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Security record · archived quarter

BKHY

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q2 2024
16Tracked holders
+1Δ holders
1.50MShares held
$71.08MReported value
+3New positions
−2Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +6.7% · share flow +5.3% · net new positions +6.2% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 15 0 1.65M $78.42M +2 −2
Q1 2026 16 +1 1.50M $71.08M +3 −2
Q4 2025 15 0 1.42M $68.49M — —
Q3 2025 2 -1 210.76K $10.26M — −1
Q2 2025 1 — 704 $33,992 — —
Q2 2024 1 — 4.77K $224,907 — —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank of New York Mellon Corp 604.71K +5.7% $28.67M 0.0% ▲ Add 2 SEC ↗ ×6
2 Morgan Stanley ✦ 222.73K +76.0% $10.56M 0.0% ▲ Add 3 SEC ↗
3 Assetmark, Inc 220.38K +1.2% $10.45M 0.0% ▲ Add 2 SEC ↗
4 LPL Financial LLC 148.33K +32.6% $7.03M 0.0% ▲ Add 2 SEC ↗
5 Envestnet Asset Management Inc 90.92K +8.3% $4.31M 0.0% ▲ Add 2 SEC ↗
6 JPMorgan Chase ✦ 58.95K -36.1% $2.77M 0.0% ▼ Trim 3 SEC ↗
7 Raymond James Financial Inc 57.76K -3.2% $2.74M 0.0% ▼ Trim 2 SEC ↗ ×2
8 Cetera Investment Advisers 55.68K +5.1% $2.64M 0.0% ▲ Add 2 SEC ↗
9 Rockefeller Capital Management L.P. 12.39K +4.4% $587,220 0.0% ▲ Add 2 SEC ↗
10 Captrust Financial Advisors 12.33K +4.3% $584,629 0.0% ▲ Add 2 SEC ↗
11 Royal Bank Of Canada 9.43K +4.4% $447,000 0.0% ▲ Add 2 SEC ↗
12 Susquehanna International Group, Llp 5.92K New $280,667 0.0% New 1 SEC ↗
13 Northwestern Mutual Wealth… 167 New $7,918 0.0% New 1 SEC ↗
14 Osaic Holdings, Inc. 117 -59.0% $5,642 0.0% ▼ Trim 2 SEC ↗
15 Cwm, Llc 31 New $1,470 0.0% New 1 SEC ↗
16 Wells Fargo & Company/Mn 0 — $11 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

Jane Street Group, Llc $3.57M was 0.0%
Fifth Third Bancorp $6,009 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 41 holders, 1.83M shares, $85.14M 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: Q1 2026 · Methodology · Get this via the API