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Security record · archived quarter

BENJ

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q2 2025
7Tracked holders
+1Δ holders
4.03MShares held
$211.08MReported value
+2New positions
−1Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +16.7% · share flow +30.0% · net new positions +14.3%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 6 -1 4.28M $225.65M +1 −2
Q1 2026 7 +1 4.03M $211.08M +2 −1
Q4 2025 6 2.98M $154.52M
Q2 2025 1 +1 5.35K $271,924 +1
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank of New York Mellon Corp 1.14M +6.1% $59.84M 0.0% ▲ Add 2 SEC ↗
2 Bank of New York Mellon Corp 1.14M +6.1% $59.84M 0.0% ▲ Add 2 SEC ↗
3 Envestnet Asset Management Inc 1.10M +5.2% $57.43M 0.0% ▲ Add 2 SEC ↗
4 Cetera Investment Advisers 893.02K +5.9% $46.74M 0.1% ▲ Add 2 SEC ↗
5 LPL Financial LLC 886.38K New $46.39M 0.0% New 1 SEC ↗
6 Osaic Holdings, Inc. 10.80K +7.0% $565,269 0.0% ▲ Add 2 SEC ↗
7 Royal Bank Of Canada 1.70K New $89,000 0.0% New 1 SEC ↗
8 UBS Group AG 436 +772.0% $22,818 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

LPL Financial LLC $46.39M 0.0%
Royal Bank Of Canada $89,000 0.0%

Exited

Jane Street Group, Llc $219,608 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 18 holders, 5.22M shares, $230.54M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API