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Security record · archived quarter

BYLD

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q2 2024
21Tracked holders
0Δ holders
4.20MShares held
$95.60MReported value
+0New positions
−0Exits
Stable 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.1% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 22 +1 5.36M $121.45M +2 −1
Q1 2026 22 +1 4.64M $104.48M +3 −2
Q4 2025 21 0 4.20M $95.60M
Q3 2025 4 0 175.38K $4.02M
Q2 2025 2 0 48.63K $1.10M
Q1 2025 1 0 47.61K $1.07M
Q4 2024 1 +1 64.94K $1.44M +1
Q2 2024 1 18.93K $419,978
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 943.59K $21.49M 0.0% n/c 1 SEC ↗
2 Raymond James Financial Inc 848.98K $19.34M 0.0% n/c 1 SEC ↗
3 Raymond James Financial Inc 848.98K $19.34M 0.0% n/c 1 SEC ↗
4 Focus Partners Wealth 531.12K $12.10M 0.0% n/c 1 SEC ↗
5 Bank Of America Corp /De/ 381.20K $8.68M 0.0% n/c 1 SEC ↗
6 Bank Of America Corp /De/ 381.20K $8.68M 0.0% n/c 1 SEC ↗
7 Osaic Holdings, Inc. 377.25K $8.59M 0.0% n/c 1 SEC ↗
8 Osaic Holdings, Inc. 377.25K $8.59M 0.0% n/c 1 SEC ↗
9 Mariner, LLC 299.24K $6.82M 0.0% n/c 1 SEC ↗
10 Envestnet Asset Management Inc 231.20K $5.27M 0.0% n/c 1 SEC ↗
11 Truist Financial Corp 210.16K $4.79M 0.0% n/c 1 SEC ↗
12 Cetera Investment Advisers 198.06K $4.51M 0.0% n/c 1 SEC ↗
13 JPMorgan Chase 74.66K -50.6% $1.70M 0.0% ▼ Trim 2 SEC ↗
14 JPMorgan Chase 74.66K -50.6% $1.70M 0.0% ▼ Trim 2 SEC ↗
15 Jane Street Group, Llc 37.00K $842,573 0.0% n/c 1 SEC ↗
16 Commonwealth Equity Services, Llc 24.09K $548,620 0.0% n/c 1 SEC ↗
17 Rockefeller Capital Management L.P. 17.65K $402,062 0.0% n/c 1 SEC ↗
18 Citadel Advisors 9.73K -55.8% $221,552 0.0% ▼ Trim 5 SEC ↗
19 Royal Bank Of Canada 7.70K $175,000 0.0% n/c 1 SEC ↗
20 Royal Bank Of Canada 7.70K $175,000 0.0% n/c 1 SEC ↗
21 Royal Bank Of Canada 7.70K $175,000 0.0% n/c 1 SEC ↗
22 Fifth Third Bancorp 2.16K $49,284 0.0% n/c 1 SEC ↗
23 Morgan Stanley 1.72K -20.1% $39,264 0.0% ▼ Trim 2 SEC ↗
24 Us Bancorp \De\ 1.53K $34,914 0.0% n/c 1 SEC ↗
25 Cwm, Llc 520 $12,000 0.0% n/c 1 SEC ↗
26 Fidelity (FMR) 52 0.0% $1,183 0.0% Held 3 SEC ↗
27 Wells Fargo & Company/Mn 1 $13 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 71 holders, 8.37M shares, $182.59M 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: Q4 2025 · Methodology · Get this via the API