Security record
JPIB
name pending profile ingest
31Tracked holders
0Δ holders
7.66MShares held
$370.26MReported value
+1New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +6.8% · net new positions -3.2% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.70M | +9.1% | $82.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.18M | +9.6% | $57.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 878.68K | +43.4% | $42.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 808.93K | +6.8% | $39.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 569.47K | +16.3% | $27.53M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | Northwestern Mutual Wealth… | 567.75K | +27.6% | $27.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 456.58K | +24.0% | $22.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 325.00K | +4.6% | $15.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 206.28K | -42.3% | $9.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 10 | Baird Financial Group, Inc. | 175.14K | +2.5% | $8.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Captrust Financial Advisors | 157.49K | -24.8% | $7.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 142.63K | +65.5% | $6.91M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 13 | Osaic Holdings, Inc. | 113.12K | +9.3% | $5.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | Cerity Partners LLC | 109.24K | -18.4% | $5.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 66.52K | -71.5% | $3.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mariner, LLC | 51.54K | +38.6% | $2.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Citadel Advisors ✦ | 39.48K | -41.0% | $1.91M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 20.11K | +31.7% | $967,890 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 19.66K | +164.2% | $950,644 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cibc World Market Inc. | 15.36K | +0.3% | $742,801 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 14.32K | +6.1% | $692,420 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 8.87K | +53.3% | $429,034 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Lido Advisors, LLC | 7.10K | 0.0% | $343,382 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 6.65K | 0.0% | $321,624 | 0.0% | Held | 3 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 5.99K | 0.0% | $289,507 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | AQR Capital Management ✦ | 4.89K | +4.6% | $236,479 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Truist Financial Corp | 4.47K | +1.2% | $216,366 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Wells Fargo & Company/Mn | 1.26K | +23.6% | $60,728 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | Fidelity (FMR) ✦ | 875 | New | $42,312 | 0.0% | New | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 463 | -99.1% | $22,386 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Assetmark, Inc | 18 | 0.0% | $870 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Fidelity (FMR) | $42,312 | 0.0% |
Exited
| HighTower Advisors, LLC | $46.99M | was 0.1% |
| Goldman Sachs Group | $730,020 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 232 holders, 29.18M shares, $1.36B 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 ·
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