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Security record · archived quarter

BSMZ

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025
13Tracked holders
+3Δ holders
482.73KShares held
$12.13MReported value
+4New positions
−1Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 11 -1 467.10K $11.97M +2 −4
Q1 2026 13 +3 482.73K $12.13M +4 −1
Q4 2025 10 266.62K $6.78M
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 150.43K +1099.3% $3.78M 0.0% ▲ Add 2 SEC ↗
2 Invesco Ltd. 89.52K -0.8% $2.25M 0.0% ▼ Trim 2 SEC ↗
3 Stifel Financial Corp 45.38K +52.9% $1.14M 0.0% ▲ Add 2 SEC ↗
4 Jane Street Group, Llc 40.60K -39.2% $1.02M 0.0% ▼ Trim 2 SEC ↗
5 HighTower Advisors, LLC 40.21K New $1.01M 0.0% New 1 SEC ↗
6 Raymond James Financial Inc 38.03K +56.9% $955,786 0.0% ▲ Add 2 SEC ↗
7 Envestnet Asset Management Inc 31.87K +128.2% $800,919 0.0% ▲ Add 2 SEC ↗
8 JPMorgan Chase 12.62K New $315,858 0.0% New 1 SEC ↗
9 Osaic Holdings, Inc. 12.40K New $311,612 0.0% New 1 SEC ↗
10 Mml Investors Services, Llc 9.38K -21.1% $235,676 0.0% ▼ Trim 2 SEC ↗
11 Northwestern Mutual Wealth… 8.15K +63.4% $204,743 0.0% ▲ Add 2 SEC ↗
12 Royal Bank Of Canada 3.84K +103.2% $97,000 0.0% ▲ Add 2 SEC ↗
13 UBS Group AG 296 New $7,439 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

HighTower Advisors, LLC $1.01M 0.0%
JPMorgan Chase $315,858 0.0%
Osaic Holdings, Inc. $311,612 0.0%
UBS Group AG $7,439 0.0%

Exited

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.

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: Q1 2026 · Methodology · Get this via the API