JRI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.5% ·
share flow -2.8% ·
net new positions +4.3%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.25M | -6.6% | $16.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Wells Fargo & Company/Mn | 263.91K | n/a | $3.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 223.36K | n/a | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 176.32K | n/a | $2.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Osaic Holdings, Inc. | 143.39K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 139.58K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | First Trust Advisors Lp | 112.68K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 68.19K | n/a | $928,025 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 51.48K | n/a | $700,582 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 45.34K | n/a | $617,118 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 43.56K | n/a | $592,818 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mariner, LLC | 38.47K | n/a | $523,521 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Baird Financial Group, Inc. | 31.41K | n/a | $427,558 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 30.91K | n/a | $420,758 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 14.81K | n/a | $201,510 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 10.50K | New | $142,905 | 0.0% | New | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 10.37K | n/a | $141,088 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Us Bancorp \De\ | 7.65K | n/a | $104,130 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 1.53K | n/a | $20,810 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 622 | n/a | $8,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 266 | n/a | $3,620 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 147 | n/a | $1,995 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Assetmark, Inc | 33 | n/a | $449 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $142,905 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 91 holders, 11.21M shares, $70.54M 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.