JMM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -22.2% ·
share flow -25.5% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 75.32K | -53.7% | $443,115 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 42.40K | 0.0% | $248,470 | 0.0% | Held | 4 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 40.04K | +251.3% | $234,658 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 28.65K | +16.2% | $167,889 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 16.23K | -26.1% | $95,086 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Fifth Third Bancorp | 4.80K | 0.0% | $28,128 | 0.0% | Held | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 4.67K | +50.8% | $27,358 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Raymond James Financial Inc | $81,630 | was 0.0% |
| UBS Group AG | $389 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 18 holders, 6.79M shares, $6.48M 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.