JADE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +28.6% ·
share flow +5.2% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 127.63K | -13.0% | $10.06M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 2 | National Bank Of Canada /Fi/ | 34.38K | -0.2% | $2.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Assetmark, Inc | 31.58K | -1.6% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 23.90K | New | $1.92M | 0.0% | New | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 17.20K | +81.8% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 2.79K | New | $223,231 | 0.0% | New | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 400 | 0.0% | $32,050 | 0.0% | Held | 3 | SEC ↗ |
| 8 | UBS Group AG | 177 | New | $14,182 | 0.0% | New | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 68 | 0.0% | $5,449 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Royal Bank Of Canada | $1.92M | 0.0% |
| Envestnet Asset Management Inc | $223,231 | 0.0% |
| UBS Group AG | $14,182 | 0.0% |
Exited
| Jane Street Group, Llc | $216,343 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 19 holders, 157.16K shares, $10.41M 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.