BTO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.8% ·
share flow +0.4% ·
net new positions +13.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +1 | 2.83M | $111.66M | +1 | — |
| Q1 2026 | 22 | +3 | 2.75M | $98.55M | +3 | — |
| Q4 2025 | 19 | 0 | 2.74M | $95.96M | — | — |
| Q3 2025 | 1 | — | 1.22M | $43.83M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.19M | 0.0% | $42.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.19M | 0.0% | $42.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.19M | 0.0% | $42.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 653.44K | -2.1% | $23.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 653.44K | -2.1% | $23.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 267.80K | +3.3% | $9.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 267.80K | +3.3% | $9.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 267.80K | +3.3% | $9.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 178.39K | +1.2% | $6.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 178.39K | +1.2% | $6.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 127.88K | -1.5% | $4.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 102.12K | +17.7% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 45.15K | +3.0% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 45.15K | +3.0% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 44.54K | -6.6% | $1.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 34.01K | +38.6% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 25.20K | -3.7% | $903,833 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 15.11K | +9.4% | $541,850 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mariner, LLC | 14.03K | -49.5% | $503,248 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 10.80K | -34.4% | $387,589 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 10.80K | -34.4% | $387,589 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Focus Partners Wealth | 9.47K | -5.3% | $339,681 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 8.41K | +18.5% | $301,855 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Creative Planning | 6.62K | +0.3% | $237,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 6.23K | New | $223,614 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fifth Third Bancorp | 5.74K | New | $205,858 | 0.0% | New | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 2.03K | +11.7% | $72,780 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Cwm, Llc | 785 | +52.7% | $28,155 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 118 | -23.4% | $4,233 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 22 | New | $752 | 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
| Envestnet Asset Management Inc | $223,614 | 0.0% |
| Fifth Third Bancorp | $205,858 | 0.0% |
| JPMorgan Chase | $752 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 76 holders, 4.07M shares, $136.82M 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.