Security record · archived quarter
JBBB
name pending profile ingest
33Tracked holders
+4Δ holders
3.09MShares held
$146.48MReported value
+6New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +13.8% ·
share flow +19.8% ·
net new positions +12.1%
— 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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | −1 |
| Q3 2025 | 5 | 0 | 1.24M | $59.53M | — | — |
| Q2 2025 | 2 | 0 | 202.20K | $9.75M | — | — |
| Q1 2025 | 2 | 0 | 297.73K | $14.49M | — | — |
| Q4 2024 | 2 | +1 | 621.47K | $30.55M | +1 | — |
| Q3 2024 | 1 | 0 | 288.30K | $14.11M | — | — |
| Q2 2024 | 1 | — | 29.40K | $1.45M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 716.66K | +12.5% | $33.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 490.12K | +15.1% | $23.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 490.12K | +15.1% | $23.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 490.12K | +15.1% | $23.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 490.12K | +15.1% | $23.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 479.93K | +666.9% | $22.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 387.82K | +1464.6% | $18.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 387.82K | +1464.6% | $18.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 387.82K | +1464.6% | $18.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 387.82K | +1464.6% | $18.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 136.09K | +35619.2% | $6.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 136.09K | +35619.2% | $6.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 136.09K | +35619.2% | $6.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 136.09K | +35619.2% | $6.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 111.21K | New | $5.27M | 0.0% | New | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 111.21K | New | $5.27M | 0.0% | New | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 104.41K | -2.9% | $4.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 104.41K | -2.9% | $4.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Us Bancorp \De\ | 82.83K | +0.1% | $3.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Us Bancorp \De\ | 82.83K | +0.1% | $3.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 78.45K | +57.7% | $3.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 65.18K | -58.6% | $3.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 65.18K | -58.6% | $3.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Truist Financial Corp | 62.13K | +179.8% | $2.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 39.75K | +3.5% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 38.19K | New | $1.81M | 0.0% | New | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 37.81K | -36.4% | $1.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 33.58K | +258207.7% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 33.58K | +258207.7% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Stifel Financial Corp | 31.10K | +10.7% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Focus Partners Wealth | 25.84K | +26.5% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Hrt Financial Lp | 24.47K | New | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 22.83K | New | $1.08M | 0.0% | New | 1 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 21.05K | +98.4% | $996,481 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 20.19K | -61.8% | $955,997 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 19.44K | -3.7% | $920,472 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Jane Street Group, Llc | 13.08K | -53.2% | $619,243 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Commonwealth Equity Services, Llc | 12.33K | -43.1% | $583,670 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 10.81K | +6.0% | $511,757 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 9.99K | New | $473,074 | 0.0% | New | 1 | SEC ↗ |
| 41 | Mariner, LLC | 8.68K | +35.1% | $411,118 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Cerity Partners LLC | 4.84K | -17.3% | $229,221 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 3.59K | -98.2% | $169,816 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 3.59K | -98.2% | $169,816 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Fifth Third Bancorp | 793 | +98.2% | $37,549 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Simplex Trading, Llc | 140 | -97.5% | $6,629 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Assetmark, Inc | 48 | New | $2,273 | 0.0% | New | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 3 | -88.5% | $143 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Raymond James Financial Inc | $5.27M | 0.0% |
| Raymond James Financial Inc | $5.27M | 0.0% |
| Pnc Financial Services Group… | $1.81M | 0.0% |
| Hrt Financial Lp | $1.16M | 0.0% |
| Bank Of Montreal /Can/ | $1.08M | 0.0% |
| Citadel Advisors | $473,074 | 0.0% |
| Assetmark, Inc | $2,273 | 0.0% |
Exited
| Bank Of America Corp /De/ | $23.31M | was 0.0% |
| National Bank Of Canada /Fi/ | $1,676 | 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: Q2 2026 ·
Methodology ·
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