JOET
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -14.3% ·
share flow -5.6% ·
net new positions -16.7%
— 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 | Morgan Stanley ✦ | 639.03K | -6.2% | $29.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 450.60K | -1.6% | $20.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 391.40K | -8.0% | $18.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 180.66K | +11.5% | $8.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 106.50K | -3.9% | $4.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 55.44K | +0.6% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Susquehanna International Group, Llp | 42.48K | -15.3% | $1.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 21.42K | +0.5% | $991,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 17.00K | +1.0% | $786,939 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 14.84K | -39.6% | $687,056 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Creative Planning | 13.12K | +11.4% | $607,074 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 10.64K | +129.2% | $492,578 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Cetera Investment Advisers | 6.82K | -30.0% | $315,802 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Fifth Third Bancorp | 5.85K | -0.1% | $270,675 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 3.49K | +528.1% | $161,628 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 482 | -75.2% | $22,309 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Us Bancorp \De\ | 400 | 0.0% | $18,514 | 0.0% | Held | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 271 | +401.9% | $12,431 | 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
| No new tracked buyers this quarter. |
Exited
| Two Sigma Investments | $1.01M | was 0.0% |
| Jane Street Group, Llc | $473,835 | was 0.0% |
| Russell Investments Group… | $4,003 | was 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.