New funds entering each quarter: 13 → 14 → 24 → 18. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 40% of holders stayed 2+ years

40% veterans 17% 1-2yr 43% new
Of 115 current holders: 46 (40%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 89% AUM from top-100 funds

89% from top-100 AUM funds
15 of 115 holders are among the 100 largest funds by AUM, controlling 89% of total institutional value in BBIN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BBIN

How many hedge funds hold BBIN — quarterly history vs. share price
Quarterly hedge fund ownership of BBIN vs. share price

Market Analysis: BBIN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBIN

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 5 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: BBIN
2026 Q1 Stats Unlock in 17 days 115 + Investors

Track Smart Money conviction in BBIN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 115 112 2.68%
13F Shares 69M 69M -0.0%
Total Value $5.00B $4.82B 3.81%
New Positions 18 24 -6
Increased Positions 47 46 +1
Closed Positions 15 16 -1
Reduced Positions 34 29 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBIN

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

115 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BBIN. Verified SEC 13F-HR filings.

Top 25 institutional holders of BBIN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MN Wealth Advisors, LLC 2.44% 68,472 $5.0M
2 5T Wealth, LLC 1.74% 60,349 $4.4M
3 Northwest Wealth Advisors, LLC 1.53% 29,333 $2.1M
4 KELLY FINANCIAL GROUP LLC 1.20% 65,383 $4.8M
5 Merited Wealth, LLC 1.13% 18,588 $1.4M
6 Pallas Capital Advisors LLC 0.72% 260,154 $19.0M
7 Perigon Wealth Management, LLC 0.45% 340,401 $24.9M
8 Independent Wealth Network Inc. 0.44% 20,064 $1.5M
9 Cobblestone Asset Management LLC 0.33% 9,955 $728K
10 3Chopt Investment Partners, LLC 0.29% 17,191 $1.3M
11 Bright Futures Wealth Management, LLC. 0.19% 3,855 $282K
12 Emerald Advisors, LLC 0.17% 19,209 $1.4M
13 Grey Ledge Advisors, LLC 0.13% 7,800 $570K
14 TBH Global Asset Management, LLC 0.10% 6,551 $479K
15 Ignite Planners, LLC 0.07% 5,941 $434K
16 LGT Financial Advisors LLC 0.05% 139 $10K
17 Ascentis Independent Advisors 0.05% 8,404 $614K
18 WealthPlan Investment Management, LLC 0.03% 8,458 $618K
19 Robertson Stephens Wealth Management, LLC 0.03% 15,013 $1.1M
20 SeaCrest Wealth Management, LLC 0.03% 3,428 $251K
21 FLAGSHIP HARBOR ADVISORS, LLC 0.03% 7,854 $574K
22 WBH ADVISORY INC 0.02% 3,428 $255K
23 Key FInancial Inc 0.02% 1,286 $94K
24 Private Advisor Group, LLC 0.01% 43,507 $3.2M
25 IFP Advisors, Inc 0.01% 4,953 $362K
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

Frequently Asked Questions — J P MORGAN EXCHANGE TRADED F (BBIN)

What does the Smart Money Trend signal show for BBIN?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BBIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BBIN?

Slight buying edge — 57% buying: Last quarter: 65 funds bought or added vs 49 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BBIN holders?

Elite ownership — 89% AUM from top-100 funds: 15 of 115 holders are among the 100 largest funds by AUM, controlling 89% of total institutional value in BBIN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BBIN?

42% of holders stayed for 2+ years: 48 out of 115 hedge funds have held BBIN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.