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Security record · archived quarter

JMSB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
42Tracked holders
+7Δ holders
3.33MShares held
$72.65MReported value
+8New positions
−1Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +20.0% · share flow +21.4% · net new positions +16.7%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 42 +7 3.33M $72.65M +8 −1
Q1 2026 37 0 2.75M $55.71M +2 −2
Q4 2025 37 +2 2.94M $58.72M +2
Q3 2025 10 0 2.12M $42.06M
Q2 2025 7 +1 2.07M $38.33M +1
Q1 2025 3 0 519.02K $8.58M
Q4 2024 3 -1 513.56K $10.31M −1
Q3 2024 3 +2 315.29K $6.24M +2
Q2 2024 1 283.52K $4.95M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 984.41K +12.5% $21.46M 0.0% ▲ Add 5 SEC ↗
2 BlackRock (passive) 984.41K +12.5% $21.46M 0.0% ▲ Add 5 SEC ↗
3 BlackRock (passive) 984.41K +12.5% $21.46M 0.0% ▲ Add 5 SEC ↗
4 BlackRock (passive) 984.41K +12.5% $21.46M 0.0% ▲ Add 5 SEC ↗
5 BlackRock (passive) 984.41K +12.5% $21.46M 0.0% ▲ Add 5 SEC ↗
6 BlackRock (passive) 984.41K +12.5% $21.46M 0.0% ▲ Add 5 SEC ↗
7 BlackRock (passive) 984.41K +12.5% $21.46M 0.0% ▲ Add 5 SEC ↗
8 Vanguard Capital Management Llc 534.57K -0.5% $11.65M 0.0% ▼ Trim 2 SEC ↗
9 Geode Capital Management (passive) 316.18K +7.1% $6.89M 0.0% ▲ Add 9 SEC ↗
10 Geode Capital Management (passive) 316.18K +7.1% $6.89M 0.0% ▲ Add 9 SEC ↗
11 State Street Global Advisors (passive) 218.52K +0.5% $4.76M 0.0% ▲ Add 7 SEC ↗
12 Bank Of America Corp /De/ 178.11K -13.8% $3.88M 0.0% ▼ Trim 3 SEC ↗
13 Brown Advisory Inc 108.34K 0.0% $2.36M 0.0% Held 3 SEC ↗
14 Renaissance Technologies 103.70K +228.2% $2.26M 0.0% ▲ Add 3 SEC ↗
15 Northern Trust Corp 100.00K +0.5% $2.18M 0.0% ▲ Add 3 SEC ↗
16 Northern Trust Corp 100.00K +0.5% $2.18M 0.0% ▲ Add 3 SEC ↗
17 Northern Trust Corp 100.00K +0.5% $2.18M 0.0% ▲ Add 3 SEC ↗
18 Marshall Wace 98.09K +211.7% $2.14M 0.0% ▲ Add 2 SEC ↗
19 Marshall Wace 98.09K +211.7% $2.14M 0.0% ▲ Add 2 SEC ↗
20 Mackenzie Financial Corp 88.20K New $1.92M 0.0% New 1 SEC ↗
21 Goldman Sachs Group 55.47K +76.6% $1.21M 0.0% ▲ Add 4 SEC ↗
22 Goldman Sachs Group 55.47K +76.6% $1.21M 0.0% ▲ Add 4 SEC ↗
23 Citadel Advisors 46.42K +127.7% $1.01M 0.0% ▲ Add 8 SEC ↗
24 Citadel Advisors 46.42K +127.7% $1.01M 0.0% ▲ Add 8 SEC ↗
25 Quantinno Capital Management LP 45.50K +80.2% $991,900 0.0% ▲ Add 3 SEC ↗
26 AQR Capital Management 42.22K +94.0% $920,437 0.0% ▲ Add 3 SEC ↗
27 AQR Capital Management 42.22K +94.0% $920,437 0.0% ▲ Add 3 SEC ↗
28 AQR Capital Management 42.22K +94.0% $920,437 0.0% ▲ Add 3 SEC ↗
29 AQR Capital Management 42.22K +94.0% $920,437 0.0% ▲ Add 3 SEC ↗
30 AQR Capital Management 42.22K +94.0% $920,437 0.0% ▲ Add 3 SEC ↗
31 AQR Capital Management 42.22K +94.0% $920,437 0.0% ▲ Add 3 SEC ↗
32 Charles Schwab Investment… 38.46K +5.1% $838,493 0.0% ▲ Add 3 SEC ↗
33 Morgan Stanley 36.24K +70.2% $790,119 0.0% ▲ Add 4 SEC ↗
34 Morgan Stanley 36.24K +70.2% $790,119 0.0% ▲ Add 4 SEC ↗
35 Morgan Stanley 36.24K +70.2% $790,119 0.0% ▲ Add 4 SEC ↗
36 Morgan Stanley 36.24K +70.2% $790,119 0.0% ▲ Add 4 SEC ↗
37 Morgan Stanley 36.24K +70.2% $790,119 0.0% ▲ Add 4 SEC ↗
38 Bank of New York Mellon Corp 33.95K +8.8% $740,196 0.0% ▲ Add 3 SEC ↗
39 Bank of New York Mellon Corp 33.95K +8.8% $740,196 0.0% ▲ Add 3 SEC ↗
40 Bank of New York Mellon Corp 33.95K +8.8% $740,196 0.0% ▲ Add 3 SEC ↗
