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Security record · archived quarter

BCX

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
34Tracked holders
0Δ holders
17.40MShares held
$209.61MReported value
+3New positions
−3Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.2% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 26.01K $310,027 n/a −1
Q2 2026 32 0 17.93M $202.76M +3 −4
Q1 2026 34 0 17.40M $209.61M +3 −3
Q4 2025 34 -2 18.17M $199.49M n/a −2
Q3 2025 4 +2 3.38M $34.35M +2 n/a
Q2 2025 1 +1 147.17K $1.39M +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wells Fargo & Company/Mn 3.96M -3.5% $47.68M 0.0% ▼ Trim 2 SEC ↗ ×2
2 Morgan Stanley ✦ 3.76M -6.0% $45.25M 0.0% ▼ Trim 3 SEC ↗ ×5
3 Lazard Asset Management Llc 2.94M -0.4% $35.47M 0.1% ▼ Trim 2 SEC ↗
4 Raymond James Financial Inc 795.20K +13.7% $9.58M 0.0% ▲ Add 2 SEC ↗ ×2
5 Royal Bank Of Canada 790.27K +3.6% $9.52M 0.0% ▲ Add 2 SEC ↗ ×3
6 LPL Financial LLC 760.94K +5.6% $9.17M 0.0% ▲ Add 2 SEC ↗
7 Invesco Ltd. 752.61K -16.2% $9.07M 0.0% ▼ Trim 2 SEC ↗
8 Ameriprise Financial Inc 739.95K -2.8% $8.90M 0.0% ▼ Trim 2 SEC ↗
9 Allspring Global Investments… 661.05K -30.7% $7.97M 0.0% ▼ Trim 2 SEC ↗
10 Bank Of America Corp /De/ 517.76K -8.8% $6.24M 0.0% ▼ Trim 2 SEC ↗
11 Commonwealth Equity Services, Llc 460.07K -0.1% $5.54M 0.0% ▼ Trim 2 SEC ↗
12 Stifel Financial Corp 309.53K -0.4% $3.73M 0.0% ▼ Trim 2 SEC ↗
13 Osaic Holdings, Inc. 213.40K -7.7% $2.57M 0.0% ▼ Trim 2 SEC ↗ ×2
14 UBS Group AG 209.52K -17.8% $2.52M 0.0% ▼ Trim 2 SEC ↗ ×3
15 Creative Planning 129.12K +3.1% $1.56M 0.0% ▲ Add 2 SEC ↗
16 Cetera Investment Advisers 83.93K +8.0% $1.01M 0.0% ▲ Add 2 SEC ↗
17 Mariner, LLC 63.43K +30.5% $762,788 0.0% ▲ Add 2 SEC ↗
18 First Trust Advisors Lp 61.09K 0.0% $736,097 0.0% ▼ Trim 2 SEC ↗
19 Envestnet Asset Management Inc 33.51K +32.7% $403,788 0.0% ▲ Add 2 SEC ↗
20 HighTower Advisors, LLC 33.05K -3.9% $398,216 0.0% ▼ Trim 2 SEC ↗
21 Fifth Third Bancorp 23.67K +2267.4% $285,272 0.0% ▲ Add 2 SEC ↗
22 Jane Street Group, Llc 22.36K -32.2% $269,438 0.0% ▼ Trim 2 SEC ↗ ×2
23 Wealth Enhancement Advisory… 20.44K +26.6% $251,015 0.0% ▲ Add 2 SEC ↗
24 Cwm, Llc 18.26K +6.7% $219,982 0.0% ▲ Add 2 SEC ↗
25 AQR Capital Management ✦ 14.90K New $179,545 0.0% New 1 SEC ↗
26 Cerity Partners LLC 12.77K New $153,814 0.0% New 1 SEC ↗
27 Rockefeller Capital Management L.P. 4.21K +2.4% $50,755 0.0% ▲ Add 2 SEC ↗
28 Pnc Financial Services Group, Inc. 3.15K 0.0% $37,945 0.0% Held 2 SEC ↗
29 Us Bancorp \De\ 2.72K 0.0% $32,800 0.0% Held 2 SEC ↗
30 Northwestern Mutual Wealth… 2.53K +59.9% $30,510 0.0% ▲ Add 2 SEC ↗
31 BlackRock ✦ (passive) 781 New $9,411 0.0% New 1 SEC ↗
32 Jones Financial Companies Lllp 455 -57.2% $5,415 0.0% ▼ Trim 2 SEC ↗
33 Russell Investments Group, Ltd. 211 -17.2% $2,543 0.0% ▼ Trim 2 SEC ↗
34 Assetmark, Inc 141 -67.4% $1,699 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

AQR Capital Management $179,545 0.0%
Cerity Partners LLC $153,814 0.0%
BlackRock $9,411 0.0%

Exited

Hrt Financial Lp $243,000 was 0.0%
Millennium Management $140,313 was 0.0%
National Bank Of Canada /Fi/ $109,400 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 134 holders, 22.75M shares, $268.46M 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 · Get this via the API