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Billiontoone Inc CL A (BLLN)

CUSIP: 090168105 | NYSE | Healthcare · Diagnostics & Research | Mid Cap | 196 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13DHummingbird Ventures Management NV
with Hummingbird Opportunity Fund II CommV, Hummingbird Ventures III CommV, Hummingbird Dragons CommV, +2 more
7,887,23719.6%New 5%+ stakeNov 6, 2025No 13F filer matched
13D

Institutional Holders — Q3 2026

Wasatch Advisors LP507,258
0.4% of portfolio›$54.0M
Penn Capital Management Company, LLC132,636
1.0% of portfolio›$14.1M
Creative Planning11,337
0.0% of portfolio›$1.2M
Vontobel Holding Ltd.9,700
0.0% of portfolio›$1.0M
Renaissance Capital LLC7,495
0.6% of portfolio›$797.8K
D.A. Davidson & Co.7,266
0.0% of portfolio›$773.4K
Lavelle Capital LP5,878
0.3% of portfolio›$625.7K
Certuity, LLC5,333
0.0% of portfolio›$567.6K
Green Alpha Advisors, LLC5,239
0.4% of portfolio›$557.6K
Harbour Capital Advisors, LLC4,725
0.1% of portfolio›$502.9K
Thrive Wealth Management, LLC4,000
0.1% of portfolio›$425.8K
Yorktown Management & Research Co Inc3,450
0.2% of portfolio›$367.2K
Greenup Street Wealth Management LLC3,091
0.0% of portfolio›$329.0K
Citigroup Inc2,933
0.0% of portfolio›$312.2K
Lanark Financial, Inc.2,671
0.0% of portfolio›$284.3K
Forum Financial Management, LP2,572
0.0% of portfolio›$273.8K
Caitong International Asset Management Co., Ltd2,452
0.0% of portfolio›$261.0K
Tema Etfs LLC896
0.0% of portfolio›$95.4K
Toth Financial Advisory Corp800
0.0% of portfolio›$85.2K
Provenance Wealth Advisors, LLC530
0.0% of portfolio›$56.4K
Family Legacy Financial Solutions, LLC500
0.0% of portfolio›$53.2K
Parallel Advisors, LLC280
0.0% of portfolio›$29.8K
Essential Investment Partners LLC150
0.0% of portfolio›$16.0K
Wolff Wiese Magana LLC66
0.0% of portfolio›$7.0K
Parkside Financial Bank & Trust56
0.0% of portfolio›$6.0K
First Pacific Financial52
0.0% of portfolio›$5.5K
Private Wealth Management Group, LLC47
0.0% of portfolio›$5.0K
SBI Securities Co., Ltd.41
0.0% of portfolio›$4.4K
TFC Financial Management, Inc.20
0.0% of portfolio›$2.1K
Global Trust Asset Management, LLC15
0.0% of portfolio›$1.6K
Marquette Asset Management, LLC7
0.0% of portfolio›$746
Gamma Investing LLC6
0.0% of portfolio›$639
Bare Financial Services, Inc5
0.0% of portfolio›$532
StyleTurnoverLocationFiled
Wasatch Advisors LP
507,258$54.0M0.4%GARPMediumSalt Lake City, UT2026-10-13
Penn Capital Management Company, LLC
132,636$14.1M1.0%ValueHighPhiladelphia, PA2026-11-04
Creative Planning
11,337$1.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Vontobel Holding Ltd.
9,700$1.0M0.0%CoreMediumZurich, Switzerland2026-10-16
Renaissance Capital LLC
7,495$797.8K0.6%Agg GrowthHighStamford, CT2026-10-23
D.A. Davidson & Co.
7,266$773.4K0.0%CoreLowGreat Falls, MT2026-10-28
Lavelle Capital LP
5,878$625.7K0.3%GrowthHighSan Francisco, CA2026-11-03
Certuity, LLC
5,333$567.6K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Green Alpha Advisors, LLC
5,239$557.6K0.4%GrowthLowNiwot, CO2026-10-08
Harbour Capital Advisors, LLC
4,725$502.9K0.1%GrowthLowTysons Corner, VA2026-10-13
Thrive Wealth Management, LLC
4,000$425.8K0.1%ETFVery LowAudubon, PA2026-10-13
Yorktown Management & Research Co Inc
3,450$367.2K0.2%MomentumMediumForest, VA2026-10-28
Greenup Street Wealth Management LLC
3,091$329.0K0.0%ETFMediumOverland Park, KS2026-10-28
Citigroup Inc
2,933$312.2K0.0%CoreMediumNew York, NY2026-11-04
Lanark Financial, Inc.
2,671$284.3K0.0%CoreMediumBirmingham, AL2026-10-26
Forum Financial Management, LP
2,572$273.8K0.0%ETFLowLombard, IL2026-10-16
Caitong International Asset Management Co., Ltd
2,452$261.0K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Tema Etfs LLC
896$95.4K0.0%GrowthMediumNew York, NY2026-10-16
Toth Financial Advisory Corp
800$85.2K0.0%CoreLowLeesburg, VA2026-10-08
Provenance Wealth Advisors, LLC
530$56.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Family Legacy Financial Solutions, LLC
500$53.2K0.0%Agg GrowthMediumCary, NC2026-10-07
Parallel Advisors, LLC
280$29.8K0.0%IndexLowSan Francisco, CA2026-11-03
Essential Investment Partners LLC
150$16.0K0.0%GrowthLowEnglewood, CO2026-10-27
Wolff Wiese Magana LLC
66$7.0K0.0%GrowthLowCarslbad, CA2026-10-15
Parkside Financial Bank & Trust
56$6.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
First Pacific Financial
52$5.5K0.0%ETFLowVancouver, WA2026-10-14
Private Wealth Management Group, LLC
47$5.0K0.0%ETFLowPrinceton, NJ2026-10-19
SBI Securities Co., Ltd.
41$4.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
TFC Financial Management, Inc.
20$2.1K0.0%ETFVery LowBoston, MA2026-10-26
Global Trust Asset Management, LLC
15$1.6K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Marquette Asset Management, LLC
7$7460.0%ETFVery LowMinneapolis, MN2026-10-09
Gamma Investing LLC
6$6390.0%IndexVery LowFoster City, CA2026-10-08
Bare Financial Services, Inc
5$5320.0%ETFVery LowGap, PA2026-11-04
Hummingbird Ventures Management NV
7,887,237
19.6% of class · Nov 6, 2025New 5%+ stake
with Hummingbird Opportunity Fund II CommV, Hummingbird Ventures III CommV, Hummingbird Dragons CommV, +2 more
No 13F filer matched