ZJAN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.7% ·
share flow -7.1% ·
net new positions -14.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 76.67K | -0.6% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Raymond James Financial Inc | 62.38K | +24.8% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 60.40K | -11.9% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 48.08K | -0.2% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 45.53K | -5.0% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 43.21K | New | $1.21M | 0.0% | New | 1 | SEC ↗ |
| 7 | Cerity Partners LLC | 38.80K | 0.0% | $1.09M | 0.0% | Held | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 28.67K | +260.2% | $802,605 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 20.65K | -1.2% | $578,033 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Creative Planning | 16.11K | +0.8% | $450,881 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 13.03K | 0.0% | $364,770 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Captrust Financial Advisors | 11.68K | 0.0% | $326,893 | 0.0% | Held | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 9.78K | -40.1% | $273,568 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Hrt Financial Lp | 8.00K | New | $223,000 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| LPL Financial LLC | $1.21M | 0.0% |
| Hrt Financial Lp | $223,000 | 0.0% |
Exited
| Jane Street Group, Llc | $2.23M | was 0.0% |
| HighTower Advisors, LLC | $1.39M | was 0.0% |
| Citadel Advisors | $591,433 | was 0.0% |
| UBS Group AG | $1,935 | 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.