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Security record · archived quarter

JQC

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
34Tracked holders
0Δ holders
25.48MShares held
$124.10MReported value
+5New positions
−5Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +14.7% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 40.95K $189,212 n/a n/a
Q2 2026 33 +1 27.38M $133.06M +4 −4
Q1 2026 34 0 25.48M $124.10M +5 −5
Q4 2025 34 +1 22.22M $111.59M +1 n/a
Q3 2025 2 0 9.86M $51.96M n/a n/a
Q2 2025 1 +1 48.69K $262,418 +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 8.55M -16.3% $41.64M 0.0% ▼ Trim 3 SEC ↗ ×4
2 Loomis Sayles & Co L P 4.53M New $22.04M 0.0% New 1 SEC ↗ ×2
3 Invesco Ltd. 2.93M +0.1% $14.29M 0.0% ▲ Add 2 SEC ↗ ×2
4 Wells Fargo & Company/Mn 2.30M +42.9% $11.22M 0.0% ▲ Add 2 SEC ↗ ×2
5 Raymond James Financial Inc 1.61M +3.6% $7.86M 0.0% ▲ Add 2 SEC ↗ ×2
6 LPL Financial LLC 840.82K -4.1% $4.09M 0.0% ▼ Trim 2 SEC ↗
7 Cetera Investment Advisers 831.41K +18.3% $4.05M 0.0% ▲ Add 2 SEC ↗
8 Balyasny Asset Management L.P. 815.53K -5.9% $3.97M 0.0% ▼ Trim 2 SEC ↗
9 Ameriprise Financial Inc 601.18K -4.8% $2.94M 0.0% ▼ Trim 2 SEC ↗
10 Jane Street Group, Llc 305.01K -15.3% $1.49M 0.0% ▼ Trim 2 SEC ↗ ×2
11 Bank Of America Corp /De/ 268.30K -3.4% $1.31M 0.0% ▼ Trim 2 SEC ↗
12 First Trust Advisors Lp 260.71K -23.0% $1.27M 0.0% ▼ Trim 2 SEC ↗
13 Royal Bank Of Canada 257.15K -11.5% $1.25M 0.0% ▼ Trim 2 SEC ↗
14 Stifel Financial Corp 233.84K -22.3% $1.14M 0.0% ▼ Trim 2 SEC ↗
15 Lido Advisors, LLC 198.17K 0.0% $974,723 0.0% Held 2 SEC ↗
16 UBS Group AG 190.05K +65.9% $925,524 0.0% ▲ Add 2 SEC ↗ ×3
17 Envestnet Asset Management Inc 148.95K +19.6% $725,383 0.0% ▲ Add 2 SEC ↗
18 Osaic Holdings, Inc. 113.50K -7.4% $552,768 0.0% ▼ Trim 2 SEC ↗ ×2
19 Commonwealth Equity Services, Llc 88.52K +4.2% $431,080 0.0% ▲ Add 2 SEC ↗
20 HighTower Advisors, LLC 81.68K -12.6% $397,801 0.0% ▼ Trim 2 SEC ↗
21 Susquehanna International Group, Llp 77.96K +38.6% $379,680 0.0% ▲ Add 2 SEC ↗
22 Mariner, LLC 56.47K -11.1% $270,796 0.0% ▼ Trim 2 SEC ↗ ×2
23 Nomura Holdings Inc 45.00K +5.7% $219,150 0.0% ▲ Add 2 SEC ↗
24 Cerity Partners LLC 44.09K New $214,694 0.0% New 1 SEC ↗
25 Fifth Third Bancorp 38.08K New $185,456 0.0% New 1 SEC ↗
26 Pnc Financial Services Group, Inc. 16.20K 0.0% $78,894 0.0% Held 2 SEC ↗
27 Mml Investors Services, Llc 10.10K +0.6% $49,170 0.0% ▲ Add 2 SEC ↗
28 Us Bancorp \De\ 9.49K 0.0% $46,236 0.0% Held 2 SEC ↗
29 Cwm, Llc 6.14K +29.1% $29,897 0.0% ▲ Add 2 SEC ↗
30 Bnp Paribas Financial Markets 5.39K 0.0% $26,259 0.0% Held 2 SEC ↗
31 National Bank Of Canada /Fi/ 2.23K 0.0% $10,816 0.0% Held 2 SEC ↗
32 BlackRock ✦ (passive) 1.88K New $9,170 0.0% New 1 SEC ↗
33 Jones Financial Companies Lllp 259 New $1,206 0.0% New 1 SEC ↗
34 Rockefeller Capital Management L.P. 187 -90.7% $911 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Loomis Sayles & Co L P $22.04M 0.0%
Cerity Partners LLC $214,694 0.0%
Fifth Third Bancorp $185,456 0.0%
BlackRock $9,170 0.0%
Jones Financial Companies Lllp $1,206 0.0%

Exited

Millennium Management $948,343 was 0.0%
Corient Private Wealth LP $236,674 was 0.0%
Citadel Advisors $155,083 was 0.0%
Wealth Enhancement Advisory… $92,541 was 0.0%
Captrust Financial Advisors $83,862 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 160 holders, 50.53M shares, $211.68M 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: Q1 2026 · Methodology · Get this via the API