Who owns JAAA (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-Q1 13F filings. 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
315 tracked funds added or opened JAAA while 189 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 1.0% of theirs — a 0.9pp 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 2025-Q4 and 2026-Q1, across 833 tracked filers holding JAAA, 522 increased or opened the position and 355 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 2025-Q4 and 2026-Q1 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 45
- Talon Private Wealth, LLC$29M
- Tower Research Capital LLC (TRC)$24M
- Independent Advisor Alliance$23M
- Banco BTG Pactual S.A.$22M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$21M
- Financial Security Advisor, Inc.$13M
Full exits 44
- Janney Montgomery Scott LLC$77M
- STATE OF WISCONSIN INVESTMENT BOARD$51M
- Leslie Global Wealth, LLC$28M
- Divergent Planning, LLC$21M
- Pine Valley Investments Ltd Liability Co$18M
- TWIN FOCUS CAPITAL PARTNERS, LLC$15M
Largest adds
- Allianz SE$687M
- BANK OF AMERICA CORP /DE/$507M
- BARINGS LLC$347M
- JANUS HENDERSON GROUP PLC$89M
- Focus Partners Wealth$56M
- AMERIPRISE FINANCIAL INC$42M
Largest trims
- GOLDMAN SACHS GROUP INC$196M
- Kestra Investment Management, LLC$75M
- COMMERCE BANK$40M
- Advance Capital Management, Inc.$31M
- WELLS FARGO & COMPANY/MN$30M
- ENVESTNET ASSET MANAGEMENT INC$28M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 40,377,740 | $2.0B | 10.9% | 2026-Q1 |
| Allianz SE added | 40,102,132 | $2.0B | 10.9% | 2026-Q1 |
| MORGAN STANLEY added | 20,849,306 | $1.1B | 5.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 13,252,376 | $668M | 3.6% | 2026-Q1 |
| BARINGS LLC added | 12,909,176 | $650M | 3.5% | 2026-Q1 |
| Focus Partners Wealth added | 9,346,524 | $472M | 2.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 7,269,530 | $366M | 2.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 6,888,669 | $347M | 1.9% | 2026-Q1 |
| UBS Group AG added | 6,848,479 | $345M | 1.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 6,343,669 | $320M | 1.7% | 2026-Q1 |
| Cetera Investment Advisers added | 5,552,525 | $280M | 1.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 5,251,509 | $265M | 1.4% | 2026-Q1 |
| Sage Mountain Advisors LLC added | 5,170,765 | $260M | 1.4% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 4,697,846 | $237M | 1.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 4,007,852 | $202M | 1.1% | 2026-Q1 |
| ARCH CAPITAL GROUP LTD. | 3,941,665 | $199M | 1.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 3,823,315 | $193M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,800,488 | $191M | 1.0% | 2026-Q1 |
| MIDLAND WEALTH ADVISORS, LLC added | 3,574,015 | $180M | 1.0% | 2026-Q1 |
| SIGNATUREFD, LLC added | 3,466,155 | $175M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 3,217,418 | $162M | 0.9% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 2,941,973 | $148M | 0.8% | 2026-Q1 |
| Mariner, LLC added | 2,819,146 | $142M | 0.8% | 2026-Q1 |
| Modern Wealth Management, LLC added | 2,755,685 | $139M | 0.7% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 2,642,955 | $133M | 0.7% | 2026-Q1 |
| AE Wealth Management LLC added | 2,640,486 | $133M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 2,478,941 | $125M | 0.7% | 2026-Q1 |
| 1900 WEALTH MANAGEMENT LLC added | 2,456,749 | $124M | 0.7% | 2026-Q1 |
| Invesco Ltd. trimmed | 2,301,493 | $116M | 0.6% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 2,256,576 | $114M | 0.6% | 2026-Q1 |
| GREENLEAF TRUST added | 2,249,815 | $113M | 0.6% | 2026-Q1 |
| TruWealth Advisors, LLC added | 2,186,984 | $110M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 2,099,166 | $106M | 0.6% | 2026-Q1 |
| Haverford Trust Co added | 1,959,963 | $99M | 0.5% | 2026-Q1 |
| ADVISORS MANAGEMENT GROUP INC /ADV added | 1,917,031 | $97M | 0.5% | 2026-Q1 |
| Merit Financial Group, LLC added | 1,657,452 | $83M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,624,072 | $82M | 0.4% | 2026-Q1 |
| Obermeyer Wealth Partners added | 1,598,343 | $81M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 1,493,321 | $75M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,450,557 | $73M | 0.4% | 2026-Q1 |
