Security record · archived quarter
BKT
name pending profile ingest
20Tracked holders
0Δ holders
3.63MShares held
$38.41MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.3% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 974.37K | +25.6% | $10.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 935.08K | -2.7% | $9.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 565.72K | -21.8% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Invesco Ltd. | 323.21K | -20.6% | $3.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | First Trust Advisors Lp | 181.02K | +231.6% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Allspring Global Investments… | 147.46K | +17.6% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 132.36K | +30.4% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 58.57K | +331.6% | $619,105 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 56.94K | -18.7% | $601,889 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | UBS Group AG | 44.68K | +15.6% | $472,247 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | Envestnet Asset Management Inc | 38.50K | New | $406,929 | 0.0% | New | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 28.47K | -9.2% | $301,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 23.03K | +0.3% | $243,385 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Focus Partners Wealth | 22.10K | -3.5% | $233,608 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 21.51K | -72.0% | $227,350 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Ameriprise Financial Inc | 20.14K | -17.8% | $212,879 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 18.35K | +2.6% | $193,981 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Fifth Third Bancorp | 16.50K | New | $174,437 | 0.0% | New | 1 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 13.89K | -0.8% | $146,860 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 11.47K | -2.8% | $121,217 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Envestnet Asset Management Inc | $406,929 | 0.0% |
| Fifth Third Bancorp | $174,437 | 0.0% |
Exited
| Commonwealth Equity Services… | $134,090 | was 0.0% |
| Citadel Advisors | $121,915 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 68 holders, 13.84M shares, $97.32M 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: Q1 2026 ·
Methodology ·
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