QJUN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow 0.0% ·
net new positions -6.2%
· 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 | 75.04K | $2.59M | n/a | n/a |
| Q2 2026 | 16 | -1 | 2.62M | $88.54M | +2 | −3 |
| Q1 2026 | 18 | +2 | 2.19M | $68.39M | +3 | −1 |
| Q4 2025 | 16 | -1 | 2.30M | $73.25M | n/a | −1 |
| Q3 2025 | 2 | -1 | 1.46K | $45,421 | n/a | −1 |
| Q2 2025 | 1 | 0 | 10.34K | $305,636 | n/a | n/a |
| Q1 2025 | 1 | 0 | 51.72K | $1.37M | n/a | n/a |
| Q4 2024 | 1 | +1 | 46.80K | $1.31M | +1 | n/a |
| Q2 2024 | 1 | n/a | 16.89K | $447,052 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Truist Financial Corp | 386.04K | n/a | $12.29M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 336.09K | n/a | $10.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 335.77K | n/a | $10.69M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 320.12K | n/a | $10.19M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 257.98K | n/a | $8.21M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 190.68K | n/a | $6.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Envestnet Asset Management Inc | 149.19K | n/a | $4.75M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 103.85K | n/a | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 101.47K | n/a | $3.23M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 65.14K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 24.70K | n/a | $786,340 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mariner, LLC | 19.49K | n/a | $620,552 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | First Trust Advisors Lp | 8.03K | n/a | $255,543 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cwm, Llc | 1.07K | n/a | $34,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 444 | 0.0% | $14,137 | 0.0% | Held | 2 | SEC ↗ |
| 16 | UBS Group AG | 104 | n/a | $3,311 | 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
| JPMorgan Chase | $31,608 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 105 holders, 5.92M shares, $178.34M 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.