BSMU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.8% ·
share flow +4.2% ·
net new positions +4.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +1 | 3.63M | $79.52M | +1 | — |
| Q1 2026 | 21 | -4 | 3.48M | $75.96M | — | −4 |
| Q4 2025 | 25 | 0 | 3.45M | $75.91M | +1 | −1 |
| Q3 2025 | 2 | — | 224.66K | $4.92M | — | — |
| Q3 2024 | 1 | +1 | 55.31K | $1.23M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 513.46K | -1.0% | $11.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 513.46K | -1.0% | $11.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 465.21K | +7.0% | $10.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 327.56K | -3.9% | $7.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Invesco Ltd. | 315.16K | -5.1% | $6.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 287.76K | +7.5% | $6.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 287.76K | +7.5% | $6.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 275.52K | +31.7% | $6.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 248.85K | -15.9% | $5.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 240.74K | +4.9% | $5.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 240.74K | +4.9% | $5.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Lido Advisors, LLC | 201.80K | 0.0% | $4.42M | 0.0% | Held | 3 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 145.75K | +22.7% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 112.96K | +6.7% | $2.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 103.08K | +7.9% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 90.04K | +35.1% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 73.78K | +3.9% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 70.22K | +23.5% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Captrust Financial Advisors | 43.81K | +1.3% | $960,306 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 36.92K | +13.3% | $809,187 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 28.17K | +9.1% | $617,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 16.77K | -3.7% | $367,657 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 15.18K | New | $332,635 | 0.0% | New | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 14.16K | -18.3% | $310,410 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 1.07K | +0.8% | $23,492 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Baird Financial Group, Inc. | $332,635 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 93 holders, 7.10M shares, $154.28M 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.