FJP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow +0.2% ·
net new positions +9.1%
· formula
Broad accumulation: rising shares across more 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 | 53.03K | $4.15M | n/a | n/a |
| Q2 2026 | 24 | 0 | 1.96M | $149.74M | +1 | −2 |
| Q1 2026 | 26 | +4 | 1.97M | $143.12M | +5 | −1 |
| Q4 2025 | 22 | +2 | 1.92M | $128.98M | +2 | n/a |
| Q3 2025 | 2 | 0 | 276.05K | $17.99M | n/a | n/a |
| Q2 2025 | 1 | -1 | 312 | $18,660 | n/a | −1 |
| Q1 2025 | 1 | +1 | 14.28K | $782,720 | +1 | n/a |
| Q2 2024 | 1 | n/a | 15.75K | $811,492 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 735.44K | n/a | $49.40M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 271.91K | -1.4% | $18.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 240.11K | n/a | $16.13M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 215.69K | n/a | $14.49M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 119.43K | n/a | $8.02M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 92.15K | n/a | $6.32M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Assetmark, Inc | 86.89K | n/a | $5.84M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 41.79K | n/a | $2.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | HighTower Advisors, LLC | 30.67K | n/a | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 22.58K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 21.16K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Us Bancorp \De\ | 16.78K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 8.02K | New | $539,012 | 0.0% | New | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 3.91K | n/a | $262,670 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 3.73K | n/a | $250,391 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 3.22K | n/a | $216,591 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 2.12K | n/a | $142,411 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 856 | n/a | $57,502 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 509 | n/a | $34,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Rockefeller Capital Management L.P. | 500 | n/a | $33,594 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 310 | -4.0% | $20,792 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 307 | New | $20,623 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $539,012 | 0.0% |
| JPMorgan Chase | $20,623 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 86 holders, 2.63M shares, $184.29M 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.