Security record · archived quarter
BMEZ
name pending profile ingest
24Tracked holders
0Δ holders
8.79MShares held
$132.29MReported value
+0New positions
−0Exits
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 Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.09M | +15.6% | $31.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 1.56M | — | $23.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | UBS Group AG | 1.03M | — | $15.57M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Invesco Ltd. | 912.92K | — | $13.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 711.39K | — | $10.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 658.67K | — | $9.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Lazard Asset Management Llc | 378.55K | — | $5.70M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 378.50K | — | $5.70M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | Stifel Financial Corp | 266.47K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | LPL Financial LLC | 197.99K | — | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 136.97K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Rockefeller Capital Management L.P. | 113.06K | — | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 99.53K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 54.78K | — | $824,380 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Corient Private Wealth LP | 50.88K | — | $765,804 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Jane Street Group, Llc | 45.04K | — | $677,822 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | HighTower Advisors, LLC | 26.15K | — | $393,567 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 23.02K | — | $346,442 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 19.34K | — | $291,058 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 16.82K | — | $253,141 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 5.60K | — | $84,280 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 5.00K | 0.0% | $75,250 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Cwm, Llc | 3.34K | — | $50,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 47 | — | $707 | 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): 88 holders, 15.05M shares, $207.31M 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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