BMVP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow +2.3% ·
net new positions +5.3%
· formula
Broad accumulation: rising shares across more 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 | 87.32K | n/a | $4.26M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 45.79K | -0.7% | $2.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | UBS Group AG | 20.85K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Commonwealth Equity Services, Llc | 14.15K | n/a | $691,150 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 11.00K | -5.3% | $537,191 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 9.99K | n/a | $487,928 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Bank Of Montreal /Can/ | 9.33K | n/a | $455,579 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Citadel Advisors ✦ | 6.58K | New | $321,611 | 0.0% | New | 1 | SEC ↗ |
| 9 | Truist Financial Corp | 6.34K | n/a | $309,499 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Creative Planning | 4.52K | n/a | $220,752 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 4.41K | n/a | $215,531 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 4.23K | n/a | $206,642 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 1.99K | n/a | $97,143 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 1.88K | 0.0% | $91,812 | 0.0% | Held | 3 | SEC ↗ |
| 15 | National Bank Of Canada /Fi/ | 1.80K | n/a | $87,804 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 1.24K | n/a | $60,454 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 1.11K | -26.0% | $54,212 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 435 | n/a | $21,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 0 | n/a | $0 | 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
| Citadel Advisors | $321,611 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 40 holders, 308.41K shares, $15.38M 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.