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Security record

BKAG

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
22Tracked holders
0Δ holders
10.38MShares held
$435.61MReported value
+1New positions
−1Exits
Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +13.4% · net new positions 0.0%formula

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 22 0 10.38M $435.61M +1 −1
Q1 2026 22 0 9.15M $386.33M +2 −2
Q4 2025 22 +1 6.18M $262.05M +2 −1
Q3 2025 4 +1 206.00K $8.78M +1
Q2 2025 2 0 70.85K $2.99M
Q1 2025 1 0 115.34K $4.86M
Q4 2024 1 0 579.23K $23.88M
Q3 2024 1 0 17.01K $733,809
Q2 2024 1 26.59K $1.10M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank of New York Mellon Corp 6.29M +19.2% $264.05M 0.0% ▲ Add 3 SEC ↗
2 Bank of New York Mellon Corp 6.29M +19.2% $264.05M 0.0% ▲ Add 3 SEC ↗
3 Bank of New York Mellon Corp 6.29M +19.2% $264.05M 0.0% ▲ Add 3 SEC ↗
4 Bank of New York Mellon Corp 6.29M +19.2% $264.05M 0.0% ▲ Add 3 SEC ↗
5 Bank of New York Mellon Corp 6.29M +19.2% $264.05M 0.0% ▲ Add 3 SEC ↗
6 Bank of New York Mellon Corp 6.29M +19.2% $264.05M 0.0% ▲ Add 3 SEC ↗
7 Bank of New York Mellon Corp 6.29M +19.2% $264.05M 0.0% ▲ Add 3 SEC ↗
8 Bank of New York Mellon Corp 6.29M +19.2% $264.05M 0.0% ▲ Add 3 SEC ↗
9 Bank Of America Corp /De/ 2.45M +2.8% $102.57M 0.0% ▲ Add 3 SEC ↗
10 Bank Of America Corp /De/ 2.45M +2.8% $102.57M 0.0% ▲ Add 3 SEC ↗
11 Royal Bank Of Canada 491.33K +4.1% $20.61M 0.0% ▲ Add 3 SEC ↗
12 Royal Bank Of Canada 491.33K +4.1% $20.61M 0.0% ▲ Add 3 SEC ↗
13 Morgan Stanley 238.03K +1.8% $9.99M 0.0% ▲ Add 4 SEC ↗
14 LPL Financial LLC 171.57K -3.6% $7.20M 0.0% ▼ Trim 3 SEC ↗
15 Osaic Holdings, Inc. 143.61K +85.2% $6.02M 0.0% ▲ Add 3 SEC ↗
16 Rockefeller Capital Management L.P. 117.26K -8.8% $4.92M 0.0% ▼ Trim 3 SEC ↗
17 Envestnet Asset Management Inc 104.11K +2.1% $4.37M 0.0% ▲ Add 3 SEC ↗
18 Raymond James Financial Inc 101.82K -17.1% $4.27M 0.0% ▼ Trim 3 SEC ↗
19 JPMorgan Chase 82.17K +360.8% $3.46M 0.0% ▲ Add 3 SEC ↗
20 JPMorgan Chase 82.17K +360.8% $3.46M 0.0% ▲ Add 3 SEC ↗
21 Cetera Investment Advisers 54.49K +0.5% $2.29M 0.0% ▲ Add 3 SEC ↗
22 Citadel Advisors 51.47K New $2.16M 0.0% New 1 SEC ↗
23 Jane Street Group, Llc 39.24K +33.8% $1.65M 0.0% ▲ Add 3 SEC ↗
24 Wells Fargo & Company/Mn 10.12K +3.8% $424,651 0.0% ▲ Add 3 SEC ↗
25 Wells Fargo & Company/Mn 10.12K +3.8% $424,651 0.0% ▲ Add 3 SEC ↗
26 Commonwealth Equity Services, Llc 9.87K -21.0% $413,882 0.0% ▼ Trim 3 SEC ↗
27 Captrust Financial Advisors 7.26K +1.1% $304,567 0.0% ▲ Add 3 SEC ↗
28 Fidelity (FMR) 6.45K +53.5% $270,692 0.0% ▲ Add 5 SEC ↗
29 Mariner, LLC 5.27K -0.4% $220,909 0.0% ▼ Trim 3 SEC ↗
30 Mercer Global Advisors Inc /Adv 5.02K -17.3% $210,715 0.0% ▼ Trim 2 SEC ↗
31 UBS Group AG 3.25K -6.9% $136,212 0.0% ▼ Trim 3 SEC ↗
32 Northwestern Mutual Wealth… 1.88K +4.6% $78,782 0.0% ▲ Add 3 SEC ↗
33 Jones Financial Companies Lllp 38 -98.5% $1,601 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

Citadel Advisors $2.16M 0.0%

Exited

Goldman Sachs Group $1.18M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 88 holders, 43.79M shares, $1.81B 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