BBHY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.7% ·
share flow -25.2% ·
net new positions -3.8%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 151.61K | $6.73M | n/a | n/a |
| Q2 2026 | 27 | 0 | 6.63M | $305.72M | +1 | −1 |
| Q1 2026 | 28 | +2 | 6.90M | $315.30M | +4 | −2 |
| Q4 2025 | 26 | -1 | 7.67M | $356.89M | n/a | −1 |
| Q3 2025 | 6 | 0 | 5.67M | $266.65M | n/a | n/a |
| Q2 2025 | 3 | +1 | 571.58K | $26.66M | +1 | n/a |
| Q4 2024 | 1 | -1 | 21.10K | $972,288 | n/a | −1 |
| Q3 2024 | 2 | +2 | 37.95K | $1.80M | +2 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 2.15M | -53.1% | $99.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 2 | Envestnet Asset Management Inc | 1.35M | n/a | $62.73M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 1.07M | n/a | $49.68M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 989.50K | n/a | $46.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 642.89K | +3.1% | $29.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | HighTower Advisors, LLC | 486.08K | n/a | $22.60M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 280.70K | -20.8% | $13.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Jane Street Group, Llc | 164.32K | n/a | $7.64M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Assetmark, Inc | 144.79K | n/a | $6.73M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 96.54K | n/a | $4.49M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 83.33K | n/a | $3.88M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Raymond James Financial Inc | 69.11K | n/a | $3.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Mml Investors Services, Llc | 38.58K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cerity Partners LLC | 28.62K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Lido Advisors, LLC | 24.02K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 15.87K | +5.2% | $738,095 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cwm, Llc | 13.09K | n/a | $609,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 12.50K | n/a | $581,390 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 5.99K | n/a | $278,442 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 5.28K | n/a | $246,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Commonwealth Equity Services, Llc | 4.51K | n/a | $209,850 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 1.64K | n/a | $76,184 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 517 | n/a | $24,041 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 135 | n/a | $6,278 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 104 | -78.1% | $4,814 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 35 | n/a | $1,624 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Goldman Sachs Group | $4.69M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 107 holders, 6.79M shares, $288.40M 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.