BAUG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow +7.0% ·
net new positions +5.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 | Osaic Holdings, Inc. | 199.20K | +53.2% | $10.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 199.20K | +53.2% | $10.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 199.20K | +53.2% | $10.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 188.04K | -6.2% | $10.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cerity Partners LLC | 131.63K | -2.6% | $7.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Cerity Partners LLC | 131.63K | -2.6% | $7.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 87.66K | -0.3% | $4.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 86.33K | -17.0% | $4.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 86.33K | -17.0% | $4.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 57.52K | +108.1% | $3.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 57.52K | +108.1% | $3.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 49.45K | +8.0% | $2.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 46.81K | -1.6% | $2.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 43.51K | -14.3% | $2.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 23.89K | +70.9% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 13.18K | -0.7% | $706,639 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Lido Advisors, LLC | 9.76K | -8.5% | $523,175 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 6.17K | 0.0% | $332,687 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 4.46K | 0.0% | $239,335 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Truist Financial Corp | 4.35K | -15.9% | $233,277 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Hrt Financial Lp | 3.94K | New | $211,000 | 0.0% | New | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 1.54K | New | $82,196 | 0.0% | New | 1 | SEC ↗ |
| 23 | Barclays Plc | 564 | +115.3% | $30,239 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Assetmark, Inc | 450 | 0.0% | $24,127 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $211,000 | 0.0% |
| JPMorgan Chase | $82,196 | 0.0% |
Exited
| Citadel Advisors | $610,353 | 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.