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Security record · archived quarter

PJAN

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
31Tracked holders
+5Δ holders
10.96MShares held
$508.76MReported value
+6New positions
−1Exits
Strongly Rising 7 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +19.2% · share flow +17.8% · net new positions +16.1% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 139.16K $6.30M n/a −1
Q2 2026 31 +2 10.14M $489.70M +4 −3
Q1 2026 31 +5 10.96M $508.76M +6 −1
Q4 2025 26 -1 9.30M $437.22M n/a −1
Q3 2025 4 -1 144.33K $6.61M n/a −1
Q2 2025 3 +1 49.87K $2.20M +1 n/a
Q1 2025 1 0 43.55K $1.81M n/a n/a
Q4 2024 1 -1 43.00K $1.82M n/a −1
Q3 2024 2 +1 29.80K $1.23M +1 n/a
Q2 2024 1 n/a 22.48K $904,330 n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Alliancebernstein L.P. 3.72M -4.0% $174.88M 0.1% ▼ Trim 2 SEC ↗
2 Osaic Holdings, Inc. 1.31M +48.5% $60.64M 0.1% ▲ Add 2 SEC ↗ ×2
3 LPL Financial LLC 747.55K -10.4% $34.48M 0.0% ▼ Trim 2 SEC ↗
4 Blair William & Co/Il 625.51K +57.5% $28.85M 0.1% ▲ Add 2 SEC ↗
5 Commonwealth Equity Services, Llc 622.15K +13.9% $28.70M 0.0% ▲ Add 2 SEC ↗
6 Mml Investors Services, Llc 584.92K +48.1% $26.98M 0.1% ▲ Add 2 SEC ↗
7 Raymond James Financial Inc 519.35K +18.5% $23.96M 0.0% ▲ Add 2 SEC ↗ ×2
8 Focus Partners Wealth 490.13K -1.9% $22.61M 0.0% ▼ Trim 2 SEC ↗
9 Envestnet Asset Management Inc 484.50K +43.9% $22.35M 0.0% ▲ Add 2 SEC ↗
10 Wealth Enhancement Advisory… 320.90K +193.8% $14.86M 0.0% ▲ Add 2 SEC ↗
11 Us Bancorp \De\ 320.13K +14721.1% $14.77M 0.0% ▲ Add 2 SEC ↗ ×2
12 Cetera Investment Advisers 317.96K +15.6% $14.67M 0.0% ▲ Add 2 SEC ↗
13 Cwm, Llc 235.72K -14.1% $10.87M 0.0% ▼ Trim 2 SEC ↗
14 HighTower Advisors, LLC 151.65K +15.1% $7.00M 0.0% ▲ Add 2 SEC ↗
15 Truist Financial Corp 102.81K -2.3% $4.74M 0.0% ▼ Trim 2 SEC ↗
16 Susquehanna International Group, Llp 75.17K New $3.47M 0.0% New 1 SEC ↗
17 Cerity Partners LLC 68.85K +310.8% $3.18M 0.0% ▲ Add 2 SEC ↗ ×2
18 JPMorgan Chase ✦ 43.89K -3.6% $1.99M 0.0% ▼ Trim 3 SEC ↗ ×2
19 Jane Street Group, Llc 42.69K New $1.97M 0.0% New 1 SEC ↗
20 Lido Advisors, LLC 42.35K 0.0% $1.95M 0.0% Held 2 SEC ↗
21 Captrust Financial Advisors 33.17K +3.8% $1.53M 0.0% ▲ Add 2 SEC ↗
22 AQR Capital Management ✦ 28.13K 0.0% $1.30M 0.0% Held 7 SEC ↗
23 Creative Planning 25.80K New $1.19M 0.0% New 1 SEC ↗
24 Pnc Financial Services Group, Inc. 12.75K 0.0% $587,973 0.0% Held 2 SEC ↗
25 Rockefeller Capital Management L.P. 10.63K +173.1% $490,500 0.0% ▲ Add 2 SEC ↗
26 Mariner, LLC 9.51K +3.8% $438,789 0.0% ▲ Add 2 SEC ↗
27 Fifth Third Bancorp 2.50K New $115,325 0.0% New 1 SEC ↗
28 Morgan Stanley ✦ 2.04K +5.8% $94,290 0.0% ▲ Add 3 SEC ↗
29 Assetmark, Inc 911 +5.9% $42,024 0.0% ▲ Add 2 SEC ↗
30 Northwestern Mutual Wealth… 670 New $30,907 0.0% New 1 SEC ↗
31 Wells Fargo & Company/Mn 499 New $23,019 0.0% New 1 SEC ↗ ×2

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Exited

Royal Bank Of Canada $12,000 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 277 holders, 27.11M shares, $1.17B 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: Q1 2026 · Methodology · Get this via the API