JVAL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.4% ·
share flow +10.0% ·
net new positions -3.6%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +2 | 5.01M | $293.69M | +4 | −3 |
| Q1 2026 | 28 | -1 | 5.81M | $283.27M | +3 | −4 |
| Q4 2025 | 28 | -1 | 5.26M | $258.46M | n/a | −1 |
| Q3 2025 | 5 | 0 | 960.83K | $45.64M | n/a | n/a |
| Q2 2025 | 2 | 0 | 19.37K | $856,611 | n/a | n/a |
| Q1 2025 | 1 | 0 | 52.28K | $2.17M | n/a | n/a |
| Q4 2024 | 1 | 0 | 4.90K | $211,550 | n/a | n/a |
| Q3 2024 | 1 | 0 | 30.58K | $1.33M | n/a | n/a |
| Q2 2024 | 1 | n/a | 9.77K | $399,341 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 1.49M | +87.3% | $72.96M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Captrust Financial Advisors | 1.20M | +1.2% | $58.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 644.06K | -1.4% | $31.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 559.16K | +4.0% | $27.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | JPMorgan Chase ✦ | 573.27K | +48.0% | $27.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Cerity Partners LLC | 175.95K | -64.9% | $8.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 175.00K | -0.1% | $8.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 154.44K | -8.9% | $7.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mariner, LLC | 147.21K | -2.4% | $7.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Osaic Holdings, Inc. | 134.58K | -6.7% | $6.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Northwestern Mutual Wealth… | 128.60K | +22.7% | $6.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 117.86K | -8.0% | $5.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Morgan Stanley ✦ | 101.86K | +5.3% | $4.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Wealth Enhancement Advisory… | 38.80K | -0.8% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 31.69K | +71.8% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 27.01K | New | $1.32M | 0.0% | New | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 21.56K | -46.5% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | CIBC Bancorp USA Inc. | 21.14K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | HighTower Advisors, LLC | 20.53K | 0.0% | $1.00M | 0.0% | Held | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 16.68K | +94.8% | $815,022 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Truist Financial Corp | 10.68K | -0.5% | $521,993 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Goldman Sachs Group ✦ | 10.25K | -87.7% | $500,766 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 4.73K | +14.4% | $231,241 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Fifth Third Bancorp | 2.87K | New | $140,033 | 0.0% | New | 1 | SEC ↗ |
| 25 | Qube Research & Technologies Ltd | 1.04K | -12.2% | $50,912 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Assetmark, Inc | 961 | 0.0% | $46,954 | 0.0% | Held | 2 | SEC ↗ |
| 27 | UBS Group AG | 301 | -67.7% | $14,707 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Simplex Trading, Llc | 35 | New | $1,710 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.32M | 0.0% |
| Fifth Third Bancorp | $140,033 | 0.0% |
| Simplex Trading, Llc | $1,710 | 0.0% |
Exited
| Mml Investors Services, Llc | $256,501 | was 0.0% |
| Wells Fargo & Company/Mn | $19,976 | was 0.0% |
| Russell Investments Group… | $883 | was 0.0% |
| Citigroup Inc | $49 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 152 holders, 10.32M shares, $481.51M 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.