Security record · archived quarter
BSMV
name pending profile ingest
22Tracked holders
0Δ holders
2.74MShares held
$57.40MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.2% · net new positions 0.0% — formula
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 | 22 | 0 | 2.74M | $57.40M | +1 | −1 |
| Q1 2026 | 22 | -1 | 2.65M | $55.33M | — | −1 |
| Q4 2025 | 23 | -1 | 2.49M | $52.58M | — | −1 |
| Q3 2025 | 3 | 0 | 148.86K | $3.13M | — | — |
| Q2 2025 | 1 | — | 212 | $4,371 | — | — |
| Q4 2024 | 1 | +1 | 14.96K | $313,008 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 334.77K | +10.6% | $7.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 288.46K | +12.9% | $6.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 276.93K | +7.7% | $5.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 276.93K | +7.7% | $5.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 252.12K | +8.0% | $5.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 252.12K | +8.0% | $5.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 204.87K | 0.0% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 199.03K | +3.3% | $4.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 199.03K | +3.3% | $4.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Lido Advisors, LLC | 195.70K | 0.0% | $4.11M | 0.0% | Held | 3 | SEC ↗ |
| 11 | UBS Group AG | 192.89K | -17.6% | $4.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 192.89K | -17.6% | $4.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 147.68K | +4.3% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 108.38K | -0.1% | $2.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 94.92K | +68.8% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 94.92K | +68.8% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 93.90K | +15.2% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 72.76K | -14.5% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Jane Street Group, Llc | 65.65K | -0.6% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 57.33K | +14.8% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 43.50K | +4.0% | $912,840 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Captrust Financial Advisors | 31.56K | -0.6% | $662,262 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 30.34K | +21.8% | $636,298 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 22.43K | +7.9% | $471,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Cetera Investment Advisers | 20.50K | New | $430,144 | 0.0% | New | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 1.37K | +43.0% | $28,751 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 212 | 0.0% | $4,449 | 0.0% | Held | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Cetera Investment Advisers | $430,144 | 0.0% |
Exited
| Focus Partners Wealth | $1.35M | 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.
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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