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Security record

BKIE

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q3 2024 Q2 2024
25Tracked holders
+1Δ holders
2.14MShares held
$215.38MReported value
+3New positions
−2Exits
Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +4.2% · share flow +12.1% · net new positions +4.0%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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 25 +1 2.14M $215.38M +3 −2
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank of New York Mellon Corp 648.19K +184.8% $65.21M 0.0% ▲ Add 3 SEC ↗
2 Bank of New York Mellon Corp 648.19K +184.8% $65.21M 0.0% ▲ Add 3 SEC ↗
3 Bank of New York Mellon Corp 648.19K +184.8% $65.21M 0.0% ▲ Add 3 SEC ↗
4 Bank of New York Mellon Corp 648.19K +184.8% $65.21M 0.0% ▲ Add 3 SEC ↗
5 Bank of New York Mellon Corp 648.19K +184.8% $65.21M 0.0% ▲ Add 3 SEC ↗
6 Bank of New York Mellon Corp 648.19K +184.8% $65.21M 0.0% ▲ Add 3 SEC ↗
7 Bank of New York Mellon Corp 648.19K +184.8% $65.21M 0.0% ▲ Add 3 SEC ↗
8 DZ BANK AG Deutsche Zentral… 349.87K -14.1% $35.20M 0.0% ▼ Trim 3 SEC ↗
9 LPL Financial LLC 311.10K +4.4% $31.30M 0.0% ▲ Add 3 SEC ↗
10 Jane Street Group, Llc 122.79K -62.8% $12.35M 0.0% ▼ Trim 3 SEC ↗
11 Northwestern Mutual Wealth… 116.00K -7.6% $11.67M 0.0% ▼ Trim 3 SEC ↗
12 Osaic Holdings, Inc. 104.28K -14.3% $10.49M 0.0% ▼ Trim 3 SEC ↗
13 Osaic Holdings, Inc. 104.28K -14.3% $10.49M 0.0% ▼ Trim 3 SEC ↗
14 Raymond James Financial Inc 102.89K +17.8% $10.35M 0.0% ▲ Add 3 SEC ↗
15 Raymond James Financial Inc 102.89K +17.8% $10.35M 0.0% ▲ Add 3 SEC ↗
16 Bank Of America Corp /De/ 71.14K +8.8% $7.16M 0.0% ▲ Add 3 SEC ↗
17 Bank Of America Corp /De/ 71.14K +8.8% $7.16M 0.0% ▲ Add 3 SEC ↗
18 Envestnet Asset Management Inc 63.76K +1.7% $6.41M 0.0% ▲ Add 3 SEC ↗
19 Mml Investors Services, Llc 49.71K +13.7% $5.00M 0.0% ▲ Add 3 SEC ↗
20 Cetera Investment Advisers 46.96K +8.8% $4.72M 0.0% ▲ Add 3 SEC ↗
21 Morgan Stanley 38.76K +13.9% $3.90M 0.0% ▲ Add 4 SEC ↗
22 Wells Fargo & Company/Mn 36.41K +36.1% $3.66M 0.0% ▲ Add 3 SEC ↗
23 Wells Fargo & Company/Mn 36.41K +36.1% $3.66M 0.0% ▲ Add 3 SEC ↗
24 Goldman Sachs Group 35.08K New $3.53M 0.0% New 1 SEC ↗
25 HighTower Advisors, LLC 9.36K +165.2% $941,787 0.0% ▲ Add 3 SEC ↗
26 Commonwealth Equity Services, Llc 6.75K +24.1% $678,850 0.0% ▲ Add 3 SEC ↗
27 Captrust Financial Advisors 6.31K +0.5% $634,767 0.0% ▲ Add 3 SEC ↗
28 Fidelity (FMR) 6.30K +127.4% $634,330 0.0% ▲ Add 5 SEC ↗
29 Royal Bank Of Canada 4.78K +0.2% $481,000 0.0% ▲ Add 3 SEC ↗
30 Ameriprise Financial Inc 3.90K New $392,038 0.0% New 1 SEC ↗
31 Wealth Enhancement Advisory… 2.37K -42.2% $238,394 0.0% ▼ Trim 2 SEC ↗
32 AQR Capital Management 2.36K 0.0% $237,517 0.0% Held 2 SEC ↗
33 JPMorgan Chase 1.78K +2.6% $178,516 0.0% ▲ Add 4 SEC ↗
34 JPMorgan Chase 1.78K +2.6% $178,516 0.0% ▲ Add 4 SEC ↗
35 Assetmark, Inc 40 0.0% $4,024 0.0% Held 2 SEC ↗
36 BlackRock (passive) 1 New $78 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

Goldman Sachs Group $3.53M 0.0%
Ameriprise Financial Inc $392,038 0.0%
BlackRock $78 0.0%

Exited

Hrt Financial Lp $284,000 was 0.0%
Citadel Advisors $200,127 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.

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 · Get this via the API