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Security record · archived quarter

JUST

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
29Tracked holders
0Δ holders
1.79MShares held
$173.07MReported value
+0New positions
−0Exits
Falling 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -12.5% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 31 +1 1.72M $182.95M +2 −1
Q1 2026 31 +2 1.80M $166.29M +3 −1
Q4 2025 29 0 1.79M $173.07M
Q3 2025 4 -1 1.31M $122.42M −1
Q2 2025 2 0 26.04K $2.29M
Q1 2025 1 0 47.46K $3.77M
Q4 2024 1 +1 10.62K $882,883 +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Goldman Sachs Group 648.78K -10.3% $62.73M 0.0% ▼ Trim 2 SEC ↗
2 Goldman Sachs Group 648.78K -10.3% $62.73M 0.0% ▼ Trim 2 SEC ↗
3 Morgan Stanley 222.82K +0.4% $21.55M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 222.82K +0.4% $21.55M 0.0% ▲ Add 2 SEC ↗
5 Morgan Stanley 222.82K +0.4% $21.55M 0.0% ▲ Add 2 SEC ↗
6 JPMorgan Chase 175.43K -50.9% $16.96M 0.0% ▼ Trim 2 SEC ↗
7 JPMorgan Chase 175.43K -50.9% $16.96M 0.0% ▼ Trim 2 SEC ↗
8 Citigroup Inc 131.07K $12.67M 0.0% n/c 1 SEC ↗
9 Citigroup Inc 131.07K $12.67M 0.0% n/c 1 SEC ↗
10 Envestnet Asset Management Inc 111.23K $10.76M 0.0% n/c 1 SEC ↗
11 Bank Of America Corp /De/ 74.45K $7.20M 0.0% n/c 1 SEC ↗
12 Bank Of America Corp /De/ 74.45K $7.20M 0.0% n/c 1 SEC ↗
13 HighTower Advisors, LLC 71.93K $6.96M 0.0% n/c 1 SEC ↗
14 Creative Planning 68.28K $6.60M 0.0% n/c 1 SEC ↗
15 UBS Group AG 44.22K $4.28M 0.0% n/c 1 SEC ↗
16 LPL Financial LLC 43.45K $4.20M 0.0% n/c 1 SEC ↗
17 Osaic Holdings, Inc. 31.44K $3.04M 0.0% n/c 1 SEC ↗
18 Osaic Holdings, Inc. 31.44K $3.04M 0.0% n/c 1 SEC ↗
19 Osaic Holdings, Inc. 31.44K $3.04M 0.0% n/c 1 SEC ↗
20 Northwestern Mutual Wealth… 26.64K $2.58M 0.0% n/c 1 SEC ↗
21 Cetera Investment Advisers 24.13K $2.33M 0.0% n/c 1 SEC ↗
22 Wells Fargo & Company/Mn 22.82K $2.21M 0.0% n/c 1 SEC ↗
23 Wells Fargo & Company/Mn 22.82K $2.21M 0.0% n/c 1 SEC ↗
24 Royal Bank Of Canada 21.27K $2.06M 0.0% n/c 1 SEC ↗
25 Franklin Resources Inc 17.23K $1.67M 0.0% n/c 1 SEC ↗
26 Franklin Resources Inc 17.23K $1.67M 0.0% n/c 1 SEC ↗
27 Rockefeller Capital Management L.P. 13.41K $1.30M 0.0% n/c 1 SEC ↗
28 Rockefeller Capital Management L.P. 13.41K $1.30M 0.0% n/c 1 SEC ↗
29 Raymond James Financial Inc 11.26K $1.09M 0.0% n/c 1 SEC ↗
30 Raymond James Financial Inc 11.26K $1.09M 0.0% n/c 1 SEC ↗
31 Corient Private Wealth LP 8.29K $801,993 0.0% n/c 1 SEC ↗
32 Corient Private Wealth LP 8.29K $801,993 0.0% n/c 1 SEC ↗
33 Ameriprise Financial Inc 5.37K $519,642 0.0% n/c 1 SEC ↗
34 Cerity Partners LLC 3.30K $319,095 0.0% n/c 1 SEC ↗
35 Cerity Partners LLC 3.30K $319,095 0.0% n/c 1 SEC ↗
36 Commonwealth Equity Services, Llc 2.94K $284,800 0.0% n/c 1 SEC ↗
37 Bank Of Montreal /Can/ 2.92K $282,061 0.0% n/c 1 SEC ↗
38 Baird Financial Group, Inc. 2.52K $243,769 0.0% n/c 1 SEC ↗
39 Jane Street Group, Llc 2.22K $215,051 0.0% n/c 1 SEC ↗
40 Fidelity (FMR) 2.05K -10.8% $198,402 0.0% ▼ Trim 3 SEC ↗
41 Fidelity (FMR) 2.05K -10.8% $198,402 0.0% ▼ Trim 3 SEC ↗
42 Assetmark, Inc 153 $14,794 0.0% n/c 1 SEC ↗
43 Cwm, Llc 119 $12,000 0.0% n/c 1 SEC ↗
44 Pnc Financial Services Group, Inc. 99 $9,573 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

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 90 holders, 3.57M shares, $284.60M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API