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Security record · archived quarter

BGY

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
25Tracked holders
-2Δ holders
23.39MShares held
$134.27MReported value
+1New positions
−3Exits
Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -7.4% · share flow +0.2% · net new positions -8.0%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 25 -2 23.39M $134.27M +1 −3
Q1 2026 28 +4 23.34M $126.25M +4
Q4 2025 24 0 23.35M $137.32M
Q3 2025 1 8.46M $48.63M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 9.16M +1.9% $52.59M 0.0% ▲ Add 4 SEC ↗
2 Morgan Stanley 9.16M +1.9% $52.59M 0.0% ▲ Add 4 SEC ↗
3 Morgan Stanley 9.16M +1.9% $52.59M 0.0% ▲ Add 4 SEC ↗
4 Morgan Stanley 9.16M +1.9% $52.59M 0.0% ▲ Add 4 SEC ↗
5 Allspring Global Investments… 6.00M -6.0% $34.45M 0.1% ▼ Trim 3 SEC ↗
6 Lazard Asset Management Llc 1.83M +32.7% $10.51M 0.0% ▲ Add 3 SEC ↗
7 Invesco Ltd. 1.26M +11.7% $7.25M 0.0% ▲ Add 3 SEC ↗
8 Invesco Ltd. 1.26M +11.7% $7.25M 0.0% ▲ Add 3 SEC ↗
9 Baird Financial Group, Inc. 1.19M +11.9% $6.86M 0.0% ▲ Add 3 SEC ↗
10 Wells Fargo & Company/Mn 989.66K -22.7% $5.68M 0.0% ▼ Trim 3 SEC ↗
11 Wells Fargo & Company/Mn 989.66K -22.7% $5.68M 0.0% ▼ Trim 3 SEC ↗
12 Bank Of America Corp /De/ 538.31K -3.3% $3.09M 0.0% ▼ Trim 3 SEC ↗
13 LPL Financial LLC 474.92K +13.9% $2.73M 0.0% ▲ Add 3 SEC ↗
14 Raymond James Financial Inc 472.15K +1.3% $2.71M 0.0% ▲ Add 3 SEC ↗
15 Raymond James Financial Inc 472.15K +1.3% $2.71M 0.0% ▲ Add 3 SEC ↗
16 Osaic Holdings, Inc. 349.43K +13.4% $2.01M 0.0% ▲ Add 3 SEC ↗
17 Royal Bank Of Canada 300.37K +4.2% $1.72M 0.0% ▲ Add 3 SEC ↗
18 UBS Group AG 190.08K -39.4% $1.09M 0.0% ▼ Trim 3 SEC ↗
19 UBS Group AG 190.08K -39.4% $1.09M 0.0% ▼ Trim 3 SEC ↗
20 Ameriprise Financial Inc 171.22K -7.6% $982,787 0.0% ▼ Trim 3 SEC ↗
21 Fifth Third Bancorp 121.88K +1.7% $699,591 0.0% ▲ Add 2 SEC ↗
22 Commonwealth Equity Services, Llc 70.00K -10.8% $401,780 0.0% ▼ Trim 3 SEC ↗
23 Citadel Advisors 45.05K New $258,576 0.0% New 1 SEC ↗
24 Northwestern Mutual Wealth… 43.94K +581.2% $252,216 0.0% ▲ Add 3 SEC ↗
25 HighTower Advisors, LLC 35.83K +5.1% $205,658 0.0% ▲ Add 3 SEC ↗
26 Pnc Financial Services Group, Inc. 35.48K +26.0% $203,667 0.0% ▲ Add 3 SEC ↗
27 Rockefeller Capital Management L.P. 32.50K -1.4% $186,548 0.0% ▼ Trim 3 SEC ↗
28 Cetera Investment Advisers 26.39K +34.9% $151,452 0.0% ▲ Add 3 SEC ↗
29 Us Bancorp \De\ 14.56K 0.0% $83,580 0.0% Held 3 SEC ↗
30 Creative Planning 14.31K +19.7% $82,131 0.0% ▲ Add 3 SEC ↗
31 Millennium Management 12.70K -86.0% $72,887 0.0% ▼ Trim 2 SEC ↗
32 Assetmark, Inc 872 +138.9% $5,005 0.0% ▲ Add 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $258,576 0.0%

Exited

Jane Street Group, Llc $538,798 was 0.0%
Susquehanna International… $93,084 was 0.0%
Hrt Financial Lp $64,000 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 97 holders, 35.63M shares, $191.81M 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: Q2 2026 · Methodology · Get this via the API