Security record · archived quarter
BCAT
name pending profile ingest
34Tracked holders
+3Δ holders
13.79MShares held
$194.54MReported value
+6New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +9.7% ·
share flow +3.3% ·
net new positions +8.8%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| 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 | n/a |
| Q3 2025 | 2 | -1 | 4.49M | $66.46M | n/a | −1 |
| Q2 2025 | 2 | -1 | 43.20K | $654,063 | n/a | −1 |
| Q1 2025 | 2 | 0 | 25.48K | $366,868 | n/a | n/a |
| Q4 2024 | 2 | 0 | 28.76K | $435,669 | +1 | −1 |
| Q3 2024 | 2 | -2 | 37.63K | $618,964 | n/a | −2 |
| Q2 2024 | 4 | n/a | 104.61K | $1.72M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.36M | +2.7% | $61.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | Wells Fargo & Company/Mn | 2.52M | +23.0% | $35.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 1.48M | 0.0% | $20.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | UBS Group AG | 978.77K | +1.9% | $13.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Invesco Ltd. | 917.39K | -27.2% | $12.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 570.03K | +50.2% | $8.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Stifel Financial Corp | 501.40K | +6.8% | $7.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 472.00K | +17.6% | $6.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 418.02K | -2.6% | $5.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 338.53K | +1.2% | $4.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Lido Advisors, LLC | 186.32K | +3.2% | $2.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cwm, Llc | 127.77K | +81.8% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 120.46K | -0.3% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | First Trust Advisors Lp | 104.39K | -11.8% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 91.58K | -7.7% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 90.14K | +416.6% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 88.67K | +11.0% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 81.14K | -56.5% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Cetera Investment Advisers | 72.54K | +8.6% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 69.11K | -36.5% | $976,534 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Quantinno Capital Management LP | 41.23K | +3.3% | $582,622 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Captrust Financial Advisors | 24.50K | 0.0% | $346,256 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Millennium Management ✦ | 19.17K | New | $270,929 | 0.0% | New | 1 | SEC ↗ |
| 24 | Hrt Financial Lp | 18.17K | -13.4% | $256,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 16.92K | +3.8% | $239,069 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Creative Planning | 14.80K | +1.5% | $209,138 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 12.80K | New | $180,864 | 0.0% | New | 1 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 10.84K | New | $153,209 | 0.0% | New | 1 | SEC ↗ |
| 29 | Fifth Third Bancorp | 9.71K | New | $137,147 | 0.0% | New | 1 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 9.56K | +5.7% | $135,104 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 31 | Assetmark, Inc | 5.37K | 0.0% | $75,822 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Corient Private Wealth LP | 28.06K | -50.0% | $28,628 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 250 | New | $3,532 | 0.0% | New | 1 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 10 | New | $140 | 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
| Millennium Management | $270,929 | 0.0% |
| Goldman Sachs Group | $180,864 | 0.0% |
| Envestnet Asset Management Inc | $153,209 | 0.0% |
| Fifth Third Bancorp | $137,147 | 0.0% |
| Northwestern Mutual Wealth… | $3,532 | 0.0% |
| Jones Financial Companies Lllp | $140 | 0.0% |
Exited
| Cerity Partners LLC | $660,304 | was 0.0% |
| Susquehanna International… | $584,284 | was 0.0% |
| Truist Financial Corp | $295,590 | was 0.0% |
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.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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