JGH
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.0% ·
share flow -3.2% ·
net new positions -5.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 703.11K | -7.4% | $8.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 2 | Invesco Ltd. | 569.30K | -0.3% | $6.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 402.49K | +1.1% | $4.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 305.82K | +84.6% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 158.69K | 0.0% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | UBS Group AG | 72.95K | -7.0% | $891,412 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 32.80K | -7.4% | $400,882 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 29.02K | -14.7% | $354,726 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 28.21K | 0.0% | $344,723 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 17.81K | +27.8% | $218,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 16.35K | New | $199,766 | 0.0% | New | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 16.15K | +52.5% | $197,340 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Balyasny Asset Management L.P. | 14.30K | -89.2% | $174,807 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 14.31K | -52.5% | $170,182 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Fifth Third Bancorp | 8.13K | New | $99,324 | 0.0% | New | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 2.58K | New | $31,564 | 0.0% | New | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 413 | 0.0% | $5,047 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Cwm, Llc | 321 | 0.0% | $3,923 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Assetmark, Inc | 182 | 0.0% | $2,224 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bank of New York Mellon Corp | $199,766 | 0.0% |
| Fifth Third Bancorp | $99,324 | 0.0% |
| Rockefeller Capital… | $31,564 | 0.0% |
Exited
| Nomura Holdings Inc | $264,810 | was 0.0% |
| HighTower Advisors, LLC | $246,057 | was 0.0% |
| Jane Street Group, Llc | $179,377 | was 0.0% |
| Jones Financial Companies Lllp | $3,438 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 64 holders, 11.98M shares, $99.33M 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.