AMJB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow -30.0% ·
net new positions +10.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 2.35M | -41.7% | $70.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 501.99K | — | $15.01M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 327.94K | -3.3% | $9.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Baird Financial Group, Inc. | 280.03K | — | $8.38M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 54.92K | -3.7% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | HighTower Advisors, LLC | 46.12K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 40.57K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Creative Planning | 29.82K | — | $891,767 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 16.68K | — | $498,749 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 13.45K | — | $401,184 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 13.35K | New | $399,239 | 0.0% | New | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 12.51K | — | $374,088 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | AQR Capital Management ✦ | 9.52K | New | $284,863 | 0.0% | New | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 9.05K | — | $270,715 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 7.39K | — | $220,944 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 4.41K | — | $131,869 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Wells Fargo & Company/Mn | 2.75K | — | $82,373 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Royal Bank Of Canada | 627 | — | $19,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 468 | — | $13,998 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Us Bancorp \De\ | 20 | — | $598 | 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
| Citadel Advisors | $399,239 | 0.0% |
| AQR Capital Management | $284,863 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 69 holders, 10.18M shares, $345.55M 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.