Security record
JVAL
name pending profile ingest
29Tracked holders
+2Δ holders
5.03MShares held
$294.90MReported value
+4New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +7.4% ·
share flow +16.5% ·
net new positions +6.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +2 | 5.03M | $294.90M | +4 | −2 |
| Q1 2026 | 28 | -1 | 5.81M | $283.27M | +3 | −4 |
| Q4 2025 | 28 | -1 | 5.26M | $258.46M | — | −1 |
| Q3 2025 | 5 | 0 | 960.83K | $45.64M | — | — |
| Q2 2025 | 2 | 0 | 19.37K | $856,611 | — | — |
| Q1 2025 | 1 | 0 | 52.28K | $2.17M | — | — |
| Q4 2024 | 1 | 0 | 4.90K | $211,550 | — | — |
| Q3 2024 | 1 | 0 | 30.58K | $1.33M | — | — |
| Q2 2024 | 1 | — | 9.77K | $399,341 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Captrust Financial Advisors | 1.15M | -3.9% | $67.55M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 1.13M | +76.2% | $66.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 580.54K | +3.8% | $34.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 580.54K | +3.8% | $34.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 577.60K | +0.8% | $33.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 577.60K | +0.8% | $33.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 577.60K | +0.8% | $33.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 577.60K | +0.8% | $33.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 577.60K | +0.8% | $33.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 293.79K | +188.4% | $17.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 293.79K | +188.4% | $17.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 174.60K | +29.7% | $10.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 174.60K | +29.7% | $10.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 167.24K | -4.4% | $9.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 163.77K | +6.0% | $9.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cerity Partners LLC | 155.81K | -11.4% | $9.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 138.20K | +7.5% | $8.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 117.92K | +0.1% | $6.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 117.92K | +0.1% | $6.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 102.76K | New | $6.03M | 0.0% | New | 1 | SEC ↗ |
| 21 | Mariner, LLC | 84.61K | -42.5% | $4.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mariner, LLC | 84.61K | -42.5% | $4.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 41.41K | +6.8% | $2.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 35.09K | +10.7% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 35.09K | +10.7% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | CIBC Bancorp USA Inc. | 21.14K | 0.0% | $1.24M | 0.0% | Held | 2 | SEC ↗ |
| 27 | CIBC Bancorp USA Inc. | 21.14K | 0.0% | $1.24M | 0.0% | Held | 2 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 20.58K | +0.2% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 18.61K | +11.5% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 17.66K | -18.1% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 17.66K | -18.1% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Truist Financial Corp | 10.64K | -0.4% | $624,180 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Truist Financial Corp | 10.64K | -0.4% | $624,180 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Jane Street Group, Llc | 9.20K | New | $539,195 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 4.59K | -3.1% | $269,002 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 4.46K | New | $261,327 | 0.0% | New | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 2.79K | -2.8% | $163,371 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 1.03K | -1.5% | $60,165 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Assetmark, Inc | 961 | 0.0% | $56,353 | 0.0% | Held | 3 | SEC ↗ |
| 40 | UBS Group AG | 301 | 0.0% | $17,651 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 10 | New | $586 | 0.0% | New | 1 | SEC ↗ |
| 42 | Simplex Trading, Llc | 2 | -94.3% | $117 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mercer Global Advisors Inc… | $6.03M | 0.0% |
| Jane Street Group, Llc | $539,195 | 0.0% |
| Mml Investors Services, Llc | $261,327 | 0.0% |
| Russell Investments Group… | $586 | 0.0% |
Exited
| Citadel Advisors | $1.32M | was 0.0% |
| Goldman Sachs Group | $500,766 | 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.
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: Q2 2026 ·
Methodology ·
Get this via the API