JCE
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.4% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | 0 | 2.36M | $38.69M | +1 | −1 |
| Q1 2026 | 19 | +1 | 2.33M | $34.41M | +2 | −1 |
| Q4 2025 | 18 | 0 | 2.41M | $38.45M | — | — |
| Q3 2025 | 1 | — | 394.11K | $6.20M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | 571.68K | — | $9.11M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Baird Financial Group, Inc. | 571.68K | — | $9.11M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 536.75K | — | $8.56M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 536.75K | — | $8.56M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 536.75K | — | $8.56M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 383.57K | -2.7% | $6.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 383.57K | -2.7% | $6.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 383.57K | -2.7% | $6.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Invesco Ltd. | 270.12K | — | $4.31M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 181.87K | — | $2.90M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 103.45K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 102.28K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 102.28K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 54.92K | — | $875,441 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 48.23K | — | $768,804 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 35.19K | — | $560,970 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 33.51K | — | $534,103 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 32.40K | — | $516,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 30.52K | — | $486,497 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 11.13K | — | $177,444 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 9.36K | — | $149,246 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cwm, Llc | 5.82K | — | $93,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 948 | — | $15,111 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 147 | — | $2,343 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 50 holders, 4.70M shares, $68.04M 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.