Security record · archived quarter
BSMS
name pending profile ingest
27Tracked holders
+2Δ holders
4.16MShares held
$97.59MReported value
+4New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +8.0% ·
share flow +5.7% ·
net new positions +7.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +2 | 4.16M | $97.59M | +4 | −2 |
| Q1 2026 | 25 | 0 | 3.94M | $92.19M | +2 | −2 |
| Q4 2025 | 25 | -1 | 3.52M | $82.76M | — | −1 |
| Q3 2025 | 2 | — | 450.41K | $10.55M | — | — |
| Q3 2024 | 1 | +1 | 50.82K | $1.20M | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 525.67K | +2.8% | $12.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 431.87K | +7.6% | $10.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 431.87K | +7.6% | $10.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Raymond James Financial Inc | 422.30K | +21.2% | $9.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 422.30K | +21.2% | $9.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Invesco Ltd. | 418.58K | +5.2% | $9.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Truist Financial Corp | 324.17K | +7.6% | $7.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 299.58K | +2.3% | $7.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 299.58K | +2.3% | $7.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 216.23K | +9.5% | $5.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 186.08K | -29.6% | $4.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 172.74K | +33.2% | $4.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 169.85K | +47.5% | $3.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 169.85K | +47.5% | $3.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 163.76K | -1.7% | $3.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 163.76K | -1.7% | $3.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 137.94K | +7.3% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 109.32K | +50.1% | $2.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 100.73K | +29.8% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 79.60K | +14.4% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 65.51K | +22.2% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 61.15K | New | $1.43M | 0.0% | New | 1 | SEC ↗ |
| 23 | Lido Advisors, LLC | 55.68K | +2.8% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Lido Advisors, LLC | 55.68K | +2.8% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Brown Advisory Inc | 46.96K | 0.0% | $1.10M | 0.0% | Held | 3 | SEC ↗ |
| 26 | Captrust Financial Advisors | 39.99K | -2.9% | $937,346 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 33.50K | +95.1% | $785,196 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 27.75K | +59.7% | $650,343 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cetera Investment Advisers | 25.88K | -21.3% | $606,514 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 22.88K | +22.9% | $536,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Creative Planning | 16.01K | New | $375,228 | 0.0% | New | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 7.10K | New | $166,330 | 0.0% | New | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 2.47K | New | $57,915 | 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
| Citadel Advisors | $1.43M | 0.0% |
| Creative Planning | $375,228 | 0.0% |
| Assetmark, Inc | $166,330 | 0.0% |
| Pnc Financial Services Group… | $57,915 | 0.0% |
Exited
| Focus Partners Wealth | $2.56M | was 0.0% |
| Jane Street Group, Llc | $1.74M | 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: Q2 2026 ·
Methodology ·
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