BBHY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow -10.1% ·
net new positions +7.1%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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 ✦ | 2.23M | +4.0% | $101.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | Envestnet Asset Management Inc | 1.41M | +4.7% | $64.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 914.64K | -14.4% | $41.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 616.51K | -4.1% | $28.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | HighTower Advisors, LLC | 501.61K | +3.2% | $22.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 441.68K | -55.4% | $20.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | BlackRock ✦ (passive) | 169.76K | -39.5% | $7.78M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Jane Street Group, Llc | 134.87K | -17.9% | $6.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Assetmark, Inc | 94.38K | -34.8% | $4.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 82.24K | -1.3% | $3.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Raymond James Financial Inc | 74.73K | +8.1% | $3.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 70.02K | -27.5% | $3.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS AM, a distinct business unit of… | 43.86K | New | $2.01M | 0.0% | New | 1 | SEC ↗ |
| 14 | Cerity Partners LLC | 29.22K | +2.1% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 22.96K | -40.5% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Lido Advisors, LLC | 16.87K | -29.8% | $773,201 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Cwm, Llc | 12.01K | -8.3% | $550,241 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 11.84K | -5.3% | $542,811 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Truist Financial Corp | 6.30K | +5.2% | $288,586 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 4.82K | -8.7% | $221,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Commonwealth Equity Services, Llc | 4.46K | -1.2% | $204,290 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 1.03K | -37.1% | $47,209 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 709 | +37.1% | $32,493 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 622 | New | $28,506 | 0.0% | New | 1 | SEC ↗ ×3 |
| 25 | Wells Fargo & Company/Mn | 262 | +648.6% | $12,023 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 76 | New | $3,484 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 12 | -88.5% | $528 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Allspring Global Investments… | 5 | New | $229 | 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
| UBS AM, a distinct business… | $2.01M | 0.0% |
| UBS Group AG | $28,506 | 0.0% |
| Fifth Third Bancorp | $3,484 | 0.0% |
| Allspring Global Investments… | $229 | 0.0% |
Exited
| Citadel Advisors | $738,095 | was 0.0% |
| Jones Financial Companies Lllp | $6,278 | 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.