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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
22Tracked holders
+1Δ holders
5.36MShares held
$121.45MReported value
+2New positions
−1Exits
Strongly Rising 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +4.8% · share flow +15.6% · net new positions +4.5%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

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 · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.18M +17.1% $26.77M 0.0% ▲ Add 3 SEC ↗
2 Raymond James Financial Inc 977.16K +3.1% $22.13M 0.0% ▲ Add 3 SEC ↗
3 Raymond James Financial Inc 977.16K +3.1% $22.13M 0.0% ▲ Add 3 SEC ↗
4 Mariner, LLC 466.76K +43.2% $10.57M 0.0% ▲ Add 3 SEC ↗
5 Bank Of America Corp /De/ 452.73K +13.8% $10.25M 0.0% ▲ Add 3 SEC ↗
6 Bank Of America Corp /De/ 452.73K +13.8% $10.25M 0.0% ▲ Add 3 SEC ↗
7 Osaic Holdings, Inc. 422.61K +14.3% $9.57M 0.0% ▲ Add 3 SEC ↗
8 Osaic Holdings, Inc. 422.61K +14.3% $9.57M 0.0% ▲ Add 3 SEC ↗
9 Envestnet Asset Management Inc 376.96K +3.4% $8.54M 0.0% ▲ Add 3 SEC ↗
10 Focus Partners Wealth 361.78K -15.3% $8.19M 0.0% ▼ Trim 3 SEC ↗
11 Cetera Investment Advisers 321.83K +18.2% $7.29M 0.0% ▲ Add 3 SEC ↗
12 Truist Financial Corp 261.48K +8.6% $5.92M 0.0% ▲ Add 3 SEC ↗
13 Commonwealth Equity Services, Llc 183.95K +79.5% $4.17M 0.0% ▲ Add 3 SEC ↗
14 JPMorgan Chase 138.14K +57.1% $3.14M 0.0% ▲ Add 4 SEC ↗
15 JPMorgan Chase 138.14K +57.1% $3.14M 0.0% ▲ Add 4 SEC ↗
16 Susquehanna International Group, Llp 68.85K +13.0% $1.56M 0.0% ▲ Add 2 SEC ↗
17 Susquehanna International Group, Llp 68.85K +13.0% $1.56M 0.0% ▲ Add 2 SEC ↗
18 Citadel Advisors 60.02K New $1.36M 0.0% New 1 SEC ↗
19 Cerity Partners LLC 57.42K New $1.30M 0.0% New 1 SEC ↗
20 Rockefeller Capital Management L.P. 17.65K 0.0% $399,861 0.0% Held 3 SEC ↗
21 Royal Bank Of Canada 6.81K -10.8% $154,000 0.0% ▼ Trim 3 SEC ↗
22 Royal Bank Of Canada 6.81K -10.8% $154,000 0.0% ▼ Trim 3 SEC ↗
23 Fifth Third Bancorp 2.19K +361.1% $49,717 0.0% ▲ Add 3 SEC ↗
24 Wells Fargo & Company/Mn 1.99K +446.1% $45,018 0.0% ▲ Add 3 SEC ↗
25 Jones Financial Companies Lllp 515 -18.9% $11,675 0.0% ▼ Trim 2 SEC ↗
26 Us Bancorp \De\ 488 -77.4% $11,053 0.0% ▼ Trim 3 SEC ↗
27 Morgan Stanley 422 -75.5% $9,558 0.0% ▼ Trim 4 SEC ↗
28 Fidelity (FMR) 52 0.0% $1,177 0.0% Held 5 SEC ↗

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

New buyers

Citadel Advisors $1.36M 0.0%
Cerity Partners LLC $1.30M 0.0%

Exited

UBS Group AG $3,087 was 0.0%

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: Q2 2026 · Methodology · Get this via the API