JULM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.7% ·
share flow -11.3% ·
net new positions -7.1%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 25.82K | n/a | $867,450 | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 23.43K | n/a | $787,000 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 20.44K | n/a | $686,812 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | IMC-Chicago, LLC | 17.14K | n/a | $575,962 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Captrust Financial Advisors | 15.30K | n/a | $514,236 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 14.22K | n/a | $477,980 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 13.27K | n/a | $445,789 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Goldman Sachs Group ✦ | 10.49K | -8.6% | $352,479 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 10.13K | n/a | $340,248 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 8.71K | n/a | $292,534 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Barclays Plc | 4.27K | n/a | $143,344 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 2.88K | n/a | $96,704 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Wells Fargo & Company/Mn | 518 | n/a | $17,406 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 233 | n/a | $7,829 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $672,979 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 36 holders, 336.33K shares, $10.94M 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.