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Security record · archived quarter

BSCW

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
35Tracked holders
0Δ holders
23.00MShares held
$480.16MReported value
+0New positions
−0Exits
Stable 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.8% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 31 -4 27.01M $554.01M −4
Q1 2026 36 +1 25.16M $517.99M +2 −1
Q4 2025 35 0 23.00M $480.16M
Q3 2025 5 +1 4.22M $88.06M +1
Q2 2025 2 0 36.30K $747,718
Q1 2025 1 0 13.37K $272,306
Q4 2024 1 0 165.91K $3.34M
Q3 2024 1 0 69.47K $1.46M
Q2 2024 1 82.95K $1.66M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 4.43M +10.6% $92.39M 0.0% ▲ Add 2 SEC ↗
2 Morgan Stanley 4.43M +10.6% $92.39M 0.0% ▲ Add 2 SEC ↗
3 Raymond James Financial Inc 3.68M $76.79M 0.0% n/c 1 SEC ↗
4 Raymond James Financial Inc 3.68M $76.79M 0.0% n/c 1 SEC ↗
5 Wells Fargo & Company/Mn 3.00M $62.70M 0.0% n/c 1 SEC ↗
6 Wells Fargo & Company/Mn 3.00M $62.70M 0.0% n/c 1 SEC ↗
7 LPL Financial LLC 2.33M $48.69M 0.0% n/c 1 SEC ↗
8 Invesco Ltd. 1.58M $33.08M 0.0% n/c 1 SEC ↗
9 Mercer Global Advisors Inc /Adv 1.34M $28.01M 0.0% n/c 1 SEC ↗
10 Royal Bank Of Canada 812.83K $16.97M 0.0% n/c 1 SEC ↗
11 Envestnet Asset Management Inc 777.90K $16.24M 0.0% n/c 1 SEC ↗
12 UBS Group AG 754.54K $15.75M 0.0% n/c 1 SEC ↗
13 Baird Financial Group, Inc. 749.39K $15.64M 0.0% n/c 1 SEC ↗
14 Bank Of America Corp /De/ 628.93K $13.13M 0.0% n/c 1 SEC ↗
15 Bank Of America Corp /De/ 628.93K $13.13M 0.0% n/c 1 SEC ↗
16 Bank Of America Corp /De/ 628.93K $13.13M 0.0% n/c 1 SEC ↗
17 Osaic Holdings, Inc. 461.93K $9.65M 0.0% n/c 1 SEC ↗
18 Osaic Holdings, Inc. 461.93K $9.65M 0.0% n/c 1 SEC ↗
19 Lido Advisors, LLC 429.18K $8.96M 0.0% n/c 1 SEC ↗
20 Lido Advisors, LLC 429.18K $8.96M 0.0% n/c 1 SEC ↗
21 Mml Investors Services, Llc 311.87K $6.51M 0.0% n/c 1 SEC ↗
22 Jones Financial Companies Lllp 292.81K $6.11M 0.0% n/c 1 SEC ↗
23 Northwestern Mutual Wealth… 214.66K $4.48M 0.0% n/c 1 SEC ↗
24 Commonwealth Equity Services, Llc 165.61K $3.46M 0.0% n/c 1 SEC ↗
25 Ameriprise Financial Inc 148.04K $3.09M 0.0% n/c 1 SEC ↗
26 Ameriprise Financial Inc 148.04K $3.09M 0.0% n/c 1 SEC ↗
27 Susquehanna International Group, Llp 138.66K $2.89M 0.0% n/c 1 SEC ↗
28 Cetera Investment Advisers 136.32K $2.85M 0.0% n/c 1 SEC ↗
29 AQR Capital Management 131.78K +140.7% $2.75M 0.0% ▲ Add 2 SEC ↗
30 Wealth Enhancement Advisory… 131.20K $2.74M 0.0% n/c 1 SEC ↗
31 Truist Financial Corp 100.97K $2.11M 0.0% n/c 1 SEC ↗
32 Citadel Advisors 65.04K +24.6% $1.36M 0.0% ▲ Add 7 SEC ↗
33 Stifel Financial Corp 61.18K $1.28M 0.0% n/c 1 SEC ↗
34 Captrust Financial Advisors 56.16K $1.17M 0.0% n/c 1 SEC ↗
35 Jane Street Group, Llc 33.76K $704,803 0.0% n/c 1 SEC ↗
36 Focus Partners Wealth 11.80K $246,443 0.0% n/c 1 SEC ↗
37 Us Bancorp \De\ 9.17K $191,507 0.0% n/c 1 SEC ↗
38 Us Bancorp \De\ 9.17K $191,507 0.0% n/c 1 SEC ↗
39 Pnc Financial Services Group, Inc. 2.73K $56,967 0.0% n/c 1 SEC ↗
40 JPMorgan Chase 1.86K -98.3% $38,848 0.0% ▼ Trim 2 SEC ↗
41 Fidelity (FMR) 1.82K +1689.2% $38,092 0.0% ▲ Add 3 SEC ↗
42 Bank Of Montreal /Can/ 1.70K $35,404 0.0% n/c 1 SEC ↗
43 Cwm, Llc 1.65K $35,000 0.0% n/c 1 SEC ↗
44 Fifth Third Bancorp 239 $4,989 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

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 166 holders, 54.80M shares, $1.11B 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: Q4 2025 · Methodology · Get this via the API