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Security record · archived quarter

BKT

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
20Tracked holders
0Δ holders
3.78MShares held
$40.56MReported value
+1New positions
−1Exits
Stable 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +4.1% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 20 0 3.78M $40.56M +1 −1
Q1 2026 20 0 3.63M $38.41M +2 −2
Q4 2025 20 +1 3.52M $38.83M +1
Q3 2025 1 1.41M $7.99M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 978.76K +0.5% $10.49M 0.0% ▲ Add 4 SEC ↗
2 Morgan Stanley 978.76K +0.5% $10.49M 0.0% ▲ Add 4 SEC ↗
3 Raymond James Financial Inc 915.31K -2.1% $9.81M 0.0% ▼ Trim 3 SEC ↗
4 Raymond James Financial Inc 915.31K -2.1% $9.81M 0.0% ▼ Trim 3 SEC ↗
5 Raymond James Financial Inc 915.31K -2.1% $9.81M 0.0% ▼ Trim 3 SEC ↗
6 LPL Financial LLC 436.01K -22.9% $4.67M 0.0% ▼ Trim 3 SEC ↗
7 Allspring Global Investments… 369.85K +150.8% $3.96M 0.0% ▲ Add 3 SEC ↗
8 Invesco Ltd. 329.54K +2.0% $3.53M 0.0% ▲ Add 3 SEC ↗
9 Invesco Ltd. 329.54K +2.0% $3.53M 0.0% ▲ Add 3 SEC ↗
10 First Trust Advisors Lp 211.81K +17.0% $2.27M 0.0% ▲ Add 3 SEC ↗
11 Cetera Investment Advisers 122.72K -7.3% $1.32M 0.0% ▼ Trim 3 SEC ↗
12 Osaic Holdings, Inc. 76.75K +34.8% $822,765 0.0% ▲ Add 3 SEC ↗
13 Osaic Holdings, Inc. 76.75K +34.8% $822,765 0.0% ▲ Add 3 SEC ↗
14 Wells Fargo & Company/Mn 65.12K +11.2% $698,060 0.0% ▲ Add 3 SEC ↗
15 Wells Fargo & Company/Mn 65.12K +11.2% $698,060 0.0% ▲ Add 3 SEC ↗
16 Susquehanna International Group, Llp 53.13K +130.8% $569,575 0.0% ▲ Add 3 SEC ↗
17 Envestnet Asset Management Inc 41.93K +8.9% $449,495 0.0% ▲ Add 2 SEC ↗
18 UBS Group AG 36.51K -18.3% $391,356 0.0% ▼ Trim 3 SEC ↗
19 UBS Group AG 36.51K -18.3% $391,356 0.0% ▼ Trim 3 SEC ↗
20 UBS Group AG 36.51K -18.3% $391,356 0.0% ▼ Trim 3 SEC ↗
21 Royal Bank Of Canada 28.61K +0.5% $307,000 0.0% ▲ Add 3 SEC ↗
22 Focus Partners Wealth 22.10K 0.0% $236,923 0.0% Held 3 SEC ↗
23 Nomura Holdings Inc 20.00K New $214,400 0.0% New 1 SEC ↗
24 Ameriprise Financial Inc 19.05K -5.4% $204,164 0.0% ▼ Trim 3 SEC ↗
25 Fifth Third Bancorp 16.36K -0.9% $175,368 0.0% ▼ Trim 2 SEC ↗
26 Bank Of America Corp /De/ 15.49K -15.6% $166,085 0.0% ▼ Trim 3 SEC ↗
27 Baird Financial Group, Inc. 13.58K -2.3% $145,567 0.0% ▼ Trim 3 SEC ↗
28 Northwestern Mutual Wealth… 11.13K -2.9% $119,367 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Nomura Holdings Inc $214,400 0.0%

Exited

Jane Street Group, Llc $227,350 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: Q2 2026 · Methodology · Get this via the API