JSI
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 2.41M | — | $125.62M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 2 | Wealth Enhancement Advisory… | 1.31M | — | $68.22M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 1.10M | — | $57.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Focus Partners Wealth | 797.86K | — | $41.54M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 775.53K | — | $40.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 684.34K | — | $35.63M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 505.31K | — | $26.31M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Ameriprise Financial Inc | 498.89K | — | $25.97M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 240.27K | — | $12.51M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 234.53K | +58.5% | $12.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 212.92K | — | $11.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Truist Financial Corp | 202.25K | — | $10.53M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Corient Private Wealth LP | 164.62K | — | $7.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Stifel Financial Corp | 124.41K | — | $6.48M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Janus Henderson Group Plc | 121.84K | — | $6.34M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 92.81K | — | $4.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Goldman Sachs Group ✦ | 90.61K | +169.2% | $4.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 58.85K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 19.77K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 16.20K | — | $843,131 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 13.49K | +41.6% | $702,341 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 9.82K | — | $511,120 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jane Street Group, Llc | 9.76K | — | $508,106 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 7.83K | — | $407,630 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 7.51K | — | $390,866 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 800 | -50.0% | $41,648 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 395 | — | $20,564 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 211 | — | $10,985 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 19 | — | $989 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 153 holders, 24.94M shares, $1.23B 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.