HoldingsChannel.com
Funds Holding BBHY

On this page, we present all of the funds holding BBHY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BBHY, with a link to that fund's top holdings. The next columns indicate the amount of BBHY stock held by each of the funds holding BBHY, followed by the BBHY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 100 funds holding BBHY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by JPMorgan Chase & Co.. For more details on the positions held by JPMorgan Chase & Co. (or by any of the other funds holding BBHY), click the fund name in the "Holder" column of the funds-holding-BBHY table below.

HolderAmountPosition Size
($ in 1000's)
 As of
JPMorgan Chase & Co.3,281,134$150,653 12/31/2023
     BBHY3,281,134$150,653 12/31/2023
LPL Financial LLC886,979$40,726 12/31/2023
     BBHY886,979$40,726 12/31/2023
Bank of America Corp DE510,987$23,462 12/31/2023
     BBHY510,987$23,462 12/31/2023
Great Valley Advisor Group Inc.435,203$19,982 12/31/2023
     BBHY435,203$19,982 12/31/2023
Morgan Stanley430,299$19,757 12/31/2023
     BBHY430,299$19,757 12/31/2023
Envestnet Asset Management Inc.295,174$13,553 12/31/2023
     BBHY295,174$13,553 12/31/2023
BlackRock Inc.294,704$13,531 12/31/2023
     BBHY294,704$13,531 12/31/2023
Assetmark Inc.261,543$12,009 12/31/2023
     BBHY261,543$12,009 12/31/2023
HighTower Advisors LLC260,736$11,973 12/31/2023
     BBHY260,736$11,973 12/31/2023
Dynamic Advisor Solutions LLC251,185$11,602 03/31/2024
     BBHY251,185$11,602 03/31/2024
Janney Montgomery Scott LLC236,151$10,843 12/31/2023
     BBHY236,151$10,843 12/31/2023
Vestmark Advisory Solutions Inc.212,866$9,774 12/31/2023
     BBHY212,866$9,774 12/31/2023
Cambridge Investment Research Advisors Inc.184,514$8,523 03/31/2024
     BBHY184,514$8,523 03/31/2024
Daymark Wealth Partners LLC160,673$7,421 03/31/2024
     BBHY160,673$7,421 03/31/2024
Advisor Group Holdings Inc.149,770$6,873 12/31/2023
     BBHY149,770$6,873 12/31/2023
Windsor Capital Management LLC130,314$6,019 03/31/2024
     BBHY130,314$6,019 03/31/2024
Goldman Sachs Group Inc.95,200$4,371 12/31/2023
     BBHY95,200$4,371 12/31/2023
Raymond James Financial Services Advisors Inc.91,014$4,204 03/31/2024
     BBHY91,014$4,204 03/31/2024
Jane Street Group LLC86,113$3,954 12/31/2023
     BBHY86,113$3,954 12/31/2023
Founders Financial Alliance LLC84,946$3,900 12/31/2023
     BBHY84,946$3,900 12/31/2023
Pinnacle Wealth Planning Services Inc.78,690$3,613 12/31/2023
     BBHY78,690$3,613 12/31/2023
Royal Fund Management LLC76,592$3,537 03/31/2024
     BBHY76,592$3,537 03/31/2024
Mission Wealth Management LP69,293$3,182 12/31/2023
     BBHY69,293$3,182 12/31/2023
Mercer Global Advisors Inc. ADV53,964$2,478 12/31/2023
     BBHY53,964$2,478 12/31/2023
Simmons Bank47,767$2,193 12/31/2023
     BBHY47,767$2,193 12/31/2023
Investment Partners Asset Management Inc.46,652$2,155 03/31/2024
     BBHY46,652$2,155 03/31/2024
