AI Holders Summary · Q2 2026

72 institutions reported BBLU in Q2 2026. Annex Advisory Services, LLC leads at 15.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

Annex Advisory Services, LLC

CIK 0001542287

$23M1.4M0.39%Q2 2026 02

Cetera Investment Advisers

CIK 0001666741

$22M1.5M0.02%Q1 2026 03

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$16M1.1M0.00%Q1 2026 04

WFA Asset Management Corp

CIK 0001994434

$15M1.2M8.34%Q3 2025 05

D.A. DAVIDSON & CO.

CIK 0001080107

$12M738K0.07%Q2 2026 06

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$9M637K0.01%Q1 2026 07

OSAIC HOLDINGS, INC.

CIK 0001677044

$8M566K0.01%Q1 2026 08

Oxford Wealth Group, LLC

CIK 0002007082

$7M471K3.79%Q1 2026 09

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$6M384K0.01%Q1 2026 10

Allworth Financial LP

CIK 0001555170

$5M368K0.02%Q1 2026 11

LPL Financial LLC

CIK 0001403438

$5M315K0.00%Q1 2026 12

ROYAL BANK OF CANADA

CIK 0001000275

$3M185K0.00%Q1 2026 13

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$2M168K0.00%Q1 2026 14

MML INVESTORS SERVICES, LLC

CIK 0000701059

$2M166K0.01%Q1 2026 15

Advisory Services Network, LLC

CIK 0001573876

$2M142K0.03%Q1 2026 16

Concurrent Investment Advisors, LLC

CIK 0002001015

$2M125K0.02%Q1 2026 17

Arete Wealth Advisors, LLC

CIK 0001600151

$2M102K0.11%Q1 2026 18

Synergy Asset Management, LLC

CIK 0001699080

$1M80K0.12%Q2 2026 19

Lifetime Wealth Management P.C.

CIK 0002116339

$1M85K0.72%Q1 2026 20

Dynamic Advisor Solutions LLC

CIK 0001599747

$1M70K0.03%Q2 2026

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