JSML
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow -7.7% ·
net new positions -5.6%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 406.19K | +6.7% | $28.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 181.40K | +5.2% | $12.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 158.74K | -1.7% | $11.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cwm, Llc | 136.62K | -1.4% | $9.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 136.41K | -12.8% | $9.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 117.39K | +16.1% | $8.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Wealth Enhancement Advisory… | 12.23K | -46.8% | $866,671 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 11.95K | -31.3% | $836,924 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 9.58K | -0.6% | $671,131 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 8.88K | -8.8% | $621,949 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 7.69K | -75.9% | $538,660 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 7.00K | -89.9% | $490,373 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1.66K | +4.7% | $116,179 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 816 | -7.0% | $57,171 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Fifth Third Bancorp | 297 | New | $20,799 | 0.0% | New | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 140 | 0.0% | $9,410 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 134 | New | $9,384 | 0.0% | New | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 0 | -100.0% | $7 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $20,799 | 0.0% |
| Pnc Financial Services Group… | $9,384 | 0.0% |
Exited
| Janus Henderson Group Plc | $704,671 | was 0.0% |
| Bank Of America Corp /De/ | $663,253 | was 0.0% |
| Mercer Global Advisors Inc… | $264,792 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 75 holders, 2.89M shares, $192.86M 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.