Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

JCE

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
18Tracked holders
0Δ holders
2.41MShares held
$38.45MReported value
+0New positions
−0Exits
Stable How these are computed → Explain this at the Research Desk →

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
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.

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: Q4 2025 · Methodology · Get this via the API