BBDO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +29.4% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more 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 | 21 | -1 | 1.06M | $3.19M | +3 | −4 |
| Q1 2026 | 22 | +5 | 1.08M | $3.55M | +6 | −1 |
| Q4 2025 | 17 | 0 | 735.26K | $2.11M | +1 | −1 |
| Q3 2025 | 6 | 0 | 712.38K | $2.09M | — | — |
| Q2 2025 | 4 | 0 | 157.66K | $430,409 | +1 | −1 |
| Q1 2025 | 2 | +1 | 61.31K | $127,525 | +1 | — |
| Q4 2024 | 1 | -1 | 15.10K | $27,029 | — | −1 |
| Q3 2024 | 2 | +1 | 35.32K | $86,532 | +1 | — |
| Q2 2024 | 1 | — | 24.80K | $51,336 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 267.08K | +128.4% | $878,703 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 267.08K | +128.4% | $878,703 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 267.08K | +128.4% | $878,703 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 267.08K | +128.4% | $878,703 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 267.08K | +128.4% | $878,703 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 267.08K | +128.4% | $878,703 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Northern Trust Corp | 167.61K | +14.6% | $551,437 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Northern Trust Corp | 167.61K | +14.6% | $551,437 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 166.31K | -23.4% | $547,157 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 157.85K | +117.6% | $519,324 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Neuberger Berman Group LLC | 80.48K | New | $264,782 | 0.0% | New | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 38.86K | +15.1% | $127,858 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 35.00K | +198.9% | $115,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mariner, LLC | 33.13K | +10.9% | $108,599 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 31.04K | +0.5% | $102,118 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Cetera Investment Advisers | 29.49K | +160.5% | $97,022 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Millennium Management ✦ | 24.08K | New | $79,210 | 0.0% | New | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 20.12K | +307.2% | $67,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 20.12K | +307.2% | $67,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Franklin Resources Inc | 7.31K | +0.6% | $24,053 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rhumbline Advisers | 6.84K | +44.6% | $22,503 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 5.68K | +461.1% | $18,679 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 5.68K | +461.1% | $18,679 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Assetmark, Inc | 3.93K | +7.5% | $12,926 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 2.00K | 0.0% | $6,580 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Us Bancorp \De\ | 1.01K | New | $3,329 | 0.0% | New | 1 | SEC ↗ |
| 27 | UBS AM, a distinct business unit of… | 750 | New | $2,468 | 0.0% | New | 1 | SEC ↗ |
| 28 | Citigroup Inc | 606 | New | $1,994 | 0.0% | New | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 293 | +144.2% | $963 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | UBS Group AG | 53 | New | $174 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Neuberger Berman Group LLC | $264,782 | 0.0% |
| Millennium Management | $79,210 | 0.0% |
| Us Bancorp \De\ | $3,329 | 0.0% |
| UBS AM, a distinct business… | $2,468 | 0.0% |
| Citigroup Inc | $1,994 | 0.0% |
| UBS Group AG | $174 | 0.0% |
Exited
| Citadel Advisors | $118,522 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 52 holders, 6.70M shares, $21.97M 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.