BCAL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -13.3% ·
share flow +28.9% ·
net new positions -15.4%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 59 | -3 | 13.92M | $284.13M | +3 | −6 |
| Q1 2026 | 64 | 0 | 13.02M | $232.80M | +4 | −4 |
| Q4 2025 | 64 | +4 | 12.97M | $242.17M | +4 | n/a |
| Q3 2025 | 13 | -2 | 6.19M | $103.32M | n/a | −2 |
| Q2 2025 | 12 | +1 | 4.62M | $72.76M | +1 | n/a |
| Q1 2025 | 8 | +4 | 1.13M | $16.16M | +4 | n/a |
| Q4 2024 | 4 | 0 | 992.60K | $16.42M | +1 | −1 |
| Q3 2024 | 3 | -1 | 637.85K | $9.44M | +1 | −2 |
| Q2 2024 | 4 | n/a | 368.53K | $4.96M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 2.08M | +199.4% | $34.69M | 0.0% | ▲ Add | 6 | SEC ↗ ×3 |
| 2 | BlackRock ✦ (passive) | 1.41M | -0.6% | $23.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 3 | The Vanguard Group ✦ (passive) | 1.31M | 0.0% | $21.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Geode Capital Management ✦ (passive) | 545.42K | -0.8% | $9.10M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 5 | State Street Global Advisors ✦ (passive) | 439.86K | +2.6% | $7.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 104.49K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 7 | Marshall Wace ✦ | 103.09K | +16.1% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Two Sigma Investments ✦ | 69.11K | +343.0% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 45.34K | n/a | $756,238 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | AQR Capital Management ✦ | 38.27K | +274.3% | $638,394 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 11 | JPMorgan Chase ✦ | 38.15K | n/a | $636,410 | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 12 | T. Rowe Price ✦ | 12.01K | +5.3% | $201,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 912 | -42.4% | $15,213 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
“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
| Citadel Advisors | $1.09M | was 0.0% |
| Millennium Management | $343,552 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 152 holders, 21.75M shares, $383.94M 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.
Open-market purchases (P)
Director · 450 sh @ 22.13 · $9,958
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology