BINV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.8% ·
share flow -9.6% ·
net new positions -13.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | 0 | 2.41M | $101.25M | +2 | −2 |
| Q1 2026 | 19 | +4 | 1.60M | $66.06M | +6 | −2 |
| Q4 2025 | 15 | -2 | 919.62K | $36.94M | — | −2 |
| Q3 2025 | 2 | 0 | 97.91K | $3.76M | — | — |
| Q2 2025 | 1 | +1 | 9.85K | $353,329 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 547.70K | — | $21.99M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 144.58K | — | $5.80M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Jane Street Group, Llc | 59.63K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Stifel Financial Corp | 45.88K | — | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 29.67K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Corient Private Wealth LP | 23.28K | — | $934,460 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Corient Private Wealth LP | 23.28K | — | $934,460 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 21.80K | — | $875,035 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 13.14K | — | $527,560 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 9.68K | — | $388,555 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 9.06K | — | $363,829 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 7.52K | — | $302,001 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 5.16K | — | $207,042 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 2.29K | — | $92,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 205 | — | $8,262 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cwm, Llc | 23 | — | $1,000 | 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
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $3.71M | was 0.0% |
| JPMorgan Chase | $51,330 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 43 holders, 8.94M shares, $198.65M 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.