| Gradient Investments LLC added | 1,407,337 | $71M | 0.4% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC trimmed | 1,294,575 | $65M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 1,272,554 | $64M | 0.3% | 2026-Q1 |
| &PARTNERS added | 1,177,625 | $60M | 0.3% | 2026-Q1 |
| Advisor OS, LLC added | 1,178,248 | $59M | 0.3% | 2026-Q1 |
| ATWOOD & PALMER INC added | 1,149,903 | $58M | 0.3% | 2026-Q1 |
| MJP ASSOCIATES INC /ADV added | 1,142,929 | $58M | 0.3% | 2026-Q1 |
| FMR LLC added | 1,086,774 | $55M | 0.3% | 2026-Q1 |
| COMMERCE BANK trimmed | 1,079,949 | $54M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 1,051,536 | $53M | 0.3% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 1,046,748 | $53M | 0.3% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 1,023,378 | $52M | 0.3% | 2026-Q1 |
| INSPIRION WEALTH ADVISORS, LLC trimmed | 1,022,776 | $52M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 996,991 | $50M | 0.3% | 2026-Q1 |
| Fragasso Financial Advisors Inc added | 970,719 | $49M | 0.3% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 913,080 | $46M | 0.2% | 2026-Q1 |
| Ancora Advisors LLC added | 890,446 | $45M | 0.2% | 2026-Q1 |
| TRAPHAGEN INVESTMENT ADVISORS LLC added | 859,924 | $43M | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 817,279 | $41M | 0.2% | 2026-Q1 |
| ST GERMAIN D J CO INC trimmed | 804,803 | $41M | 0.2% | 2026-Q1 |
| State of Tennessee, Department of Treasury added | 793,046 | $40M | 0.2% | 2026-Q1 |
| Evercore Wealth Management, LLC added | 775,551 | $39M | 0.2% | 2026-Q1 |
| Verdence Capital Advisors LLC added | 774,368 | $39M | 0.2% | 2026-Q1 |
| Flaharty Asset Management, LLC added | 762,225 | $38M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 754,826 | $38M | 0.2% | 2026-Q1 |
| NOTTINGHAM ADVISORS, INC. added | 754,050 | $38M | 0.2% | 2026-Q1 |
| HIGHLINE WEALTH PARTNERS LLC added | 733,716 | $37M | 0.2% | 2026-Q1 |
| Sowell Financial Services LLC added | 719,766 | $36M | 0.2% | 2026-Q1 |
| Drake & Associates, LLC added | 710,008 | $36M | 0.2% | 2026-Q1 |
| Hilton Capital Management, LLC trimmed | 700,988 | $35M | 0.2% | 2026-Q1 |
| Destiny Wealth Partners, LLC trimmed | 693,764 | $35M | 0.2% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 660,550 | $33M | 0.2% | 2026-Q1 |
| CX Institutional added | 659,851 | $33M | 0.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 654,069 | $33M | 0.2% | 2026-Q1 |
| Delphi Financial Group, Inc. trimmed | 646,695 | $33M | 0.2% | 2026-Q1 |
| Arax Advisory Partners added | 643,662 | $32M | 0.2% | 2026-Q1 |
| Ocean Park Asset Management, LLC added | 639,900 | $32M | 0.2% | 2026-Q1 |
| Diesslin Group, Inc. added | 637,921 | $32M | 0.2% | 2026-Q1 |
| Clearstead Advisors, LLC added | 636,837 | $32M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 635,047 | $32M | 0.2% | 2026-Q1 |
| New England Private Wealth Advisors LLC trimmed | 632,115 | $32M | 0.2% | 2026-Q1 |
| Brookstone Capital Management added | 619,099 | $31M | 0.2% | 2026-Q1 |
| Endurance Services Ltd | 592,887 | $30M | 0.2% | 2026-Q1 |
| ALBION FINANCIAL GROUP /UT added | 577,735 | $29M | 0.2% | 2026-Q1 |
| FOSTER & MOTLEY INC added | 574,201 | $29M | 0.2% | 2026-Q1 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC added | 574,143 | $29M | 0.2% | 2026-Q1 |
| Talon Private Wealth, LLC trimmed | 572,000 | $29M | 0.2% | 2026-Q1 |
| 49 WEALTH MANAGEMENT, LLC added | 571,207 | $29M | 0.2% | 2026-Q1 |
| Allianz Investment Management U.S. LLC added | 25,923,332 | $1.3B | 7.1% | 2025-Q3 stale |
| Corebridge Financial, Inc. added | 21,780,009 | $1.1B | 5.9% | 2025-Q3 stale |
| Nuveen, LLC added | 11,853,000 | $602M | 3.2% | 2025-Q3 stale |
| Kovitz Investment Group Partners, LLC added | 7,818,805 | $397M | 2.1% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 2,122,200 | $108M | 0.6% | 2025-Q3 stale |
| Janney Montgomery Scott LLC added | 1,529,745 | $77M | 0.4% | 2025-Q4 stale |
| Marcum Wealth, LLC new | 1,232,858 | $63M | 0.3% | 2025-Q1 stale |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP added | 1,092,500 | $55M | 0.3% | 2025-Q3 stale |
| STATE OF WISCONSIN INVESTMENT BOARD new | 1,000,000 | $51M | 0.3% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 964,725 | $49M | 0.3% | 2025-Q1 stale |
| MEITAV INVESTMENT HOUSE LTD | 790,000 | $40M | 0.2% | 2025-Q1 stale |
| Schechter Investment Advisors, LLC added | 592,020 | $30M | 0.2% | 2025-Q1 stale |
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.