Security record · archived quarter
FJAN
name pending profile ingest
23Tracked holders
0Δ holders
2.34MShares held
$120.93MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.3% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 395.85K | n/a | $20.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 289.90K | n/a | $15.00M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 262.85K | n/a | $13.60M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Assetmark, Inc | 252.23K | n/a | $13.05M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 250.19K | n/a | $12.95M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 187.87K | n/a | $9.72M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 168.76K | n/a | $8.73M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 163.36K | n/a | $8.45M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 126.81K | n/a | $6.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Cwm, Llc | 98.28K | n/a | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 36.83K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 31.82K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 24.84K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mariner, LLC | 14.48K | n/a | $749,547 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Wealth Enhancement Advisory… | 11.78K | n/a | $613,083 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 7.31K | n/a | $378,448 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 5.00K | New | $258,750 | 0.0% | New | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 4.41K | -55.5% | $228,425 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | National Bank Of Canada /Fi/ | 3.20K | n/a | $165,216 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 496 | 0.0% | $25,668 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 310 | n/a | $16,043 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 47 | n/a | $2,433 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Barclays Plc | 40 | n/a | $2,070 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| AQR Capital Management | $258,750 | 0.0% |
Exited
| Goldman Sachs Group | $292,804 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 158 holders, 7.69M shares, $363.61M 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: Q4 2025 ·
Methodology ·
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