BCV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow -4.4% ·
net new positions +11.1%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | +2 | 909.03K | $23.62M | +2 | — |
| Q1 2026 | 16 | +1 | 951.22K | $20.49M | +1 | — |
| Q4 2025 | 15 | 0 | 943.11K | $20.84M | — | — |
| Q3 2025 | 1 | — | 140.23K | $3.07M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 250.91K | -17.5% | $6.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 250.91K | -17.5% | $6.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 141.66K | -4.4% | $3.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 141.66K | -4.4% | $3.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 141.66K | -4.4% | $3.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 100.82K | 0.0% | $2.62M | 0.0% | Held | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 81.87K | -8.2% | $2.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | UBS Group AG | 58.38K | -4.1% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 47.67K | -19.2% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | First Trust Advisors Lp | 41.03K | +58.3% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 40.12K | +11.0% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 29.01K | -5.8% | $754,046 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 19.91K | +2.9% | $517,420 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 19.68K | 0.0% | $511,579 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 18.78K | +8.3% | $488,234 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 16.24K | +0.8% | $421,996 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 14.07K | 0.0% | $365,630 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 11.57K | New | $300,808 | 0.0% | New | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 9.21K | 0.0% | $239,238 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 7.79K | New | $202,468 | 0.0% | New | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 7.79K | New | $202,468 | 0.0% | New | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 290 | 0.0% | $7,537 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $300,808 | 0.0% |
| Raymond James Financial Inc | $202,468 | 0.0% |
| Raymond James Financial Inc | $202,468 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 38 holders, 2.19M shares, $40.54M 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.