Wright Fund Managment LLC45,400$2,085 12/31/2023
     BBHY45,400$2,085 12/31/2023
Neuberger Berman Group LLC43,226$1,985 12/31/2023
     BBHY43,226$1,985 12/31/2023
MN Wealth Advisors LLC41,362$1,899 12/31/2023
     BBHY41,362$1,899 12/31/2023
Apeiron RIA LLC40,500$1,871 03/31/2024
     BBHY40,500$1,871 03/31/2024
Park Avenue Securities LLC37,232$1,720 03/31/2024
     BBHY37,232$1,720 03/31/2024
PFG Advisors36,698$1,685 12/31/2023
     BBHY36,698$1,685 12/31/2023
MML Investors Services LLC34,770$1,596 12/31/2023
     BBHY34,770$1,596 12/31/2023
Wolf Group Capital Advisors31,318$1,397 03/31/2024
     BBHY31,318$1,397 03/31/2024
Vawter Financial Ltd.29,655$1,362 12/31/2023
     BBHY29,655$1,362 12/31/2023
Albion Financial Group UT29,322$1,354 03/31/2024
     BBHY29,322$1,354 03/31/2024
Massmutual Trust Co. FSB ADV26,285$1,214 03/31/2024
     BBHY26,285$1,214 03/31/2024
Cetera Advisor Networks LLC24,792$1,138 12/31/2023
     BBHY24,792$1,138 12/31/2023
Raymond James & Associates19,739$912 03/31/2024
     BBHY19,739$912 03/31/2024
Change Path LLC19,518$896 12/31/2023
     BBHY19,518$896 12/31/2023
Creative Planning19,108$877 12/31/2023
     BBHY19,108$877 12/31/2023
Lido Advisors LLC16,415$758 12/31/2023
     BBHY16,415$758 12/31/2023
Graves Light Private Wealth Management Inc.13,366$614 12/31/2023
     BBHY13,366$614 12/31/2023
Integrated Wealth Concepts LLC12,757$586 12/31/2023
     BBHY12,757$586 12/31/2023
Independent Wealth Network Inc.12,157$562 03/31/2024
     BBHY12,157$562 03/31/2024
Cetera Investment Advisers12,101$556 12/31/2023
     BBHY12,101$556 12/31/2023
GeoWealth Management LLC11,467$528 12/31/2023
     BBHY11,467$528 12/31/2023
David Loasby11,334$516 12/31/2023
     BBHY11,334$516 12/31/2023
WCG Wealth Advisors LLC10,849$498 12/31/2023
     BBHY10,849$498 12/31/2023
Lockerman Financial Group Inc.10,416$481 03/31/2024
     BBHY10,416$481 03/31/2024
Lane & Associates LLC9,392$434 03/31/2024
     BBHY9,392$434 03/31/2024
Ascent Group LLC9,011$413 12/31/2023
     BBHY9,011$413 12/31/2023
JNB Advisors LLC8,752$402 12/31/2023
     BBHY8,752$402 12/31/2023
Wayfinding Financial LLC8,030$370 12/31/2023
     BBHY8,030$370 12/31/2023
Envestnet Portfolio Solutions Inc.7,813$359 12/31/2023
     BBHY7,813$359 12/31/2023
Royal Bank of Canada7,055$324 12/31/2023
     BBHY7,055$324 12/31/2023
Acorn Wealth Advisors LLC6,908$319 03/31/2024
     BBHY6,908$319 03/31/2024
Cape Cod Five Cents Savings Bank6,274$288 12/31/2023
     BBHY6,274$288 12/31/2023
Patriot Financial Group Insurance Agency LLC5,865$269 12/31/2023
     BBHY5,865$269 12/31/2023
Capital Analysts LLC5,470$251 12/31/2023
     BBHY5,470$251 12/31/2023
Cetera Advisors LLC5,249$241 12/31/2023
     BBHY5,249$241 12/31/2023
Security Financial Services INC.5,098$235 03/31/2024
     BBHY5,098$235 03/31/2024
Truist Financial Corp5,003$230 12/31/2023
     BBHY5,003$230 12/31/2023
Commonwealth Equity Services LLC4,614$212 12/31/2023
