Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

FJUN

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
23Tracked holders
+2Δ holders
2.61MShares held
$156.21MReported value
+3New positions
−1Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +9.5% · share flow +15.3% · net new positions +8.7%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 23 +2 2.61M $156.21M +3 −1
Q1 2026 22 -1 2.44M $138.16M +2 −3
Q4 2025 23 -1 2.49M $142.09M +1 −2
Q3 2025 3 0 25.17K $1.41M
Q2 2025 1 0 6.81K $365,707
Q1 2025 1 0 7.10K $354,069
Q4 2024 1 0 12.37K $635,519
Q3 2024 1 +1 16.20K $818,626 +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 560.84K +12.5% $33.62M 0.0% ▲ Add 3 SEC ↗
2 Cetera Investment Advisers 390.53K +52.9% $23.41M 0.0% ▲ Add 3 SEC ↗
3 Commonwealth Equity Services, Llc 297.44K +4.1% $17.83M 0.0% ▲ Add 3 SEC ↗
4 Assetmark, Inc 272.10K +9.6% $16.31M 0.0% ▲ Add 3 SEC ↗
5 LPL Financial LLC 243.51K +95.8% $14.60M 0.0% ▲ Add 3 SEC ↗
6 Raymond James Financial Inc 202.18K -0.9% $12.12M 0.0% ▼ Trim 3 SEC ↗
7 Raymond James Financial Inc 202.18K -0.9% $12.12M 0.0% ▼ Trim 3 SEC ↗
8 Osaic Holdings, Inc. 160.25K +18.9% $9.61M 0.0% ▲ Add 3 SEC ↗
9 Osaic Holdings, Inc. 160.25K +18.9% $9.61M 0.0% ▲ Add 3 SEC ↗
10 Osaic Holdings, Inc. 160.25K +18.9% $9.61M 0.0% ▲ Add 3 SEC ↗
11 Rockefeller Capital Management L.P. 120.64K +4.4% $7.23M 0.0% ▲ Add 3 SEC ↗
12 Mariner, LLC 118.69K -9.1% $7.12M 0.0% ▼ Trim 3 SEC ↗
13 Mariner, LLC 118.69K -9.1% $7.12M 0.0% ▼ Trim 3 SEC ↗
14 Mml Investors Services, Llc 93.06K +33.4% $5.58M 0.0% ▲ Add 3 SEC ↗
15 Captrust Financial Advisors 42.84K -13.6% $2.57M 0.0% ▼ Trim 3 SEC ↗
16 Truist Financial Corp 21.41K -16.4% $1.28M 0.0% ▼ Trim 3 SEC ↗
17 Truist Financial Corp 21.41K -16.4% $1.28M 0.0% ▼ Trim 3 SEC ↗
18 Royal Bank Of Canada 15.89K -29.5% $953,000 0.0% ▼ Trim 3 SEC ↗
19 Royal Bank Of Canada 15.89K -29.5% $953,000 0.0% ▼ Trim 3 SEC ↗
20 Susquehanna International Group, Llp 13.30K -22.8% $797,155 0.0% ▼ Trim 3 SEC ↗
21 Pnc Financial Services Group, Inc. 13.24K +27.6% $793,618 0.0% ▲ Add 3 SEC ↗
22 Wealth Enhancement Advisory… 12.31K -76.8% $743,555 0.0% ▼ Trim 3 SEC ↗
23 HighTower Advisors, LLC 11.45K +56.2% $686,308 0.0% ▲ Add 3 SEC ↗
24 AQR Capital Management 11.45K New $686,188 0.0% New 1 SEC ↗
25 Barclays Plc 3.34K +536.4% $200,293 0.0% ▲ Add 3 SEC ↗
26 JPMorgan Chase 599 New $35,793 0.0% New 1 SEC ↗
27 Fifth Third Bancorp 380 0.0% $22,781 0.0% Held 2 SEC ↗
28 Morgan Stanley 81 0.0% $4,856 0.0% Held 4 SEC ↗
29 UBS Group AG 9 New $540 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

AQR Capital Management $686,188 0.0%
JPMorgan Chase $35,793 0.0%
UBS Group AG $540 0.0%

Exited

Northwestern Mutual Wealth… $275,396 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 146 holders, 4.99M shares, $271.11M 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