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Security record · archived quarter

BIGZ

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
25Tracked holders
-1Δ holders
16.64MShares held
$109.68MReported value
+1New positions
−2Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -3.8% · share flow +12.5% · net new positions -4.0%formula
Concentrated accumulation — rising shares among fewer holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 30 +3 20.97M $189.32M +4 −1
Q1 2026 28 +3 19.18M $126.59M +5 −2
Q4 2025 25 -1 16.64M $109.68M +1 −2
Q3 2025 4 -2 5.47M $36.68M −2
Q2 2025 4 +2 60.31K $442,661 +2
Q1 2025 1 0 35.14K $219,970
Q4 2024 1 0 35.14K $261,434
Q3 2024 1 0 50.75K $383,185
Q2 2024 1 113.74K $822,340
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 7.29M +36.0% $48.07M 0.0% ▲ Add 2 SEC ↗
2 Morgan Stanley 7.29M +36.0% $48.07M 0.0% ▲ Add 2 SEC ↗
3 Morgan Stanley 7.29M +36.0% $48.07M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 7.29M +36.0% $48.07M 0.0% ▲ Add 2 SEC ↗
5 Morgan Stanley 7.29M +36.0% $48.07M 0.0% ▲ Add 2 SEC ↗
6 Morgan Stanley 7.29M +36.0% $48.07M 0.0% ▲ Add 2 SEC ↗
7 Lazard Asset Management Llc 3.38M $22.27M 0.0% n/c 1 SEC ↗
8 Invesco Ltd. 1.81M $11.94M 0.0% n/c 1 SEC ↗
9 Raymond James Financial Inc 916.45K $6.04M 0.0% n/c 1 SEC ↗
10 Raymond James Financial Inc 916.45K $6.04M 0.0% n/c 1 SEC ↗
11 UBS Group AG 596.39K $3.93M 0.0% n/c 1 SEC ↗
12 UBS Group AG 596.39K $3.93M 0.0% n/c 1 SEC ↗
13 Ameriprise Financial Inc 454.06K $2.99M 0.0% n/c 1 SEC ↗
14 Ameriprise Financial Inc 454.06K $2.99M 0.0% n/c 1 SEC ↗
15 Bank Of America Corp /De/ 417.25K $2.75M 0.0% n/c 1 SEC ↗
16 Bank Of America Corp /De/ 417.25K $2.75M 0.0% n/c 1 SEC ↗
17 Royal Bank Of Canada 384.15K $2.53M 0.0% n/c 1 SEC ↗
18 Royal Bank Of Canada 384.15K $2.53M 0.0% n/c 1 SEC ↗
19 Royal Bank Of Canada 384.15K $2.53M 0.0% n/c 1 SEC ↗
20 Jane Street Group, Llc 330.51K $2.18M 0.0% n/c 1 SEC ↗
21 Jane Street Group, Llc 330.51K $2.18M 0.0% n/c 1 SEC ↗
22 Rockefeller Capital Management L.P. 328.50K $2.16M 0.0% n/c 1 SEC ↗
23 Quantinno Capital Management LP 174.02K $1.15M 0.0% n/c 1 SEC ↗
24 LPL Financial LLC 93.62K $616,956 0.0% n/c 1 SEC ↗
25 Susquehanna International Group, Llp 90.44K $596,006 0.0% n/c 1 SEC ↗
26 Stifel Financial Corp 89.44K $589,406 0.0% n/c 1 SEC ↗
27 Stifel Financial Corp 89.44K $589,406 0.0% n/c 1 SEC ↗
28 Stifel Financial Corp 89.44K $589,406 0.0% n/c 1 SEC ↗
29 HighTower Advisors, LLC 71.90K $473,793 0.0% n/c 1 SEC ↗
30 Osaic Holdings, Inc. 52.66K $347,094 0.0% n/c 1 SEC ↗
31 Wells Fargo & Company/Mn 40.85K $269,206 0.0% n/c 1 SEC ↗
32 Wells Fargo & Company/Mn 40.85K $269,206 0.0% n/c 1 SEC ↗
33 Mariner, LLC 35.16K $231,715 0.0% n/c 1 SEC ↗
34 Citadel Advisors 24.17K New $159,293 0.0% New 1 SEC ↗
35 Lido Advisors, LLC 20.11K $133,808 0.0% n/c 1 SEC ↗
36 Lido Advisors, LLC 20.11K $133,808 0.0% n/c 1 SEC ↗
37 Cetera Investment Advisers 13.38K $88,163 0.0% n/c 1 SEC ↗
38 Bank of New York Mellon Corp 10.78K $71,025 0.0% n/c 1 SEC ↗
39 Bank of New York Mellon Corp 10.78K $71,025 0.0% n/c 1 SEC ↗
40 Cwm, Llc 9.78K $64,000 0.0% n/c 1 SEC ↗
41 BlackRock (passive) 5.00K 0.0% $32,950 0.0% Held 3 SEC ↗
42 Northwestern Mutual Wealth… 1.24K $8,139 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 $159,293 0.0%

Exited

Millennium Management $620,916 was 0.0%
Goldman Sachs Group $82,457 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 109 holders, 31.83M shares, $201.44M 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