BCD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.8% ·
share flow +30.0% ·
net new positions +4.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| 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 | Envestnet Asset Management Inc | 519.79K | +101.8% | $17.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 315.65K | -1.6% | $10.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 165.35K | -8.6% | $5.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Stifel Financial Corp | 135.26K | +4.8% | $4.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Assetmark, Inc | 134.21K | +5.4% | $4.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 130.61K | +22.3% | $4.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 130.61K | +22.3% | $4.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 130.61K | +22.3% | $4.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 130.61K | +22.3% | $4.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 128.13K | -19.6% | $4.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 128.13K | -19.6% | $4.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 86.72K | +1023.8% | $2.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cibc World Market Inc. | 46.63K | +43.3% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 41.35K | +12.5% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jane Street Group, Llc | 40.90K | New | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 40.90K | New | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 33.70K | New | $1.15M | 0.0% | New | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 11.75K | New | $401,160 | 0.0% | New | 1 | SEC ↗ |
| 19 | Hrt Financial Lp | 6.27K | New | $214,000 | 0.0% | New | 1 | SEC ↗ |
| 20 | Mariner, LLC | 6.08K | -9.1% | $207,591 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 2.03K | +820.9% | $69,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.00K | +100000.0% | $68,385 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.00K | +100000.0% | $68,385 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Fifth Third Bancorp | 419 | -10.7% | $14,309 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 103 | 0.0% | $3,517 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 13 | -82.2% | $433 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 0 | — | $32 | 0.0% | Held | 4 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 0 | -100.0% | $13 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $1.40M | 0.0% |
| Jane Street Group, Llc | $1.40M | 0.0% |
| Susquehanna International… | $1.15M | 0.0% |
| Citadel Advisors | $401,160 | 0.0% |
| Hrt Financial Lp | $214,000 | 0.0% |
Exited
| Mercer Global Advisors Inc… | $378,803 | was 0.0% |
| Simplex Trading, Llc | $25,368 | was 0.0% |
| TD Waterhouse Canada Inc. | $14,596 | 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.