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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 43 0 12.47M $334.95M +2 −3
Q1 2026 45 +2 13.67M $368.49M +5 −3
Q4 2025 42 0 13.80M $375.23M n/a n/a
Q3 2025 4 -2 718.25K $19.60M n/a −2
Q2 2025 3 +1 41.52K $1.10M +1 n/a
Q1 2025 1 -1 14.18K $378,376 n/a −1
Q4 2024 2 0 45.81K $1.20M n/a n/a
Q3 2024 2 -1 95.20K $2.62M n/a −1
Q2 2024 3 n/a 94.26K $2.49M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Raymond James Financial Inc 1.60M n/a $43.63M 0.0% n/c 1 SEC ↗ ×2
2 HighTower Advisors, LLC 1.51M n/a $41.08M 0.0% n/c 1 SEC ↗
3 State Of Wisconsin Investment Board 1.32M n/a $35.87M 0.1% n/c 1 SEC ↗
4 Ameriprise Financial Inc 1.23M n/a $33.33M 0.0% n/c 1 SEC ↗ ×2
5 Bank Of America Corp /De/ 1.09M n/a $29.74M 0.0% n/c 1 SEC ↗ ×3
6 Morgan Stanley ✦ 879.39K +45.5% $23.92M 0.0% ▲ Add 2 SEC ↗ ×2
7 Bank Of Montreal /Can/ 873.81K n/a $23.77M 0.0% n/c 1 SEC ↗ ×2
8 Wells Fargo & Company/Mn 690.29K n/a $18.78M 0.0% n/c 1 SEC ↗ ×2
9 Pnc Financial Services Group, Inc. 666.92K n/a $18.14M 0.0% n/c 1 SEC ↗ ×5
10 Envestnet Asset Management Inc 518.36K n/a $14.10M 0.0% n/c 1 SEC ↗
11 UBS Group AG 492.20K n/a $13.39M 0.0% n/c 1 SEC ↗ ×3
12 LPL Financial LLC 460.26K n/a $12.52M 0.0% n/c 1 SEC ↗
13 Bank of New York Mellon Corp 366.24K n/a $9.96M 0.0% n/c 1 SEC ↗ ×3
14 Northwestern Mutual Wealth… 314.67K n/a $8.56M 0.0% n/c 1 SEC ↗
15 Invesco Ltd. 218.21K n/a $5.94M 0.0% n/c 1 SEC ↗ ×2
16 Truist Financial Corp 202.14K n/a $5.50M 0.0% n/c 1 SEC ↗ ×2
17 Barclays Plc 200.00K n/a $5.44M 0.0% n/c 1 SEC ↗
18 Stifel Financial Corp 195.98K n/a $5.33M 0.0% n/c 1 SEC ↗
19 Jones Financial Companies Lllp 139.18K n/a $3.79M 0.0% n/c 1 SEC ↗
20 Corient Private Wealth LP 127.20K n/a $3.46M 0.0% n/c 1 SEC ↗
21 Royal Bank Of Canada 122.70K n/a $3.34M 0.0% n/c 1 SEC ↗ ×3
22 Osaic Holdings, Inc. 97.49K n/a $2.65M 0.0% n/c 1 SEC ↗ ×3
23 Mirae Asset Global Investments Co.… 90.18K n/a $2.45M 0.0% n/c 1 SEC ↗
24 Cetera Investment Advisers 84.79K n/a $2.31M 0.0% n/c 1 SEC ↗
25 Mml Investors Services, Llc 66.94K n/a $1.82M 0.0% n/c 1 SEC ↗
26 JPMorgan Chase ✦ 42.79K -54.5% $1.16M 0.0% ▼ Trim 2 SEC ↗ ×3
27 Bnp Paribas Financial Markets 41.32K n/a $1.12M 0.0% n/c 1 SEC ↗
28 Tidal Investments LLC 38.76K n/a $1.05M 0.0% n/c 1 SEC ↗
29 Cerity Partners LLC 20.46K n/a $556,594 0.0% n/c 1 SEC ↗ ×2
30 Commonwealth Equity Services, Llc 19.59K n/a $532,840 0.0% n/c 1 SEC ↗
31 Goldman Sachs Group ✦ 19.53K 0.0% $531,162 0.0% Held 2 SEC ↗
32 Rockefeller Capital Management L.P. 15.96K n/a $434,058 0.0% n/c 1 SEC ↗
33 First Trust Advisors Lp 10.28K n/a $279,561 0.0% n/c 1 SEC ↗
34 Lazard Asset Management Llc 8.00K n/a $217,600 0.0% n/c 1 SEC ↗
35 Mercer Global Advisors Inc /Adv 7.37K n/a $200,460 0.0% n/c 1 SEC ↗
36 Citigroup Inc 2.84K n/a $77,221 0.0% n/c 1 SEC ↗
37 Blair William & Co/Il 2.50K n/a $68,136 0.0% n/c 1 SEC ↗
38 Us Bancorp \De\ 2.46K n/a $67,021 0.0% n/c 1 SEC ↗ ×2
39 Fidelity (FMR) ✦ 2.32K +367.9% $62,992 0.0% ▲ Add 3 SEC ↗
40 National Bank Of Canada /Fi/ 1.45K n/a $39,382 0.0% n/c 1 SEC ↗
41 Cwm, Llc 805 n/a $22,000 0.0% n/c 1 SEC ↗
42 Franklin Resources Inc 40 n/a $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