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Bullish (BLSH)

CUSIP: G16910120 | Technology · Software - Infrastructure | Mid Cap | 322 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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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
13D/ABrendan F. Blumer39,166,86926.8%New 5%+ stakeJan 16, 2026No 13F filer matched
13D/ABrendan F. Blumer39,166,869
26.8% of class · Jan 16, 2026

Institutional Holders — Q3 2026

Sumitomo Mitsui Trust Group, Inc.3,697,482
0.1% of portfolio›$129.0M
Exchange Traded Concepts, LLC394,439
0.1% of portfolio›$13.8M
AGF Management LTD217,831
0.0% of portfolio›$7.6M
Bank of New York Mellon Corp156,532
0.0% of portfolio›$5.5M
Robeco Institutional Asset Management B.V.140,000
0.0% of portfolio›$4.9M
Guild Investment Management, Inc.61,733
1.4% of portfolio›$2.2M
Farther Finance Advisors, LLC59,152
0.0% of portfolio›$2.1M
Mitsubishi UFJ Asset Management Co., Ltd.53,900
0.0% of portfolio›$1.9M
Sigma Planning Corp36,103
0.0% of portfolio›$1.3M
Imc-Chicago, LLC22,478
0.0% of portfolio›$784.3K
Wealth Enhancement Advisory Services, LLC21,462
0.0% of portfolio›$674.1K
Independent Financial Group, LLC21,269
0.0% of portfolio›$742.1K
Commonwealth Equity Services, LLC19,333
0.0% of portfolio›$674.5K
Aaron Wealth Advisors LLC11,782
0.0% of portfolio›$411.1K
Norden Group LLC11,504
0.0% of portfolio›$401.4K
Vontobel Holding Ltd.10,623
0.0% of portfolio›$370.6K
SteelPeak Wealth, LLC9,697
0.0% of portfolio›$338.3K
Axxcess Wealth Management, LLC9,477
0.0% of portfolio›$330.7K
Dimensional Fund Advisors LP9,445
0.0% of portfolio›$329.5K
Cambridge Investment Research Advisors, Inc.8,951
0.0% of portfolio›$312
VestGen Advisors, LLC8,259
0.0% of portfolio›$288.2K
Renaissance Capital LLC7,825
0.2% of portfolio›$273.0K
SBI Securities Co., Ltd.7,338
0.0% of portfolio›$256.0K
Yousif Capital Management, LLC7,331
0.0% of portfolio›$255.8K
Creative Planning6,604
0.0% of portfolio›$230.4K
Cidel Asset Management Inc6,574
0.0% of portfolio›$229.4K
Inscription Capital, LLC6,560
0.0% of portfolio›$228.9K
Wedmont Private Capital6,513
0.0% of portfolio›$204.6K
Larson Financial Group LLC6,208
0.0% of portfolio›$216.6K
Versant Capital Management, Inc3,914
0.0% of portfolio›$136.6K
HUB Investment Partners, LLC3,690
0.0% of portfolio›$128.7K
Caitong International Asset Management Co., Ltd2,467
0.0% of portfolio›$86.1K
Citigroup Inc2,458
0.0% of portfolio›$85.8K
CoreCap Advisors, LLC1,920
0.0% of portfolio›$67.0K
Ascentis Independent Advisors1,339
0.0% of portfolio›$46.7K
Essential Partners LLC1,185
0.0% of portfolio›$41.3K
EverSource Wealth Advisors, LLC916
0.0% of portfolio›$32.0K
Tsfg, LLC700
0.0% of portfolio›$24
Global X Japan Co., Ltd.689
0.0% of portfolio›$24.0K
Nfsg Corp600
0.0% of portfolio›$20.9K
Sterling Capital Management LLC558
0.0% of portfolio›$19.5K
Fortitude Family Office, LLC551
0.0% of portfolio›$19.2K
Gamma Investing LLC486
0.0% of portfolio›$17.0K
Provenance Wealth Advisors, LLC442
0.0% of portfolio›$15.4K
Parallel Advisors, LLC384
0.0% of portfolio›$13.4K
Mirae Asset Global Investments Co., Ltd.322
0.0% of portfolio›$11.2K
Strs Ohio285
