KJAN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow +1.5% ·
net new positions +10.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 43.06K | $1.96M | n/a | n/a |
| Q2 2026 | 22 | +3 | 1.19M | $54.16M | +4 | −1 |
| 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 | Osaic Holdings, Inc. | 234.26K | -3.6% | $9.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Commonwealth Equity Services, Llc | 216.85K | -11.6% | $9.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Blair William & Co/Il | 177.54K | +46.1% | $7.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 167.25K | +13.3% | $6.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 105.74K | +0.9% | $4.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 77.09K | +5.0% | $3.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Wealth Enhancement Advisory… | 67.11K | -28.6% | $2.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Truist Financial Corp | 52.04K | +15.2% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 43.68K | +147.3% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 20.86K | -70.9% | $870,363 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 17.66K | 0.0% | $737,000 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 12 | Susquehanna International Group, Llp | 13.52K | New | $563,998 | 0.0% | New | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 12.86K | +8.6% | $536,545 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Captrust Financial Advisors | 8.49K | 0.0% | $354,136 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Creative Planning | 5.27K | New | $220,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | Cwm, Llc | 813 | 0.0% | $33,920 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 500 | 0.0% | $20,861 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 254 | 0.0% | $10,597 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 230 | New | $9,596 | 0.0% | New | 1 | SEC ↗ |
| 20 | Assetmark, Inc | 84 | 0.0% | $3,505 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $563,998 | 0.0% |
| Creative Planning | $220,000 | 0.0% |
| Northwestern Mutual Wealth… | $9,596 | 0.0% |
Exited
| JPMorgan Chase | $7,373 | 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.