Who owns JACK (JACK)
Which tracked institutional funds hold JACK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JACK 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
The tracked-fund tape on JACK is one-sided between 2025-Q4 and 2026-Q1: 9 added or opened and 60 trimmed or exited — on balance reducing.
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
JACK’s largest tracked holder by dollar value, Capital World Investors, 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 gap the other way — the median holder sizes JACK more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JACK 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 139 tracked filers holding JACK, 64 increased or opened the position and 100 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 JACK 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 7
- VANGUARD CAPITAL MANAGEMENT LLC$8M
- MILLENNIUM MANAGEMENT LLC$3M
- Engineers Gate Manager LP$2M
- VANGUARD PORTFOLIO MANAGEMENT LLC$2M
- BALYASNY ASSET MANAGEMENT L.P.$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
Full exits 18
- VANGUARD GROUP INC$21M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$5M
- READYSTATE ASSET MANAGEMENT LP$4M
- Trexquant Investment LP$4M
- Ruffer LLP$3M
- JANE STREET GROUP, LLC$3M
Largest adds
- MARSHALL WACE, LLP$4M
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$841K
Largest trims
- BIGLARI CAPITAL CORP.$16M
- Callodine Capital Management, LP$15M
- BlackRock, Inc.$14M
- Invenomic Capital Management LP$10M
- GOLDMAN SACHS GROUP INC$9M
- LSV ASSET MANAGEMENT$8M
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 |
|---|---|---|---|---|
| Callodine Capital Management, LP added | 1,760,470 | $17M | 5.4% | 2026-Q1 |
| BIGLARI CAPITAL CORP. | 1,683,652 | $16M | 5.2% | 2026-Q1 |
| Nantahala Capital Management, LLC added | 1,542,715 | $15M | 4.8% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,281,616 | $12M | 4.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 816,645 | $8M | 2.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 696,076 | $7M | 2.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 622,779 | $6M | 1.9% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 564,061 | $5M | 1.7% | 2026-Q1 |
| IPG Investment Advisors LLC added | 536,296 | $5M | 1.7% | 2026-Q1 |
| MARSHALL WACE, LLP added | 525,790 | $5M | 1.6% | 2026-Q1 |
| Allianz Asset Management GmbH added | 506,397 | $5M | 1.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 420,752 | $4M | 1.3% | 2026-Q1 |
| STATE STREET CORP trimmed | 390,313 | $4M | 1.2% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC added | 376,343 | $4M | 1.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 357,794 | $3M | 1.1% | 2026-Q1 |
| EARNEST PARTNERS LLC added | 313,891 | $3M | 1.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 288,297 | $3M | 0.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 235,950 | $2M | 0.7% | 2026-Q1 |
| BIGLARI, SARDAR | 200,617 | $2M | 0.6% | 2026-Q1 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 193,657 | $2M | 0.6% | 2026-Q1 |
| Engineers Gate Manager LP added | 189,955 | $2M | 0.6% | 2026-Q1 |
| Windward Management LP trimmed | 182,404 | $2M | 0.6% | 2026-Q1 |
| Seven Six Capital Management, LLC added | 181,150 | $2M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 182,333 | $2M | 0.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 169,772 | $2M | 0.5% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 169,280 | $2M | 0.5% | 2026-Q1 |
| Invesco Ltd. added | 154,973 | $1M | 0.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 149,922 | $1M | 0.5% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 140,999 | $1M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 134,476 | $1M | 0.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 126,650 | $1M | 0.4% | 2026-Q1 |
| Invenomic Capital Management LP trimmed | 125,915 | $1M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 121,504 | $1M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 113,698 | $1M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 101,411 | $981K | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 98,292 | $950K | 0.3% | 2026-Q1 |
| Atom Investors LP added | 91,796 | $888K | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP added | 80,678 | $780K | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 78,594 | $760K | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 71,476 | $691K | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 69,900 | $676K | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,400 | $613K | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 57,398 | $555K | 0.2% | 2026-Q1 |
