ZJAN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow -5.8% ·
net new positions -10.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 55.77K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Commonwealth Equity Services, Llc | 47.77K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 41.75K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cerity Partners LLC | 38.80K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 33.82K | n/a | $925,339 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Cetera Investment Advisers | 24.28K | n/a | $664,328 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 15.94K | n/a | $436,009 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 15.53K | n/a | $425,988 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Captrust Financial Advisors | 11.68K | n/a | $319,483 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 9.77K | n/a | $267,389 | 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 | $491,786 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 60 holders, 1.71M shares, $38.90M 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.