BDVG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +30.0% ·
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 | Truist Financial Corp | 233.62K | New | $3.33M | 0.0% | New | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 45.38K | +197.7% | $647,321 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 14.47K | +5.8% | $206,486 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 11.87K | -18.1% | $169,424 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | UBS Group AG | 753 | -26.1% | $10,742 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Truist Financial Corp | $3.33M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 10 holders, 383.65K shares, $3.86M 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.