Security record · archived quarter
JIGB
name pending profile ingest
12Tracked holders
0Δ holders
283.64KShares held
$12.85MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +20.2% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 82.15K | +12.4% | $3.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 64.21K | +2.2% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 41.28K | +11.9% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Bank Of America Corp /De/ | 26.91K | +240.8% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 20.82K | +11.3% | $944,006 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cerity Partners LLC | 19.24K | -6.9% | $872,383 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 11.09K | +12.6% | $503,004 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS AM, a distinct business unit of… | 10.96K | New | $496,809 | 0.0% | New | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 6.77K | +13.7% | $307,001 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 193 | +257.4% | $8,753 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 19 | -5.0% | $862 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 0 | — | $19 | 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
| UBS AM, a distinct business… | $496,809 | 0.0% |
Exited
| Jones Financial Companies Lllp | $6,276 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 28 holders, 527.90K shares, $21.71M 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: Q1 2026 ·
Methodology ·
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