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Security record · archived quarter

JXI

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
31Tracked holders
+3Δ holders
685.93KShares held
$58.29MReported value
+5New positions
−2Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +10.7% · share flow +5.5% · net new positions +9.7%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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 31 +3 685.93K $58.29M +5 −2
Q1 2026 29 -2 650.67K $56.17M +2 −4
Q4 2025 31 +2 560.88K $42.45M +2
Q3 2025 2 0 89.93K $6.98M
Q2 2025 1 -1 1.05K $77,249 −1
Q1 2025 1 +1 4.75K $328,453 +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 171.61K +30.6% $14.58M 0.0% ▲ Add 3 SEC ↗
2 Morgan Stanley 155.23K +9.9% $13.19M 0.0% ▲ Add 4 SEC ↗
3 Ameriprise Financial Inc 44.73K -60.4% $3.80M 0.0% ▼ Trim 3 SEC ↗
4 Cetera Investment Advisers 39.78K +20.5% $3.38M 0.0% ▲ Add 3 SEC ↗
5 Raymond James Financial Inc 36.81K -28.6% $3.13M 0.0% ▼ Trim 3 SEC ↗
6 Raymond James Financial Inc 36.81K -28.6% $3.13M 0.0% ▼ Trim 3 SEC ↗
7 Susquehanna International Group, Llp 34.28K New $2.91M 0.0% New 1 SEC ↗
8 Susquehanna International Group, Llp 34.28K New $2.91M 0.0% New 1 SEC ↗
9 Hrt Financial Lp 33.57K New $2.85M 0.0% New 1 SEC ↗
10 Jane Street Group, Llc 32.32K +42.0% $2.75M 0.0% ▲ Add 3 SEC ↗
11 UBS Group AG 21.58K +7.0% $1.83M 0.0% ▲ Add 3 SEC ↗
12 UBS Group AG 21.58K +7.0% $1.83M 0.0% ▲ Add 3 SEC ↗
13 Bank Of America Corp /De/ 20.28K +7.1% $1.72M 0.0% ▲ Add 3 SEC ↗
14 Bank Of America Corp /De/ 20.28K +7.1% $1.72M 0.0% ▲ Add 3 SEC ↗
15 Royal Bank Of Canada 19.70K +20.9% $1.67M 0.0% ▲ Add 3 SEC ↗
16 Royal Bank Of Canada 19.70K +20.9% $1.67M 0.0% ▲ Add 3 SEC ↗
17 Royal Bank Of Canada 19.70K +20.9% $1.67M 0.0% ▲ Add 3 SEC ↗
18 Wells Fargo & Company/Mn 16.72K -16.2% $1.42M 0.0% ▼ Trim 3 SEC ↗
19 Wells Fargo & Company/Mn 16.72K -16.2% $1.42M 0.0% ▼ Trim 3 SEC ↗
20 Osaic Holdings, Inc. 12.36K +9.8% $1.05M 0.0% ▲ Add 3 SEC ↗
21 Osaic Holdings, Inc. 12.36K +9.8% $1.05M 0.0% ▲ Add 3 SEC ↗
22 Jones Financial Companies Lllp 10.87K +54.7% $929,439 0.0% ▲ Add 3 SEC ↗
23 Envestnet Asset Management Inc 9.34K +20.6% $793,531 0.0% ▲ Add 3 SEC ↗
24 Creative Planning 3.75K +0.1% $318,758 0.0% ▲ Add 3 SEC ↗
25 Captrust Financial Advisors 3.72K New $316,014 0.0% New 1 SEC ↗
26 Truist Financial Corp 3.55K -1.9% $301,728 0.0% ▼ Trim 3 SEC ↗
27 Commonwealth Equity Services, Llc 2.88K -61.8% $244,780 0.0% ▼ Trim 3 SEC ↗
28 Simplex Trading, Llc 2.72K +33900.0% $231,118 0.0% ▲ Add 2 SEC ↗
29 HighTower Advisors, LLC 2.71K New $230,014 0.0% New 1 SEC ↗
30 Rockefeller Capital Management L.P. 1.80K +0.4% $152,706 0.0% ▲ Add 3 SEC ↗
31 National Bank Of Canada /Fi/ 1.36K +348.8% $115,382 0.0% ▲ Add 3 SEC ↗
32 Fidelity (FMR) 1.27K +3.3% $107,742 0.0% ▲ Add 5 SEC ↗
33 Kayne Anderson Rudnick Investment… 1.10K -21.7% $93,369 0.0% ▼ Trim 3 SEC ↗
34 TD Waterhouse Canada Inc. 567 0.0% $47,413 0.0% Held 3 SEC ↗
35 Blair William & Co/Il 389 +1.0% $33,037 0.0% ▲ Add 3 SEC ↗
36 JPMorgan Chase 358 +33.6% $30,744 0.0% ▲ Add 3 SEC ↗
37 Northwestern Mutual Wealth… 310 -79.1% $26,341 0.0% ▼ Trim 3 SEC ↗
38 Fifth Third Bancorp 281 -71.3% $23,877 0.0% ▼ Trim 3 SEC ↗
39 Lazard Asset Management Llc 6 New $546 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

Susquehanna International… $2.91M 0.0%
Susquehanna International… $2.91M 0.0%
Hrt Financial Lp $2.85M 0.0%
Captrust Financial Advisors $316,014 0.0%
HighTower Advisors, LLC $230,014 0.0%
Lazard Asset Management Llc $546 0.0%

Exited

Bank Of Nova Scotia $2.67M was 0.0%
Mirae Asset Global… $155,412 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 78 holders, 1.34M shares, $113.10M 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