BSMV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.3% ·
share flow +6.5% ·
net new positions -4.5%
— 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 | HighTower Advisors, LLC | 302.69K | +37.3% | $6.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 257.12K | +4.2% | $5.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 255.40K | -34.6% | $5.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | UBS Group AG | 234.07K | +27.0% | $4.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 233.43K | +27.8% | $4.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Invesco Ltd. | 204.77K | -2.9% | $4.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Lido Advisors, LLC | 195.70K | 0.0% | $4.09M | 0.0% | Held | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 192.66K | +1.8% | $4.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 141.64K | +81.0% | $2.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 108.52K | +2.2% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Stifel Financial Corp | 85.11K | +25.4% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 81.54K | +35.8% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Jane Street Group, Llc | 66.04K | +11.3% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Focus Partners Wealth | 64.64K | +4.8% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 56.22K | +17.6% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Mml Investors Services, Llc | 49.94K | -14.1% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 41.81K | +17.7% | $873,040 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 31.75K | +2.4% | $662,940 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 24.91K | +46.2% | $517,941 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 20.79K | +11.3% | $434,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 958 | +0.7% | $20,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 212 | 0.0% | $4,427 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Cerity Partners LLC | $514,215 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 77 holders, 5.76M shares, $118.44M 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.