JAGG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +13.0% ·
share flow -23.4% ·
net new positions +7.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | +3 | 6.68M | $307.92M | +3 | −1 |
| Q1 2026 | 25 | -1 | 9.03M | $416.10M | +1 | −2 |
| Q4 2025 | 26 | +1 | 9.13M | $423.93M | +1 | — |
| Q3 2025 | 4 | -1 | 10.24M | $477.75M | — | −1 |
| Q2 2025 | 2 | 0 | 107.54K | $4.96M | — | — |
| Q1 2025 | 1 | 0 | 77.08K | $3.55M | — | — |
| Q4 2024 | 1 | 0 | 92.86K | $4.20M | — | — |
| Q3 2024 | 1 | 0 | 40.99K | $1.94M | — | — |
| Q2 2024 | 1 | — | 56.73K | $2.58M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 4.87M | +1.2% | $224.56M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 2 | LPL Financial LLC | 744.33K | -66.2% | $34.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 332.33K | +33.3% | $15.27M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 229.35K | -74.5% | $10.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 131.34K | -40.6% | $6.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 110.94K | +201.6% | $5.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 78.49K | +6.1% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 55.92K | +0.7% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Susquehanna International Group, Llp | 33.89K | +553.0% | $1.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 22.63K | New | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 19.89K | -19.5% | $914,172 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 14.20K | -0.4% | $652,640 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | National Bank Of Canada /Fi/ | 9.71K | -43.1% | $449,323 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 8.03K | -74.9% | $368,854 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Jane Street Group, Llc | 7.27K | -89.9% | $334,102 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Fifth Third Bancorp | 6.13K | +7.6% | $281,734 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Hrt Financial Lp | 5.92K | New | $272,000 | 0.0% | New | 1 | SEC ↗ |
| 18 | Us Bancorp \De\ | 2.19K | 0.0% | $100,401 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 442 | -18.4% | $20,310 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | UBS Group AG | 385 | 0.0% | $17,691 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 237 | 0.0% | $10,890 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 136 | +46.2% | $6,249 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 74 | -96.6% | $3,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 65 | +195.4% | $2,992 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Assetmark, Inc | 18 | -87.6% | $827 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Russell Investments Group, Ltd. | 3 | New | $138 | 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
| Goldman Sachs Group | $1.04M | 0.0% |
| Hrt Financial Lp | $272,000 | 0.0% |
| Russell Investments Group… | $138 | 0.0% |
Exited
| HighTower Advisors, LLC | $7.80M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 111 holders, 8.76M shares, $359.86M 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.