BKGI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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 ✦ | 4.28M | +158.9% | $190.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 1.43M | +32.7% | $63.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Royal Bank Of Canada | 1.29M | +75.6% | $57.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Captrust Financial Advisors | 828.00K | New | $36.88M | 0.1% | New | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 624.18K | +74.0% | $27.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Bank of New York Mellon Corp | 549.52K | -6.6% | $24.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Cwm, Llc | 436.03K | +37.9% | $19.42M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 405.46K | New | $18.06M | 0.0% | New | 1 | SEC ↗ ×2 |
| 9 | Northwestern Mutual Wealth… | 199.59K | +403.8% | $8.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 195.21K | +1410.2% | $8.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 180.24K | New | $8.03M | 0.0% | New | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 167.96K | +162.5% | $7.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 108.45K | +263.2% | $4.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 100.03K | -2.5% | $4.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 60.73K | New | $2.71M | 0.0% | New | 1 | SEC ↗ |
| 16 | Fifth Third Bancorp | 60.43K | New | $2.69M | 0.0% | New | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 59.11K | +42.6% | $2.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 49.66K | New | $2.21M | 0.0% | New | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 40.55K | +3.2% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Lido Advisors, LLC | 26.00K | -5.3% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 21 | Wealth Enhancement Advisory… | 19.79K | -45.9% | $884,915 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Gotham Asset Management ✦ | 11.85K | New | $527,933 | 0.0% | New | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 10.71K | New | $477,112 | 0.0% | New | 1 | SEC ↗ |
| 24 | First Trust Advisors Lp | 8.15K | +3.3% | $363,045 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | UBS Group AG | 4.66K | 0.0% | $207,690 | 0.0% | Held | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 2.10K | +24.2% | $92,593 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Captrust Financial Advisors | $36.88M | 0.1% |
| Bank Of America Corp /De/ | $18.06M | 0.0% |
| Mml Investors Services, Llc | $8.03M | 0.0% |
| Citadel Advisors | $2.71M | 0.0% |
| Fifth Third Bancorp | $2.69M | 0.0% |
| Susquehanna International… | $2.21M | 0.0% |
| Gotham Asset Management | $527,933 | 0.0% |
| Rockefeller Capital… | $477,112 | 0.0% |
Exited
| No tracked exits this quarter. |
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.