Security record · archived quarter
BKSE
name pending profile ingest
13Tracked holders
0Δ holders
238.01KShares held
$26.78MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.3% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 130.05K | n/a | $14.63M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 2 | Royal Bank Of Canada | 41.35K | n/a | $4.65M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 19.12K | n/a | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 16.14K | +1.1% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 9.15K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 6.03K | n/a | $678,594 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 5.69K | n/a | $640,387 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 4.77K | n/a | $536,237 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 3.58K | -47.3% | $403,372 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Pnc Financial Services Group, Inc. | 2.00K | n/a | $224,998 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 69 | 0.0% | $7,724 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Cwm, Llc | 51 | n/a | $6,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 1 | n/a | $87 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 29 holders, 395.63K shares, $43.25M 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: Q4 2025 ·
Methodology ·
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