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Security record · archived quarter

BIBL

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
21Tracked holders
+1Δ holders
1.12MShares held
$50.53MReported value
+2New positions
−1Exits
Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.0% · share flow +0.2% · net new positions +4.8% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 23 0 1.14M $65.79M +2 −2
Q1 2026 24 +3 1.13M $53.23M +3 —
Q4 2025 21 +1 1.12M $50.53M +2 −1
Q3 2025 5 +1 62.79K $2.79M +1 —
Q2 2025 2 -1 12.58K $519,905 — −1
Q1 2025 2 +1 20.03K $769,199 +1 —
Q4 2024 1 0 31.70K $1.23M — —
Q3 2024 1 0 26.59K $1.08M — —
Q2 2024 1 — 35.03K $1.33M — —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 447.35K — $20.19M 0.0% n/c 1 SEC ↗
2 Cwm, Llc 196.12K — $8.85M 0.0% n/c 1 SEC ↗
3 Focus Partners Wealth 137.12K — $6.19M 0.0% n/c 1 SEC ↗
4 Cetera Investment Advisers 80.70K — $3.64M 0.0% n/c 1 SEC ↗
5 Two Sigma Investments ✦ 44.80K +85.9% $2.02M 0.0% ▲ Add 2 SEC ↗
6 Envestnet Asset Management Inc 36.09K — $1.63M 0.0% n/c 1 SEC ↗
7 Raymond James Financial Inc 32.99K — $1.49M 0.0% n/c 1 SEC ↗ ×2
8 Osaic Holdings, Inc. 31.97K — $1.44M 0.0% n/c 1 SEC ↗ ×2
9 Royal Bank Of Canada 21.14K — $954,000 0.0% n/c 1 SEC ↗
10 Northwestern Mutual Wealth… 18.36K — $828,409 0.0% n/c 1 SEC ↗
11 Jones Financial Companies Lllp 17.13K — $773,051 0.0% n/c 1 SEC ↗
12 Susquehanna International Group, Llp 15.22K — $687,014 0.0% n/c 1 SEC ↗
13 AQR Capital Management ✦ 12.27K 0.0% $553,655 0.0% Held 4 SEC ↗
14 Commonwealth Equity Services, Llc 11.64K — $525,490 0.0% n/c 1 SEC ↗
15 Stifel Financial Corp 7.53K — $339,919 0.0% n/c 1 SEC ↗
16 Citadel Advisors ✦ 6.50K New $293,435 0.0% New 1 SEC ↗
17 Assetmark, Inc 1.11K — $49,959 0.0% n/c 1 SEC ↗
18 Morgan Stanley ✦ 991 -4.6% $44,724 0.0% ▼ Trim 2 SEC ↗
19 JPMorgan Chase ✦ 361 New $16,292 0.0% New 1 SEC ↗
20 Fidelity (FMR) ✦ 262 -2.6% $11,807 0.0% ▼ Trim 3 SEC ↗
21 Wells Fargo & Company/Mn 0 — $11 0.0% n/c 1 SEC ↗

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

New buyers

Citadel Advisors $293,435 0.0%
JPMorgan Chase $16,292 0.0%

Exited

Goldman Sachs Group $1.12M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 125 holders, 4.82M shares, $224.24M 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: Q4 2025 · Methodology · Get this via the API