0.0% of portfolio›$9.9K
IFP Advisors, Inc276
0.0% of portfolio›$9.6K
City State Bank250
0.0% of portfolio›$8.7K
True Wealth Design, LLC248
0.0% of portfolio›$8.7K
Silver Grove Financial Group, Inc.145
0.0% of portfolio›$5.1K
Tradewinds Capital Management, LLC120
0.0% of portfolio›$4.2K
Root Financial Partners, LLC116
0.0% of portfolio›$4.0K
Parkside Financial Bank & Trust87
0.0% of portfolio›$3.0K
Rakuten Securities, Inc.84
0.0% of portfolio›$2.9K
Leonteq Securities AG81
0.0% of portfolio›$2.8K
Elevation Wealth Partners, LLC75
0.0% of portfolio›$2.6K
Clark Wealth Partners60
0.0% of portfolio›$2.1K
Assetmark, Inc60
0.0% of portfolio›$2.1K
MassMutual Private Wealth & Trust, FSB59
0.0% of portfolio›$2.1K
Bare Financial Services, Inc49
0.0% of portfolio›$1.7K
Rossby Financial, LCC42
0.0% of portfolio›$1.5K
Activest Wealth Management40
0.0% of portfolio›$1.4K
Valley National Advisers Inc37
0.0% of portfolio›$1.3K
WPG Advisers, LLC19
0.0% of portfolio›$663
SJS Investment Consulting Inc.13
0.0% of portfolio›$454
Nisa Investment Advisors, LLC10
0.0% of portfolio›$349
Ascentis Wealth Management, LLC5
0.0% of portfolio›$174
MV Capital Management, Inc.4
0.0% of portfolio›$140
Burk Holdings LLC3
0.0% of portfolio›$105
Kingdom Financial Group Llc.1
0.0% of portfolio›$35
Hughes Financial Services, LLC1
0.0% of portfolio›$28
StyleTurnoverLocationFiled
Sumitomo Mitsui Trust Group, Inc.
3,697,482$129.0M0.1%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Exchange Traded Concepts, LLC
394,439$13.8M0.1%GrowthMediumOklahoma City, OK2026-10-28
AGF Management LTD
217,831$7.6M0.0%GrowthHighToronto, Australia2026-11-03
Bank of New York Mellon Corp
156,532$5.5M0.0%CoreLowNew York, NY2026-11-05
Robeco Institutional Asset Management B.V.
140,000$4.9M0.0%CoreMediumRotterdam, Philippines2026-10-20
Guild Investment Management, Inc.
61,733$2.2M1.4%GARPMediumWestlake Village, CA2026-11-03
Farther Finance Advisors, LLC
59,152$2.1M0.0%IndexLowSan Francisco, CA2026-10-08
Mitsubishi UFJ Asset Management Co., Ltd.
53,900$1.9M0.0%IndexVery LowTokyo, Mexico2026-11-05
Sigma Planning Corp
36,103$1.3M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Imc-Chicago, LLC
22,478$784.3K0.0%GARPVery HighChicago, IL2026-11-05
Wealth Enhancement Advisory Services, LLC
21,462$674.1K0.0%CoreLowPlymouth, MN2026-10-13
Independent Financial Group, LLC
21,269$742.1K0.0%GrowthLowSan Diego, CA2026-10-13
Commonwealth Equity Services, LLC
19,333$674.5K0.0%ETFLowWaltham, MA2026-11-02
Aaron Wealth Advisors LLC
11,782$411.1K0.0%GrowthMediumChicago, IL2026-10-13
Norden Group LLC
11,504$401.4K0.0%GrowthMediumProvo, UT2026-10-20
Vontobel Holding Ltd.
10,623$370.6K0.0%CoreMediumZurich, Switzerland2026-10-16
SteelPeak Wealth, LLC
9,697$338.3K0.0%GrowthHighWoodland Hills, CA2026-10-16
Axxcess Wealth Management, LLC
9,477$330.7K0.0%CoreLowCarlsbad, CA2026-10-21
Dimensional Fund Advisors LP
9,445$329.5K0.0%IndexLowAustin, TX2026-11-04
Cambridge Investment Research Advisors, Inc.
8,951$3120.0%ETFLowFairfield, IA2026-11-02
VestGen Advisors, LLC
8,259$288.2K0.0%GrowthMediumChicago, IL2026-10-27
Renaissance Capital LLC
7,825$273.0K0.2%Agg GrowthHighStamford, CT2026-10-23
SBI Securities Co., Ltd.
