JCE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow -3.5% ·
net new positions +5.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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 | Raymond James Financial Inc | 572.51K | +6.7% | $8.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 572.51K | +6.7% | $8.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 572.51K | +6.7% | $8.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Baird Financial Group, Inc. | 481.94K | -15.7% | $7.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 374.24K | -2.4% | $5.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 374.24K | -2.4% | $5.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 261.60K | -3.1% | $3.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 178.75K | -1.7% | $2.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 108.90K | +6.5% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 108.90K | +6.5% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 90.04K | -13.0% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 46.11K | -4.4% | $672,588 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 41.11K | -25.1% | $607,650 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 35.79K | +6.8% | $529,010 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 35.03K | -0.5% | $517,710 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 32.79K | +1.2% | $485,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 30.53K | 0.0% | $451,173 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 18.92K | New | $279,652 | 0.0% | New | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 9.36K | 0.0% | $138,385 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Cwm, Llc | 5.82K | 0.0% | $85,960 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 3.97K | New | $58,662 | 0.0% | New | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 948 | 0.0% | $14,011 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 306 | +108.2% | $4,523 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $279,652 | 0.0% |
| Fifth Third Bancorp | $58,662 | 0.0% |
Exited
| Susquehanna International… | $177,444 | was 0.0% |
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.