BHV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -28.6% ·
share flow -24.5% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 27.14K | +1.0% | $281,142 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Stifel Financial Corp | 16.84K | -11.4% | $174,431 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | UBS Group AG | 5.21K | -1.6% | $53,986 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Osaic Holdings, Inc. | 4.10K | 0.0% | $42,476 | 0.0% | Held | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 0 | -100.0% | $0 | 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
| Susquehanna International… | $136,237 | was 0.0% |
| Bank Of America Corp /De/ | $23,429 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 10 holders, 95.59K shares, $990,284 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.