7,338$256.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Yousif Capital Management, LLC
7,331$255.8K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Creative Planning
6,604$230.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Cidel Asset Management Inc
6,574$229.4K0.0%CoreMediumToronto, Australia2026-10-29
Inscription Capital, LLC
6,560$228.9K0.0%GARPMediumHouston, TX2026-11-02
Wedmont Private Capital
6,513$204.6K0.0%IndexVery LowWest Chester, PA2026-10-09
Larson Financial Group LLC
6,208$216.6K0.0%GrowthLowSt Louis, MO2026-11-05
Versant Capital Management, Inc
3,914$136.6K0.0%GARPLowPhoenix, AZ2026-10-02
HUB Investment Partners, LLC
3,690$128.7K0.0%GrowthLowAustin, TX2026-11-03
Caitong International Asset Management Co., Ltd
2,467$86.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Citigroup Inc
2,458$85.8K0.0%CoreMediumNew York, NY2026-11-04
CoreCap Advisors, LLC
1,920$67.0K0.0%ETFMediumSouthfield, MI2026-10-08
Ascentis Independent Advisors
1,339$46.7K0.0%ETFLowDallas, TX2026-11-03
Essential Partners LLC
1,185$41.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
EverSource Wealth Advisors, LLC
916$32.0K0.0%CoreMediumBirmingham, AL2026-11-04
Tsfg, LLC
700$240.0%ETFLowLake Forest, IL2026-10-23
Global X Japan Co., Ltd.
689$24.0K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Nfsg Corp
600$20.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Sterling Capital Management LLC
558$19.5K0.0%GARPMediumCharlotte, NC2026-10-22
Fortitude Family Office, LLC
551$19.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Gamma Investing LLC
486$17.0K0.0%IndexVery LowFoster City, CA2026-10-08
Provenance Wealth Advisors, LLC
442$15.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Parallel Advisors, LLC
384$13.4K0.0%IndexLowSan Francisco, CA2026-11-03
Mirae Asset Global Investments Co., Ltd.
322$11.2K0.0%GrowthLowSeoul, Malaysia2026-11-03
Strs Ohio
285$9.9K0.0%CoreMediumColumbus, OH2026-10-30
IFP Advisors, Inc
276$9.6K0.0%GrowthLowTampa, FL2026-10-16
City State Bank
250$8.7K0.0%GrowthVery LowNorwalk, IA2026-10-20
True Wealth Design, LLC
248$8.7K0.0%ETFMediumAkron, OH2026-10-13
Silver Grove Financial Group, Inc.
145$5.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Tradewinds Capital Management, LLC
120$4.2K0.0%ETFVery HighBellingham, WA2026-10-23
Root Financial Partners, LLC
116$4.0K0.0%ETFMediumEncinitas, CA2026-10-21
Parkside Financial Bank & Trust
87$3.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Rakuten Securities, Inc.
84$2.9K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Leonteq Securities AG
81$2.8K0.0%CoreHighZurich, Switzerland2026-10-29
Elevation Wealth Partners, LLC
75$2.6K0.0%ETFLowWalnut Creek, CA2026-10-07
Clark Wealth Partners
60$2.1K0.0%ETFVery LowO'Fallon, IL2026-10-19
Assetmark, Inc
60$2.1K0.0%ETFLowConcord, CA2026-10-21
MassMutual Private Wealth & Trust, FSB
59$2.1K0.0%CoreLowSpringfield, MA2026-10-05
Bare Financial Services, Inc
49$1.7K0.0%ETFVery LowGap, PA2026-11-04
Rossby Financial, LCC
42$1.5K0.0%ETFMediumMelbourne, FL2026-11-05
Activest Wealth Management
40$1.4K0.0%ETFLowAventura, FL2026-10-15
Valley National Advisers Inc
37$1.3K0.0%ETFLowBethlehem, PA2026-10-23
WPG Advisers, LLC
19$6630.0%CoreLowBaltimore, MD2026-10-27
SJS Investment Consulting Inc.
13$4540.0%ETFVery LowSylvania, OH2026-10-26
Nisa Investment Advisors, LLC
10$3490.0%IndexVery LowSt. Louis, MO2026-10-20
Ascentis Wealth Management, LLC
5$1740.0%Agg GrowthLowDallas, TX2026-11-03
MV Capital Management, Inc.
4$1400.0%ETFLowBethesda, MD2026-10-29
Burk Holdings LLC
3$1050.0%ETFVery LowTulsa, OK2026-11-05
Kingdom Financial Group Llc.
1$350.0%ETFMediumPeoria, AZ2026-11-04
Hughes Financial Services, LLC
1$280.0%ETFLowHerndon, VA2026-10-30
New 5%+ stake
No 13F filer matched