BBLU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +13.3% ·
share flow +17.0% ·
net new positions +11.8%
· 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 | 17 | 0 | 5.29M | $87.34M | +1 | −1 |
| Q1 2026 | 17 | +2 | 4.74M | $70.00M | +2 | n/a |
| Q4 2025 | 15 | 0 | 4.05M | $61.86M | n/a | n/a |
| Q3 2025 | 3 | -1 | 96.30K | $1.45M | n/a | −1 |
| Q2 2025 | 2 | 0 | 40.79K | $561,022 | +1 | −1 |
| Q1 2025 | 1 | 0 | 11.02K | $140,738 | n/a | n/a |
| Q4 2024 | 1 | 0 | 21.82K | $284,764 | n/a | n/a |
| Q3 2024 | 1 | +1 | 11.69K | $148,542 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 1.50M | +25.2% | $22.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.08M | +7.3% | $15.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 636.72K | +16.4% | $9.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 566.36K | +33.3% | $8.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 314.66K | +6.9% | $4.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 184.64K | +10.6% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 168.37K | +7.0% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 166.02K | +22.3% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 49.07K | +20.0% | $706,629 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 45.32K | -1.8% | $668,913 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 19.45K | 0.0% | $287,052 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 8.04K | -50.8% | $118,670 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 4.18K | +89.8% | $61,667 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | UBS Group AG | 1.58K | New | $23,350 | 0.0% | New | 1 | SEC ↗ |
| 15 | UBS AM, a distinct business unit of… | 1.58K | New | $23,350 | 0.0% | New | 1 | SEC ↗ |
| 16 | Assetmark, Inc | 100 | 0.0% | $1,476 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1 | 0.0% | $11 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| UBS Group AG | $23,350 | 0.0% |
| UBS AM, a distinct business… | $23,350 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 67 holders, 9.17M shares, $126.10M 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.