BSMR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +13.0% ·
share flow +3.0% ·
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 | Morgan Stanley ✦ | 583.67K | +3.5% | $13.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | LPL Financial LLC | 511.45K | +2.3% | $12.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 480.38K | +2.9% | $11.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 435.08K | -6.0% | $10.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Invesco Ltd. | 416.30K | +5.4% | $9.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 392.40K | +18.0% | $9.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | UBS Group AG | 222.06K | -12.7% | $5.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 163.12K | +17.8% | $3.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 131.78K | +5.7% | $3.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 127.09K | +16.7% | $3.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 110.97K | +5.7% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 95.57K | +37.6% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 94.17K | +12.8% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 78.50K | +14.2% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 76.70K | +10.9% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 64.70K | -4.7% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Brown Advisory Inc | 46.64K | 0.0% | $1.10M | 0.0% | Held | 3 | SEC ↗ |
| 18 | Jane Street Group, Llc | 46.03K | New | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 19 | Captrust Financial Advisors | 46.00K | -2.5% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 26.43K | -18.3% | $624,927 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Lido Advisors, LLC | 24.31K | 0.0% | $574,736 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 22 | Baird Financial Group, Inc. | 21.18K | -8.2% | $500,695 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Creative Planning | 12.68K | New | $299,802 | 0.0% | New | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 10.72K | New | $253,468 | 0.0% | New | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 6.27K | +51.8% | $148,206 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Assetmark, Inc | 49 | New | $1,158 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $1.09M | 0.0% |
| Creative Planning | $299,802 | 0.0% |
| Citadel Advisors | $253,468 | 0.0% |
| Assetmark, Inc | $1,158 | 0.0% |
Exited
| HighTower Advisors, LLC | $5.46M | was 0.0% |
| Focus Partners Wealth | $2.67M | 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.