Security record · archived quarter
JSMD
name pending profile ingest
31Tracked holders
+3Δ holders
4.52MShares held
$457.28MReported value
+5New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +10.7% ·
share flow +4.6% ·
net new positions +9.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | +3 | 4.52M | $457.28M | +5 | −2 |
| Q1 2026 | 28 | +1 | 4.32M | $342.59M | +2 | −1 |
| Q4 2025 | 27 | 0 | 3.64M | $296.84M | +1 | −1 |
| Q3 2025 | 5 | 0 | 747.36K | $62.49M | +1 | −1 |
| Q2 2025 | 2 | +1 | 7.59K | $589,678 | +1 | — |
| Q3 2024 | 1 | 0 | 3.02K | $218,904 | — | — |
| Q2 2024 | 1 | — | 21.04K | $1.40M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.05M | -0.1% | $106.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 714.19K | +6.5% | $72.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 714.19K | +6.5% | $72.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 714.19K | +6.5% | $72.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 660.06K | +2.9% | $66.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 660.06K | +2.9% | $66.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 448.61K | +0.1% | $45.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 448.61K | +0.1% | $45.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 448.61K | +0.1% | $45.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 383.98K | +13.3% | $38.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 383.98K | +13.3% | $38.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 383.98K | +13.3% | $38.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 260.79K | -6.5% | $26.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 225.08K | -9.0% | $22.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 139.07K | +46.5% | $14.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 139.07K | +46.5% | $14.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 138.33K | +43.4% | $14.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 99.66K | +1.1% | $10.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 98.64K | +141.1% | $9.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Truist Financial Corp | 59.81K | New | $6.05M | 0.0% | New | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 49.30K | +2.6% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 44.94K | +21.5% | $4.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 31.43K | +0.1% | $3.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 27.63K | +0.3% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 16.67K | -14.6% | $1.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 15.06K | New | $1.52M | 0.0% | New | 1 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 13.33K | -57.0% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 13.07K | +23.3% | $1.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Fifth Third Bancorp | 8.71K | -8.2% | $882,241 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 5.81K | +28.3% | $588,430 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 3.87K | -69.9% | $391,288 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 2.73K | +43.5% | $276,409 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Us Bancorp \De\ | 1.59K | -2.5% | $160,970 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 520 | +111.4% | $52,629 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 520 | +111.4% | $52,629 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Assetmark, Inc | 378 | 0.0% | $38,268 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 167 | 0.0% | $16,907 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 162 | New | $13,445 | 0.0% | New | 1 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 50 | New | $5,062 | 0.0% | New | 1 | SEC ↗ |
| 40 | Allspring Global Investments… | 43 | New | $4,237 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Truist Financial Corp | $6.05M | 0.0% |
| Pnc Financial Services Group… | $1.52M | 0.0% |
| Bank Of Montreal /Can/ | $13,445 | 0.0% |
| Russell Investments Group… | $5,062 | 0.0% |
| Allspring Global Investments… | $4,237 | 0.0% |
Exited
| Mariner, LLC | $5.58M | was 0.0% |
| JPMorgan Chase | $18,506 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 123 holders, 7.69M shares, $557.22M 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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