BSSX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow +15.5% ·
net new positions +12.5%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 263.45K | -8.2% | $6.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 168.66K | -1.6% | $4.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 167.11K | +47.4% | $4.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | HighTower Advisors, LLC | 115.98K | +104.0% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Invesco Ltd. | 89.06K | -8.0% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 76.20K | -4.9% | $1.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Stifel Financial Corp | 54.05K | +12.8% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Lido Advisors, LLC | 50.60K | +18.2% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Goldman Sachs Group ✦ | 45.34K | New | $1.15M | 0.0% | New | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 42.56K | +196.5% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 39.97K | New | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 37.88K | +76.3% | $962,725 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 33.84K | +17.1% | $860,128 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 25.95K | +1064.8% | $659,673 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 24.46K | New | $621,727 | 0.0% | New | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 23.62K | -35.6% | $600,309 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 21.82K | -31.8% | $554,590 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 20.39K | +10.3% | $518,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 19.94K | +57.9% | $504,640 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Captrust Financial Advisors | 13.67K | +0.7% | $347,520 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 11.76K | +2.2% | $298,956 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 9.33K | -21.9% | $237,104 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 5.07K | New | $128,796 | 0.0% | New | 1 | SEC ↗ ×2 |
| 24 | Fifth Third Bancorp | 2.82K | New | $71,680 | 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
| Goldman Sachs Group | $1.15M | 0.0% |
| JPMorgan Chase | $1.01M | 0.0% |
| Ameriprise Financial Inc | $621,727 | 0.0% |
| Wells Fargo & Company/Mn | $128,796 | 0.0% |
| Fifth Third Bancorp | $71,680 | 0.0% |
Exited
| Bank of New York Mellon Corp | $1.57M | was 0.0% |
| Cerity Partners LLC | $506,603 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 62 holders, 2.87M shares, $71.43M 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.