Security record · archived quarter
BSCW
name pending profile ingest
36Tracked holders
+1Δ holders
25.16MShares held
$517.99MReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +2.9% ·
share flow +9.4% ·
net new positions +2.8%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 61.16K | $1.21M | n/a | n/a |
| Q2 2026 | 31 | -4 | 27.01M | $554.01M | n/a | −4 |
| Q1 2026 | 36 | +1 | 25.16M | $517.99M | +2 | −1 |
| Q4 2025 | 35 | 0 | 23.00M | $480.16M | n/a | n/a |
| Q3 2025 | 5 | +1 | 4.22M | $88.06M | +1 | n/a |
| Q2 2025 | 2 | 0 | 36.30K | $747,718 | n/a | n/a |
| Q1 2025 | 1 | 0 | 13.37K | $272,306 | n/a | n/a |
| Q4 2024 | 1 | 0 | 165.91K | $3.34M | n/a | n/a |
| Q3 2024 | 1 | 0 | 69.47K | $1.46M | n/a | n/a |
| Q2 2024 | 1 | n/a | 82.95K | $1.66M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.85M | +9.5% | $99.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 4.44M | +20.7% | $91.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 3.25M | +8.3% | $66.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 2.30M | -1.4% | $47.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | UBS Group AG | 2.03M | +169.5% | $41.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Invesco Ltd. | 1.67M | +5.6% | $34.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 994.56K | +22.4% | $20.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 931.95K | +19.8% | $19.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 781.14K | +4.2% | $16.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 690.83K | +9.8% | $14.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 501.94K | +8.7% | $10.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Lido Advisors, LLC | 408.01K | -4.9% | $8.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Jones Financial Companies Lllp | 376.05K | +28.4% | $7.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 299.49K | -4.0% | $6.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 246.99K | +15.1% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 182.08K | -86.4% | $3.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 174.89K | +18.1% | $3.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Cetera Investment Advisers | 173.20K | +27.1% | $3.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 165.74K | +0.1% | $3.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 105.39K | -20.0% | $2.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Truist Financial Corp | 101.28K | +0.3% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 93.70K | +53.2% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 79.92K | New | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 66.24K | +1.9% | $1.36M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 25 | Jane Street Group, Llc | 62.50K | +85.1% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 60.88K | -53.6% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 56.76K | +1.1% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 15.63K | -88.7% | $321,851 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Us Bancorp \De\ | 12.16K | +32.5% | $250,350 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Focus Partners Wealth | 11.87K | +0.5% | $244,322 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Fifth Third Bancorp | 11.49K | +4709.6% | $236,659 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 5.24K | New | $107,778 | 0.0% | New | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 2.83K | +3.7% | $58,292 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Cwm, Llc | 2.10K | +27.1% | $43,255 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 1.70K | 0.0% | $34,917 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 599 | -67.2% | $12,328 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $1.65M | 0.0% |
| Rockefeller Capital… | $107,778 | 0.0% |
Exited
| JPMorgan Chase | $38,848 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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