Security record · archived quarter
JOET
name pending profile ingest
19Tracked holders
0Δ holders
2.03MShares held
$85.40MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +5.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 716.71K | +17.1% | $30.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 503.05K | n/a | $21.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 374.21K | n/a | $15.72M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 149.81K | n/a | $6.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 118.12K | n/a | $4.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 55.29K | n/a | $2.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 35.96K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Susquehanna International Group, Llp | 31.77K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Creative Planning | 12.07K | n/a | $506,770 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 10.36K | n/a | $434,898 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 10.33K | -47.2% | $433,902 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 5.17K | +15.2% | $217,274 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 4.83K | n/a | $202,823 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 2.69K | n/a | $112,770 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Simplex Trading, Llc | 1.49K | n/a | $62,370 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 920 | n/a | $38,640 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Us Bancorp \De\ | 400 | n/a | $16,800 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Group One Trading Llc | 100 | n/a | $4,200 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citigroup Inc | 1 | n/a | $42 | 0.0% | n/c | 1 | SEC ↗ |
“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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 51 holders, 2.77M shares, $102.63M 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: Q4 2025 ·
Methodology ·
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