EJAN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.7% ·
share flow -4.5% ·
net new positions -8.3%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 32.91K | $533,816 | n/a | n/a |
| Q2 2026 | 16 | +4 | 648.06K | $22.75M | +4 | n/a |
| Q1 2026 | 13 | +1 | 590.84K | $19.50M | +2 | −1 |
| Q4 2025 | 12 | -1 | 366.30K | $12.39M | n/a | −1 |
| Q3 2025 | 2 | +1 | 17.99K | $597,475 | +1 | n/a |
| Q4 2024 | 1 | 0 | 14.61K | $430,089 | n/a | n/a |
| Q3 2024 | 1 | 0 | 14.50K | $454,362 | n/a | n/a |
| Q2 2024 | 1 | n/a | 15.01K | $447,868 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 123.09K | n/a | $4.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Cetera Investment Advisers | 61.15K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 35.68K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cwm, Llc | 33.58K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 25.37K | n/a | $857,219 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 22.13K | n/a | $761,675 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Captrust Financial Advisors | 21.96K | n/a | $742,028 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 13.08K | n/a | $441,996 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 11.59K | n/a | $391,457 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | HighTower Advisors, LLC | 10.18K | n/a | $343,915 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 7.65K | n/a | $258,527 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 849 | +12.0% | $28,688 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $572,303 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 88 holders, 2.59M shares, $86.20M 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.