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Security record · archived quarter

FJP

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q2 2024
26Tracked holders
+4Δ holders
1.97MShares held
$143.12MReported value
+5New positions
−1Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 25 0 1.98M $151.17M +1 −1
Q1 2026 26 +4 1.97M $143.12M +5 −1
Q4 2025 22 +2 1.92M $128.98M +2
Q3 2025 2 0 276.05K $17.99M
Q2 2025 1 -1 312 $18,660 −1
Q1 2025 1 +1 14.28K $782,720 +1
Q2 2024 1 15.75K $811,492
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Osaic Holdings, Inc. 735.73K 0.0% $53.41M 0.1% ▲ Add 2 SEC ↗
2 Osaic Holdings, Inc. 735.73K 0.0% $53.41M 0.1% ▲ Add 2 SEC ↗
3 Osaic Holdings, Inc. 735.73K 0.0% $53.41M 0.1% ▲ Add 2 SEC ↗
4 LPL Financial LLC 260.26K +8.4% $18.89M 0.0% ▲ Add 2 SEC ↗
5 Morgan Stanley 243.58K -10.4% $17.68M 0.0% ▼ Trim 3 SEC ↗
6 Morgan Stanley 243.58K -10.4% $17.68M 0.0% ▼ Trim 3 SEC ↗
7 Morgan Stanley 243.58K -10.4% $17.68M 0.0% ▼ Trim 3 SEC ↗
8 Envestnet Asset Management Inc 218.79K +1.4% $15.88M 0.0% ▲ Add 2 SEC ↗
9 Cetera Investment Advisers 124.33K +4.1% $9.03M 0.0% ▲ Add 2 SEC ↗
10 Raymond James Financial Inc 87.98K +110.5% $6.39M 0.0% ▲ Add 2 SEC ↗
11 Raymond James Financial Inc 87.98K +110.5% $6.39M 0.0% ▲ Add 2 SEC ↗
12 Assetmark, Inc 86.15K -0.9% $6.25M 0.0% ▼ Trim 2 SEC ↗
13 Wealth Enhancement Advisory… 54.01K -41.4% $3.96M 0.0% ▼ Trim 2 SEC ↗
14 Stifel Financial Corp 37.14K +64.5% $2.70M 0.0% ▲ Add 2 SEC ↗
15 HighTower Advisors, LLC 36.16K +17.9% $2.63M 0.0% ▲ Add 2 SEC ↗
16 Bank of New York Mellon Corp 20.17K -4.7% $1.46M 0.0% ▼ Trim 2 SEC ↗
17 Bank of New York Mellon Corp 20.17K -4.7% $1.46M 0.0% ▼ Trim 2 SEC ↗
18 Bank of New York Mellon Corp 20.17K -4.7% $1.46M 0.0% ▼ Trim 2 SEC ↗
19 Citadel Advisors 18.49K +130.4% $1.34M 0.0% ▲ Add 2 SEC ↗
20 Us Bancorp \De\ 15.49K -7.7% $1.12M 0.0% ▼ Trim 2 SEC ↗
21 Us Bancorp \De\ 15.49K -7.7% $1.12M 0.0% ▼ Trim 2 SEC ↗
22 Jane Street Group, Llc 9.91K New $719,539 0.0% New 1 SEC ↗
23 Commonwealth Equity Services, Llc 5.89K +50.7% $427,720 0.0% ▲ Add 2 SEC ↗
24 Susquehanna International Group, Llp 5.08K New $369,026 0.0% New 1 SEC ↗
25 Mml Investors Services, Llc 3.66K -1.9% $265,553 0.0% ▼ Trim 2 SEC ↗
26 Mariner, LLC 3.20K -0.8% $232,098 0.0% ▼ Trim 2 SEC ↗
27 Jones Financial Companies Lllp 2.89K +36.3% $204,953 0.0% ▲ Add 2 SEC ↗
28 Rockefeller Capital Management L.P. 500 0.0% $36,365 0.0% Held 2 SEC ↗
29 Fidelity (FMR) 420 +35.5% $30,457 0.0% ▲ Add 4 SEC ↗
30 Royal Bank Of Canada 334 -34.4% $24,000 0.0% ▼ Trim 2 SEC ↗
31 Royal Bank Of Canada 334 -34.4% $24,000 0.0% ▼ Trim 2 SEC ↗
32 JPMorgan Chase 307 0.0% $21,810 0.0% Held 2 SEC ↗
33 Cwm, Llc 165 New $11,979 0.0% New 1 SEC ↗
34 Fifth Third Bancorp 100 New $7,260 0.0% New 1 SEC ↗
35 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.

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: Q1 2026 · Methodology · Get this via the API