JULW
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -25.0% ·
share flow -7.4% ·
net new positions -20.0%
· 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 | Commonwealth Equity Services, Llc | 1.27M | -2.9% | $49.37M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 258.03K | -25.2% | $10.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 253.27K | -0.5% | $9.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 228.45K | -0.6% | $8.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 98.25K | -4.3% | $3.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 73.99K | -15.1% | $2.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 11.43K | -67.8% | $443,540 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Barclays Plc | 3.18K | +403.3% | $123,460 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 73 | 0.0% | $2,833 | 0.0% | Held | 3 | 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
| Hrt Financial Lp | $246,000 | was 0.0% |
| JPMorgan Chase | $115,795 | was 0.0% |
| UBS Group AG | $548 | 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.