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Security record · archived quarter

BSJV

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
13Tracked holders
+2Δ holders
570.55KShares held
$14.83MReported value
+3New positions
−1Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +18.2% · share flow +15.1% · net new positions +15.4%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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 13 +1 836.30K $21.95M +3 −2
Q1 2026 13 +2 570.55K $14.83M +3 −1
Q4 2025 11 0 495.87K $13.24M
Q3 2025 1 93.92K $2.52M
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 249.17K +21.9% $6.48M 0.0% ▲ Add 2 SEC ↗
2 Morgan Stanley 91.64K +18.7% $2.38M 0.0% ▲ Add 3 SEC ↗
3 Morgan Stanley 91.64K +18.7% $2.38M 0.0% ▲ Add 3 SEC ↗
4 Raymond James Financial Inc 76.38K +2.8% $1.99M 0.0% ▲ Add 2 SEC ↗
5 Raymond James Financial Inc 76.38K +2.8% $1.99M 0.0% ▲ Add 2 SEC ↗
6 Royal Bank Of Canada 47.94K +4.5% $1.25M 0.0% ▲ Add 2 SEC ↗
7 Bank Of America Corp /De/ 37.70K -4.2% $980,037 0.0% ▼ Trim 2 SEC ↗
8 Osaic Holdings, Inc. 34.20K +16.7% $889,231 0.0% ▲ Add 2 SEC ↗
9 Hrt Financial Lp 11.78K New $306,000 0.0% New 1 SEC ↗
10 Commonwealth Equity Services, Llc 10.07K +33.1% $261,862 0.0% ▲ Add 2 SEC ↗
11 UBS Group AG 7.17K New $186,436 0.0% New 1 SEC ↗
12 UBS Group AG 7.17K New $186,436 0.0% New 1 SEC ↗
13 Jones Financial Companies Lllp 2.12K New $54,519 0.0% New 1 SEC ↗
14 Bank Of Montreal /Can/ 1.87K +34.3% $48,663 0.0% ▲ Add 2 SEC ↗
15 Cwm, Llc 509 0.0% $13,231 0.0% Held 2 SEC ↗
16 Wells Fargo & Company/Mn 1 0.0% $18 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

Hrt Financial Lp $306,000 0.0%
UBS Group AG $186,436 0.0%
UBS Group AG $186,436 0.0%
Jones Financial Companies Lllp $54,519 0.0%

Exited

Wealth Enhancement Advisory… $430,906 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 49 holders, 1.74M shares, $44.32M 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 · Get this via the API