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Security record · archived quarter

BFRZ

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025
11Tracked holders
+6Δ holders
1.12MShares held
$29.40MReported value
+6New positions
−0Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · 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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 9 -1 322.24K $8.71M +2 −3
Q1 2026 11 +6 1.12M $29.40M +6
Q4 2025 5 704.56K $18.91M
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 449.50K -15.4% $11.85M 0.0% ▼ Trim 2 SEC ↗
2 Cwm, Llc 446.58K +316.3% $11.77M 0.0% ▲ Add 2 SEC ↗
3 Cetera Investment Advisers 37.39K +17.5% $985,597 0.0% ▲ Add 2 SEC ↗
4 Jane Street Group, Llc 35.42K +40.1% $933,750 0.0% ▲ Add 2 SEC ↗
5 Morgan Stanley 34.31K New $904,385 0.0% New 1 SEC ↗
6 Osaic Holdings, Inc. 29.40K +237.4% $775,037 0.0% ▲ Add 2 SEC ↗
7 Osaic Holdings, Inc. 29.40K +237.4% $775,037 0.0% ▲ Add 2 SEC ↗
8 Mml Investors Services, Llc 26.36K New $694,705 0.0% New 1 SEC ↗
9 Wealth Enhancement Advisory… 22.32K New $588,893 0.0% New 1 SEC ↗
10 Susquehanna International Group, Llp 18.30K New $482,362 0.0% New 1 SEC ↗
11 Focus Partners Wealth 14.28K New $376,421 0.0% New 1 SEC ↗
12 UBS Group AG 1.39K New $36,614 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

Morgan Stanley $904,385 0.0%
Mml Investors Services, Llc $694,705 0.0%
Wealth Enhancement Advisory… $588,893 0.0%
Susquehanna International… $482,362 0.0%
Focus Partners Wealth $376,421 0.0%
UBS Group AG $36,614 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 51 holders, 3.96M shares, $101.55M 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