Security record
BKGI
name pending profile ingest
29Tracked holders
+4Δ holders
14.41MShares held
$647.85MReported value
+6New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +16.0% ·
share flow +30.0% ·
net new positions +13.8%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +4 | 14.41M | $647.85M | +6 | −2 |
| Q1 2026 | 26 | +8 | 11.15M | $496.61M | +8 | — |
| Q4 2025 | 18 | -2 | 5.14M | $207.26M | — | −2 |
| Q3 2025 | 4 | 0 | 471.42K | $18.35M | — | — |
| Q2 2025 | 1 | 0 | 10.85K | $426,267 | — | — |
| Q1 2025 | 1 | +1 | 63.68K | $2.20M | +1 | — |
| Q3 2024 | 1 | 0 | 7.29K | $236,976 | — | — |
| Q2 2024 | 1 | — | 41.16K | $1.18M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.40M | +49.8% | $287.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 6.40M | +49.8% | $287.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 1.72M | +20.1% | $77.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 1.39M | +7.6% | $62.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 1.39M | +7.6% | $62.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 1.39M | +7.6% | $62.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.39M | +7.6% | $62.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.39M | +7.6% | $62.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 1.39M | +7.6% | $62.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Captrust Financial Advisors | 882.05K | +6.5% | $39.67M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 856.38K | +37.2% | $38.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 856.38K | +37.2% | $38.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 630.30K | +215.8% | $28.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 595.16K | +46.8% | $26.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 595.16K | +46.8% | $26.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 514.69K | -6.3% | $23.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 514.69K | -6.3% | $23.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 514.69K | -6.3% | $23.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 243.40K | +124.4% | $10.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 224.11K | +24.3% | $10.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 173.81K | +3.5% | $7.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 165.22K | -15.4% | $7.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 118.66K | +18.6% | $5.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 118.66K | +18.6% | $5.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Focus Partners Wealth | 110.01K | New | $4.95M | 0.0% | New | 1 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 94.85K | +60.5% | $4.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 70.34K | +16.4% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Gotham Asset Management ✦ | 46.51K | +292.4% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 44.54K | +9.8% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 26.84K | +150.5% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Lido Advisors, LLC | 25.15K | -3.3% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Lido Advisors, LLC | 25.15K | -3.3% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 23.76K | +20.1% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Assetmark, Inc | 16.12K | New | $724,916 | 0.0% | New | 1 | SEC ↗ |
| 35 | D. E. Shaw & Co. ✦ | 10.05K | New | $451,814 | 0.0% | New | 1 | SEC ↗ |
| 36 | First Trust Advisors Lp | 8.75K | +7.3% | $393,487 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | UBS Group AG | 4.66K | 0.0% | $209,695 | 0.0% | Held | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 2.54K | +20.8% | $115,646 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 2.54K | +20.8% | $115,646 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 1.52K | New | $68,264 | 0.0% | New | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 1.52K | New | $68,258 | 0.0% | New | 1 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 1.24K | New | $56,561 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Focus Partners Wealth | $4.95M | 0.0% |
| Assetmark, Inc | $724,916 | 0.0% |
| D. E. Shaw & Co. | $451,814 | 0.0% |
| Wells Fargo & Company/Mn | $68,264 | 0.0% |
| Fidelity (FMR) | $68,258 | 0.0% |
| Jones Financial Companies Lllp | $56,561 | 0.0% |
Exited
| Citadel Advisors | $2.71M | was 0.0% |
| Susquehanna International… | $2.21M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 88 holders, 15.56M shares, $689.86M 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 ·
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