JOF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow -1.2% ·
net new positions +11.1%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +2 | 9.39M | $110.65M | +5 | −3 |
| Q1 2026 | 18 | +2 | 10.17M | $110.81M | +4 | −2 |
| Q4 2025 | 16 | +1 | 10.29M | $114.03M | +1 | — |
| Q3 2025 | 1 | -1 | 311.33K | $3.28M | — | −1 |
| Q2 2025 | 1 | 0 | 11.95K | $115,217 | — | — |
| Q1 2025 | 1 | +1 | 11.73K | $98,423 | +1 | — |
| Q3 2024 | 1 | +1 | 12.76K | $105,558 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 5.08M | -7.7% | $55.32M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Lazard Asset Management Llc | 3.50M | +0.9% | $38.16M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 535.82K | +81.9% | $5.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 535.82K | +81.9% | $5.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 443.29K | -22.1% | $4.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 119.17K | +105.9% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Focus Partners Wealth | 111.25K | -9.0% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 106.21K | -0.7% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 106.21K | -0.7% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cibc World Market Inc. | 94.35K | +17.4% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Baird Financial Group, Inc. | 63.42K | -0.8% | $691,311 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Corient Private Wealth LP | 41.75K | New | $455,108 | 0.0% | New | 1 | SEC ↗ |
| 13 | Quantinno Capital Management LP | 35.29K | New | $384,618 | 0.0% | New | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 11.47K | New | $125,024 | 0.0% | New | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 11.47K | New | $125,024 | 0.0% | New | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 10.47K | +17.4% | $114,166 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 10.47K | +17.4% | $114,166 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 6.05K | 0.0% | $66,000 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Cwm, Llc | 4.51K | 0.0% | $49,115 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 4.41K | +220550.0% | $48,106 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Us Bancorp \De\ | 1.52K | 0.0% | $16,623 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 1.00K | New | $11,000 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Corient Private Wealth LP | $455,108 | 0.0% |
| Quantinno Capital Management… | $384,618 | 0.0% |
| Jane Street Group, Llc | $125,024 | 0.0% |
| Jane Street Group, Llc | $125,024 | 0.0% |
| Royal Bank Of Canada | $11,000 | 0.0% |
Exited
| UBS Group AG | $90,756 | was 0.0% |
| JPMorgan Chase | $7,867 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 56 holders, 21.86M shares, $238.05M 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.