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Security record · archived quarter

BMVP

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q2 2024
18Tracked holders
+1Δ holders
227.06KShares held
$11.64MReported value
+1New positions
−0Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.9% · share flow +1.6% · net new positions +5.6%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 18 +1 227.06K $11.64M +1
Q1 2026 17 -2 223.41K $11.14M +1 −3
Q4 2025 19 +1 232.97K $11.38M +1
Q3 2025 4 0 61.11K $3.00M
Q2 2025 1 798 $38,584
Q4 2024 1 +1 4.83K $226,372 +1
Q2 2024 1 12.29K $540,923
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 83.56K -1.4% $4.29M 0.0% ▼ Trim 3 SEC ↗
2 Morgan Stanley 44.73K -1.2% $2.29M 0.0% ▼ Trim 4 SEC ↗
3 Morgan Stanley 44.73K -1.2% $2.29M 0.0% ▼ Trim 4 SEC ↗
4 Raymond James Financial Inc 18.71K +11.6% $959,425 0.0% ▲ Add 2 SEC ↗
5 Raymond James Financial Inc 18.71K +11.6% $959,425 0.0% ▲ Add 2 SEC ↗
6 Commonwealth Equity Services, Llc 14.25K -6.3% $730,920 0.0% ▼ Trim 3 SEC ↗
7 Goldman Sachs Group 11.33K -5.7% $580,996 0.0% ▼ Trim 4 SEC ↗
8 Osaic Holdings, Inc. 9.97K 0.0% $511,388 0.0% ▲ Add 3 SEC ↗
9 Osaic Holdings, Inc. 9.97K 0.0% $511,388 0.0% ▲ Add 3 SEC ↗
10 Bank Of Montreal /Can/ 8.31K 0.0% $426,132 0.0% Held 3 SEC ↗
11 Bank Of Montreal /Can/ 8.31K 0.0% $426,132 0.0% Held 3 SEC ↗
12 Truist Financial Corp 6.36K +1.9% $326,137 0.0% ▲ Add 3 SEC ↗
13 Susquehanna International Group, Llp 5.21K New $266,909 0.0% New 1 SEC ↗
14 Wells Fargo & Company/Mn 5.19K 0.0% $266,010 0.0% Held 3 SEC ↗
15 Wells Fargo & Company/Mn 5.19K 0.0% $266,010 0.0% Held 3 SEC ↗
16 UBS Group AG 5.16K +0.3% $264,753 0.0% ▲ Add 3 SEC ↗
17 UBS Group AG 5.16K +0.3% $264,753 0.0% ▲ Add 3 SEC ↗
18 Creative Planning 4.52K 0.0% $231,778 0.0% Held 3 SEC ↗
19 Jones Financial Companies Lllp 3.28K -7.0% $167,913 0.0% ▼ Trim 3 SEC ↗
20 Fidelity (FMR) 1.88K 0.0% $96,398 0.0% Held 5 SEC ↗
21 National Bank Of Canada /Fi/ 1.80K 0.0% $92,178 0.0% Held 3 SEC ↗
22 Northwestern Mutual Wealth… 1.25K +0.5% $64,047 0.0% ▲ Add 3 SEC ↗
23 JPMorgan Chase 1.11K 0.0% $56,895 0.0% Held 4 SEC ↗
24 Royal Bank Of Canada 435 0.0% $22,000 0.0% Held 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

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.

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: Q2 2026 · Methodology · Get this via the API