BAUG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow -8.9% ·
net new positions -5.6%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +1 | 958.45K | $51.39M | +2 | −1 |
| Q1 2026 | 18 | -1 | 896.13K | $43.78M | +1 | −2 |
| Q4 2025 | 19 | 0 | 983.15K | $49.20M | — | — |
| Q3 2025 | 1 | -1 | 210 | $10,288 | — | −1 |
| Q2 2025 | 1 | 0 | 11.91K | $548,009 | — | — |
| Q1 2025 | 1 | +1 | 8.17K | $346,689 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 200.37K | -0.3% | $9.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Cerity Partners LLC | 135.17K | +1.6% | $6.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cerity Partners LLC | 135.17K | +1.6% | $6.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 130.02K | -45.1% | $6.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 130.02K | -45.1% | $6.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 104.00K | -1.6% | $5.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 104.00K | -1.6% | $5.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 87.90K | +0.8% | $4.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 50.76K | -7.9% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 47.56K | +104.2% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 45.78K | -6.3% | $2.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 27.64K | +15.8% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 13.98K | -41.1% | $682,795 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 13.27K | -0.3% | $648,357 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 12.49K | New | $610,353 | 0.0% | New | 1 | SEC ↗ |
| 16 | Lido Advisors, LLC | 10.66K | 0.0% | $520,817 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 6.17K | -35.3% | $303,195 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Truist Financial Corp | 5.17K | 0.0% | $252,787 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 4.46K | -7.2% | $218,057 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Assetmark, Inc | 450 | +50.0% | $21,982 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Barclays Plc | 262 | -18.1% | $12,798 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $610,353 | 0.0% |
Exited
| UBS Group AG | $11,759 | was 0.0% |
| JPMorgan Chase | $4,754 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 97 holders, 2.47M shares, $97.65M 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.