JVA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.2% ·
share flow -1.8% ·
net new positions -6.7%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | -1 | 757.78K | $2.53M | +1 | −2 |
| Q1 2026 | 16 | -1 | 771.84K | $3.28M | +1 | −2 |
| Q4 2025 | 17 | 0 | 788.54K | $3.06M | — | — |
| Q3 2025 | 7 | 0 | 726.76K | $3.32M | +1 | −1 |
| Q2 2025 | 5 | 0 | 577.38K | $2.50M | +1 | −1 |
| Q1 2025 | 3 | 0 | 524.40K | $1.86M | — | — |
| Q4 2024 | 3 | -1 | 453.15K | $1.55M | — | −1 |
| Q3 2024 | 4 | +1 | 461.59K | $1.49M | +1 | — |
| Q2 2024 | 3 | — | 419.42K | $981,448 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 427.96K | +4.2% | $1.43M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 2 | Dimensional Fund Advisors Lp | 89.98K | +5.6% | $300,547 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 89.98K | +5.6% | $300,547 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 80.88K | +4.5% | $270,149 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 56.42K | -12.4% | $188,451 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 56.42K | -12.4% | $188,451 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 39.60K | +8.3% | $132,277 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Hrt Financial Lp | 16.43K | New | $54,000 | 0.0% | New | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 16.09K | -14.2% | $53,751 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Captrust Financial Advisors | 10.47K | 0.0% | $34,983 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Northern Trust Corp | 10.38K | -15.2% | $34,686 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 6.26K | +46.9% | $20,922 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 6.26K | +46.9% | $20,922 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 6.26K | +46.9% | $20,922 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 6.26K | +46.9% | $20,922 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 965 | 0.0% | $3,222 | 0.0% | Held | 2 | SEC ↗ |
| 17 | UBS Group AG | 890 | -48.7% | $2,973 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Citigroup Inc | 876 | +7863.6% | $2,926 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 547 | -96.6% | $1,828 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 0 | -100.0% | $0 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $54,000 | 0.0% |
Exited
| Susquehanna International… | $89,263 | was 0.0% |
| Two Sigma Investments | $51,425 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 31 holders, 1.07M shares, $4.56M 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.