UJAN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow -2.2% ·
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 | 2 | 0 | 27.73K | $1.29M | n/a | n/a |
| Q2 2026 | 20 | +4 | 897.59K | $40.69M | +4 | n/a |
| Q1 2026 | 17 | +1 | 1.09M | $46.34M | +3 | −2 |
| Q4 2025 | 16 | -1 | 853.78K | $36.95M | n/a | −1 |
| Q3 2025 | 3 | +1 | 21.94K | $924,366 | +1 | n/a |
| Q1 2025 | 1 | 0 | 15.15K | $578,036 | n/a | n/a |
| Q4 2024 | 1 | 0 | 13.52K | $526,604 | n/a | n/a |
| Q3 2024 | 1 | 0 | 11.42K | $434,607 | n/a | n/a |
| Q2 2024 | 1 | n/a | 11.18K | $414,737 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 180.43K | n/a | $7.81M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 113.08K | n/a | $4.89M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 101.58K | n/a | $4.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Truist Financial Corp | 89.40K | n/a | $3.87M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 73.19K | n/a | $3.17M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 72.28K | n/a | $3.13M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 59.27K | n/a | $2.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 53.51K | n/a | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 44.18K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 23.46K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 21.81K | n/a | $943,674 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Focus Partners Wealth | 18.83K | n/a | $814,543 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 2.37K | +58.1% | $102,569 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 152 | n/a | $6,576 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 129 | -98.9% | $5,581 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Barclays Plc | 92 | n/a | $3,980 | 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 | $373,361 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 109 holders, 5.85M shares, $248.98M 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.