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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
25Tracked holders
0Δ holders
1.98MShares held
$151.17MReported value
+1New positions
−1Exits
Stable 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.5% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Osaic Holdings, Inc. 724.62K -1.5% $55.31M 0.1% ▼ Trim 3 SEC ↗
2 Osaic Holdings, Inc. 724.62K -1.5% $55.31M 0.1% ▼ Trim 3 SEC ↗
3 Osaic Holdings, Inc. 724.62K -1.5% $55.31M 0.1% ▼ Trim 3 SEC ↗
4 Osaic Holdings, Inc. 724.62K -1.5% $55.31M 0.1% ▼ Trim 3 SEC ↗
5 LPL Financial LLC 284.74K +9.4% $21.73M 0.0% ▲ Add 3 SEC ↗
6 Morgan Stanley 241.10K -1.0% $18.40M 0.0% ▼ Trim 4 SEC ↗
7 Morgan Stanley 241.10K -1.0% $18.40M 0.0% ▼ Trim 4 SEC ↗
8 Morgan Stanley 241.10K -1.0% $18.40M 0.0% ▼ Trim 4 SEC ↗
9 Envestnet Asset Management Inc 224.64K +2.7% $17.15M 0.0% ▲ Add 3 SEC ↗
10 Cetera Investment Advisers 129.23K +3.9% $9.86M 0.0% ▲ Add 3 SEC ↗
11 Raymond James Financial Inc 94.79K +7.7% $7.23M 0.0% ▲ Add 3 SEC ↗
12 Raymond James Financial Inc 94.79K +7.7% $7.23M 0.0% ▲ Add 3 SEC ↗
13 Assetmark, Inc 93.08K +8.0% $7.10M 0.0% ▲ Add 3 SEC ↗
14 Wealth Enhancement Advisory… 52.88K -2.1% $4.05M 0.0% ▼ Trim 3 SEC ↗
15 Stifel Financial Corp 38.07K +2.5% $2.91M 0.0% ▲ Add 3 SEC ↗
16 Citadel Advisors 28.64K +54.9% $2.19M 0.0% ▲ Add 3 SEC ↗
17 Bank of New York Mellon Corp 20.56K +1.9% $1.57M 0.0% ▲ Add 3 SEC ↗
18 Bank of New York Mellon Corp 20.56K +1.9% $1.57M 0.0% ▲ Add 3 SEC ↗
19 Bank of New York Mellon Corp 20.56K +1.9% $1.57M 0.0% ▲ Add 3 SEC ↗
20 HighTower Advisors, LLC 18.68K -48.4% $1.43M 0.0% ▼ Trim 3 SEC ↗
21 Commonwealth Equity Services, Llc 7.34K +24.6% $560,490 0.0% ▲ Add 3 SEC ↗
22 Susquehanna International Group, Llp 6.68K +31.4% $509,775 0.0% ▲ Add 2 SEC ↗
23 Mml Investors Services, Llc 3.49K -4.6% $266,358 0.0% ▼ Trim 3 SEC ↗
24 Jones Financial Companies Lllp 3.39K +17.3% $260,995 0.0% ▲ Add 3 SEC ↗
25 Jane Street Group, Llc 3.02K -69.6% $230,273 0.0% ▼ Trim 2 SEC ↗
26 Mariner, LLC 2.87K -10.4% $218,639 0.0% ▼ Trim 3 SEC ↗
27 Fidelity (FMR) 553 +31.7% $42,185 0.0% ▲ Add 5 SEC ↗
28 Fidelity (FMR) 553 +31.7% $42,185 0.0% ▲ Add 5 SEC ↗
29 Rockefeller Capital Management L.P. 512 +2.4% $39,082 0.0% ▲ Add 3 SEC ↗
30 Us Bancorp \De\ 459 -97.0% $35,033 0.0% ▼ Trim 3 SEC ↗
31 Us Bancorp \De\ 459 -97.0% $35,033 0.0% ▼ Trim 3 SEC ↗
32 Wells Fargo & Company/Mn 346 New $26,408 0.0% New 1 SEC ↗
33 JPMorgan Chase 327 +6.5% $25,001 0.0% ▲ Add 3 SEC ↗
34 Royal Bank Of Canada 230 -31.1% $18,000 0.0% ▼ Trim 3 SEC ↗
35 Royal Bank Of Canada 230 -31.1% $18,000 0.0% ▼ Trim 3 SEC ↗
36 Royal Bank Of Canada 230 -31.1% $18,000 0.0% ▼ Trim 3 SEC ↗
37 Fifth Third Bancorp 100 0.0% $7,633 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Wells Fargo & Company/Mn $26,408 0.0%

Exited

Northwestern Mutual Wealth… $4,937 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: Q2 2026 · Methodology · Get this via the API