Who owns JAAA
Which tracked institutional funds hold JAAA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JAAA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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
310 tracked funds added or opened JAAA while 188 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
JAAA’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.8% of theirs — a 0.7pp gap the other way — the median holder sizes JAAA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JAAA 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 873 tracked filers holding JAAA, 538 increased or opened the position and 362 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 JAAA 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 55
- Jupiter Topco LLC$59M
- CGC Financial Services, LLC$57M
- MEMBERS CAPITAL ADVISORS INC$25M
- Markowski Investments$21M
- COMPASS FINANCIAL MANAGEMENT LLC$18M
- ARQ WEALTH ADVISORS, LLC$17M
Full exits 45
- HighTower Advisors, LLC$193M
- JANUS HENDERSON GROUP PLC$148M
- TruWealth Advisors, LLC$110M
- Cambridge Investment Research Advisors, Inc.$106M
- ADVISORS MANAGEMENT GROUP INC /ADV$97M
- State of Tennessee, Department of Treasury$40M
Largest adds
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$205M
- BANK OF AMERICA CORP /DE/$133M
- Waverly Advisors, LLC$114M
- Ameritas Advisory Services, LLC$61M
- Arax Advisory Partners$58M
- WELLS FARGO & COMPANY/MN$47M
Largest trims
- BARINGS LLC$402M
- Allianz SE$340M
- ARCH CAPITAL GROUP LTD.$198M
- 1900 WEALTH MANAGEMENT LLC$124M
- FMR LLC$53M
- Flaharty Asset Management, LLC$35M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 42,923,259 | $2.2B | 14.9% | 2026-Q2 |
| Allianz SE trimmed | 33,277,132 | $1.7B | 11.6% | 2026-Q2 |
| MORGAN STANLEY added | 21,645,510 | $1.1B | 7.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 13,027,417 | $658M | 4.5% | 2026-Q2 |
| Focus Partners Wealth added | 9,443,123 | $478M | 3.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 7,861,268 | $397M | 2.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 7,799,973 | $394M | 2.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 7,424,718 | $375M | 2.6% | 2026-Q2 |
| UBS Group AG added | 7,403,730 | $374M | 2.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 6,935,154 | $350M | 2.4% | 2026-Q2 |
| Cetera Investment Advisers added | 5,899,743 | $298M | 2.1% | 2026-Q2 |
| Sage Mountain Advisors LLC added | 5,596,571 | $283M | 1.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 5,367,896 | $271M | 1.9% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 5,016,481 | $253M | 1.7% | 2026-Q2 |
| BARINGS LLC trimmed | 4,909,176 | $248M | 1.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 4,437,860 | $224M | 1.5% | 2026-Q2 |
| MIDLAND WEALTH ADVISORS, LLC added | 3,668,696 | $185M | 1.3% | 2026-Q2 |
| SIGNATUREFD, LLC added | 3,586,933 | $181M | 1.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 3,191,229 | $161M | 1.1% | 2026-Q2 |
| AE Wealth Management LLC added | 2,980,179 | $150M | 1.0% | 2026-Q2 |
| Modern Wealth Management, LLC added | 2,957,809 | $149M | 1.0% | 2026-Q2 |
| Mariner, LLC trimmed | 2,774,800 | $140M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,678,235 | $135M | 0.9% | 2026-Q2 |
| RiverFront Investment Group, LLC trimmed | 2,641,984 | $133M | 0.9% | 2026-Q2 |
| GREENLEAF TRUST added | 2,501,173 | $126M | 0.9% | 2026-Q2 |
| Waverly Advisors, LLC added | 2,495,518 | $126M | 0.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 2,396,247 | $121M | 0.8% | 2026-Q2 |
| Invesco Ltd. added | 2,301,517 | $116M | 0.8% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 2,231,635 | $113M | 0.8% | 2026-Q2 |
| Haverford Trust Co added | 2,146,668 | $108M | 0.7% | 2026-Q2 |
| Arax Advisory Partners added | 1,781,343 | $90M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,774,345 | $90M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,729,233 | $87M | 0.6% | 2026-Q2 |
| Merit Financial Group, LLC added | 1,696,203 | $86M | 0.6% | 2026-Q2 |
| Obermeyer Wealth Partners added | 1,631,646 | $82M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,479,152 | $75M | 0.5% | 2026-Q2 |
| &PARTNERS added | 1,382,506 | $70M | 0.5% | 2026-Q2 |
| Gradient Investments LLC trimmed | 1,325,757 | $67M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 1,298,504 | $66M | 0.5% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC trimmed | 1,242,046 | $63M | 0.4% | 2026-Q2 |
