BFOR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow +4.2% ·
net new positions -6.2%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 486.19K | +0.6% | $46.49M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 118.20K | +102.7% | $11.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Jones Financial Companies Lllp | 86.39K | +14.6% | $8.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 15.92K | +79.3% | $1.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 13.32K | -5.7% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | UBS Group AG | 9.60K | -5.5% | $918,038 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Fidelity (FMR) ✦ | 6.01K | +9.2% | $575,076 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 5.25K | -3.1% | $502,188 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Stifel Financial Corp | 4.26K | 0.0% | $407,791 | 0.0% | Held | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 4.11K | -22.5% | $392,803 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 2.90K | +7.5% | $277,450 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 2.51K | -92.0% | $239,908 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 2.33K | 0.0% | $223,000 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 14 | Us Bancorp \De\ | 1.00K | 0.0% | $95,619 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Fifth Third Bancorp | 133 | -22.7% | $12,717 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | UBS AM, a distinct business unit of… | 52 | -75.2% | $4,972 | 0.0% | ▼ Trim | 2 | 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
| National Bank Of Canada /Fi/ | $1.60M | was 0.0% |
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.