DJAN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.8% ·
share flow +14.7% ·
net new positions +10.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 | 353.87K | +20.3% | $16.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 232.99K | +0.4% | $10.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 207.30K | +5.4% | $9.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 197.62K | +38.4% | $9.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 104.53K | -8.7% | $4.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 104.53K | -8.7% | $4.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 94.57K | -5.0% | $4.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 94.57K | -5.0% | $4.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 51.13K | -4.4% | $2.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 45.98K | +9341.9% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 41.73K | New | $1.90M | 0.0% | New | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 34.07K | -25.5% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Hrt Financial Lp | 15.18K | New | $691,000 | 0.0% | New | 1 | SEC ↗ |
| 14 | Mariner, LLC | 13.26K | -35.9% | $603,423 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 12.83K | +89.7% | $584,167 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 6.85K | 0.0% | $311,659 | 0.0% | Held | 3 | SEC ↗ |
| 17 | First Trust Advisors Lp | 4.77K | 0.0% | $217,241 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Barclays Plc | 3.69K | New | $167,984 | 0.0% | New | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 2.82K | +15555.6% | $128,287 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Assetmark, Inc | 1.64K | 0.0% | $74,751 | 0.0% | Held | 3 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 770 | -83.7% | $34,996 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $1.90M | 0.0% |
| Hrt Financial Lp | $691,000 | 0.0% |
| Barclays Plc | $167,984 | 0.0% |
Exited
| Jane Street Group, Llc | $792,461 | 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.