     BBHY4,614$212 12/31/2023
Garrett Investment Advisors LLC4,440$205 03/31/2024
     BBHY4,440$205 03/31/2024
Farther Finance Advisors LLC4,454$205 12/31/2023
     BBHY4,454$205 12/31/2023
Raymond James Trust N.A.4,416$204 03/31/2024
     BBHY4,416$204 03/31/2024
Visionary Wealth Advisors4,367$201 12/31/2023
     BBHY4,367$201 12/31/2023
Acorn Financial Advisory Services Inc. ADV4,360$200 12/31/2023
     BBHY4,360$200 12/31/2023
Rosenberg Matthew Hamilton3,844$176 03/31/2024
     BBHY3,844$176 03/31/2024
Private Trust Co. NA3,174$147 03/31/2024
     BBHY3,174$147 03/31/2024
Proequities Inc.2,994$138 12/31/2023
     BBHY2,994$138 12/31/2023
Richardson Financial Services Inc.2,744$126 12/31/2023
     BBHY2,744$126 12/31/2023
IFP Advisors Inc1,951$90 12/31/2023
     BBHY1,951$90 12/31/2023
Global Retirement Partners LLC1,717$79 03/31/2024
     BBHY1,717$79 03/31/2024
Highlander Capital Management LLC1,675$77 12/31/2023
     BBHY1,675$77 12/31/2023
ICA Group Wealth Management LLC817$38 12/31/2023
     BBHY817$38 12/31/2023
Newbridge Financial Services Group Inc.760$35 03/31/2024
     BBHY760$35 03/31/2024
Whittier Trust Co. of Nevada Inc.673$31 12/31/2023
     BBHY673$31 12/31/2023
Advisory Services Network LLC671$31 12/31/2023
     BBHY671$31 12/31/2023
Steward Partners Investment Advisory LLC559$26 12/31/2023
     BBHY559$26 12/31/2023
Principal Securities Inc.508$23 12/31/2023
     BBHY508$23 12/31/2023
CWM LLC465$21 03/31/2024
     BBHY465$21 03/31/2024
Geneos Wealth Management Inc.400$18 12/31/2023
     BBHY400$18 12/31/2023
Comerica Bank339$16 12/31/2023
     BBHY339$16 12/31/2023
Northwestern Mutual Wealth Management Co.358$16 12/31/2023
     BBHY358$16 12/31/2023
LGT Financial Advisors LLC300$14 12/31/2023
     BBHY300$14 12/31/2023
FMR LLC231$11 12/31/2023
     BBHY231$11 12/31/2023
Harbour Investments Inc.225$10 12/31/2023
     BBHY225$10 12/31/2023
Financial Management Professionals Inc.193$9 03/31/2024
     BBHY193$9 03/31/2024
Family Asset Management LLC177$8 12/31/2023
     BBHY177$8 12/31/2023
McIlrath & Eck LLC140$6 12/31/2023
     BBHY140$6 12/31/2023
Mascoma Wealth Management LLC104$5 12/31/2023
     BBHY104$5 12/31/2023
JJJ Advisors Inc.82$4 03/31/2024
     BBHY82$4 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC71$3 12/31/2023
     BBHY71$3 12/31/2023
Sound Income Strategies LLC41$2 03/31/2024
     BBHY41$2 03/31/2024
Riggs Asset Managment Co. Inc.46$2 12/31/2023
     BBHY46$2 12/31/2023
Larson Financial Group LLC35$2 12/31/2023
     BBHY35$2 12/31/2023
Allworth Financial LP25$1 03/31/2024
     BBHY25$1 03/31/2024
Creative Financial Designs Inc. ADV28$1 12/31/2023
     BBHY28$1 12/31/2023
Wells Fargo & Company MN0$0 12/31/2023
     BBHY0$0 12/31/2023

See Summary: Institutional Holders of BBHY
See Details: Top 10 Hedge Funds Holding BBHY
Also See: BBHY Holdings Changes

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