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Security record · archived quarter

BMEZ

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
24Tracked holders
0Δ holders
8.79MShares held
$132.29MReported value
+0New positions
−0Exits
Stable 2 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 +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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 25 +3 9.63M $147.77M +5 −2
Q1 2026 23 -1 8.90M $127.78M +3 −4
Q4 2025 24 0 8.79M $132.29M
Q3 2025 2 0 1.81M $26.11M
Q2 2025 1 -1 5.00K $71,300 −1
Q1 2025 1 +1 13.23K $197,187 +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 2.09M +15.6% $31.42M 0.0% ▲ Add 2 SEC ↗
2 Morgan Stanley 2.09M +15.6% $31.42M 0.0% ▲ Add 2 SEC ↗
3 Morgan Stanley 2.09M +15.6% $31.42M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 2.09M +15.6% $31.42M 0.0% ▲ Add 2 SEC ↗
5 Bank Of America Corp /De/ 1.56M $23.53M 0.0% n/c 1 SEC ↗
6 Bank Of America Corp /De/ 1.56M $23.53M 0.0% n/c 1 SEC ↗
7 UBS Group AG 1.03M $15.57M 0.0% n/c 1 SEC ↗
8 UBS Group AG 1.03M $15.57M 0.0% n/c 1 SEC ↗
9 UBS Group AG 1.03M $15.57M 0.0% n/c 1 SEC ↗
10 Invesco Ltd. 912.92K $13.74M 0.0% n/c 1 SEC ↗
11 Invesco Ltd. 912.92K $13.74M 0.0% n/c 1 SEC ↗
12 Wells Fargo & Company/Mn 711.39K $10.71M 0.0% n/c 1 SEC ↗
13 Wells Fargo & Company/Mn 711.39K $10.71M 0.0% n/c 1 SEC ↗
14 Raymond James Financial Inc 658.67K $9.91M 0.0% n/c 1 SEC ↗
15 Raymond James Financial Inc 658.67K $9.91M 0.0% n/c 1 SEC ↗
16 Lazard Asset Management Llc 378.55K $5.70M 0.0% n/c 1 SEC ↗
17 Royal Bank Of Canada 378.50K $5.70M 0.0% n/c 1 SEC ↗
18 Royal Bank Of Canada 378.50K $5.70M 0.0% n/c 1 SEC ↗
19 Royal Bank Of Canada 378.50K $5.70M 0.0% n/c 1 SEC ↗
20 Royal Bank Of Canada 378.50K $5.70M 0.0% n/c 1 SEC ↗
21 Stifel Financial Corp 266.47K $4.01M 0.0% n/c 1 SEC ↗
22 Stifel Financial Corp 266.47K $4.01M 0.0% n/c 1 SEC ↗
23 LPL Financial LLC 197.99K $2.98M 0.0% n/c 1 SEC ↗
24 Osaic Holdings, Inc. 136.97K $2.06M 0.0% n/c 1 SEC ↗
25 Osaic Holdings, Inc. 136.97K $2.06M 0.0% n/c 1 SEC ↗
26 Rockefeller Capital Management L.P. 113.06K $1.70M 0.0% n/c 1 SEC ↗
27 Susquehanna International Group, Llp 99.53K $1.50M 0.0% n/c 1 SEC ↗
28 Commonwealth Equity Services, Llc 54.78K $824,380 0.0% n/c 1 SEC ↗
29 Corient Private Wealth LP 50.88K $765,804 0.0% n/c 1 SEC ↗
30 Corient Private Wealth LP 50.88K $765,804 0.0% n/c 1 SEC ↗
31 Jane Street Group, Llc 45.04K $677,822 0.0% n/c 1 SEC ↗
32 Jane Street Group, Llc 45.04K $677,822 0.0% n/c 1 SEC ↗
33 HighTower Advisors, LLC 26.15K $393,567 0.0% n/c 1 SEC ↗
34 Ameriprise Financial Inc 23.02K $346,442 0.0% n/c 1 SEC ↗
35 Creative Planning 19.34K $291,058 0.0% n/c 1 SEC ↗
36 Truist Financial Corp 16.82K $253,141 0.0% n/c 1 SEC ↗
37 Northwestern Mutual Wealth… 5.60K $84,280 0.0% n/c 1 SEC ↗
38 BlackRock (passive) 5.00K 0.0% $75,250 0.0% Held 3 SEC ↗
39 Cwm, Llc 3.34K $50,000 0.0% n/c 1 SEC ↗
40 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 · Get this via the API