EJAN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow +30.0% ·
net new positions +7.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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. | 130.36K | +5.9% | $4.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Creative Planning | 118.32K | New | $4.01M | 0.0% | New | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 72.91K | +19.2% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 56.29K | +57.8% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 47.57K | +87.5% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 43.16K | +272.5% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Cwm, Llc | 36.28K | +8.0% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Captrust Financial Advisors | 21.96K | 0.0% | $745,103 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 28.95K | +30.8% | $431,660 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 12.35K | -5.6% | $418,923 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 11.57K | New | $392,502 | 0.0% | New | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 10.28K | +1.0% | $348,733 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 849 | 0.0% | $28,807 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Creative Planning | $4.01M | 0.0% |
| Susquehanna International… | $392,502 | 0.0% |
Exited
| Mml Investors Services, Llc | $258,527 | 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.