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Security record · archived quarter

DBJP

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q3 2024
30Tracked holders
+3Δ holders
2.42MShares held
$243.79MReported value
+5New positions
−2Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +11.1% · share flow +30.0% · net new positions +10.0% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 30 +1 2.46M $282.58M +2 −2
Q1 2026 30 +3 2.42M $243.79M +5 −2
Q4 2025 26 0 1.37M $129.60M n/a n/a
Q3 2025 5 -1 1.05M $89.23M n/a −1
Q2 2025 4 +2 14.48K $1.11M +2 n/a
Q3 2024 1 +1 53.56K $3.82M +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Ameriprise Financial Inc 896.90K +8760.9% $90.93M 0.0% ▲ Add 2 SEC ↗ ×2
2 Morgan Stanley ✦ 449.57K +9.6% $45.42M 0.0% ▲ Add 3 SEC ↗ ×2
3 Deutsche Bank Ag\ 300.15K +2.0% $30.32M 0.0% ▲ Add 2 SEC ↗ ×7
4 JPMorgan Chase ✦ 304.56K -0.8% $30.00M 0.0% ▼ Trim 3 SEC ↗ ×6
5 Bank Of America Corp /De/ 92.20K +7.4% $9.31M 0.0% ▲ Add 2 SEC ↗ ×3
6 CIBC Bancorp USA Inc. 62.00K n/a $6.26M 0.0% n/c 1 SEC ↗
7 Pnc Financial Services Group, Inc. 54.08K -13.2% $5.46M 0.0% ▼ Trim 2 SEC ↗ ×4
8 Jane Street Group, Llc 51.85K +1089.7% $5.24M 0.0% ▲ Add 2 SEC ↗
9 Wells Fargo & Company/Mn 49.52K +1.2% $5.00M 0.0% ▲ Add 2 SEC ↗ ×2
10 UBS Group AG 33.06K +18.1% $3.34M 0.0% ▲ Add 2 SEC ↗ ×2
11 Raymond James Financial Inc 26.88K +15.9% $2.72M 0.0% ▲ Add 2 SEC ↗ ×2
12 LPL Financial LLC 24.53K +8.7% $2.48M 0.0% ▲ Add 2 SEC ↗
13 Citadel Advisors ✦ 18.95K New $1.91M 0.0% New 1 SEC ↗
14 Osaic Holdings, Inc. 9.41K +0.5% $950,754 0.0% ▲ Add 2 SEC ↗ ×2
15 Susquehanna International Group, Llp 8.38K New $846,859 0.0% New 1 SEC ↗
16 Royal Bank Of Canada 5.75K -81.9% $581,000 0.0% ▼ Trim 2 SEC ↗ ×3
17 HighTower Advisors, LLC 5.05K 0.0% $510,167 0.0% Held 2 SEC ↗
18 Cetera Investment Advisers 4.41K -26.8% $445,918 0.0% ▼ Trim 2 SEC ↗
19 Mercer Global Advisors Inc /Adv 4.10K New $413,782 0.0% New 1 SEC ↗
20 AQR Capital Management ✦ 3.85K -15.5% $388,527 0.0% ▼ Trim 4 SEC ↗
21 Bank of New York Mellon Corp 3.50K 0.0% $353,681 0.0% Held 2 SEC ↗ ×2
22 Creative Planning 2.35K 0.0% $236,894 0.0% Held 2 SEC ↗
23 UBS AM, a distinct business unit of… 2.33K +4.2% $235,581 0.0% ▲ Add 2 SEC ↗
24 Fidelity (FMR) ✦ 908 +142.1% $91,768 0.0% ▲ Add 4 SEC ↗
25 Northwestern Mutual Wealth… 860 -72.4% $86,903 0.0% ▼ Trim 2 SEC ↗
26 Fifth Third Bancorp 831 New $83,948 0.0% New 1 SEC ↗
27 Bank Of Montreal /Can/ 700 New $70,715 0.0% New 1 SEC ↗
28 Rockefeller Capital Management L.P. 590 0.0% $59,602 0.0% Held 2 SEC ↗
29 BlackRock ✦ (passive) 321 0.0% $32,428 0.0% Held 4 SEC ↗
30 Qube Research & Technologies Ltd 123 -28.5% $12,426 0.0% ▼ Trim 2 SEC ↗

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

New buyers

Exited

Cerity Partners LLC $211,805 was 0.0%
Barclays Plc $69,102 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 67 holders, 3.26M shares, $326.40M 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: Q1 2026 · Methodology · Get this via the API