Security record · archived quarter
BSTZ
name pending profile ingest
41Tracked holders
+4Δ holders
9.87MShares held
$218.32MReported value
+4New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +10.8% ·
share flow +5.6% ·
net new positions +9.8%
— 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
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.41M | +13.7% | $75.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 2 | UBS Group AG | 1.20M | +4.3% | $26.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Raymond James Financial Inc | 975.39K | +1.7% | $21.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 936.25K | +1.8% | $20.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 925.94K | -3.8% | $20.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Lazard Asset Management Llc | 677.99K | -0.6% | $15.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 301.95K | -2.6% | $6.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Rockefeller Capital Management L.P. | 221.16K | +130.9% | $4.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 199.62K | -4.0% | $4.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 140.06K | -5.9% | $3.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Wealth Enhancement Advisory… | 138.07K | -32.6% | $3.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 91.24K | -0.3% | $2.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Millennium Management ✦ | 86.59K | New | $1.92M | 0.0% | New | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 66.71K | +4.5% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 65.41K | -31.4% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 59.28K | +81.1% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 55.91K | -3.9% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 38.30K | -17.7% | $848,285 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Truist Financial Corp | 31.07K | -52.5% | $688,195 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Quantinno Capital Management LP | 29.90K | +4.7% | $662,282 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 28.17K | -10.4% | $623,912 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Creative Planning | 21.79K | +141.5% | $482,661 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Jane Street Group, Llc | 21.49K | -11.6% | $476,048 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Hrt Financial Lp | 21.00K | New | $465,000 | 0.0% | New | 1 | SEC ↗ |
| 25 | Mariner, LLC | 20.47K | +67.4% | $448,189 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 15.52K | 0.0% | $343,724 | 0.0% | Held | 4 | SEC ↗ |
| 27 | Captrust Financial Advisors | 12.63K | 0.0% | $279,823 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 10.03K | +60.0% | $222,142 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Citadel Advisors ✦ | 9.73K | -47.7% | $215,453 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Focus Partners Wealth | 9.65K | -8.7% | $213,859 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Citigroup Inc | 8.07K | +21.7% | $178,662 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 5.84K | -17.9% | $129,312 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | BlackRock ✦ (passive) | 5.28K | +5.5% | $116,863 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 34 | Corient Private Wealth LP | 17.88K | -67.9% | $87,806 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 2.57K | New | $57,003 | 0.0% | New | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 807 | 0.0% | $17,116 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Assetmark, Inc | 766 | +342.8% | $16,967 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Us Bancorp \De\ | 680 | 0.0% | $15,062 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Cwm, Llc | 623 | +0.8% | $13,805 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 200 | — | $4,430 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 187 | New | $4,142 | 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
| Millennium Management | $1.92M | 0.0% |
| Hrt Financial Lp | $465,000 | 0.0% |
| Fifth Third Bancorp | $57,003 | 0.0% |
| UBS AM, a distinct business… | $4,142 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 132 holders, 20.96M shares, $446.87M 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 ·
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