BDEC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow +3.1% ·
net new positions +5.3%
— 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 | 19 | +1 | 1.20M | $64.03M | +2 | −1 |
| Q1 2026 | 18 | -2 | 1.17M | $56.02M | +4 | −6 |
| Q4 2025 | 20 | -1 | 1.30M | $64.65M | +1 | −2 |
| Q3 2025 | 3 | 0 | 10.65K | $510,694 | — | — |
| Q2 2025 | 1 | +1 | 12.88K | $581,480 | +1 | — |
| Q4 2024 | 1 | +1 | 10.12K | $436,446 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 228.85K | +20.7% | $12.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 228.85K | +20.7% | $12.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 189.74K | -3.6% | $10.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Cerity Partners LLC | 186.01K | +2.5% | $9.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cerity Partners LLC | 186.01K | +2.5% | $9.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 102.78K | -0.6% | $5.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 102.78K | -0.6% | $5.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Lido Advisors, LLC | 93.16K | -24.3% | $4.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 79.87K | -4.7% | $4.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 72.15K | -2.0% | $3.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 58.41K | +1.8% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Blair William & Co/Il | 55.74K | -0.3% | $2.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 47.69K | +25.3% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 38.71K | -2.2% | $2.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 13.94K | New | $741,483 | 0.0% | New | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 8.92K | +83.7% | $472,027 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 8.92K | +83.7% | $472,027 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 8.43K | New | $448,550 | 0.0% | New | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 6.55K | 0.0% | $351,360 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Creative Planning | 5.58K | +0.5% | $296,870 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Focus Partners Wealth | 4.41K | 0.0% | $234,357 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Fifth Third Bancorp | 1.71K | 0.0% | $91,083 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 797 | 0.0% | $42,000 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $741,483 | 0.0% |
| Citadel Advisors | $448,550 | 0.0% |
Exited
| UBS Group AG | $21,552 | 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.