Security record · archived quarter
BME
name pending profile ingest
23Tracked holders
-1Δ holders
1.65MShares held
$70.86MReported value
+1New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -4.2% ·
share flow +0.2% ·
net new positions -4.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | -1 | 1.65M | $70.86M | +1 | −2 |
| Q1 2026 | 24 | -1 | 1.65M | $63.39M | +2 | −3 |
| Q4 2025 | 25 | +1 | 1.71M | $70.34M | +1 | — |
| Q3 2025 | 2 | 0 | 375.41K | $13.98M | — | — |
| Q2 2025 | 1 | +1 | 35.11K | $1.28M | +1 | — |
| Q4 2024 | 1 | -1 | 7.05K | $267,482 | — | −1 |
| Q3 2024 | 2 | 0 | 15.59K | $653,815 | — | — |
| Q2 2024 | 2 | — | 30.34K | $1.24M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 364.75K | +1.9% | $15.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 364.75K | +1.9% | $15.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 275.37K | +3.3% | $11.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 159.82K | +4.5% | $6.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 159.82K | +4.5% | $6.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 154.88K | -3.6% | $6.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 154.88K | -3.6% | $6.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Invesco Ltd. | 130.08K | -3.4% | $5.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Invesco Ltd. | 130.08K | -3.4% | $5.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 113.13K | +5.0% | $4.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 109.81K | +2.2% | $4.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 109.81K | +2.2% | $4.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 109.81K | +2.2% | $4.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 96.91K | -11.1% | $4.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 96.91K | -11.1% | $4.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 96.91K | -11.1% | $4.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 70.67K | +2.5% | $3.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 70.67K | +2.5% | $3.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | First Trust Advisors Lp | 29.06K | +9.6% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 28.98K | -6.5% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 25.10K | +3.6% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 25.10K | +3.6% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 14.16K | -6.9% | $608,301 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 13.92K | -23.0% | $598,040 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Cetera Investment Advisers | 12.81K | -3.0% | $550,420 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Jane Street Group, Llc | 9.81K | +3.1% | $421,511 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Jane Street Group, Llc | 9.81K | +3.1% | $421,511 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 8.26K | New | $354,853 | 0.0% | New | 1 | SEC ↗ |
| 29 | Stifel Financial Corp | 8.22K | -15.2% | $353,051 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Truist Financial Corp | 7.51K | -3.0% | $322,469 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 6.25K | 0.0% | $268,437 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 6.25K | 0.0% | $268,437 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 6.25K | 0.0% | $268,437 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Fifth Third Bancorp | 4.68K | 0.0% | $201,092 | 0.0% | Held | 2 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 4.03K | 0.0% | $172,431 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 1.60K | +0.5% | $68,621 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $354,853 | 0.0% |
Exited
| Susquehanna International… | $315,474 | was 0.0% |
| Jones Financial Companies Lllp | $15,068 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 75 holders, 2.62M shares, $99.07M 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 ·
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