BBDO — Institutional owners (13F)

54 filers · $18.6M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $10,704,465 3,568,155 57.59% Shares
Caprock Group, LLC $1,249,039 398,991 6.72% Shares
RITHOLTZ WEALTH MANAGEMENT $736,889 245,630 3.96% Shares
Kathmere Capital Management, LLC $682,893 227,631 3.67% Shares
NORTHERN TRUST CORP $534,441 178,147 2.88% Shares
ENVESTNET ASSET MANAGEMENT INC $531,084 177,028 2.86% Shares
LVW Advisors, LLC $510,861 170,287 2.75% Shares
MORGAN STANLEY $475,390 158,461 2.56% Shares
D'Orazio & Associates, Inc. $384,480 128,160 2.07% Shares
CITADEL ADVISORS LLC $325,815 108,605 1.75% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $323,355 107,785 1.74% Shares
NEUBERGER BERMAN GROUP LLC $285,021 95,007 1.53% Shares
StoneX Group Inc. $182,179 58,644 0.98% Shares
XTX Topco Ltd $138,303 46,101 0.74% Shares
RENAISSANCE TECHNOLOGIES LLC $124,887 41,629 0.67% Shares
BlackRock, Inc. $118,130 39,377 0.64% Shares
Mariner, LLC $117,515 39,172 0.63% Shares
Ascent Group, LLC $112,626 37,542 0.61% Shares
MATTERS CAPITAL LLC $94,512 31,504 0.51% Shares
Cetera Investment Advisers $94,437 31,479 0.51% Shares
FMR LLC $91,080 30,360 0.49% Shares
TOCQUEVILLE ASSET MANAGEMENT L.P. $72,498 24,166 0.39% Shares
First Affirmative Financial Network $68,681 20,876 0.37% Shares
QRG CAPITAL MANAGEMENT, INC. $64,269 21,423 0.35% Shares
HUB Investment Partners, LLC $54,300 18,100 0.29% Shares
IEQ CAPITAL, LLC $49,349 16,450 0.27% Shares
SBI Securities Co., Ltd. $42,852 14,284 0.23% Shares
Intergy Private Wealth, LLC $42,204 14,068 0.23% Shares
SmartHarvest Portfolios, LLC $40,705 13,568 0.22% Shares
XXI WEALTH, LLC $39,441 13,147 0.21% Shares
Compound Planning, Inc. $37,587 12,529 0.20% Shares
Frec Markets, Inc. $36,858 12,286 0.20% Shares
One Wealth Advisors, LLC $33,867 11,289 0.18% Shares
Ameritas Advisory Services, LLC $33,360 11,120 0.18% Shares
Aprio Wealth Management, LLC $31,161 10,387 0.17% Shares
Farther Finance Advisors, LLC $26,460 8,820 0.14% Shares
FRANKLIN RESOURCES INC $22,071 7,357 0.12% Shares
ASSETMARK, INC $16,416 5,472 0.09% Shares
ROYAL BANK OF CANADA $16,000 5,129 0.09% Shares
RHUMBLINE ADVISERS $10,140 3,380 0.05% Shares
KELLEHER FINANCIAL ADVISORS $6,246 2,082 0.03% Shares
NATIONAL BANK OF CANADA /FI/ $5,960 2,000 0.03% Shares
PNC Financial Services Group, Inc. $5,770 1,923 0.03% Shares
Arax Advisory Partners $4,186 1,395 0.02% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,468 750 0.01% Shares
Global Retirement Partners, LLC $2,229 743 0.01% Shares
Dogwood Wealth Management LLC $1,761 587 0.01% Shares
Downshift Financial, LLC $1,413 471 0.01% Shares
OSAIC HOLDINGS, INC. $360 120 0.00% Shares
Allworth Financial LP $330 110 0.00% Shares
Versant Capital Management, Inc $256 83 0.00% Shares
UBS Group AG $186 62 0.00% Shares
HRT FINANCIAL LP $87 29,284 0.00% Shares
Wayfinding Financial, LLC $40 13,536 0.00% Shares