BKIE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.3% ·
share flow +2.1% ·
net new positions +4.2%
— 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 | 24 | +1 | 2.13M | $214.43M | +3 | −3 |
| Q1 2026 | 24 | +1 | 1.91M | $178.38M | +5 | −4 |
| Q4 2025 | 23 | +1 | 1.87M | $173.10M | +1 | — |
| Q3 2025 | 3 | 0 | 29.11K | $2.61M | — | — |
| Q2 2025 | 1 | — | 2.06K | $177,276 | — | — |
| Q4 2024 | 1 | 0 | 5.61K | $406,550 | — | — |
| Q3 2024 | 1 | 0 | 2.94K | $232,522 | — | — |
| Q2 2024 | 1 | — | 34.91K | $2.60M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | DZ BANK AG Deutsche Zentral… | 407.44K | -26.1% | $38.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Jane Street Group, Llc | 329.73K | +172.3% | $30.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 297.91K | -10.9% | $27.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 227.57K | -2.1% | $21.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 5 | Northwestern Mutual Wealth… | 125.60K | +28.4% | $11.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 121.64K | -21.2% | $11.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 87.34K | +276.9% | $8.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 65.41K | +225.9% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 62.67K | +0.6% | $5.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 43.74K | -12.5% | $4.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 43.17K | -43.3% | $4.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 34.02K | -16.6% | $3.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 26.74K | — | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Captrust Financial Advisors | 6.28K | +6.6% | $586,513 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 5.44K | -85.4% | $508,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 4.78K | +2.5% | $446,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 4.11K | New | $385,510 | 0.0% | New | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 3.53K | +27.0% | $329,808 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Hrt Financial Lp | 3.04K | New | $284,000 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 2.77K | +30.4% | $259,083 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 2.36K | New | $220,588 | 0.0% | New | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 2.14K | New | $200,127 | 0.0% | New | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 1.73K | +309.0% | $157,079 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Assetmark, Inc | 40 | New | $3,737 | 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
| Wealth Enhancement Advisory… | $385,510 | 0.0% |
| Hrt Financial Lp | $284,000 | 0.0% |
| AQR Capital Management | $220,588 | 0.0% |
| Citadel Advisors | $200,127 | 0.0% |
| Assetmark, Inc | $3,737 | 0.0% |
Exited
| Goldman Sachs Group | $4.43M | was 0.0% |
| Cerity Partners LLC | $411,892 | was 0.0% |
| Rockefeller Capital… | $46,558 | was 0.0% |
| Cwm, Llc | $34,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 74 holders, 6.55M shares, $588.25M 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.