ZJUL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow +0.9% ·
net new positions -6.2%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 265.19K | -3.5% | $7.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 142.00K | -5.3% | $4.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | HighTower Advisors, LLC | 112.84K | -12.5% | $3.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 107.05K | +0.2% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Captrust Financial Advisors | 65.48K | 0.0% | $1.90M | 0.0% | Held | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 54.75K | -20.6% | $1.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Susquehanna International Group, Llp | 38.45K | +133.6% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 30.05K | +2.9% | $873,664 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 29.26K | New | $850,582 | 0.0% | New | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 16.91K | 0.0% | $491,541 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Creative Planning | 8.58K | New | $249,419 | 0.0% | New | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 8.58K | New | $249,361 | 0.0% | New | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 7.78K | 0.0% | $226,018 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Cwm, Llc | 1.89K | 0.0% | $55,058 | 0.0% | Held | 2 | SEC ↗ |
| 15 | UBS Group AG | 795 | +314.1% | $23,111 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 161 | 0.0% | $4,680 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $850,582 | 0.0% |
| Creative Planning | $249,419 | 0.0% |
| Envestnet Asset Management Inc | $249,361 | 0.0% |
Exited
| Ameriprise Financial Inc | $235,570 | was 0.0% |
| Barclays Plc | $131,257 | was 0.0% |
| Bank Of America Corp /De/ | $38,074 | was 0.0% |
| JPMorgan Chase | $11,742 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 85 holders, 2.19M shares, $58.58M 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.