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Security record · archived quarter

BAB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
42Tracked holders
0Δ holders
13.80MShares held
$375.23MReported value
+0New positions
−0Exits
Stable 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.7% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 44 0 14.06M $377.43M +2 −2
Q1 2026 45 +2 13.67M $368.49M +5 −3
Q4 2025 42 0 13.80M $375.23M
Q3 2025 4 -2 718.25K $19.60M −2
Q2 2025 3 +1 41.52K $1.10M +1
Q1 2025 1 -1 14.18K $378,376 −1
Q4 2024 2 0 45.81K $1.20M
Q3 2024 2 -1 95.20K $2.62M −1
Q2 2024 3 94.26K $2.49M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Raymond James Financial Inc 1.60M $43.63M 0.0% n/c 1 SEC ↗
2 Raymond James Financial Inc 1.60M $43.63M 0.0% n/c 1 SEC ↗
3 HighTower Advisors, LLC 1.51M $41.08M 0.0% n/c 1 SEC ↗
4 State Of Wisconsin Investment Board 1.32M $35.87M 0.1% n/c 1 SEC ↗
5 Ameriprise Financial Inc 1.23M $33.33M 0.0% n/c 1 SEC ↗
6 Ameriprise Financial Inc 1.23M $33.33M 0.0% n/c 1 SEC ↗
7 Bank Of America Corp /De/ 1.09M $29.74M 0.0% n/c 1 SEC ↗
8 Bank Of America Corp /De/ 1.09M $29.74M 0.0% n/c 1 SEC ↗
9 Bank Of America Corp /De/ 1.09M $29.74M 0.0% n/c 1 SEC ↗
10 Morgan Stanley 879.39K +45.5% $23.92M 0.0% ▲ Add 2 SEC ↗
11 Morgan Stanley 879.39K +45.5% $23.92M 0.0% ▲ Add 2 SEC ↗
12 Bank Of Montreal /Can/ 873.81K $23.77M 0.0% n/c 1 SEC ↗
13 Bank Of Montreal /Can/ 873.81K $23.77M 0.0% n/c 1 SEC ↗
14 Wells Fargo & Company/Mn 690.29K $18.78M 0.0% n/c 1 SEC ↗
15 Wells Fargo & Company/Mn 690.29K $18.78M 0.0% n/c 1 SEC ↗
16 Pnc Financial Services Group, Inc. 666.92K $18.14M 0.0% n/c 1 SEC ↗
17 Pnc Financial Services Group, Inc. 666.92K $18.14M 0.0% n/c 1 SEC ↗
18 Pnc Financial Services Group, Inc. 666.92K $18.14M 0.0% n/c 1 SEC ↗
19 Pnc Financial Services Group, Inc. 666.92K $18.14M 0.0% n/c 1 SEC ↗
20 Pnc Financial Services Group, Inc. 666.92K $18.14M 0.0% n/c 1 SEC ↗
21 Envestnet Asset Management Inc 518.36K $14.10M 0.0% n/c 1 SEC ↗
22 UBS Group AG 492.20K $13.39M 0.0% n/c 1 SEC ↗
23 UBS Group AG 492.20K $13.39M 0.0% n/c 1 SEC ↗
24 UBS Group AG 492.20K $13.39M 0.0% n/c 1 SEC ↗
25 LPL Financial LLC 460.26K $12.52M 0.0% n/c 1 SEC ↗
26 Bank of New York Mellon Corp 366.24K $9.96M 0.0% n/c 1 SEC ↗
27 Bank of New York Mellon Corp 366.24K $9.96M 0.0% n/c 1 SEC ↗
28 Bank of New York Mellon Corp 366.24K $9.96M 0.0% n/c 1 SEC ↗
