BGH
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.0% ·
share flow -4.2% ·
net new positions -5.3%
— formula
Broad distribution — falling shares and 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 | Wells Fargo & Company/Mn | 577.33K | -11.3% | $8.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 577.33K | -11.3% | $8.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Invesco Ltd. | 299.83K | -10.9% | $4.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Invesco Ltd. | 299.83K | -10.9% | $4.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 249.81K | +48.4% | $3.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 249.81K | +48.4% | $3.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 139.84K | -26.2% | $1.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Corient Private Wealth LP | 68.26K | +98.2% | $962,410 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 58.24K | +55.0% | $821,260 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 56.02K | -10.1% | $789,854 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 53.87K | -14.8% | $759,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 53.87K | -14.8% | $759,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | LPL Financial LLC | 49.24K | +11.9% | $694,246 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | First Trust Advisors Lp | 25.61K | -3.6% | $361,168 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 24.68K | -0.9% | $348,044 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 22.34K | +7.1% | $315,120 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Jane Street Group, Llc | 18.67K | New | $263,247 | 0.0% | New | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 18.67K | New | $263,247 | 0.0% | New | 1 | SEC ↗ |
| 19 | UBS Group AG | 18.16K | +198.7% | $256,098 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS Group AG | 18.16K | +198.7% | $256,098 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 16.52K | +7.0% | $232,902 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 12.81K | New | $180,571 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fifth Third Bancorp | 12.00K | 0.0% | $169,200 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 3.93K | 0.0% | $55,413 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 1.84K | 0.0% | $25,902 | 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
| Jane Street Group, Llc | $263,247 | 0.0% |
| Jane Street Group, Llc | $263,247 | 0.0% |
| Envestnet Asset Management Inc | $180,571 | 0.0% |
Exited
| Ameriprise Financial Inc | $512,250 | was 0.0% |
| Susquehanna International… | $360,528 | was 0.0% |
| Lido Advisors, LLC | $285,735 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 50 holders, 3.31M shares, $41.17M 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.