Security record · archived quarter
JRE
name pending profile ingest
5Tracked holders
0Δ holders
53.83KShares held
$1.25MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · 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 | Commonwealth Equity Services, Llc | 42.69K | n/a | $993,100 | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of Montreal /Can/ | 8.23K | n/a | $193,030 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 2.90K | n/a | $67,454 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | UBS Group AG | 3 | n/a | $70 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1 | -50.0% | $39 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 4 holders, 48.59K shares, $1.19M 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 ·
Get this via the API