Security record
JSI
name pending profile ingest
29Tracked holders
0Δ holders
11.42MShares held
$584.77MReported value
+3New positions
−4Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +8.6% · net new positions -3.4% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 2.54M | -0.3% | $129.87M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 2.25M | +8.4% | $115.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 1.02M | +10.5% | $52.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 817.68K | +8.6% | $41.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Focus Partners Wealth | 738.62K | -8.0% | $37.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 736.29K | +3.9% | $37.72M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 559.72K | +26.5% | $28.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 496.52K | -11.2% | $25.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 9 | Corient Private Wealth LP | 372.25K | +66.1% | $19.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 308.88K | -0.2% | $15.82M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 11 | Envestnet Asset Management Inc | 282.60K | +3.2% | $14.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 263.12K | +280.4% | $13.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Jane Street Group, Llc | 202.41K | +360.0% | $10.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 197.24K | +1.6% | $10.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Truist Financial Corp | 175.17K | -14.6% | $8.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 172.24K | +14.0% | $8.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 87.81K | +428.7% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Pnc Financial Services Group, Inc. | 61.05K | +1.2% | $3.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 59.06K | +232.0% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 49.36K | -8.8% | $2.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Commonwealth Equity Services, Llc | 10.36K | -11.1% | $530,400 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Fifth Third Bancorp | 6.28K | -6.4% | $321,737 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 4.61K | -87.9% | $236,129 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 4.22K | New | $216,311 | 0.0% | New | 1 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 4.06K | New | $208,026 | 0.0% | New | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 1.73K | New | $89,349 | 0.0% | New | 1 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 395 | 0.0% | $20,228 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Us Bancorp \De\ | 211 | -3.2% | $10,805 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | 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% |
| HighTower Advisors, LLC | $305,658 | 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 ·
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