Who Owns BAB (BAB)? -- Institutional Holders (2026-06-30)

207 institutions reported holding $690.0M of BAB (BAB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Annex Advisory Services, LLC ($89.4M), RAYMOND JAMES FINANCIAL INC ($46.5M), HighTower Advisors, LLC ($42.5M), WELLS FARGO & COMPANY/MN ($38.9M), STATE OF WISCONSIN INVESTMENT BOARD ($35.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Annex Advisory Services, LLC$89.4M3.3MAdded
2RAYMOND JAMES FINANCIAL INC$46.5M1.7MAdded
3HighTower Advisors, LLC$42.5M1.6MTrimmed
4WELLS FARGO & COMPANY/MN$38.9M1.5MAdded
5STATE OF WISCONSIN INVESTMENT BOARD$35.4M1.3MHold
6BANK OF AMERICA CORP /DE/$26.7M996,052Trimmed
7AMERIPRISE FINANCIAL INC$25.5M948,647Trimmed
8GOULD ASSET MANAGEMENT LLC /CA/$18.9M705,394Added
9MORGAN STANLEY$18.6M694,189Trimmed
10SUMITOMO MITSUI FINANCIAL GROUP, INC.$17.1M637,933Trimmed
11ENVESTNET ASSET MANAGEMENT INC$16.8M627,610Trimmed
12PNC Financial Services Group, Inc.$16.3M607,776Added
13CONNING INC.$13.2M490,000Hold
14Kingsview Wealth Management, LLC$12.9M481,335Added
15Tortoise Investment Management, LLC$12.5M464,700Added
16RATIONAL ADVISORS, INC.$12.0M448,880Added
17LPL Financial LLC$11.8M438,156Added
18UBS Group AG$11.3M421,006Added
19BANK OF MONTREAL /CAN/$10.7M397,845Trimmed
20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$9.7M361,664Added
21Maltin Wealth Management, Inc.$8.1M300,098Added
22Elevation Capital Advisory, LLC$7.7M286,420Trimmed
23GUGGENHEIM CAPITAL LLC$7.4M276,899Trimmed
24JANE STREET GROUP, LLC$7.0M259,227Added
25NewEdge Wealth, LLC$6.9M258,836Added

Source: SEC Form 13F filings · as of 2026-06-30