KJUL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow +12.3% ·
net new positions -7.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 13 | -1 | 938.10K | $31.53M | — | −1 |
| Q1 2026 | 14 | -1 | 835.57K | $26.52M | — | −1 |
| Q4 2025 | 15 | 0 | 1.12M | $35.56M | — | — |
| Q3 2025 | 1 | — | 680 | $21,053 | — | — |
| Q4 2024 | 1 | +1 | 6.80K | $200,305 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 256.24K | -0.8% | $8.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 145.33K | +31.2% | $4.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 145.33K | +31.2% | $4.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 145.33K | +31.2% | $4.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 145.33K | +31.2% | $4.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 102.58K | -2.0% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 88.25K | +47.4% | $3.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 86.46K | +78.9% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 76.26K | +14.8% | $2.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 76.26K | +14.8% | $2.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Blair William & Co/Il | 68.39K | 0.0% | $2.32M | 0.0% | Held | 3 | SEC ↗ |
| 12 | Focus Partners Wealth | 37.44K | 0.0% | $1.27M | 0.0% | Held | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 24.48K | +27.1% | $831,416 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 21.98K | -20.4% | $746,796 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 15.45K | +2.0% | $524,870 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 14.77K | -18.2% | $501,669 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 480 | -29.4% | $16,306 | 0.0% | ▼ Trim | 4 | 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
| UBS Group AG | $16,047 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 81 holders, 3.25M shares, $101.30M 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.