JMM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +14.7% ·
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 Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 162.65K | -0.7% | $959,804 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 42.40K | 0.0% | $249,744 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 3 | Susquehanna International Group, Llp | 24.66K | -7.0% | $145,265 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 21.95K | +100.2% | $129,294 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 13.86K | New | $81,630 | 0.0% | New | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 11.40K | New | $67,140 | 0.0% | New | 1 | SEC ↗ |
| 7 | Fifth Third Bancorp | 4.80K | New | $28,272 | 0.0% | New | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 3.10K | -33.4% | $18,229 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | UBS Group AG | 66 | +11.9% | $389 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Raymond James Financial Inc | $81,630 | 0.0% |
| LPL Financial LLC | $67,140 | 0.0% |
| Fifth Third Bancorp | $28,272 | 0.0% |
Exited
| No tracked exits this quarter. |
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.