FJP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +18.2% ·
share flow +2.7% ·
net new positions +15.4%
· 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 | 53.03K | $4.15M | n/a | −1 |
| 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. | 735.73K | 0.0% | $53.41M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 260.26K | +8.4% | $18.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 243.58K | -10.4% | $17.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Envestnet Asset Management Inc | 218.79K | +1.4% | $15.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 124.33K | +4.1% | $9.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 87.98K | +110.5% | $6.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Assetmark, Inc | 86.15K | -0.9% | $6.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 54.01K | -41.4% | $3.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 37.14K | +64.5% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 36.16K | +17.9% | $2.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 20.17K | -4.7% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Citadel Advisors ✦ | 18.49K | +130.4% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Us Bancorp \De\ | 15.49K | -7.7% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Jane Street Group, Llc | 9.91K | New | $719,539 | 0.0% | New | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 5.89K | +50.7% | $427,720 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 5.08K | New | $369,026 | 0.0% | New | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 3.66K | -1.9% | $265,553 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mariner, LLC | 3.20K | -0.8% | $232,098 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 2.89K | +36.3% | $204,953 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 500 | 0.0% | $36,365 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 420 | +35.5% | $30,457 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Royal Bank Of Canada | 334 | -34.4% | $24,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | JPMorgan Chase ✦ | 307 | 0.0% | $21,810 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Cwm, Llc | 165 | New | $11,979 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fifth Third Bancorp | 100 | New | $7,260 | 0.0% | New | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 68 | New | $4,937 | 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
| Jane Street Group, Llc | $719,539 | 0.0% |
| Susquehanna International… | $369,026 | 0.0% |
| Cwm, Llc | $11,979 | 0.0% |
| Fifth Third Bancorp | $7,260 | 0.0% |
| Northwestern Mutual Wealth… | $4,937 | 0.0% |
Exited
| Bank Of America Corp /De/ | $57,502 | was 0.0% |
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.