BPRE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.2% ·
share flow +3.4% ·
net new positions +13.2%
— 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 | Captrust Financial Advisors | 7.88M | — | $118.19M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 5.46M | — | $81.97M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 4.29M | — | $64.32M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 3.21M | — | $48.18M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Focus Partners Wealth | 3.17M | — | $47.60M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 1.52M | — | $22.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | HighTower Advisors, LLC | 1.03M | — | $15.45M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 904.10K | — | $13.56M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 777.36K | — | $11.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Morgan Stanley ✦ | 504.65K | New | $7.57M | 0.0% | New | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 429.89K | New | $6.45M | 0.0% | New | 1 | SEC ↗ |
| 12 | Creative Planning | 348.35K | — | $5.23M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 304.85K | — | $4.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 296.15K | — | $4.44M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cerity Partners LLC | 295.21K | — | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 208.98K | — | $3.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Wealth Enhancement Advisory… | 112.39K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cwm, Llc | 95.21K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 93.30K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 85.70K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 73.72K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 65.57K | — | $983,535 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 63.99K | — | $959,880 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Baird Financial Group, Inc. | 45.32K | — | $679,785 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Hrt Financial Lp | 38.28K | — | $574,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 32.94K | New | $494,025 | 0.0% | New | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 32.80K | New | $492,000 | 0.0% | New | 1 | SEC ↗ ×2 |
| 28 | Fisher Asset Management ✦ | 22.53K | New | $337,965 | 0.0% | New | 1 | SEC ↗ |
| 29 | First Trust Advisors Lp | 20.26K | — | $303,930 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 16.24K | — | $243,555 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 15.49K | — | $233,000 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 32 | Bank Of America Corp /De/ | 6.11K | — | $91,605 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 6.02K | — | $90,300 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | TD Waterhouse Canada Inc. | 4.00K | — | $59,640 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fifth Third Bancorp | 1.15K | — | $17,250 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Assetmark, Inc | 1.03K | — | $15,390 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 815 | — | $12,225 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 2 | — | $30 | 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
| Morgan Stanley | $7.57M | 0.0% |
| Citadel Advisors | $6.45M | 0.0% |
| BlackRock | $494,025 | 0.0% |
| JPMorgan Chase | $492,000 | 0.0% |
| Fisher Asset Management | $337,965 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 316 holders, 73.57M shares, $1.13B 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.
Open-market purchases (P)
Other · 5.50K sh @ 12.00 · $66,000
Other · 2.55K sh @ 11.90 · $30,345
Other · 500 sh @ 11.91 · $5,955
Other · 2.60K sh @ 11.92 · $30,992
Other · 2.90K sh @ 11.93 · $34,537
Other · 1.90K sh @ 11.94 · $22,686
Other · 300 sh @ 11.95 · $3,585
Other · 100 sh @ 11.96 · $1,196
Other · 400 sh @ 11.98 · $4,792
Other · 4.00K sh @ 11.99 · $47,960
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
5.1% of class · View original SEC filing ↗
5.0% of class · View original SEC filing ↗