BMVP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.5% ·
share flow -4.1% ·
net new positions -11.8%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 84.76K | -2.9% | $4.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 45.28K | -1.1% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 45.28K | -1.1% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 45.28K | -1.1% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 16.77K | New | $836,734 | 0.0% | New | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 16.77K | New | $836,734 | 0.0% | New | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 15.21K | +7.5% | $758,630 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 12.02K | +9.2% | $599,441 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 9.97K | -0.2% | $497,333 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 9.97K | -0.2% | $497,333 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of Montreal /Can/ | 8.31K | -10.9% | $414,560 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of Montreal /Can/ | 8.31K | -10.9% | $414,560 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 6.24K | -1.6% | $311,245 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 5.19K | — | $258,770 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 5.19K | — | $258,770 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 5.15K | -75.3% | $256,868 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | UBS Group AG | 5.15K | -75.3% | $256,868 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Creative Planning | 4.52K | 0.0% | $225,484 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 3.52K | -20.1% | $174,188 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 1.88K | 0.0% | $93,780 | 0.0% | Held | 4 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 1.80K | 0.0% | $89,802 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 1.24K | +0.4% | $62,024 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 1.11K | 0.0% | $54,736 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 435 | 0.0% | $22,000 | 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
| Raymond James Financial Inc | $836,734 | 0.0% |
| Raymond James Financial Inc | $836,734 | 0.0% |
Exited
| Citadel Advisors | $321,611 | was 0.0% |
| Envestnet Asset Management Inc | $206,642 | was 0.0% |
| Bank Of America Corp /De/ | $97,143 | was 0.0% |
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.