BDIV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +7.2% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 40.78K | +9.3% | $995,786 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 7.74K | +63.8% | $189,103 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Royal Bank Of Canada | 6.76K | -34.4% | $165,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | UBS Group AG | 877 | New | $21,417 | 0.0% | New | 1 | SEC ↗ |
| 5 | Fifth Third Bancorp | 505 | 0.0% | $12,333 | 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
| UBS Group AG | $21,417 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 7 holders, 132.35K shares, $3.00M 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.