BGB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.3% ·
share flow +2.0% ·
net new positions +5.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +1 | 10.27M | $116.06M | +3 | −2 |
| Q1 2026 | 19 | -1 | 10.07M | $112.27M | +3 | −4 |
| Q4 2025 | 20 | +1 | 9.81M | $115.54M | +1 | — |
| Q3 2025 | 1 | — | 2.14M | $26.01M | — | — |
| Q1 2025 | 1 | -1 | 25.86K | $312,401 | — | −1 |
| Q4 2024 | 2 | +1 | 30.59K | $374,055 | +1 | — |
| Q3 2024 | 1 | 0 | 78.28K | $964,410 | — | — |
| Q2 2024 | 1 | — | 19.61K | $233,175 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.54M | +14.0% | $28.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.54M | +14.0% | $28.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.76M | -5.7% | $19.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.76M | -5.7% | $19.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.66M | -16.0% | $18.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.14M | -1.2% | $12.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.14M | -1.2% | $12.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 934.51K | +2.6% | $10.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 502.17K | +1.9% | $5.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 502.17K | +1.9% | $5.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Loomis Sayles & Co L P | 497.86K | +15.9% | $5.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Loomis Sayles & Co L P | 497.86K | +15.9% | $5.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 417.10K | +10.9% | $4.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Invesco Ltd. | 190.00K | -24.3% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Invesco Ltd. | 190.00K | -24.3% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 142.16K | New | $1.61M | 0.0% | New | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 105.23K | New | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 105.23K | New | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 101.81K | +0.1% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 101.81K | +0.1% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 100.60K | +4.0% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 55.33K | +59.4% | $625,282 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 43.59K | -4.8% | $492,946 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Hrt Financial Lp | 36.50K | New | $412,000 | 0.0% | New | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 17.36K | +33.6% | $196,191 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 14.07K | +56.4% | $159,035 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 14.07K | +56.4% | $159,035 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Fifth Third Bancorp | 11.26K | +6.0% | $127,204 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 2.30K | 0.0% | $25,990 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Envestnet Asset Management Inc | $1.61M | 0.0% |
| Jane Street Group, Llc | $1.19M | 0.0% |
| Jane Street Group, Llc | $1.19M | 0.0% |
| Hrt Financial Lp | $412,000 | 0.0% |
Exited
| Lido Advisors, LLC | $633,855 | was 0.0% |
| Citadel Advisors | $147,882 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 79 holders, 21.06M shares, $201.93M 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.