CJMB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow +18.1% ·
net new positions -14.3%
— formula
Concentrated accumulation — rising shares among fewer 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 | 8 | +1 | 341.68K | $274,711 | +3 | −2 |
| Q1 2026 | 7 | -1 | 346.44K | $432,653 | +3 | −4 |
| Q4 2025 | 7 | +3 | 286.73K | $318,263 | +3 | — |
| Q3 2025 | 1 | 0 | 11.63K | $56,749 | — | — |
| Q2 2025 | 1 | 0 | 11.75K | $60,031 | — | — |
| Q1 2025 | 1 | +1 | 10.75K | $48,253 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 255.69K | +24.3% | $319,616 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Jane Street Group, Llc | 28.26K | New | $35,329 | 0.0% | New | 1 | SEC ↗ |
| 3 | Jane Street Group, Llc | 28.26K | New | $35,329 | 0.0% | New | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 22.97K | +75.2% | $28,710 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 22.97K | +75.2% | $28,710 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Hrt Financial Lp | 18.71K | New | $23,000 | 0.0% | New | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 12.50K | 0.0% | $15,625 | 0.0% | Held | 2 | SEC ↗ |
| 8 | Vanguard Capital Management Llc | 6.66K | — | $8,330 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 1.63K | New | $2,043 | 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
| Jane Street Group, Llc | $35,329 | 0.0% |
| Jane Street Group, Llc | $35,329 | 0.0% |
| Hrt Financial Lp | $23,000 | 0.0% |
| UBS Group AG | $2,043 | 0.0% |
Exited
| Citadel Advisors | $48,842 | was 0.0% |
| Renaissance Technologies | $12,654 | was 0.0% |
| Bank Of America Corp /De/ | $13 | was 0.0% |
| Morgan Stanley | $13 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 12 holders, 600.89K shares, $1.76M 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.