Security record · archived quarter
BSMW
name pending profile ingest
23Tracked holders
0Δ holders
2.26MShares held
$56.72MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +5.7% · 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 | Morgan Stanley ✦ | 438.31K | +38.2% | $11.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 437.00K | n/a | $10.97M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 241.06K | n/a | $6.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 172.08K | n/a | $4.32M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 138.21K | n/a | $3.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 135.93K | n/a | $3.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Lido Advisors, LLC | 99.70K | n/a | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 85.45K | n/a | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 68.37K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 64.43K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 57.57K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 54.63K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 48.19K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 42.67K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 35.25K | n/a | $885,130 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 32.47K | n/a | $815,397 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 31.19K | n/a | $783,078 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 26.72K | n/a | $670,864 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cerity Partners LLC | 20.29K | n/a | $509,557 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Captrust Financial Advisors | 16.78K | n/a | $421,350 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 12.48K | n/a | $313,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 305 | n/a | $7,653 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 3 | -94.3% | $65 | 0.0% | ▼ Trim | 3 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 64 holders, 4.45M shares, $109.68M 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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