BSMZ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -8.3% ·
share flow +5.6% ·
net new positions -18.2%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 180.68K | +20.1% | $4.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Invesco Ltd. | 94.30K | +5.3% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 43.24K | +13.7% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Stifel Financial Corp | 38.90K | -14.3% | $997,128 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 35.59K | +187.0% | $912,578 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 35.16K | +10.3% | $901,376 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 11.65K | +24.2% | $298,655 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 11.00K | New | $282,046 | 0.0% | New | 1 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 9.32K | +14.4% | $238,970 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 5.70K | +48.5% | $146,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.56K | New | $39,914 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Ameriprise Financial Inc | $282,046 | 0.0% |
| Morgan Stanley | $39,914 | 0.0% |
Exited
| Jane Street Group, Llc | $1.02M | was 0.0% |
| HighTower Advisors, LLC | $1.01M | was 0.0% |
| JPMorgan Chase | $315,858 | was 0.0% |
| UBS Group AG | $7,439 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 28 holders, 1.02M shares, $25.70M 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.