Security record · archived quarter
BMEZ
name pending profile ingest
23Tracked holders
-1Δ holders
8.90MShares held
$127.78MReported value
+3New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -4.2% ·
share flow +1.2% ·
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 Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.94M | -7.1% | $27.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.94M | -7.1% | $27.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.31M | -16.0% | $18.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.31M | -16.0% | $18.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | UBS Group AG | 1.01M | -2.5% | $14.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 1.01M | -2.5% | $14.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 969.54K | +6.2% | $13.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 969.54K | +6.2% | $13.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 964.71K | +46.5% | $13.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 964.71K | +46.5% | $13.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 964.71K | +46.5% | $13.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 778.79K | +9.5% | $11.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 778.79K | +9.5% | $11.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Lazard Asset Management Llc | 621.60K | +64.2% | $8.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 353.61K | -6.6% | $5.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 353.61K | -6.6% | $5.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 250.65K | -5.9% | $3.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 250.65K | -5.9% | $3.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | LPL Financial LLC | 196.04K | -1.0% | $2.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 137.20K | +0.2% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 137.20K | +0.2% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 127.30K | +12.6% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 84.79K | -14.8% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Millennium Management ✦ | 65.21K | New | $936,430 | 0.0% | New | 1 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 25.00K | +8.6% | $358,978 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Creative Planning | 19.02K | -1.6% | $273,187 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 16.95K | -35.2% | $243,373 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 9.92K | New | $142,452 | 0.0% | New | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 5.60K | 0.0% | $80,416 | 0.0% | Held | 2 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 5.00K | 0.0% | $71,800 | 0.0% | Held | 4 | SEC ↗ |
| 31 | Cwm, Llc | 3.35K | +0.5% | $48,162 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 2.42K | New | $34,751 | 0.0% | New | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 47 | 0.0% | $675 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $936,430 | 0.0% |
| Fifth Third Bancorp | $142,452 | 0.0% |
| Pnc Financial Services Group… | $34,751 | 0.0% |
Exited
| Commonwealth Equity Services… | $824,380 | was 0.0% |
| Corient Private Wealth LP | $765,804 | was 0.0% |
| Jane Street Group, Llc | $677,822 | was 0.0% |
| Truist Financial Corp | $253,141 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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