JULH
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +18.6% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 26.00K | -1.8% | $642,049 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 22.87K | -3.4% | $564,810 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 9.02K | New | $222,626 | 0.0% | New | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.06K | New | $26,248 | 0.0% | New | 1 | SEC ↗ |
| 5 | UBS Group AG | 570 | New | $14,074 | 0.0% | New | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 189 | 0.0% | $4,666 | 0.0% | Held | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| LPL Financial LLC | $222,626 | 0.0% |
| Morgan Stanley | $26,248 | 0.0% |
| UBS Group AG | $14,074 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 24 holders, 445.77K shares, $11.01M 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.