Security record · archived quarter
BKMC
name pending profile ingest
16Tracked holders
0Δ holders
752.79KShares held
$92.71MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +10.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | 0 | 752.79K | $92.71M | +1 | −1 |
| Q1 2026 | 16 | 0 | 681.04K | $75.12M | +2 | −2 |
| Q4 2025 | 16 | 0 | 633.96K | $69.06M | +2 | −2 |
| Q3 2025 | 4 | +1 | 25.49K | $2.77M | +1 | — |
| Q2 2025 | 1 | — | 2.92K | $299,015 | — | — |
| Q4 2024 | 1 | 0 | 16.29K | $1.66M | — | — |
| Q3 2024 | 1 | 0 | 10.34K | $1.05M | — | — |
| Q2 2024 | 1 | — | 6.77K | $638,114 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 648.07K | +17.7% | $80.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 648.07K | +17.7% | $80.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 648.07K | +17.7% | $80.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 648.07K | +17.7% | $80.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 648.07K | +17.7% | $80.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 648.07K | +17.7% | $80.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 648.07K | +17.7% | $80.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 648.07K | +17.7% | $80.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 25.68K | +0.5% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 14.19K | +5.7% | $1.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 11.88K | +22.6% | $1.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Cetera Investment Advisers | 9.69K | +1.4% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 7.63K | +1.4% | $945,618 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 7.43K | +53.7% | $920,291 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | LPL Financial LLC | 5.56K | -4.1% | $689,227 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 4.82K | -7.5% | $597,545 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 3.43K | +114.6% | $422,832 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 3.43K | +114.6% | $422,832 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 3.17K | +87.7% | $392,086 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Royal Bank Of Canada | 2.28K | +724.5% | $283,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Financial Engines Advisors L.L.C. | 6.67K | -4.3% | $275,294 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Raymond James Financial Inc | 1.78K | New | $221,028 | 0.0% | New | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 1.78K | New | $221,028 | 0.0% | New | 1 | SEC ↗ |
| 24 | UBS Group AG | 497 | -50.4% | $61,576 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 0 | — | $2 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Raymond James Financial Inc | $221,028 | 0.0% |
| Raymond James Financial Inc | $221,028 | 0.0% |
Exited
| Goldman Sachs Group | $4.13M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 37 holders, 2.73M shares, $292.33M 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 ·
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