Security record · archived quarter
BSMQ
name pending profile ingest
29Tracked holders
0Δ holders
4.73MShares held
$111.80MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +2 | 4.23M | $99.60M | +3 | −1 |
| Q1 2026 | 27 | -2 | 4.74M | $111.88M | +1 | −3 |
| Q4 2025 | 29 | 0 | 4.73M | $111.80M | — | — |
| Q3 2025 | 2 | -1 | 619.75K | $14.64M | — | −1 |
| Q2 2025 | 1 | — | 69 | $1,623 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 605.68K | — | $14.32M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 605.68K | — | $14.32M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 531.21K | — | $12.56M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 438.28K | — | $10.36M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 438.28K | — | $10.36M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Invesco Ltd. | 377.80K | — | $8.93M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Truist Financial Corp | 309.47K | — | $7.32M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 305.70K | -1.9% | $7.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 221.48K | — | $5.24M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 217.81K | — | $5.15M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 217.81K | — | $5.15M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 194.98K | — | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 194.98K | — | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 194.98K | — | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 175.09K | — | $4.14M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 163.16K | — | $3.86M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 158.71K | — | $3.75M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 158.71K | — | $3.75M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 138.23K | -55.1% | $3.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 112.53K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 110.50K | — | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 90.99K | — | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 88.04K | — | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 85.96K | — | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 79.55K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 74.09K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 62.51K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 43.41K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Brown Advisory Inc | 34.40K | — | $813,388 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 29.04K | — | $686,690 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Lido Advisors, LLC | 27.41K | — | $647,732 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Lido Advisors, LLC | 27.41K | — | $647,732 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cetera Investment Advisers | 23.48K | — | $555,084 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 14.29K | — | $338,101 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Royal Bank Of Canada | 14.15K | — | $335,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Cwm, Llc | 577 | — | $14,000 | 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): 142 holders, 8.91M shares, $206.52M 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 ·
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