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Security record · archived quarter

BBBS

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q3 2024
12Tracked holders
+1Δ holders
395.09KShares held
$20.21MReported value
+3New positions
−2Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +9.1% · share flow +29.9% · net new positions +8.3%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 10 0 603.55K $30.80M +1 −2
Q1 2026 12 +1 395.09K $20.21M +3 −2
Q4 2025 11 +1 304.22K $15.66M +1
Q3 2025 3 0 33.15K $1.71M
Q2 2025 2 +1 19.81K $1.02M +1
Q4 2024 1 0 45.72K $2.31M
Q3 2024 1 +1 10.68K $550,035 +1
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Lido Advisors, LLC 129.56K New $6.63M 0.0% New 1 SEC ↗
2 Royal Bank Of Canada 110.54K New $5.65M 0.0% New 1 SEC ↗
3 Stifel Financial Corp 104.31K +8.2% $5.34M 0.0% ▲ Add 2 SEC ↗
4 HighTower Advisors, LLC 14.90K New $762,061 0.0% New 1 SEC ↗
5 Cetera Investment Advisers 12.80K -10.6% $654,554 0.0% ▼ Trim 2 SEC ↗
6 Cwm, Llc 7.19K +10.8% $367,835 0.0% ▲ Add 2 SEC ↗
7 Citadel Advisors 6.58K -94.4% $336,534 0.0% ▼ Trim 4 SEC ↗
8 Jane Street Group, Llc 4.46K -82.2% $228,311 0.0% ▼ Trim 2 SEC ↗
9 Envestnet Asset Management Inc 4.25K -34.2% $217,371 0.0% ▼ Trim 2 SEC ↗
10 Osaic Holdings, Inc. 435 0.0% $22,249 0.0% Held 2 SEC ↗
11 Morgan Stanley 49 0.0% $2,506 0.0% Held 3 SEC ↗
12 Fidelity (FMR) 8 0.0% $395 0.0% Held 4 SEC ↗

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

New buyers

Lido Advisors, LLC $6.63M 0.0%
Royal Bank Of Canada $5.65M 0.0%
HighTower Advisors, LLC $762,061 0.0%

Exited

Susquehanna International… $1.52M was 0.0%
Goldman Sachs Group $414,105 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 30 holders, 2.31M shares, $117.89M 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: Q1 2026 · Methodology · Get this via the API