Security record · archived quarter
YJUN
name pending profile ingest
16Tracked holders
0Δ holders
2.05MShares held
$51.81MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -9.9% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | -1 | 1.32M | $34.38M | +1 | −2 |
| Q1 2026 | 16 | 0 | 2.05M | $51.81M | +1 | −1 |
| Q4 2025 | 16 | 0 | 2.27M | $58.29M | +1 | −1 |
| Q3 2025 | 3 | 0 | 66.70K | $1.67M | — | — |
| Q2 2025 | 1 | +1 | 28.38K | $694,767 | +1 | — |
| Q4 2024 | 1 | 0 | 17.60K | $379,962 | — | — |
| Q3 2024 | 1 | +1 | 26.45K | $605,268 | +1 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 619.26K | -0.5% | $15.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 619.26K | -0.5% | $15.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 567.73K | -29.3% | $14.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 294.27K | -1.9% | $7.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 155.89K | -18.4% | $4.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 155.89K | -18.4% | $4.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Us Bancorp \De\ | 122.58K | 0.0% | $3.16M | 0.0% | Held | 2 | SEC ↗ |
| 8 | Financial Engines Advisors L.L.C. | 100.55K | -8.7% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 66.59K | +276.9% | $1.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 19.94K | -20.2% | $513,558 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mariner, LLC | 17.23K | -10.0% | $443,801 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 13.98K | -36.0% | $360,062 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 45.80K | +252.2% | $276,750 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 9.69K | -25.4% | $249,389 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 8.48K | -12.8% | $218,257 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cwm, Llc | 4.35K | +41.9% | $112,116 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 343 | New | $8,832 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 249 | 0.0% | $6,412 | 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
| UBS Group AG | $8,832 | 0.0% |
Exited
| JPMorgan Chase | $31,003 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 68 holders, 3.39M shares, $81.49M 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 ·
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