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Security record

JEDI

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025
17Tracked holders
+8Δ holders
298.22KShares held
$8.66MReported value
+9New positions
−1Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0% — 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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 17 +8 298.22K $8.66M +9 −1
Q1 2026 10 +7 118.21K $3.02M +9 −2
Q4 2025 3 +1 28.13K $682,734 +1 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 60.09K New $1.75M 0.0% New 1 SEC ↗
2 Susquehanna International Group, Llp 48.45K New $1.41M 0.0% New 1 SEC ↗
3 Royal Bank Of Canada 47.12K New $1.37M 0.0% New 1 SEC ↗ ×2
4 Jane Street Group, Llc 42.70K -38.6% $1.24M 0.0% ▼ Trim 3 SEC ↗
5 Raymond James Financial Inc 38.66K New $1.12M 0.0% New 1 SEC ↗ ×2
6 Hrt Financial Lp 25.45K +45.5% $739,000 0.0% ▲ Add 2 SEC ↗
7 HighTower Advisors, LLC 8.89K New $258,253 0.0% New 1 SEC ↗
8 Captrust Financial Advisors 8.10K 0.0% $235,305 0.0% Held 2 SEC ↗
9 Osaic Holdings, Inc. 7.87K +10.5% $228,620 0.0% ▲ Add 2 SEC ↗
10 Cibc World Market Inc. 7.50K New $218,020 0.0% New 1 SEC ↗
11 Morgan Stanley ✦ 973 +91.5% $28,266 0.0% ▲ Add 2 SEC ↗ ×2
12 UBS Group AG 842 +274.2% $24,460 0.0% ▲ Add 2 SEC ↗
13 Rockefeller Capital Management L.P. 500 0.0% $14,525 0.0% Held 2 SEC ↗
14 Wells Fargo & Company/Mn 498 New $14,467 0.0% New 1 SEC ↗ ×2
15 Bank Of Montreal /Can/ 250 New $7,263 0.0% New 1 SEC ↗
16 Pnc Financial Services Group, Inc. 175 -82.5% $5,084 0.0% ▼ Trim 2 SEC ↗
17 Us Bancorp \De\ 140 New $4,067 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

Citadel Advisors $346,558 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 26 holders, 651.65K shares, $15.34M 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 · Get this via the API