BSMR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -13.8% ·
share flow +15.7% ·
net new positions -16.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 563.85K | +2.5% | $13.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 500.07K | +12.2% | $11.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 466.69K | +63.9% | $11.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 462.63K | +3.0% | $10.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Invesco Ltd. | 394.92K | +6.8% | $9.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 332.67K | +65.6% | $7.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | UBS Group AG | 254.23K | +29.4% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | HighTower Advisors, LLC | 230.74K | +44.6% | $5.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 138.45K | +7.2% | $3.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 124.73K | +7.9% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Focus Partners Wealth | 112.94K | +0.9% | $2.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 108.92K | +45.2% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 105.03K | -5.0% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 83.50K | +56.6% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 69.46K | -21.1% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 69.18K | +24.1% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 68.78K | -10.2% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 67.86K | +4.5% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Captrust Financial Advisors | 47.20K | +0.1% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Brown Advisory Inc | 46.64K | 0.0% | $1.10M | 0.0% | Held | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 32.37K | +35.7% | $765,717 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Lido Advisors, LLC | 24.31K | 0.0% | $575,076 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 23 | Baird Financial Group, Inc. | 23.07K | +69.7% | $545,603 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 4.13K | +2.2% | $97,692 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Cwm, Llc | 557 | -60.0% | $13,175 | 0.0% | ▼ Trim | 2 | 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
| Susquehanna International… | $318,652 | was 0.0% |
| Jane Street Group, Llc | $317,256 | was 0.0% |
| Goldman Sachs Group | $258,684 | was 0.0% |
| Wealth Enhancement Advisory… | $227,990 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 139 holders, 9.40M shares, $217.48M 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.