BKMS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -0.7% ·
net new positions +20.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | +7 | 16.53M | $422.18M | +8 | −1 |
| Q1 2026 | 7 | +7 | 16.65M | $424.86M | +7 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 16.17M | -2.2% | $413.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 16.17M | -2.2% | $413.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 16.17M | -2.2% | $413.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 16.17M | -2.2% | $413.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 16.17M | -2.2% | $413.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 16.17M | -2.2% | $413.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 16.17M | -2.2% | $413.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 174.05K | +202.9% | $4.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 68.71K | New | $1.75M | 0.0% | New | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 30.95K | +40.0% | $790,463 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 30.86K | New | $789,835 | 0.0% | New | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 13.97K | +16.3% | $356,922 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 11.44K | New | $292,254 | 0.0% | New | 1 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 8.44K | New | $215,558 | 0.0% | New | 1 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 8.44K | New | $215,558 | 0.0% | New | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 8.24K | New | $210,399 | 0.0% | New | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 8.20K | -33.3% | $209,377 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 1.35K | New | $34,402 | 0.0% | New | 1 | SEC ↗ |
| 19 | UBS Group AG | 1.32K | -75.3% | $33,815 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 307 | New | $7,840 | 0.0% | New | 1 | SEC ↗ |
| 21 | Fifth Third Bancorp | 130 | New | $3,320 | 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
| LPL Financial LLC | $1.75M | 0.0% |
| JPMorgan Chase | $789,835 | 0.0% |
| Raymond James Financial Inc | $292,254 | 0.0% |
| Pnc Financial Services Group… | $215,558 | 0.0% |
| Pnc Financial Services Group… | $215,558 | 0.0% |
| Citadel Advisors | $210,399 | 0.0% |
| Northwestern Mutual Wealth… | $34,402 | 0.0% |
| Osaic Holdings, Inc. | $7,840 | 0.0% |
| Fifth Third Bancorp | $3,320 | 0.0% |
Exited
| Citigroup Inc | $70,702 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 15 holders, 16.73M shares, $426.80M 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.