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Security record · archived quarter

BFEB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q3 2024
15Tracked holders
0Δ holders
858.81KShares held
$40.97MReported value
+3New positions
−3Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +29.9% · net new positions 0.0%formula

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Osaic Holdings, Inc. 165.59K -13.1% $7.90M 0.0% ▼ Trim 2 SEC ↗
2 Osaic Holdings, Inc. 165.59K -13.1% $7.90M 0.0% ▼ Trim 2 SEC ↗
3 Cerity Partners LLC 133.40K +151.0% $6.36M 0.0% ▲ Add 2 SEC ↗
4 Cerity Partners LLC 133.40K +151.0% $6.36M 0.0% ▲ Add 2 SEC ↗
5 Envestnet Asset Management Inc 114.65K +219.6% $5.47M 0.0% ▲ Add 2 SEC ↗
6 Commonwealth Equity Services, Llc 86.79K +22.8% $4.14M 0.0% ▲ Add 2 SEC ↗
7 HighTower Advisors, LLC 76.46K +1.0% $3.65M 0.0% ▲ Add 2 SEC ↗
8 Raymond James Financial Inc 69.74K +48.7% $3.33M 0.0% ▲ Add 2 SEC ↗
9 Raymond James Financial Inc 69.74K +48.7% $3.33M 0.0% ▲ Add 2 SEC ↗
10 Cetera Investment Advisers 62.06K +2.0% $2.96M 0.0% ▲ Add 2 SEC ↗
11 LPL Financial LLC 47.68K +55.8% $2.27M 0.0% ▲ Add 2 SEC ↗
12 Mml Investors Services, Llc 45.58K -12.9% $2.17M 0.0% ▼ Trim 2 SEC ↗
13 Blair William & Co/Il 18.64K +0.1% $889,266 0.0% ▲ Add 2 SEC ↗
14 Lido Advisors, LLC 16.70K New $796,623 0.0% New 1 SEC ↗
15 Citadel Advisors 10.47K New $499,491 0.0% New 1 SEC ↗
16 Susquehanna International Group, Llp 5.86K -32.0% $279,583 0.0% ▼ Trim 2 SEC ↗
17 AQR Capital Management 4.50K 0.0% $214,517 0.0% Held 4 SEC ↗
18 Fifth Third Bancorp 690 New $32,915 0.0% New 1 SEC ↗

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

New buyers

Lido Advisors, LLC $796,623 0.0%
Citadel Advisors $499,491 0.0%
Fifth Third Bancorp $32,915 0.0%

Exited

JPMorgan Chase $608,799 was 0.0%
Barclays Plc $12,020 was 0.0%
UBS Group AG $4,721 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.

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