BSJV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow +30.0% ·
net new positions +7.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 288.46K | +15.8% | $7.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 153.89K | +67.9% | $4.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 153.89K | +67.9% | $4.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Raymond James Financial Inc | 100.10K | +31.1% | $2.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 100.10K | +31.1% | $2.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 64.16K | New | $1.68M | 0.0% | New | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 50.41K | +5.2% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 48.47K | +41.7% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 39.17K | +3.9% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 34.34K | +1517.3% | $897,585 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 19.13K | New | $502,108 | 0.0% | New | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 17.60K | New | $462,053 | 0.0% | New | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 10.55K | +4.8% | $277,010 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 10.02K | +39.6% | $262,920 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 1 | 0.0% | $21 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mercer Global Advisors Inc… | $1.68M | 0.0% |
| Cetera Investment Advisers | $502,108 | 0.0% |
| Truist Financial Corp | $462,053 | 0.0% |
Exited
| Hrt Financial Lp | $306,000 | was 0.0% |
| Bank Of Montreal /Can/ | $48,663 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.