FJAN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.5% ·
share flow +0.8% ·
net new positions +4.3%
— 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 | 23 | +1 | 3.31M | $182.52M | +2 | −1 |
| Q1 2026 | 23 | 0 | 3.58M | $180.59M | +1 | −1 |
| Q4 2025 | 23 | 0 | 2.34M | $120.93M | +1 | −1 |
| Q3 2025 | 3 | — | 16.26K | $815,319 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 664.85K | -1.1% | $36.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 585.82K | -3.7% | $32.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 418.82K | -0.2% | $23.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Assetmark, Inc | 298.01K | +6.4% | $16.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 290.43K | +2.8% | $16.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 255.93K | -7.8% | $14.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 255.93K | -7.8% | $14.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 220.46K | +7.8% | $12.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 212.52K | -3.6% | $11.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 163.76K | +30.2% | $9.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 163.76K | +30.2% | $9.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 163.76K | +30.2% | $9.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 71.28K | +1.7% | $3.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 27.72K | -6.3% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 27.72K | -6.3% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 27.21K | -3.8% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 19.78K | -11.9% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 15.23K | -1.4% | $839,021 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Mariner, LLC | 13.63K | +5.2% | $750,767 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mariner, LLC | 13.63K | +5.2% | $750,767 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Hrt Financial Lp | 10.64K | New | $586,000 | 0.0% | New | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 6.50K | +30.0% | $358,085 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 5.03K | -40.0% | $276,293 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 3.20K | 0.0% | $176,192 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 1.00K | 0.0% | $54,550 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 824 | 0.0% | $45,394 | 0.0% | Held | 4 | SEC ↗ |
| 27 | Barclays Plc | 407 | New | $22,422 | 0.0% | New | 1 | SEC ↗ |
| 28 | UBS Group AG | 1 | -90.0% | $55 | 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
| Hrt Financial Lp | $586,000 | 0.0% |
| Barclays Plc | $22,422 | 0.0% |
Exited
| Wells Fargo & Company/Mn | $15,627 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.