BLES
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.2% ·
share flow -3.7% ·
net new positions -6.7%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 167.54K | n/a | $7.24M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 152.66K | n/a | $6.60M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | UBS Group AG | 121.24K | n/a | $5.24M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Assetmark, Inc | 112.17K | n/a | $4.85M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 58.47K | n/a | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 23.81K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 21.10K | -46.7% | $911,830 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 16.85K | n/a | $728,002 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Commonwealth Equity Services, Llc | 14.49K | n/a | $626,140 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 9.43K | n/a | $407,430 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 7.55K | n/a | $326,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Captrust Financial Advisors | 5.09K | n/a | $219,766 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 25 | 0.0% | $1,085 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 1 | -98.0% | $47 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 0 | n/a | $8 | 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
| Citadel Advisors | $379,210 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 73 holders, 1.80M shares, $78.58M 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.