BSMT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.7% ·
share flow +7.3% ·
net new positions -3.8%
· 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 | Wells Fargo & Company/Mn | 586.72K | +1.3% | $13.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 299.56K | +10.2% | $6.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Invesco Ltd. | 296.11K | +5.6% | $6.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 291.82K | +10.2% | $6.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 245.12K | -1.7% | $5.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | UBS Group AG | 233.92K | +29.5% | $5.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 221.14K | +10.5% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 199.41K | -0.9% | $4.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 118.42K | +25.7% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 110.17K | +21.0% | $2.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 107.46K | +9.4% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Lido Advisors, LLC | 106.40K | 0.0% | $2.45M | 0.0% | Held | 2 | SEC ↗ |
| 13 | Focus Partners Wealth | 99.68K | +4.9% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 98.58K | +9.8% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 85.97K | -3.7% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 64.13K | -14.9% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 56.01K | +51.9% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 46.44K | +38.6% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Brown Advisory Inc | 39.09K | +5.8% | $899,908 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 31.39K | +45.3% | $722,599 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 27.40K | +21.2% | $630,847 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 20.67K | -3.1% | $476,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 9.06K | +2.4% | $208,711 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 6.43K | -11.6% | $147,945 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Fifth Third Bancorp | 4.65K | New | $107,015 | 0.0% | New | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 2.67K | +0.5% | $61,571 | 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
| Fifth Third Bancorp | $107,015 | 0.0% |
Exited
| Wealth Enhancement Advisory… | $393,558 | was 0.0% |
| Cwm, Llc | $20,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 112 holders, 8.35M shares, $192.56M 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.