IJAN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow -8.5% ·
net new positions -5.6%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | -1 | 1.28M | $48.65M | +2 | −3 |
| Q1 2026 | 20 | +4 | 1.42M | $51.53M | +5 | −1 |
| Q4 2025 | 16 | 0 | 938.50K | $33.96M | +1 | −1 |
| Q3 2025 | 3 | — | 107.10K | $3.77M | — | — |
| Q4 2024 | 1 | +1 | 17.23K | $520,677 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Blair William & Co/Il | 311.57K | -8.2% | $11.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 188.09K | +3.0% | $7.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 157.15K | +15.7% | $5.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 157.15K | +15.7% | $5.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 157.15K | +15.7% | $5.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Us Bancorp \De\ | 115.51K | -36.1% | $4.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 105.81K | -4.8% | $4.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 101.19K | 0.0% | $3.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 73.94K | +11.6% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 71.54K | -34.1% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 36.26K | -1.2% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Creative Planning | 33.18K | +20.1% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 31.38K | +26.1% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 29.57K | +0.7% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Focus Partners Wealth | 10.48K | +20.1% | $399,192 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 5.55K | New | $211,229 | 0.0% | New | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 4.29K | 0.0% | $163,211 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 1.60K | 0.0% | $60,928 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 290 | 0.0% | $11,043 | 0.0% | Held | 4 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 82 | New | $3,123 | 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
| Mml Investors Services, Llc | $211,229 | 0.0% |
| Northwestern Mutual Wealth… | $3,123 | 0.0% |
Exited
| Goldman Sachs Group | $696,177 | was 0.0% |
| Cerity Partners LLC | $647,598 | was 0.0% |
| JPMorgan Chase | $16,929 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 110 holders, 5.08M shares, $183.13M 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.