| Advisor OS, LLC added | 1,207,725 | $61M | 0.4% | 2026-Q2 |
| Jupiter Topco LLC new | 1,175,630 | $59M | 0.4% | 2026-Q2 |
| ATWOOD & PALMER INC added | 1,170,199 | $59M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,157,536 | $58M | 0.4% | 2026-Q2 |
| MJP ASSOCIATES INC /ADV added | 1,152,040 | $58M | 0.4% | 2026-Q2 |
| CGC Financial Services, LLC new | 1,130,990 | $57M | 0.4% | 2026-Q2 |
| Hilton Capital Management, LLC added | 1,077,415 | $54M | 0.4% | 2026-Q2 |
| Fragasso Financial Advisors Inc added | 1,071,914 | $54M | 0.4% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 1,068,025 | $54M | 0.4% | 2026-Q2 |
| Sanchez Wealth Management Group added | 999,572 | $50M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 990,828 | $50M | 0.3% | 2026-Q2 |
| Verdence Capital Advisors LLC added | 969,793 | $49M | 0.3% | 2026-Q2 |
| Ancora Advisors LLC added | 939,934 | $47M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 921,560 | $47M | 0.3% | 2026-Q2 |
| Bell Bank added | 918,178 | $46M | 0.3% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 884,464 | $45M | 0.3% | 2026-Q2 |
| Evercore Wealth Management, LLC added | 883,494 | $45M | 0.3% | 2026-Q2 |
| TRAPHAGEN INVESTMENT ADVISORS LLC added | 880,835 | $44M | 0.3% | 2026-Q2 |
| INSPIRION WEALTH ADVISORS, LLC trimmed | 860,352 | $43M | 0.3% | 2026-Q2 |
| ST GERMAIN D J CO INC added | 805,336 | $41M | 0.3% | 2026-Q2 |
| COMMERCE BANK trimmed | 795,424 | $40M | 0.3% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 794,458 | $40M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 771,241 | $39M | 0.3% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 767,578 | $39M | 0.3% | 2026-Q2 |
| Drake & Associates, LLC added | 764,333 | $39M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 762,452 | $38M | 0.3% | 2026-Q2 |
| Tidal Investments LLC added | 761,194 | $38M | 0.3% | 2026-Q2 |
| Alpine Bank Wealth Management added | 734,486 | $37M | 0.3% | 2026-Q2 |
| Destiny Wealth Partners, LLC added | 722,899 | $37M | 0.3% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 697,745 | $35M | 0.2% | 2026-Q2 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC added | 639,953 | $32M | 0.2% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 638,879 | $32M | 0.2% | 2026-Q2 |
| Kensington Asset Management, LLC added | 623,470 | $31M | 0.2% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 622,822 | $31M | 0.2% | 2026-Q2 |
| Bienville Capital Management, LLC added | 621,850 | $32M | 0.2% | 2026-Q2 |
| L2 Asset Management, LLC added | 617,086 | $31M | 0.2% | 2026-Q2 |
| Brookstone Capital Management trimmed | 613,088 | $31M | 0.2% | 2026-Q2 |
| FIRETHORN WEALTH PARTNERS, LLC added | 604,676 | $31M | 0.2% | 2026-Q2 |
| ALBION FINANCIAL GROUP /UT added | 603,903 | $30M | 0.2% | 2026-Q2 |
| NOTTINGHAM ADVISORS, INC. trimmed | 597,437 | $40M | 0.3% | 2026-Q2 |
| Endurance Services Ltd | 592,887 | $30M | 0.2% | 2026-Q2 |
| Diesslin Group, Inc. trimmed | 592,671 | $30M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 583,640 | $30M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 575,838 | $29M | 0.2% | 2026-Q2 |
| Waldron Private Wealth LLC trimmed | 536,366 | $27M | 0.2% | 2026-Q2 |
| Orion Capital Management LLC added | 520,220 | $26M | 0.2% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 515,393 | $26M | 0.2% | 2026-Q2 |
| BARD ASSOCIATES INC added | 502,312 | $25M | 0.2% | 2026-Q2 |
| Apollo Management Holdings, L.P. | 500,000 | $25M | 0.2% | 2026-Q2 |
| MEMBERS CAPITAL ADVISORS INC | 498,236 | $25M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 493,400 | $25M | 0.2% | 2026-Q2 |
| Cornerstone Advisory, LLC added | 475,016 | $24M | 0.2% | 2026-Q2 |
| Atlantic Edge Private Wealth Management, LLC added | 472,036 | $24M | 0.2% | 2026-Q2 |
| PFS Partners, LLC added | 470,572 | $24M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 469,569 | $24M | 0.2% | 2026-Q2 |
| Bridgewealth Advisory Group, LLC added | 468,648 | $24M | 0.2% | 2026-Q2 |
| BlackRock, Inc. added | 460,315 | $23M | 0.2% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 451,101 | $23M | 0.2% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 445,468 | $23M | 0.2% | 2026-Q2 |
| Bogart Wealth, LLC added | 445,040 | $22M | 0.2% | 2026-Q2 |
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.