BALI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.2% ·
share flow +15.9% ·
net new positions +4.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 1.80M | n/a | $57.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Fidelity (FMR) ✦ | 1.73M | +43339550.0% | $54.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 1.69M | n/a | $53.47M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 1.68M | n/a | $53.24M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 729.60K | n/a | $23.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Cetera Investment Advisers | 586.13K | n/a | $18.57M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 557.67K | n/a | $17.67M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 383.70K | n/a | $12.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 315.99K | +2.6% | $10.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 307.51K | -47.8% | $9.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 290.39K | n/a | $9.20M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 276.49K | n/a | $8.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Assetmark, Inc | 269.46K | n/a | $8.54M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 152.06K | n/a | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 105.58K | n/a | $3.34M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Gotham Asset Management ✦ | 46.14K | New | $1.46M | 0.0% | New | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 30.85K | n/a | $977,201 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 27.84K | +9.4% | $882,003 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Creative Planning | 13.34K | n/a | $422,677 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 7.72K | n/a | $244,570 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Truist Financial Corp | 6.38K | n/a | $202,277 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 706 | n/a | $22,366 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 396 | n/a | $13,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 105 | n/a | $3,326 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 70 | n/a | $2,000 | 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
| Gotham Asset Management | $1.46M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 140 holders, 20.14M shares, $618.19M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.