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Security record · archived quarter

DJAN

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2024 Q2 2024
18Tracked holders
-1Δ holders
1.52MShares held
$64.83MReported value
+4New positions
−5Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 1.64K $76,632 n/a n/a
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 n/a
Q3 2024 1 0 13.93K $531,847 n/a n/a
Q2 2024 1 n/a 6.76K $251,121 n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
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 ↗ ×2
7 Osaic Holdings, Inc. 99.52K +28.1% $4.23M 0.0% ▲ Add 2 SEC ↗ ×2
8 Commonwealth Equity Services, Llc 53.50K +37.9% $2.28M 0.0% ▲ Add 2 SEC ↗
9 Truist Financial Corp 45.72K +76.5% $1.94M 0.0% ▲ Add 2 SEC ↗
10 Mariner, LLC 20.66K -14.1% $878,882 0.0% ▼ Trim 2 SEC ↗
11 Jane Street Group, Llc 18.63K New $792,461 0.0% New 1 SEC ↗
12 Rockefeller Capital Management L.P. 6.85K -2.7% $291,160 0.0% ▼ Trim 2 SEC ↗
13 HighTower Advisors, LLC 6.76K New $287,715 0.0% New 1 SEC ↗
14 First Trust Advisors Lp 4.77K New $202,910 0.0% New 1 SEC ↗
15 National Bank Of Canada /Fi/ 4.71K -5.1% $200,166 0.0% ▼ Trim 2 SEC ↗
16 Assetmark, Inc 1.64K 0.0% $69,834 0.0% Held 2 SEC ↗
17 JPMorgan Chase ✦ 487 New $20,430 0.0% New 1 SEC ↗
18 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.

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