BCAT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.3% ·
share flow -1.6% ·
net new positions +3.2%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +1 | 13.21M | $210.47M | +4 | −4 |
| Q1 2026 | 34 | +3 | 13.79M | $194.54M | +6 | −3 |
| Q4 2025 | 31 | +1 | 13.35M | $189.02M | +1 | — |
| Q3 2025 | 2 | -1 | 4.49M | $66.46M | — | −1 |
| Q2 2025 | 2 | -1 | 43.20K | $654,063 | — | −1 |
| Q1 2025 | 2 | 0 | 25.48K | $366,868 | — | — |
| Q4 2024 | 2 | 0 | 28.76K | $435,669 | +1 | −1 |
| Q3 2024 | 2 | -2 | 37.63K | $618,964 | — | −2 |
| Q2 2024 | 4 | — | 104.61K | $1.72M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.24M | -5.3% | $60.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 2 | Wells Fargo & Company/Mn | 2.05M | — | $28.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 1.48M | — | $20.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 1.26M | — | $17.86M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 960.50K | — | $13.60M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Stifel Financial Corp | 469.27K | — | $6.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Rockefeller Capital Management L.P. | 429.38K | — | $6.08M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 401.18K | — | $5.68M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 379.43K | — | $5.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 334.44K | — | $4.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Jane Street Group, Llc | 186.71K | — | $2.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Lido Advisors, LLC | 180.59K | — | $2.57M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 120.79K | — | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | First Trust Advisors Lp | 118.42K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 108.90K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 99.17K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Baird Financial Group, Inc. | 79.89K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cwm, Llc | 70.30K | — | $995,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 66.81K | — | $946,088 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Corient Private Wealth LP | 56.12K | — | $794,630 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Cerity Partners LLC | 46.63K | — | $660,304 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Susquehanna International Group, Llp | 41.26K | — | $584,284 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 39.91K | — | $565,105 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 24.50K | — | $346,991 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Hrt Financial Lp | 20.97K | — | $296,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 20.88K | — | $295,590 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 17.45K | New | $247,078 | 0.0% | New | 1 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 16.30K | — | $230,813 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Creative Planning | 14.58K | — | $206,495 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 9.05K | 0.0% | $128,127 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 31 | Assetmark, Inc | 5.37K | — | $75,983 | 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
| Citadel Advisors | $247,078 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 100 holders, 19.47M shares, $223.48M 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.