BSJQ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.0% ·
share flow -0.6% ·
net new positions -3.1%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.39M | n/a | $55.78M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 2.37M | n/a | $55.20M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.55M | -1.3% | $36.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 1.20M | n/a | $27.97M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.12M | n/a | $26.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 1.03M | n/a | $24.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 669.89K | n/a | $15.64M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Mariner, LLC | 461.93K | n/a | $10.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 447.51K | n/a | $10.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Mercer Global Advisors Inc /Adv | 435.71K | n/a | $10.17M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Lido Advisors, LLC | 352.68K | n/a | $8.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Mml Investors Services, Llc | 302.63K | n/a | $7.06M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 299.20K | n/a | $6.98M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cwm, Llc | 298.27K | n/a | $6.96M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 279.06K | n/a | $6.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Jones Financial Companies Lllp | 192.65K | n/a | $4.50M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 172.51K | n/a | $4.03M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Focus Partners Wealth | 169.49K | n/a | $3.96M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 94.01K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Invesco Ltd. | 82.64K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Envestnet Asset Management Inc | 69.66K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | TD Waterhouse Canada Inc. | 62.37K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 55.94K | -54.9% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Brown Advisory Inc | 45.18K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 43.50K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Captrust Financial Advisors | 19.86K | n/a | $463,579 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Creative Planning | 9.84K | n/a | $229,574 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 9.45K | -1.6% | $220,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 6.40K | n/a | $149,423 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 5.10K | +44.2% | $118,929 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 3.60K | n/a | $84,117 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 2.69K | +1999.2% | $62,706 | 0.0% | ▲ Add | 3 | 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
| JPMorgan Chase | $37,542 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 195 holders, 32.01M shares, $734.29M 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.