Security record · archived quarter
BSMS
name pending profile ingest
25Tracked holders
0Δ holders
3.94MShares held
$92.19MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +11.9% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 511.15K | +6.8% | $11.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 401.50K | +8.9% | $9.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Invesco Ltd. | 397.94K | +5.0% | $9.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 348.36K | +63.0% | $8.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Truist Financial Corp | 301.23K | +0.8% | $7.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 292.73K | +13.8% | $6.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | UBS Group AG | 264.40K | +16.6% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 197.53K | -0.1% | $4.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 166.62K | -4.5% | $3.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | HighTower Advisors, LLC | 129.70K | +10.7% | $3.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 128.50K | +4.3% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 115.13K | +11.8% | $2.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Focus Partners Wealth | 109.44K | +1.0% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 77.61K | +32.6% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 74.21K | New | $1.74M | 0.0% | New | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 72.83K | -21.1% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 69.58K | +6.4% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Lido Advisors, LLC | 54.18K | 0.0% | $1.27M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 19 | Northwestern Mutual Wealth… | 53.60K | +10.0% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Brown Advisory Inc | 46.96K | 0.0% | $1.10M | 0.0% | Held | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 41.20K | +0.2% | $963,763 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 32.88K | +33.5% | $769,184 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 18.62K | -3.8% | $436,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 17.37K | New | $406,351 | 0.0% | New | 1 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 17.17K | +45.8% | $401,633 | 0.0% | ▲ Add | 2 | 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 | $1.74M | 0.0% |
| Baird Financial Group, Inc. | $406,351 | 0.0% |
Exited
| Wealth Enhancement Advisory… | $263,986 | was 0.0% |
| Cwm, Llc | $20,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 126 holders, 7.99M shares, $183.87M 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 ·
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