Security record
BBH
name pending profile ingest
39Tracked holders
+1Δ holders
465.26KShares held
$94.55MReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +2.6% ·
share flow +0.3% ·
net new positions +2.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | +1 | 465.26K | $94.55M | +2 | −1 |
| Q1 2026 | 39 | -1 | 464.15K | $87.22M | +5 | −6 |
| Q4 2025 | 39 | 0 | 477.89K | $90.47M | +1 | −1 |
| Q3 2025 | 6 | 0 | 150.08K | $24.87M | — | — |
| Q2 2025 | 3 | 0 | 8.56K | $1.31M | — | — |
| Q1 2025 | 1 | -1 | 2.52K | $396,786 | — | −1 |
| Q4 2024 | 2 | 0 | 7.68K | $1.20M | — | — |
| Q3 2024 | 2 | +2 | 24.41K | $4.33M | +2 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 102.02K | -0.1% | $20.73M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Raymond James Financial Inc | 65.62K | -5.7% | $13.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 65.62K | -5.7% | $13.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 60.20K | -9.3% | $12.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 60.20K | -9.3% | $12.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 60.20K | -9.3% | $12.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 39.57K | +20.2% | $8.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 39.57K | +20.2% | $8.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 39.57K | +20.2% | $8.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 33.24K | +1.3% | $6.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 33.24K | +1.3% | $6.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 30.13K | +13.5% | $6.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 15.81K | -4.7% | $3.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 15.81K | -4.7% | $3.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 15.81K | -4.7% | $3.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 15.81K | -4.7% | $3.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 13.40K | -3.2% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 13.40K | -3.2% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 13.40K | -3.2% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 11.86K | 0.0% | $2.41M | 0.0% | Held | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 11.02K | +9.8% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 7.43K | +1.9% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 7.43K | +1.9% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 6.54K | +153.8% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wealthfront Advisers LLC | 5.98K | -14.6% | $1.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Two Sigma Investments ✦ | 5.60K | -8.2% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Cerity Partners LLC | 5.54K | -0.2% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Cerity Partners LLC | 5.54K | -0.2% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 5.46K | -42.6% | $1.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Corient Private Wealth LP | 5.28K | +386.2% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | CIBC Bancorp USA Inc. | 4.96K | 0.0% | $1.01M | 0.0% | Held | 2 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 4.96K | -24.3% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 4.59K | -1.7% | $932,978 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 4.46K | +9.6% | $896,751 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 4.00K | -1.0% | $812,948 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 4.00K | -1.0% | $812,948 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 3.93K | -3.1% | $801,100 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 3.93K | -3.1% | $801,100 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 3.93K | -3.1% | $801,100 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 3.93K | -3.1% | $801,100 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Cetera Investment Advisers | 1.95K | -5.1% | $396,516 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | UBS AM, a distinct business unit of… | 1.65K | -3.9% | $335,341 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 1.60K | -0.1% | $325,888 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 44 | Northern Trust Corp | 1.48K | New | $300,181 | 0.0% | New | 1 | SEC ↗ |
| 45 | Creative Planning | 1.26K | +1.0% | $256,727 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Gotham Asset Management ✦ | 1.14K | 0.0% | $232,300 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Belvedere Trading LLC | 1.11K | +83.5% | $226,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Osaic Holdings, Inc. | 1.01K | +15.2% | $204,635 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Northwestern Mutual Wealth… | 702 | -17.8% | $142,772 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Fifth Third Bancorp | 675 | 0.0% | $137,185 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 287 | 0.0% | $58,329 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Blair William & Co/Il | 225 | 0.0% | $45,728 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Citigroup Inc | 199 | -84.0% | $40,444 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Simplex Trading, Llc | 169 | New | $34,347 | 0.0% | New | 1 | SEC ↗ |
| 55 | BlackRock ✦ (passive) | 165 | 0.0% | $33,534 | 0.0% | Held | 5 | SEC ↗ |
| 56 | Qube Research & Technologies Ltd | 13 | -45.8% | $2,642 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Northern Trust Corp | $300,181 | 0.0% |
| Simplex Trading, Llc | $34,347 | 0.0% |
Exited
| Cibc World Market Inc. | $209,078 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 113 holders, 722.08K shares, $135.00M 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: Q2 2026 ·
Methodology ·
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