DJAN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow +30.0% ·
net new positions -5.6%
— 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 | 19 | +2 | 1.43M | $64.89M | +3 | −1 |
| Q1 2026 | 18 | -1 | 1.52M | $64.83M | +4 | −5 |
| Q4 2025 | 19 | +1 | 1.17M | $50.90M | +1 | — |
| Q3 2024 | 1 | 0 | 13.93K | $531,847 | — | — |
| Q2 2024 | 1 | — | 6.76K | $251,121 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 294.07K | +34.7% | $12.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cwm, Llc | 281.13K | +12.0% | $11.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 232.03K | +32.5% | $9.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 196.69K | +0.1% | $8.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 142.79K | +41.6% | $6.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 114.43K | +374.2% | $4.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 114.43K | +374.2% | $4.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 99.52K | +28.1% | $4.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 99.52K | +28.1% | $4.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 53.50K | +37.9% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 45.72K | +76.5% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mariner, LLC | 20.66K | -14.1% | $878,882 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Jane Street Group, Llc | 18.63K | New | $792,461 | 0.0% | New | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 6.85K | -2.7% | $291,160 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 6.76K | New | $287,715 | 0.0% | New | 1 | SEC ↗ |
| 16 | First Trust Advisors Lp | 4.77K | New | $202,910 | 0.0% | New | 1 | SEC ↗ |
| 17 | National Bank Of Canada /Fi/ | 4.71K | -5.1% | $200,166 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Assetmark, Inc | 1.64K | 0.0% | $69,834 | 0.0% | Held | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 487 | New | $20,430 | 0.0% | New | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 18 | 0.0% | $766 | 0.0% | Held | 2 | 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 | $792,461 | 0.0% |
| HighTower Advisors, LLC | $287,715 | 0.0% |
| First Trust Advisors Lp | $202,910 | 0.0% |
| JPMorgan Chase | $20,430 | 0.0% |
Exited
| IMC-Chicago, LLC | $589,923 | was 0.0% |
| Hrt Financial Lp | $214,000 | was 0.0% |
| Barclays Plc | $199,883 | was 0.0% |
| Royal Bank Of Canada | $87,000 | was 0.0% |
| UBS Group AG | $45,282 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 121 holders, 6.03M shares, $249.27M 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.