29 Northwestern Mutual Wealth… 314.67K $8.56M 0.0% n/c 1 SEC ↗
30 Invesco Ltd. 218.21K $5.94M 0.0% n/c 1 SEC ↗
31 Invesco Ltd. 218.21K $5.94M 0.0% n/c 1 SEC ↗
32 Truist Financial Corp 202.14K $5.50M 0.0% n/c 1 SEC ↗
33 Truist Financial Corp 202.14K $5.50M 0.0% n/c 1 SEC ↗
34 Barclays Plc 200.00K $5.44M 0.0% n/c 1 SEC ↗
35 Stifel Financial Corp 195.98K $5.33M 0.0% n/c 1 SEC ↗
36 Jones Financial Companies Lllp 139.18K $3.79M 0.0% n/c 1 SEC ↗
37 Corient Private Wealth LP 127.20K $3.46M 0.0% n/c 1 SEC ↗
38 Royal Bank Of Canada 122.70K $3.34M 0.0% n/c 1 SEC ↗
39 Royal Bank Of Canada 122.70K $3.34M 0.0% n/c 1 SEC ↗
40 Royal Bank Of Canada 122.70K $3.34M 0.0% n/c 1 SEC ↗
41 Osaic Holdings, Inc. 97.49K $2.65M 0.0% n/c 1 SEC ↗
42 Osaic Holdings, Inc. 97.49K $2.65M 0.0% n/c 1 SEC ↗
43 Osaic Holdings, Inc. 97.49K $2.65M 0.0% n/c 1 SEC ↗
44 Mirae Asset Global Investments Co.… 90.18K $2.45M 0.0% n/c 1 SEC ↗
45 Cetera Investment Advisers 84.79K $2.31M 0.0% n/c 1 SEC ↗
46 Mml Investors Services, Llc 66.94K $1.82M 0.0% n/c 1 SEC ↗
47 JPMorgan Chase 42.79K -54.5% $1.16M 0.0% ▼ Trim 2 SEC ↗
48 JPMorgan Chase 42.79K -54.5% $1.16M 0.0% ▼ Trim 2 SEC ↗
49 JPMorgan Chase 42.79K -54.5% $1.16M 0.0% ▼ Trim 2 SEC ↗
50 Bnp Paribas Financial Markets 41.32K $1.12M 0.0% n/c 1 SEC ↗
51 Tidal Investments LLC 38.76K $1.05M 0.0% n/c 1 SEC ↗
52 Cerity Partners LLC 20.46K $556,594 0.0% n/c 1 SEC ↗
53 Cerity Partners LLC 20.46K $556,594 0.0% n/c 1 SEC ↗
54 Commonwealth Equity Services, Llc 19.59K $532,840 0.0% n/c 1 SEC ↗
55 Goldman Sachs Group 19.53K 0.0% $531,162 0.0% Held 2 SEC ↗
56 Rockefeller Capital Management L.P. 15.96K $434,058 0.0% n/c 1 SEC ↗
57 First Trust Advisors Lp 10.28K $279,561 0.0% n/c 1 SEC ↗
58 Lazard Asset Management Llc 8.00K $217,600 0.0% n/c 1 SEC ↗
59 Mercer Global Advisors Inc /Adv 7.37K $200,460 0.0% n/c 1 SEC ↗
60 Citigroup Inc 2.84K $77,221 0.0% n/c 1 SEC ↗
61 Blair William & Co/Il 2.50K $68,136 0.0% n/c 1 SEC ↗
62 Us Bancorp \De\ 2.46K $67,021 0.0% n/c 1 SEC ↗
63 Us Bancorp \De\ 2.46K $67,021 0.0% n/c 1 SEC ↗
64 Fidelity (FMR) 2.32K +367.9% $62,992 0.0% ▲ Add 3 SEC ↗
65 National Bank Of Canada /Fi/ 1.45K $39,382 0.0% n/c 1 SEC ↗
66 Cwm, Llc 805 $22,000 0.0% n/c 1 SEC ↗
67 Franklin Resources Inc 40 $1,088 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 187 holders, 25.12M shares, $675.24M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API