Security record · archived quarter
JBBB
name pending profile ingest
30Tracked holders
-5Δ holders
2.58MShares held
$120.48MReported value
+1New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth -14.3% ·
share flow -28.6% ·
net new positions -16.7%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 81.52K | $3.85M | n/a | n/a |
| Q2 2026 | 33 | +4 | 3.09M | $146.48M | +6 | −2 |
| Q1 2026 | 30 | -5 | 2.58M | $120.48M | +1 | −6 |
| Q4 2025 | 35 | -1 | 3.62M | $172.60M | n/a | −1 |
| Q3 2025 | 5 | 0 | 1.24M | $59.53M | n/a | n/a |
| Q2 2025 | 2 | 0 | 202.20K | $9.75M | n/a | n/a |
| Q1 2025 | 2 | 0 | 297.73K | $14.49M | n/a | n/a |
| Q4 2024 | 2 | +1 | 621.47K | $30.55M | +1 | n/a |
| Q3 2024 | 1 | 0 | 288.30K | $14.11M | n/a | n/a |
| Q2 2024 | 1 | n/a | 29.40K | $1.45M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 636.99K | -35.2% | $29.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 500.18K | +320.8% | $23.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | UBS Group AG | 425.92K | +37.8% | $19.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 203.94K | +7076.1% | $9.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Ameriprise Financial Inc | 157.35K | -17.0% | $7.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 107.53K | +2.4% | $5.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Us Bancorp \De\ | 82.72K | +22499.7% | $3.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 62.58K | -59.1% | $2.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 59.41K | -13.3% | $2.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 52.79K | +168.8% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Wealth Enhancement Advisory… | 49.76K | -82.8% | $2.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 38.40K | +80.2% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 28.11K | +4.0% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 27.92K | -94.0% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 24.79K | -6.0% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Truist Financial Corp | 22.20K | +14.2% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 21.66K | +11.4% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Focus Partners Wealth | 20.42K | -12.2% | $953,344 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 20.19K | +5.3% | $940,940 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 10.61K | -93.9% | $494,246 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 10.19K | -68.7% | $475,006 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mariner, LLC | 6.43K | +24.8% | $299,617 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cerity Partners LLC | 5.85K | New | $272,687 | 0.0% | New | 1 | SEC ↗ |
| 24 | Simplex Trading, Llc | 5.70K | -78.4% | $265,415 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cwm, Llc | 1.96K | -23.6% | $91,377 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 400 | 0.0% | $18,642 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 381 | -92.7% | $18,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | National Bank Of Canada /Fi/ | 36 | -99.6% | $1,676 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 26 | -100.0% | $1,218 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 13 | -99.4% | $590 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Cerity Partners LLC | $272,687 | 0.0% |
Exited
| Bank Of Montreal /Can/ | $3.02M | was 0.0% |
| Citadel Advisors | $487,923 | was 0.0% |
| Captrust Financial Advisors | $310,755 | was 0.0% |
| First Trust Advisors Lp | $247,556 | was 0.0% |
| Hrt Financial Lp | $207,000 | was 0.0% |
| Citigroup Inc | $382 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 173 holders, 9.29M shares, $413.93M 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: Q1 2026 ·
Methodology ·
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