BFOR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +10.4% ·
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 Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | -1 | 758.19K | $72.40M | — | −1 |
| Q1 2026 | 17 | +4 | 727.77K | $60.31M | +4 | — |
| Q4 2025 | 13 | 0 | 659.02K | $54.27M | — | — |
| Q3 2025 | 2 | 0 | 489.41K | $39.73M | — | — |
| Q2 2025 | 1 | — | 5.33K | $410,548 | — | — |
| Q4 2024 | 1 | +1 | 2.94K | $213,713 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 483.45K | -0.4% | $40.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 483.45K | -0.4% | $40.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Jones Financial Companies Lllp | 75.40K | +72.1% | $6.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 58.31K | +7.2% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 58.31K | +7.2% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 58.31K | +7.2% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 31.25K | +64.2% | $2.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 31.25K | +64.2% | $2.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | National Bank Of Canada /Fi/ | 19.30K | New | $1.60M | 0.0% | New | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 14.12K | +5.0% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 10.16K | +11.1% | $843,165 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 10.16K | +11.1% | $843,165 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 8.88K | -1.3% | $736,767 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 8.88K | -1.3% | $736,767 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 5.51K | 0.0% | $457,038 | 0.0% | Held | 4 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 5.42K | -0.7% | $449,821 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 5.30K | -0.5% | $439,927 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 5.30K | -0.5% | $439,927 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 4.26K | -1.2% | $353,995 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 2.70K | +30.4% | $223,998 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 2.33K | 0.0% | $194,000 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 2.33K | 0.0% | $194,000 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Us Bancorp \De\ | 1.00K | New | $83,005 | 0.0% | New | 1 | SEC ↗ |
| 24 | UBS AM, a distinct business unit of… | 210 | New | $17,431 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fifth Third Bancorp | 172 | New | $14,277 | 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
| National Bank Of Canada /Fi/ | $1.60M | 0.0% |
| Us Bancorp \De\ | $83,005 | 0.0% |
| UBS AM, a distinct business… | $17,431 | 0.0% |
| Fifth Third Bancorp | $14,277 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 40 holders, 882.59K shares, $72.99M 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.