AI Holders Summary · Q2 2026

73 institutions reported BBLU in Q2 2026. Cetera Investment Advisers leads at 17.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Cetera Investment Advisers

CIK 0001666741

$30M1.8M0.03%Q2 2026 02

Annex Advisory Services, LLC

CIK 0001542287

$23M1.4M0.39%Q2 2026 03

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$18M1.1M0.00%Q2 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

$11M656K0.01%Q2 2026 07

OSAIC HOLDINGS, INC.

CIK 0001677044

$10M632K0.01%Q2 2026 08

Oxford Wealth Group, LLC

CIK 0002007082

$9M542K4.00%Q2 2026 09

LPL Financial LLC

CIK 0001403438

$6M387K0.00%Q2 2026 10

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$6M384K0.01%Q1 2026 11

Allworth Financial LP

CIK 0001555170

$6M340K0.02%Q2 2026 12

Ameritas Advisory Services, LLC

CIK 0001901275

$4M222K0.07%Q2 2026 13

MML INVESTORS SERVICES, LLC

CIK 0000701059

$3M210K0.01%Q2 2026 14

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$3M193K0.00%Q2 2026 15

ROYAL BANK OF CANADA

CIK 0001000275

$3M166K0.00%Q2 2026 16

Advisory Services Network, LLC

CIK 0001573876

$2M152K0.03%Q2 2026 17

Concurrent Investment Advisors, LLC

CIK 0002001015

$2M133K0.02%Q2 2026 18

Arete Wealth Advisors, LLC

CIK 0001600151

$2M108K0.12%Q2 2026 19

Synergy Asset Management, LLC

CIK 0001699080

$1M80K0.12%Q2 2026 20

Geneos Wealth Management Inc.

CIK 0001764754

$1M71K0.02%Q2 2026

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