BDEC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow -10.5% ·
net new positions -11.1%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 196.82K | -1.6% | $9.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 189.56K | -22.0% | $9.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Cerity Partners LLC | 181.41K | +26.1% | $8.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Lido Advisors, LLC | 123.14K | -0.7% | $5.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 103.41K | +9.4% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | HighTower Advisors, LLC | 83.76K | -0.6% | $4.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 73.64K | +15.3% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 57.39K | -17.4% | $2.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Blair William & Co/Il | 55.93K | -8.0% | $2.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 39.60K | -11.4% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 38.07K | -42.1% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 6.55K | -31.4% | $316,777 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Creative Planning | 5.55K | New | $266,644 | 0.0% | New | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 4.86K | New | $228,434 | 0.0% | New | 1 | SEC ↗ |
| 15 | Focus Partners Wealth | 4.41K | 0.0% | $211,444 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 1.71K | New | $82,177 | 0.0% | New | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 797 | 0.0% | $38,000 | 0.0% | Held | 2 | SEC ↗ |
| 18 | UBS Group AG | 449 | New | $21,552 | 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
| Creative Planning | $266,644 | 0.0% |
| JPMorgan Chase | $228,434 | 0.0% |
| Fifth Third Bancorp | $82,177 | 0.0% |
| UBS Group AG | $21,552 | 0.0% |
Exited
| Jane Street Group, Llc | $3.90M | was 0.0% |
| Susquehanna International… | $510,666 | was 0.0% |
| Goldman Sachs Group | $230,900 | was 0.0% |
| Wells Fargo & Company/Mn | $72,556 | was 0.0% |
| Morgan Stanley | $6,988 | was 0.0% |
| Pnc Financial Services Group… | $6,839 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 110 holders, 3.65M shares, $151.03M 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.