BFEB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.2% ·
share flow -4.7% ·
net new positions -6.7%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | +2 | 900.24K | $47.39M | +4 | −2 |
| Q1 2026 | 15 | 0 | 858.81K | $40.97M | +3 | −3 |
| Q4 2025 | 15 | -1 | 661.28K | $32.18M | — | −1 |
| Q3 2025 | 3 | 0 | 49.87K | $2.36M | — | — |
| Q2 2025 | 2 | +2 | 12.90K | $575,896 | +2 | — |
| Q4 2024 | 1 | 0 | 4.90K | $210,961 | — | — |
| Q3 2024 | 1 | +1 | 26.11K | $1.10M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 190.57K | — | $9.27M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 190.57K | — | $9.27M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 75.70K | — | $3.68M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 70.68K | — | $3.44M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 60.85K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cerity Partners LLC | 53.16K | — | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 52.36K | — | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 46.89K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 46.89K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 35.87K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 30.60K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Blair William & Co/Il | 18.62K | — | $906,191 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 12.51K | -64.7% | $608,799 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 8.62K | — | $419,736 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 4.50K | 0.0% | $218,847 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Barclays Plc | 247 | — | $12,020 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 97 | — | $4,721 | 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
| Citadel Advisors | $470,799 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 98 holders, 3.43M shares, $141.73M 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.