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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
17Tracked holders
+2Δ holders
900.24KShares held
$47.39MReported value
+4New positions
−2Exits
Strongly Rising 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +13.3% · share flow +4.8% · net new positions +11.8%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Osaic Holdings, Inc. 199.95K +20.8% $10.53M 0.0% ▲ Add 3 SEC ↗
2 Osaic Holdings, Inc. 199.95K +20.8% $10.53M 0.0% ▲ Add 3 SEC ↗
3 Osaic Holdings, Inc. 199.95K +20.8% $10.53M 0.0% ▲ Add 3 SEC ↗
4 Cerity Partners LLC 141.05K +5.7% $7.43M 0.0% ▲ Add 3 SEC ↗
5 Cerity Partners LLC 141.05K +5.7% $7.43M 0.0% ▲ Add 3 SEC ↗
6 Envestnet Asset Management Inc 112.87K -1.6% $5.94M 0.0% ▼ Trim 3 SEC ↗
7 Commonwealth Equity Services, Llc 76.73K -11.6% $4.04M 0.0% ▼ Trim 3 SEC ↗
8 HighTower Advisors, LLC 76.46K 0.0% $4.02M 0.0% Held 3 SEC ↗
9 Raymond James Financial Inc 65.99K -5.4% $3.47M 0.0% ▼ Trim 3 SEC ↗
10 Raymond James Financial Inc 65.99K -5.4% $3.47M 0.0% ▼ Trim 3 SEC ↗
11 Cetera Investment Advisers 65.50K +5.5% $3.45M 0.0% ▲ Add 3 SEC ↗
12 Mml Investors Services, Llc 59.29K +30.1% $3.12M 0.0% ▲ Add 3 SEC ↗
13 LPL Financial LLC 47.56K -0.2% $2.50M 0.0% ▼ Trim 3 SEC ↗
14 Susquehanna International Group, Llp 22.23K +279.2% $1.17M 0.0% ▲ Add 3 SEC ↗
15 Blair William & Co/Il 18.64K 0.0% $981,354 0.0% Held 3 SEC ↗
16 Captrust Financial Advisors 7.01K New $368,968 0.0% New 1 SEC ↗
17 AQR Capital Management 4.50K 0.0% $236,732 0.0% Held 5 SEC ↗
18 JPMorgan Chase 1.23K New $64,641 0.0% New 1 SEC ↗
19 Fifth Third Bancorp 690 0.0% $36,323 0.0% Held 2 SEC ↗
20 Wells Fargo & Company/Mn 542 New $28,532 0.0% New 1 SEC ↗
21 Barclays Plc 1 New $53 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

Captrust Financial Advisors $368,968 0.0%
JPMorgan Chase $64,641 0.0%
Wells Fargo & Company/Mn $28,532 0.0%
Barclays Plc $53 0.0%

Exited

Lido Advisors, LLC $796,623 was 0.0%
Citadel Advisors $499,491 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: Q2 2026 · Methodology · Get this via the API