Who owns DBJP
Which tracked institutional funds hold DBJP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DBJP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on DBJP is one-sided between 2026-Q1 and 2026-Q2: 23 added or opened and 6 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DBJP’s largest tracked holder by dollar value, AMERIPRISE FINANCIAL INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DBJP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 77 tracked filers holding DBJP, 40 increased or opened the position and 31 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DBJP between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- PRIMORIS WEALTH ADVISORS, LLC$3M
- Foundations Investment Advisors, LLC$2M
Full exits 4
- FLOW TRADERS U.S. LLC$3M
- CITADEL ADVISORS LLC$2M
- Janney Montgomery Scott LLC$581K
- HighTower Advisors, LLC$510K
Largest adds
- DEUTSCHE BANK AG\$10M
- UBS Group AG$7M
- AMERIPRISE FINANCIAL INC$6M
- MORGAN STANLEY$6M
- PARTNERS CAPITAL INVESTMENT GROUP, LLP$6M
- ELEVATUS WELATH MANAGEMENT$5M
Largest trims
- BANK OF AMERICA CORP /DE/$3M
- Onyx Bridge Wealth Group LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC trimmed | 843,882 | $97M | 22.4% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed | 625,798 | $72M | 16.6% | 2026-Q2 |
| MORGAN STANLEY added | 449,592 | $52M | 11.9% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 352,629 | $40M | 9.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 293,846 | $34M | 7.7% | 2026-Q2 |
| AFFINITY WEALTH MANAGEMENT LLC trimmed | 145,721 | $17M | 3.9% | 2026-Q2 |
| UBS Group AG added | 94,240 | $11M | 2.5% | 2026-Q2 |
| Ameliora Wealth Management Ltd. added | 68,108 | $8M | 1.8% | 2026-Q2 |
| ELEVATUS WELATH MANAGEMENT added | 59,811 | $7M | 1.6% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 59,000 | $7M | 1.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 58,850 | $7M | 1.6% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 53,533 | $6M | 1.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 52,501 | $6M | 1.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 50,000 | $6M | 1.3% | 2026-Q2 |
| LPL Financial LLC added | 49,522 | $6M | 1.3% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC trimmed | 41,979 | $5M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 35,406 | $4M | 0.9% | 2026-Q2 |
| Financial Enhancement Group LLC trimmed | 32,388 | $4M | 0.9% | 2026-Q2 |
| Summit Financial, LLC trimmed | 29,377 | $3M | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 24,981 | $3M | 0.7% | 2026-Q2 |
| CERTUITY, LLC trimmed | 22,513 | $3M | 0.6% | 2026-Q2 |
| PRIMORIS WEALTH ADVISORS, LLC new | 22,000 | $3M | 0.6% | 2026-Q2 |
| Foundations Investment Advisors, LLC new | 18,372 | $2M | 0.5% | 2026-Q2 |
| KKM Financial LLC added | 13,547 | $2M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 12,041 | $1M | 0.3% | 2026-Q2 |
| Next Level Private LLC added | 8,534 | $980K | 0.2% | 2026-Q2 |
| COOKSON PEIRCE & CO INC added | 8,441 | $969K | 0.2% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC trimmed | 8,412 | $966K | 0.2% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6,130 | $700K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 6,026 | $692K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 5,443 | $625K | 0.1% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC trimmed | 5,362 | $615K | 0.1% | 2026-Q2 |
| Almanack Investment Partners, LLC. | 5,250 | $603K | 0.1% | 2026-Q2 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 5,105 | $586K | 0.1% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT | 4,713 | $541K | 0.1% | 2026-Q2 |
| NOESIS CAPITAL MANGEMENT CORP | 4,248 | $488K | 0.1% | 2026-Q2 |
| GFG Capital, LLC | 4,186 | $481K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 4,112 | $472K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC new | 3,993 | $458K | 0.1% | 2026-Q2 |
| FIRST CITIZENS BANK & TRUST CO | 3,889 | $446K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 3,745 | $430K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 3,681 | $423K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC new | 3,673 | $422K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 3,611 | $415K | 0.1% | 2026-Q2 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 3,500 | $402K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 3,465 | $398K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 3,354 | $384K | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 3,305 | $379K | 0.1% | 2026-Q2 |
| Creative Planning added | 3,076 | $353K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 3,002 | $345K | 0.1% | 2026-Q2 |
| Flagship Private Wealth, LLC new | 2,722 | $312K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 2,042 | $234K | 0.1% | 2026-Q2 |
| GRIFFIN ASSET MANAGEMENT, INC. new | 1,865 | $214K | 0.0% | 2026-Q2 |
| PDS Planning, Inc new | 1,777 | $204K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 1,188 | $136K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 1,014 | $116K | 0.0% | 2026-Q2 |
| FIRST UNITED BANK & TRUST | 1,000 | $115K | 0.0% | 2026-Q2 |
| FMR LLC added | 952 | $109K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 857 | $98K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 590 | $68K | 0.0% | 2026-Q2 |
| Colonial Trust Co / SC | 400 | $46K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 371 | $43K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 338 | $39K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. new | 309 | $35K | 0.0% | 2026-Q2 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 230 | $26K | 0.0% | 2026-Q2 |
| Private Wealth Management Group, LLC | 200 | $23K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 155 | $18K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. new | 155 | $18K | 0.0% | 2026-Q2 |
| Jackson, Grant Investment Advisers, Inc. new | 141 | $16K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 109 | $13K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC new | 100 | $11K | 0.0% | 2026-Q2 |
| SHP Wealth Management | 52 | $6K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 52 | $6K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 49 | $6K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL new | 43 | $5K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 33 | $4K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 9 | $1K | 0.0% | 2026-Q2 |
| FLOW TRADERS U.S. LLC added | 29,010 | $3M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 18,947 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC | 5,754 | $581K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC | 5,050 | $510K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Union Bancaire Privee, UBP SA new | 676 | $67K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 350 | $35K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BlackRock, Inc. | 321 | $32K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 139 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PITTENGER & ANDERSON INC new | 12 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CIBC Private Wealth Group LLC | 71,410 | $7M | 1.6% | 2025-Q4 stale (2 quarters behind) |
| StoneX Group Inc. trimmed | 4,815 | $456K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Cerity Partners LLC trimmed | 2,238 | $212K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 831 | $79K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BARCLAYS PLC new | 730 | $69K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Arlington Trust Co LLC | 6,000 | $510K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| STIFEL FINANCIAL CORP | 8,145 | $623K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| NATIONAL BANK OF CANADA /FI/ | 345 | $26K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.