Security record · archived quarter
BSMU
name pending profile ingest
25Tracked holders
0Δ holders
3.45MShares held
$75.91MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.5% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 502.18K | n/a | $11.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 460.05K | n/a | $10.13M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 324.06K | +85.3% | $7.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Invesco Ltd. | 287.21K | n/a | $6.33M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 228.99K | n/a | $5.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 224.62K | n/a | $4.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 221.11K | n/a | $4.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | HighTower Advisors, LLC | 209.11K | n/a | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Lido Advisors, LLC | 201.80K | n/a | $4.44M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 106.00K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 104.75K | n/a | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 102.11K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 94.41K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 75.06K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Focus Partners Wealth | 65.02K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 64.02K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 46.79K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Captrust Financial Advisors | 32.32K | n/a | $711,753 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 27.75K | n/a | $611,217 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 26.09K | n/a | $575,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 16.26K | New | $358,171 | 0.0% | New | 1 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 14.19K | n/a | $313,503 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cetera Investment Advisers | 10.52K | n/a | $231,645 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 1.06K | n/a | $23,281 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 910 | n/a | $20,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $358,171 | 0.0% |
Exited
| JPMorgan Chase | $1.09M | was 0.0% |
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.
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: Q4 2025 ·
Methodology ·
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