Who owns BFLB?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BFLB from SEC Form 13F filings across 7 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 7 institutions disclosed 1.3M shares of BFLB worth $70.8M; the largest disclosed holder is WealthPlan Investment Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
7
13F holders
$70.8M
value, 2026 filers
1.3M
shares disclosed
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BFLB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WealthPlan Investment Management, LLC | 944,860 | $51.4M | 2.6% | — | -9.7% |
| 2 | WealthPLAN Partners, LLC | 186,413 | $10.2M | 0.4% | — | +2.0% |
| 3 | Steward Partners Investment Advisory, LLC | 126,825 | $6.9M | 0.0% | — | +9.3% |
| 4 | CWC Advisors, LLC.NEW | 26,545 | $1.4M | 0.6% | — | new |
| 5 | OLD MISSION CAPITAL LLC | 12,167 | $662,493 | 0.0% | — | +79.3% |
| 6 | Composition Wealth, LLCNEW | 3,675 | $200,104 | 0.0% | — | new |
| 7 | UBS Group AG | 502 | $27,334 | 0.0% | — | +182.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.