KJAN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow -0.7% ·
net new positions -5.6%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 42.97K | $1.96M | n/a | −1 |
| Q2 2026 | 21 | +3 | 1.16M | $53.07M | +4 | −2 |
| Q1 2026 | 20 | +2 | 1.22M | $51.01M | +3 | −1 |
| Q4 2025 | 18 | -1 | 1.20M | $49.94M | n/a | −1 |
| Q3 2025 | 3 | +1 | 9.50K | $383,372 | +1 | n/a |
| Q4 2024 | 1 | 0 | 7.29K | $272,244 | n/a | n/a |
| Q3 2024 | 1 | 0 | 20.86K | $773,428 | n/a | n/a |
| Q2 2024 | 1 | n/a | 17.02K | $594,343 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 245.27K | n/a | $10.16M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 243.12K | n/a | $10.07M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Cetera Investment Advisers | 147.57K | n/a | $6.11M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Blair William & Co/Il | 121.50K | n/a | $5.03M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 104.79K | n/a | $4.34M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 94.04K | n/a | $3.97M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 73.40K | n/a | $3.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | HighTower Advisors, LLC | 71.65K | n/a | $2.97M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Truist Financial Corp | 45.19K | n/a | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 17.66K | n/a | $731,684 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 17.66K | n/a | $731,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Mml Investors Services, Llc | 11.84K | n/a | $490,597 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Captrust Financial Advisors | 8.49K | n/a | $351,573 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cwm, Llc | 813 | n/a | $34,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 500 | n/a | $20,710 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 254 | 0.0% | $10,521 | 0.0% | Held | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 178 | -50.0% | $7,373 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Assetmark, Inc | 84 | n/a | $3,479 | 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
| Citadel Advisors | $358,756 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 127 holders, 5.20M shares, $209.79M 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.