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Security record · archived quarter

GJUN

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q1 2025 Q4 2024 Q3 2024
21Tracked holders
+1Δ holders
3.34MShares held
$136.41MReported value
+5New positions
−4Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.0% · share flow +30.0% · net new positions +4.8%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 21 +1 3.34M $136.41M +5 −4
Q1 2026 21 +1 1.97M $77.07M +2 −1
Q4 2025 20 +1 1.79M $70.77M +1
Q1 2025 1 0 25.32K $890,504
Q4 2024 1 0 8.86K $318,996
Q3 2024 1 +1 17.09K $605,328 +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Raymond James Financial Inc 725.06K +213.4% $29.87M 0.0% ▲ Add 3 SEC ↗
2 Raymond James Financial Inc 725.06K +213.4% $29.87M 0.0% ▲ Add 3 SEC ↗
3 Cetera Investment Advisers 492.47K +36.5% $20.28M 0.0% ▲ Add 3 SEC ↗
4 Envestnet Asset Management Inc 474.21K +110.3% $19.53M 0.0% ▲ Add 3 SEC ↗
5 Osaic Holdings, Inc. 429.08K +248.9% $17.67M 0.0% ▲ Add 3 SEC ↗
6 Osaic Holdings, Inc. 429.08K +248.9% $17.67M 0.0% ▲ Add 3 SEC ↗
7 Osaic Holdings, Inc. 429.08K +248.9% $17.67M 0.0% ▲ Add 3 SEC ↗
8 Osaic Holdings, Inc. 429.08K +248.9% $17.67M 0.0% ▲ Add 3 SEC ↗
9 LPL Financial LLC 375.22K +132.2% $15.46M 0.0% ▲ Add 3 SEC ↗
10 Mariner, LLC 263.27K -2.0% $10.84M 0.0% ▼ Trim 3 SEC ↗
11 Commonwealth Equity Services, Llc 238.64K +11.6% $9.83M 0.0% ▲ Add 3 SEC ↗
12 Focus Partners Wealth 141.19K -4.1% $5.82M 0.0% ▼ Trim 3 SEC ↗
13 Captrust Financial Advisors 39.78K -43.1% $1.64M 0.0% ▼ Trim 3 SEC ↗
14 Truist Financial Corp 36.63K +2.6% $1.51M 0.0% ▲ Add 3 SEC ↗
15 HighTower Advisors, LLC 31.02K New $1.28M 0.0% New 1 SEC ↗
16 Mml Investors Services, Llc 23.11K +13.4% $951,942 0.0% ▲ Add 3 SEC ↗
17 Wealth Enhancement Advisory… 41.34K +84.6% $615,937 0.0% ▲ Add 3 SEC ↗
18 Citadel Advisors 9.78K -53.2% $402,921 0.0% ▼ Trim 3 SEC ↗
19 Us Bancorp \De\ 6.61K New $272,307 0.0% New 1 SEC ↗
20 Barclays Plc 4.87K +6.7% $200,595 0.0% ▲ Add 3 SEC ↗
21 JPMorgan Chase 3.07K New $125,880 0.0% New 1 SEC ↗
22 JPMorgan Chase 3.07K New $125,880 0.0% New 1 SEC ↗
23 Jones Financial Companies Lllp 1.90K 0.0% $77,520 0.0% Held 2 SEC ↗
24 Rockefeller Capital Management L.P. 675 0.0% $27,803 0.0% Held 3 SEC ↗
25 Assetmark, Inc 177 New $7,291 0.0% New 1 SEC ↗
26 Wells Fargo & Company/Mn 64 New $2,636 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

HighTower Advisors, LLC $1.28M 0.0%
Us Bancorp \De\ $272,307 0.0%
JPMorgan Chase $125,880 0.0%
JPMorgan Chase $125,880 0.0%
Assetmark, Inc $7,291 0.0%
Wells Fargo & Company/Mn $2,636 0.0%

Exited

Hrt Financial Lp $1.28M was 0.0%
Royal Bank Of Canada $588,000 was 0.0%
Susquehanna International… $301,760 was 0.0%
UBS Group AG $46,516 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 118 holders, 4.24M shares, $161.11M 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