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Security record

JGH

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
19Tracked holders
+1Δ holders
2.19MShares held
$27.84MReported value
+3New positions
−2Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.6% · share flow -8.6% · 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 Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 19 +1 2.19M $27.84M +3 −2
Q1 2026 19 -1 2.39M $29.24M +3 −4
Q4 2025 20 +1 2.47M $31.17M +1
Q3 2025 1 776.78K $10.50M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 692.89K -1.4% $8.82M 0.0% ▼ Trim 4 SEC ↗
2 Morgan Stanley 692.89K -1.4% $8.82M 0.0% ▼ Trim 4 SEC ↗
3 Morgan Stanley 692.89K -1.4% $8.82M 0.0% ▼ Trim 4 SEC ↗
4 Morgan Stanley 692.89K -1.4% $8.82M 0.0% ▼ Trim 4 SEC ↗
5 Morgan Stanley 692.89K -1.4% $8.82M 0.0% ▼ Trim 4 SEC ↗
6 Invesco Ltd. 570.81K +0.3% $7.27M 0.0% ▲ Add 3 SEC ↗
7 Invesco Ltd. 570.81K +0.3% $7.27M 0.0% ▲ Add 3 SEC ↗
8 Raymond James Financial Inc 354.51K +15.9% $4.51M 0.0% ▲ Add 3 SEC ↗
9 Raymond James Financial Inc 354.51K +15.9% $4.51M 0.0% ▲ Add 3 SEC ↗
10 LPL Financial LLC 149.59K -62.8% $1.90M 0.0% ▼ Trim 3 SEC ↗
11 Wells Fargo & Company/Mn 141.13K -11.1% $1.80M 0.0% ▼ Trim 3 SEC ↗
12 Wells Fargo & Company/Mn 141.13K -11.1% $1.80M 0.0% ▼ Trim 3 SEC ↗
13 UBS Group AG 78.49K +7.6% $999,228 0.0% ▲ Add 3 SEC ↗
14 UBS Group AG 78.49K +7.6% $999,228 0.0% ▲ Add 3 SEC ↗
15 Bank Of America Corp /De/ 34.41K +4.9% $438,020 0.0% ▲ Add 3 SEC ↗
16 Bank Of America Corp /De/ 34.41K +4.9% $438,020 0.0% ▲ Add 3 SEC ↗
17 Ameriprise Financial Inc 33.62K +19.2% $427,928 0.0% ▲ Add 3 SEC ↗
18 Osaic Holdings, Inc. 33.36K +14.9% $424,752 0.0% ▲ Add 3 SEC ↗
19 Royal Bank Of Canada 17.29K -2.9% $220,000 0.0% ▼ Trim 3 SEC ↗
20 Commonwealth Equity Services, Llc 16.80K +4.0% $213,840 0.0% ▲ Add 3 SEC ↗
21 Nomura Holdings Inc 16.00K New $203,680 0.0% New 1 SEC ↗
22 Bank of New York Mellon Corp 15.05K -7.9% $191,576 0.0% ▼ Trim 2 SEC ↗
23 Jane Street Group, Llc 13.14K New $167,234 0.0% New 1 SEC ↗
24 Jane Street Group, Llc 13.14K New $167,234 0.0% New 1 SEC ↗
25 Envestnet Asset Management Inc 10.26K New $130,615 0.0% New 1 SEC ↗
26 Fifth Third Bancorp 5.92K -27.1% $75,400 0.0% ▼ Trim 2 SEC ↗
27 Rockefeller Capital Management L.P. 2.58K 0.0% $32,882 0.0% Held 2 SEC ↗
28 Assetmark, Inc 760 +317.6% $9,675 0.0% ▲ Add 3 SEC ↗
29 Pnc Financial Services Group, Inc. 413 0.0% $5,257 0.0% Held 3 SEC ↗

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

New buyers

Nomura Holdings Inc $203,680 0.0%
Jane Street Group, Llc $167,234 0.0%
Jane Street Group, Llc $167,234 0.0%
Envestnet Asset Management Inc $130,615 0.0%

Exited

Balyasny Asset Management L.P. $174,807 was 0.0%
JPMorgan Chase $170,182 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.

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