JULW
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -14.3% ·
share flow -1.9% ·
net new positions -16.7%
· 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 | 1.31M | n/a | $51.24M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 344.88K | n/a | $13.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 254.63K | n/a | $9.96M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 229.89K | n/a | $8.99M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 102.62K | n/a | $4.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 87.11K | n/a | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 35.48K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Hrt Financial Lp | 6.30K | n/a | $246,000 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 2.96K | -88.8% | $115,795 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Barclays Plc | 632 | n/a | $24,724 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 73 | 0.0% | $2,856 | 0.0% | Held | 2 | SEC ↗ |
| 12 | UBS Group AG | 14 | n/a | $548 | 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 | $518,352 | was 0.0% |
| Goldman Sachs Group | $359,048 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 69 holders, 5.43M shares, $200.15M 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.