BKGI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow +29.9% ·
net new positions -11.1%
— formula
Concentrated accumulation — rising shares among 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 | 28 | +4 | 14.36M | $645.85M | +6 | −3 |
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.65M | +279.9% | $66.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.08M | — | $43.53M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 736.56K | — | $29.71M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 4 | Bank of New York Mellon Corp | 588.39K | — | $23.74M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 358.78K | — | $14.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Cwm, Llc | 316.29K | — | $12.76M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 102.62K | — | $4.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 63.98K | — | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 41.46K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 39.61K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 39.31K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 36.61K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 29.86K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Lido Advisors, LLC | 27.46K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Jane Street Group, Llc | 12.93K | — | $521,435 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | First Trust Advisors Lp | 7.89K | — | $318,403 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 4.66K | — | $188,105 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 1.69K | +103.4% | $68,255 | 0.0% | ▲ Add | 2 | 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 | $930,663 | was 0.0% |
| Goldman Sachs Group | $468,077 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.