BDJ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.1% ·
share flow -1.2% ·
net new positions -5.4%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 4.13M | — | $39.19M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 3.42M | -1.9% | $32.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | Wells Fargo & Company/Mn | 2.67M | — | $25.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 2.20M | — | $20.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 1.87M | — | $17.69M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 1.13M | — | $10.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 855.04K | — | $8.11M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | UBS Group AG | 700.24K | — | $6.64M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Commonwealth Equity Services, Llc | 592.98K | — | $5.62M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 572.45K | — | $5.43M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Osaic Holdings, Inc. | 510.94K | — | $4.84M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Cerity Partners LLC | 433.62K | — | $4.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Ameriprise Financial Inc | 289.23K | — | $2.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Baird Financial Group, Inc. | 269.29K | — | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 244.19K | — | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Focus Partners Wealth | 175.35K | — | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Allspring Global Investments… | 172.47K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 106.61K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 97.94K | — | $932,395 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 97.62K | — | $925,400 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 59.70K | — | $565,933 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 50.44K | — | $478,161 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cwm, Llc | 45.43K | — | $431,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Brown Advisory Inc | 36.57K | — | $346,646 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 36.29K | — | $344,039 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Envestnet Asset Management Inc | 35.11K | — | $332,868 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 34.94K | — | $331,257 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Corient Private Wealth LP | 27.97K | — | $265,156 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Creative Planning | 25.36K | — | $240,394 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 23.66K | — | $224,297 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 31 | Northern Trust Corp | 23.02K | — | $218,220 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Captrust Financial Advisors | 20.65K | — | $195,739 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 18.97K | — | $179,794 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | BlackRock ✦ (passive) | 14.00K | 0.0% | $132,720 | 0.0% | Held | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 924 | -62.2% | $8,760 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Assetmark, Inc | 46 | — | $436 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 2 | — | $19 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Two Sigma Investments | $1.42M | was 0.0% |
| Millennium Management | $200,420 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 215 holders, 30.67M shares, $255.89M 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.