BPRE
Charts & data for BPRE on Finviz ↗ Sponsoredname pending profile ingest
Momentum inputs (comparable managers):
holder breadth -2.6% ·
share flow +1.6% ·
net new positions -2.7%
· formula
Concentrated accumulation: rising shares among 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 | Captrust Financial Advisors | 7.93M | +0.7% | $131.74M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 5.78M | +5.8% | $95.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 3.41M | -20.4% | $56.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 3.21M | 0.0% | $53.34M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Focus Partners Wealth | 3.02M | -4.8% | $50.17M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.81M | +258.2% | $30.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 7 | Osaic Holdings, Inc. | 1.46M | -4.3% | $24.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | HighTower Advisors, LLC | 1.04M | +1.2% | $17.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 513.89K | +3216.9% | $8.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Creative Planning | 427.29K | +22.7% | $7.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 409.71K | +96.0% | $6.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 400.95K | +511.5% | $6.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 342.82K | -55.9% | $5.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Mercer Global Advisors Inc /Adv | 302.42K | New | $5.02M | 0.0% | New | 1 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 259.96K | +473.6% | $4.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Commonwealth Equity Services, Llc | 249.74K | -15.7% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cerity Partners LLC | 246.93K | -16.4% | $4.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Lido Advisors, LLC | 216.14K | New | $3.59M | 0.0% | New | 1 | SEC ↗ |
| 19 | Mariner, LLC | 206.17K | -32.4% | $3.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Rockefeller Capital Management L.P. | 191.70K | +160.0% | $3.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cwm, Llc | 87.38K | -8.2% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 83.03K | -3.1% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 76.29K | New | $1.27M | 0.0% | New | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 68.17K | -39.4% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fifth Third Bancorp | 63.41K | +5413.6% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Boston Partners | 40.02K | New | $664,720 | 0.0% | New | 1 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 31.67K | -3.9% | $525,989 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Jane Street Group, Llc | 24.31K | -97.3% | $403,789 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Tidal Investments LLC | 24.18K | New | $401,646 | 0.0% | New | 1 | SEC ↗ |
| 30 | First Trust Advisors Lp | 14.03K | -30.7% | $233,096 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 7.58K | +829.7% | $124,035 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Us Bancorp \De\ | 6.26K | -93.3% | $103,929 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | UBS Group AG | 5.24K | -91.8% | $86,970 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 4.52K | -86.2% | $72,820 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | TD Waterhouse Canada Inc. | 4.00K | 0.0% | $66,120 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 1.38K | -77.1% | $22,938 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 2 | 0.0% | $33 | 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
| Mercer Global Advisors Inc… | $5.02M | 0.0% |
| Lido Advisors, LLC | $3.59M | 0.0% |
| Mml Investors Services, Llc | $1.27M | 0.0% |
| Boston Partners | $664,720 | 0.0% |
| Tidal Investments LLC | $401,646 | 0.0% |
Exited
| Citadel Advisors | $6.45M | was 0.0% |
| Hrt Financial Lp | $574,000 | was 0.0% |
| Fisher Asset Management | $337,965 | was 0.0% |
| Ameriprise Financial Inc | $243,555 | was 0.0% |
| Bank Of America Corp /De/ | $91,605 | was 0.0% |
| Assetmark, Inc | $15,390 | was 0.0% |
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)
Director · 69.66K sh @ 12.48 · $869,506
Director · 109.02K sh @ 12.48 · $1.36M
Director · 109.29K sh @ 12.52 · $1.37M
Director · 61.03K sh @ 12.42 · $758,029
Officer · President · 2.04K sh @ 12.25 · $24,987
Director · 114.86K sh @ 12.25 · $1.41M
Director · 92.03K sh @ 12.43 · $1.14M
Director · 64.66K sh @ 12.27 · $793,448
Director · 101.75K sh @ 12.39 · $1.26M
Director · 92.47K sh @ 12.56 · $1.16M
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 ↗