| Capital World Investors | 1,606,607 | $28M | 9.0% | 2025-Q2 stale |
| VANGUARD GROUP INC trimmed | 1,117,876 | $21M | 6.8% | 2025-Q4 stale |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 394,517 | $11M | 3.4% | 2025-Q1 stale |
| Allspring Global Investments Holdings, LLC trimmed | 513,403 | $10M | 3.1% | 2025-Q2 stale |
| M&G PLC new | 388,179 | $7M | 2.1% | 2025-Q2 stale |
| AMERIPRISE FINANCIAL INC added | 241,444 | $5M | 1.5% | 2025-Q3 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 246,771 | $5M | 1.5% | 2025-Q4 stale |
| Woodline Partners LP added | 167,184 | $5M | 1.5% | 2025-Q1 stale |
| READYSTATE ASSET MANAGEMENT LP new | 225,200 | $4M | 1.4% | 2025-Q4 stale |
| Trexquant Investment LP added | 190,807 | $4M | 1.2% | 2025-Q4 stale |
| NORGES BANK trimmed | 69,762 | $3M | 1.0% | 2025-Q3 stale |
| Ruffer LLP new | 169,792 | $3M | 1.0% | 2025-Q4 stale |
| Keeley-Teton Advisors, LLC | 104,815 | $3M | 0.9% | 2025-Q1 stale |
| JANE STREET GROUP, LLC trimmed | 137,646 | $3M | 0.8% | 2025-Q4 stale |
| Maxi Investments CY Ltd new | 119,400 | $2M | 0.7% | 2025-Q4 stale |
| SG Americas Securities, LLC added | 117,457 | $2M | 0.7% | 2025-Q4 stale |
| Bridge City Capital, LLC added | 110,996 | $2M | 0.7% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 115,400 | $2M | 0.7% | 2025-Q4 stale |
| Assenagon Asset Management S.A. added | 107,821 | $2M | 0.7% | 2025-Q4 stale |
| Phocas Financial Corp. trimmed | 64,866 | $2M | 0.6% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP trimmed | 91,800 | $2M | 0.6% | 2025-Q4 stale |
| GABELLI FUNDS LLC new | 89,840 | $2M | 0.5% | 2025-Q2 stale |
| PRINCIPAL FINANCIAL GROUP INC added | 82,209 | $2M | 0.5% | 2025-Q4 stale |
| Gobi Capital LLC new | 77,387 | $1M | 0.5% | 2025-Q4 stale |
| Y-Intercept (Hong Kong) Ltd added | 81,458 | $1M | 0.5% | 2025-Q2 stale |
| Brooklyn Investment Group added | 65,717 | $1M | 0.4% | 2025-Q3 stale |
| J. Goldman & Co LP trimmed | 46,134 | $1M | 0.4% | 2025-Q1 stale |
| Nebula Research & Development LLC added | 69,033 | $1M | 0.4% | 2025-Q2 stale |
| Rangeley Capital, LLC added | 44,000 | $1M | 0.4% | 2025-Q1 stale |
| PUBLIC SECTOR PENSION INVESTMENT BOARD added | 64,236 | $1M | 0.4% | 2025-Q2 stale |
| Schonfeld Strategic Advisors LLC trimmed | 40,165 | $1M | 0.3% | 2025-Q1 stale |
| Aquatic Capital Management LLC trimmed | 37,432 | $1M | 0.3% | 2025-Q1 stale |
| AXA Investment Managers S.A. new | 51,168 | $1M | 0.3% | 2025-Q3 stale |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 51,168 | $970K | 0.3% | 2025-Q4 stale |
| Quinn Opportunity Partners LLC | 48,789 | $965K | 0.3% | 2025-Q3 stale |
| Squarepoint Ops LLC added | 47,421 | $938K | 0.3% | 2025-Q3 stale |
| Brevan Howard Capital Management LP added | 45,557 | $901K | 0.3% | 2025-Q3 stale |
| Arkhouse Management Co. LP trimmed | 44,474 | $879K | 0.3% | 2025-Q3 stale |
| PRUDENTIAL FINANCIAL INC added | 20,252 | $872K | 0.3% | 2025-Q2 stale |
| INDEPENDENT FINANCIAL GROUP, LLC new | 31,550 | $858K | 0.3% | 2025-Q1 stale |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 39,478 | $780K | 0.2% | 2025-Q3 stale |
| Freestone Grove Partners LP added | 43,356 | $757K | 0.2% | 2025-Q2 stale |
| DARK FOREST CAPITAL MANAGEMENT LP added | 43,033 | $751K | 0.2% | 2025-Q2 stale |
| TUDOR INVESTMENT CORP ET AL added | 27,341 | $743K | 0.2% | 2025-Q1 stale |
| CastleKnight Management LP | 36,500 | $722K | 0.2% | 2025-Q3 stale |
| Blueshift Asset Management, LLC added | 36,483 | $691K | 0.2% | 2025-Q4 stale |
| Verition Fund Management LLC trimmed | 35,300 | $669K | 0.2% | 2025-Q4 stale |
| Aigen Investment Management, LP added | 32,860 | $650K | 0.2% | 2025-Q3 stale |
| Swiss National Bank | 36,500 | $637K | 0.2% | 2025-Q2 stale |
| Jain Global LLC new | 32,549 | $617K | 0.2% | 2025-Q4 stale |
| Legato Capital Management LLC added | 27,699 | $548K | 0.2% | 2025-Q3 stale |
| SHERBROOKE PARK ADVISERS LLC new | 20,009 | $544K | 0.2% | 2025-Q1 stale |
| Factorial Partners, LLC new | 30,500 | $533K | 0.2% | 2025-Q2 stale |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 30,184 | $527K | 0.2% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 28,766 | $502K | 0.2% | 2025-Q2 stale |
| SummitTX Capital, L.P. trimmed | 26,469 | $502K | 0.2% | 2025-Q4 stale |
| AlphaQuest LLC added | 25,191 | $477K | 0.2% | 2025-Q4 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.