BRTR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow +30.0% ·
net new positions -10.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 35.44K | $1.70M | n/a | n/a |
| Q2 2026 | 17 | +2 | 5.14M | $259.41M | +2 | n/a |
| Q1 2026 | 15 | +5 | 4.78M | $239.52M | +5 | n/a |
| Q4 2025 | 10 | -1 | 4.21M | $213.94M | n/a | −1 |
| Q3 2025 | 4 | +1 | 699.28K | $35.66M | +1 | n/a |
| Q2 2025 | 1 | -1 | 935.00K | $47.25M | n/a | −1 |
| Q1 2025 | 1 | 0 | 26.95K | $1.36M | n/a | n/a |
| Q4 2024 | 1 | 0 | 33.75K | $1.66M | n/a | n/a |
| Q3 2024 | 1 | +1 | 42.37K | $2.21M | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 3.23M | +653.0% | $164.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 655.24K | n/a | $33.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 165.39K | n/a | $8.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Jones Financial Companies Lllp | 77.26K | n/a | $3.92M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 31.69K | +19.1% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 23.97K | -82.0% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 13.08K | n/a | $664,131 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 8.41K | n/a | $427,170 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 4.91K | n/a | $249,329 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 572 | n/a | $29,066 | 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
| No new tracked buyers this quarter. |
Exited
| BlackRock | $5.61M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 64 holders, 13.60M shares, $675.05M 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.