BCD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.0% ·
share flow -1.5% ·
net new positions -5.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +1 | 1.81M | $61.71M | +4 | −3 |
| Q1 2026 | 21 | +2 | 1.38M | $49.30M | +4 | −2 |
| Q4 2025 | 19 | -1 | 1.12M | $34.64M | — | −1 |
| Q3 2025 | 3 | 0 | 16.55K | $568,743 | — | — |
| Q2 2025 | 1 | +1 | 6.06K | $200,823 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 267.53K | — | $8.28M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 201.50K | — | $6.24M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 197.24K | — | $6.11M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Stifel Financial Corp | 123.73K | — | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Assetmark, Inc | 99.53K | — | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 98.30K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 98.30K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 98.30K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 52.77K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cibc World Market Inc. | 26.06K | — | $806,941 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 24.19K | — | $749,010 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 10.55K | — | $326,566 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 8.21K | — | $254,018 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 6.99K | — | $216,511 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 1.57K | — | $48,607 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Simplex Trading, Llc | 434 | — | $13,436 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 103 | — | $3,189 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 61 | — | $1,889 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 2 | +100.0% | $83 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 0 | — | $29 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 1 | — | $22 | 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
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $568,624 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 88 holders, 5.84M shares, $198.09M 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.