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Neighborhood Intelligence in (BBBYW)

CUSIP: 690370127 | 31 institutional holders

Quarters

Q3 2026
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Institutional Holders — Q3 2026

LEE Danner & Bass Inc105,145
0.0% of portfolio›$46.3K
LPL Financial LLC22,994
0.0% of portfolio›$10.1K
Fire Capital Management LLC14,720
0.0% of portfolio›$6.5K
Wedbush Securities Inc11,237
0.0% of portfolio›$5
UBS Group AG1,755
0.0% of portfolio›$773
Group One Trading LLC1,122
0.0% of portfolio›$494
Game Plan Financial Advisors, LLC300
0.0% of portfolio›$132
Physician Wealth Advisors, Inc.262
0.0% of portfolio›$116
Farther Finance Advisors, LLC111
0.0% of portfolio›$49
CoreCap Advisors, LLC109
0.0% of portfolio›$48
Bank of Montreal96
0.0% of portfolio›$42
Russell Investments Group, Ltd.88
0.0% of portfolio›$39
PNC Financial Services Group, Inc.82
0.0% of portfolio›$36
Fortitude Family Office, LLC73
0.0% of portfolio›$32
Golden State Wealth Management, LLC47
0.0% of portfolio›$20
Gamma Investing LLC33
0.0% of portfolio›$15
Tradewinds Capital Management, LLC19
0.0% of portfolio›$9
Global Retirement Partners, LLC19
0.0% of portfolio›$8
Root Financial Partners, LLC17
0.0% of portfolio›$7
FMR LLC10
0.0% of portfolio›$4
Moisand Fitzgerald Tamayo, LLC6
0.0% of portfolio›$3
TD Waterhouse Canada Inc.6
0.0% of portfolio›$2
SOA Wealth Advisors, Llc.5
0.0% of portfolio›$2
Harbour Investments, Inc.3
0.0% of portfolio›$1
Danske Bank A/S2
0.0% of portfolio›$1
Main Street Group, LTD2
0.0% of portfolio›$1
Investors Research Corp2
0.0% of portfolio›$1
Larson Financial Group LLC1
0.0% of portfolio›$0
EverSource Wealth Advisors, LLC1
0.0% of portfolio›$0
Minot DeBlois Advisors LLC1
0.0% of portfolio›$0
StyleTurnoverLocationFiled
LEE Danner & Bass Inc
105,145$46.3K0.0%ValueVery LowNashville, TN2026-10-27
LPL Financial LLC
22,994$10.1K0.0%IndexVery LowFort Mill, SC2026-11-06
Fire Capital Management LLC
14,720$6.5K0.0%GrowthLowSan Francisco, CA2026-10-27
Wedbush Securities Inc
11,237$50.0%CoreLowPasadena, CA2026-10-22
UBS Group AG
1,755$7730.0%CoreMediumZurich, Switzerland2026-11-10
Group One Trading LLC
1,122$4940.0%ValueVery HighChicago, IL2026-11-10
Game Plan Financial Advisors, LLC
300$1320.0%CoreMediumWestlake, OH2026-11-10
Physician Wealth Advisors, Inc.
262$1160.0%ETFMediumMidvale, UT2026-10-20
Farther Finance Advisors, LLC
111$490.0%IndexLowSan Francisco, CA2026-10-08
CoreCap Advisors, LLC
109$480.0%ETFMediumSouthfield, MI2026-10-08
Bank of Montreal
96$420.0%CoreMediumToronto, Australia2026-11-09
Russell Investments Group, Ltd.
88$390.0%CoreLowSeattle, WA2026-11-06
PNC Financial Services Group, Inc.
82$360.0%GrowthVery LowPittsburgh, PA2026-11-06
Fortitude Family Office, LLC
73$320.0%ETFMediumScottsdale, AZ2026-10-14
Golden State Wealth Management, LLC
47$200.0%ETFMediumSanta Ana, CA2026-11-02
Gamma Investing LLC
33$150.0%IndexVery LowFoster City, CA2026-10-08
Tradewinds Capital Management, LLC
19$90.0%ETFVery HighBellingham, WA2026-10-23
Global Retirement Partners, LLC
19$80.0%CoreLowSan Rafael, CA2026-11-10
Root Financial Partners, LLC
17$70.0%ETFMediumEncinitas, CA2026-10-21
FMR LLC
10$40.0%GrowthMediumBoston, MA2026-11-10
Moisand Fitzgerald Tamayo, LLC
6$30.0%ETFVery LowOrlando, FL2026-10-15
TD Waterhouse Canada Inc.
6$20.0%CoreLowToronto, Australia2026-10-16
SOA Wealth Advisors, Llc.
5$20.0%CoreLowNew York, NY2026-11-10
Harbour Investments, Inc.
3$10.0%ETFLowMadison, WI2026-11-09
Danske Bank A/S
2$10.0%GrowthLowCopenhagen V, Greece2026-11-09
Main Street Group, LTD
2$10.0%ETFMediumGlen Allen, VA2026-10-28
Investors Research Corp
2$10.0%ETFLowAtlanta, GA2026-10-07
Larson Financial Group LLC
1$00.0%GrowthLowSt Louis, MO2026-11-05
EverSource Wealth Advisors, LLC
1$00.0%CoreMediumBirmingham, AL2026-11-04
Minot DeBlois Advisors LLC
1$00.0%CoreVery LowBoston, MA2026-11-10