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Security record

JSI

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025
30Tracked holders
0Δ holders
11.42MShares held
$585.07MReported value
+3New positions
−3Exits
Rising 4 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 +8.6% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 30 0 11.42M $585.07M +3 −3
Q1 2026 32 +3 10.60M $545.95M +5 −2
Q4 2025 29 0 9.71M $504.19M
Q3 2025 4 +1 192.74K $10.07M +1
Q1 2025 1 +1 104.81K $5.49M +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Osaic Holdings, Inc. 2.54M -0.3% $129.87M 0.2% ▼ Trim 3 SEC ↗
2 Osaic Holdings, Inc. 2.54M -0.3% $129.87M 0.2% ▼ Trim 3 SEC ↗
3 Osaic Holdings, Inc. 2.54M -0.3% $129.87M 0.2% ▼ Trim 3 SEC ↗
4 LPL Financial LLC 2.25M +8.4% $115.09M 0.0% ▲ Add 3 SEC ↗
5 UBS Group AG 1.02M +10.5% $52.39M 0.0% ▲ Add 3 SEC ↗
6 Raymond James Financial Inc 817.68K +8.6% $41.87M 0.0% ▲ Add 3 SEC ↗
7 Raymond James Financial Inc 817.68K +8.6% $41.87M 0.0% ▲ Add 3 SEC ↗
8 Focus Partners Wealth 738.62K -8.0% $37.83M 0.0% ▼ Trim 3 SEC ↗
9 Wealth Enhancement Advisory… 736.29K +3.9% $37.72M 0.1% ▲ Add 3 SEC ↗
10 Ameriprise Financial Inc 559.72K +26.5% $28.66M 0.0% ▲ Add 3 SEC ↗
11 Bank of New York Mellon Corp 496.52K -11.2% $25.43M 0.0% ▼ Trim 3 SEC ↗
12 Bank of New York Mellon Corp 496.52K -11.2% $25.43M 0.0% ▼ Trim 3 SEC ↗
13 Bank of New York Mellon Corp 496.52K -11.2% $25.43M 0.0% ▼ Trim 3 SEC ↗
14 Corient Private Wealth LP 372.25K +66.1% $19.08M 0.0% ▲ Add 3 SEC ↗
15 Morgan Stanley 308.88K -0.2% $15.82M 0.0% ▼ Trim 4 SEC ↗
16 Morgan Stanley 308.88K -0.2% $15.82M 0.0% ▼ Trim 4 SEC ↗
17 Envestnet Asset Management Inc 282.60K +3.2% $14.47M 0.0% ▲ Add 3 SEC ↗
18 Goldman Sachs Group 263.12K +280.4% $13.47M 0.0% ▲ Add 4 SEC ↗
19 Jane Street Group, Llc 202.41K +360.0% $10.37M 0.0% ▲ Add 3 SEC ↗
20 Royal Bank Of Canada 197.24K +1.6% $10.10M 0.0% ▲ Add 3 SEC ↗
21 Royal Bank Of Canada 197.24K +1.6% $10.10M 0.0% ▲ Add 3 SEC ↗
22 Royal Bank Of Canada 197.24K +1.6% $10.10M 0.0% ▲ Add 3 SEC ↗
23 Truist Financial Corp 175.17K -14.6% $8.97M 0.0% ▼ Trim 3 SEC ↗
24 Stifel Financial Corp 172.24K +14.0% $8.82M 0.0% ▲ Add 3 SEC ↗
25 Bank Of America Corp /De/ 87.81K +428.7% $4.50M 0.0% ▲ Add 3 SEC ↗
26 Bank Of America Corp /De/ 87.81K +428.7% $4.50M 0.0% ▲ Add 3 SEC ↗
27 Pnc Financial Services Group, Inc. 61.05K +1.2% $3.13M 0.0% ▲ Add 3 SEC ↗
28 Susquehanna International Group, Llp 59.06K +232.0% $3.02M 0.0% ▲ Add 3 SEC ↗
29 Wells Fargo & Company/Mn 49.36K -8.8% $2.53M 0.0% ▼ Trim 3 SEC ↗
30 Wells Fargo & Company/Mn 49.36K -8.8% $2.53M 0.0% ▼ Trim 3 SEC ↗
31 Commonwealth Equity Services, Llc 10.36K -11.1% $530,400 0.0% ▼ Trim 3 SEC ↗
32 Fifth Third Bancorp 6.28K -6.4% $321,737 0.0% ▼ Trim 2 SEC ↗
33 HighTower Advisors, LLC 5.86K -1.3% $299,830 0.0% ▼ Trim 3 SEC ↗
34 Citadel Advisors 4.61K -87.9% $236,129 0.0% ▼ Trim 4 SEC ↗
35 Rockefeller Capital Management L.P. 4.22K New $216,311 0.0% New 1 SEC ↗
36 AQR Capital Management 4.06K New $208,026 0.0% New 1 SEC ↗
37 JPMorgan Chase 1.73K New $89,349 0.0% New 1 SEC ↗
38 Bank Of Montreal /Can/ 395 0.0% $20,228 0.0% Held 3 SEC ↗
39 Us Bancorp \De\ 211 -3.2% $10,805 0.0% ▼ Trim 3 SEC ↗
40 Bnp Paribas Financial Markets 70 0.0% $3,585 0.0% Held 2 SEC ↗

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

New buyers

Rockefeller Capital… $216,311 0.0%
AQR Capital Management $208,026 0.0%
JPMorgan Chase $89,349 0.0%

Exited

Mariner, LLC $838,962 was 0.0%
Hrt Financial Lp $352,000 was 0.0%
Quantinno Capital Management… $214,345 was 0.0%

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.

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 · Get this via the API