41 Arrowstreet Capital 30.69K New $669,020 0.0% New 1 SEC ↗
42 Nuveen, LLC 28.91K +1.5% $630,194 0.0% ▲ Add 3 SEC ↗
43 Nuveen, LLC 28.91K +1.5% $630,194 0.0% ▲ Add 3 SEC ↗
44 Millennium Management 27.59K New $601,375 0.0% New 1 SEC ↗
45 Dimensional Fund Advisors Lp 24.22K New $528,069 0.0% New 1 SEC ↗
46 Dimensional Fund Advisors Lp 24.22K New $528,069 0.0% New 1 SEC ↗
47 Dimensional Fund Advisors Lp 24.22K New $528,069 0.0% New 1 SEC ↗
48 Dimensional Fund Advisors Lp 24.22K New $528,069 0.0% New 1 SEC ↗
49 Royal Bank Of Canada 22.46K +7.8% $490,000 0.0% ▲ Add 3 SEC ↗
50 Royal Bank Of Canada 22.46K +7.8% $490,000 0.0% ▲ Add 3 SEC ↗
51 Royal Bank Of Canada 22.46K +7.8% $490,000 0.0% ▲ Add 3 SEC ↗
52 Mariner, LLC 17.84K +7.0% $388,826 0.0% ▲ Add 3 SEC ↗
53 Man Group plc 16.80K New $366,153 0.0% New 1 SEC ↗
54 Rhumbline Advisers 15.59K -6.3% $339,858 0.0% ▼ Trim 3 SEC ↗
55 Raymond James Financial Inc 14.63K New $318,955 0.0% New 1 SEC ↗
56 Raymond James Financial Inc 14.63K New $318,955 0.0% New 1 SEC ↗
57 Raymond James Financial Inc 14.63K New $318,955 0.0% New 1 SEC ↗
58 Wells Fargo & Company/Mn 13.51K +74.9% $294,412 0.0% ▲ Add 3 SEC ↗
59 Wells Fargo & Company/Mn 13.51K +74.9% $294,412 0.0% ▲ Add 3 SEC ↗
60 Lido Advisors, LLC 12.51K New $272,609 0.0% New 1 SEC ↗
61 Deutsche Bank Ag\ 11.01K +14.8% $239,909 0.0% ▲ Add 3 SEC ↗
62 UBS Group AG 10.73K -2.8% $234,023 0.0% ▼ Trim 3 SEC ↗
63 UBS Group AG 10.73K -2.8% $234,023 0.0% ▼ Trim 3 SEC ↗
64 Mercer Global Advisors Inc /Adv 10.67K New $232,693 0.0% New 1 SEC ↗
65 Russell Investments Group, Ltd. 10.28K +882.0% $224,346 0.0% ▲ Add 3 SEC ↗
66 Russell Investments Group, Ltd. 10.28K +882.0% $224,346 0.0% ▲ Add 3 SEC ↗
67 Russell Investments Group, Ltd. 10.28K +882.0% $224,346 0.0% ▲ Add 3 SEC ↗
68 Osaic Holdings, Inc. 8.43K -19.0% $183,839 0.0% ▼ Trim 3 SEC ↗
69 JPMorgan Chase 6.29K +22.2% $137,519 0.0% ▲ Add 4 SEC ↗
70 JPMorgan Chase 6.29K +22.2% $137,519 0.0% ▲ Add 4 SEC ↗
71 JPMorgan Chase 6.29K +22.2% $137,519 0.0% ▲ Add 4 SEC ↗
72 JPMorgan Chase 6.29K +22.2% $137,519 0.0% ▲ Add 4 SEC ↗
73 Citigroup Inc 6.13K +568.5% $133,634 0.0% ▲ Add 3 SEC ↗
74 Citigroup Inc 6.13K +568.5% $133,634 0.0% ▲ Add 3 SEC ↗
75 MIRAE ASSET GLOBAL ETFS HOLDINGS… 5.80K -3.6% $126,549 0.0% ▼ Trim 3 SEC ↗
76 New York State Common Retirement… 4.67K 0.0% $101,741 0.0% Held 3 SEC ↗
77 Barclays Plc 3.70K +9.7% $80,616 0.0% ▲ Add 3 SEC ↗
78 Barclays Plc 3.70K +9.7% $80,616 0.0% ▲ Add 3 SEC ↗
79 Legal & General Group Plc 1.17K 0.0% $25,397 0.0% Held 3 SEC ↗
80 Optiver Holding B.V. 126 0.0% $2,747 0.0% Held 3 SEC ↗
81 Fidelity (FMR) 94 +17.5% $2,049 0.0% ▲ Add 5 SEC ↗
82 UBS AM, a distinct business unit of… 19 0.0% $414 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

Mackenzie Financial Corp $1.92M 0.0%
Arrowstreet Capital $669,020 0.0%
Millennium Management $601,375 0.0%
Dimensional Fund Advisors Lp $528,069 0.0%
Dimensional Fund Advisors Lp $528,069 0.0%
Dimensional Fund Advisors Lp $528,069 0.0%
Dimensional Fund Advisors Lp $528,069 0.0%
Man Group plc $366,153 0.0%
Raymond James Financial Inc $318,955 0.0%
Raymond James Financial Inc $318,955 0.0%
Raymond James Financial Inc $318,955 0.0%
Lido Advisors, LLC $272,609 0.0%

Exited

Jane Street Group, Llc $222,797 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 77 holders, 6.87M shares, $98.77M 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