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Institutional Ownership · SEC Form 13F

Who owns JAVA (JAVA)


Which tracked institutional funds hold JAVA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JAVA 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.

260
Institutional holders
78,486,495
Shares held (tracked funds)

How the tape is positioned

80 tracked funds added or opened JAVA while 34 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

JAVA’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes JAVA more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in JAVA 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 260 tracked filers holding JAVA, 154 increased or opened the position and 99 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 JAVA 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 13

  • ELEVATION POINT WEALTH PARTNERS, LLC$36M
  • WNY Asset Management, LLC$33M
  • Storen Legacy Partners, LLC$16M
  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$10M
  • SUMMITPOINT CAPITAL MANAGEMENT$4M
  • Independent Advisor Alliance$4M

Full exits 10

  • Janney Montgomery Scott LLC$114M
  • Commonwealth Financial Services, LLC$10M
  • Global Retirement Partners, LLC$6M
  • JANE STREET GROUP, LLC$2M
  • ORG Partners LLC$1M
  • IFG Advisory, LLC$1M

Largest adds

  • Dynasty Wealth Management, LLC$246M
  • SAGESPRING WEALTH PARTNERS, LLC$83M
  • BANK OF AMERICA CORP /DE/$69M
  • JPMORGAN CHASE & CO$68M
  • OpenArc Corporate Advisory, LLC$51M
  • ROYAL BANK OF CANADA$39M

Largest trims

  • UBS Group AG$32M
  • COMMONWEALTH EQUITY SERVICES, LLC$13M
  • Americana Partners, LLC$12M
  • NewEdge Advisors, LLC$10M
  • PNC FINANCIAL SERVICES GROUP, INC.$4M
  • Avior Wealth Management, LLC$3M

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).

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO added21,579,446$1.5B27.2%2026-Q1
Dynasty Wealth Management, LLC added8,197,776$588M10.4%2026-Q1
LPL Financial LLC added6,687,339$480M8.5%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC added4,765,340$342M6.1%2026-Q1
AMERIPRISE FINANCIAL INC added2,741,557$197M3.5%2026-Q1
OpenArc Corporate Advisory, LLC added2,337,591$168M3.0%2026-Q1
MORGAN STANLEY added1,869,602$134M2.4%2026-Q1
Cetera Investment Advisers added1,788,286$128M2.3%2026-Q1
BANK OF AMERICA CORP /DE/ added1,771,693$127M2.3%2026-Q1
ROYAL BANK OF CANADA added1,200,108$86M1.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed1,200,038$86M1.5%2026-Q1
Vestmark Advisory Solutions, Inc. added1,098,170$79M1.4%2026-Q1
Avior Wealth Management, LLC trimmed978,139$70M1.2%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed973,671$70M1.2%2026-Q1
STEPH & CO added914,389$66M1.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added884,672$62M1.1%2026-Q1
ORRSTOWN FINANCIAL SERVICES INC added848,841$61M1.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed837,053$60M1.1%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added790,724$57M1.0%2026-Q1
Kestra Advisory Services, LLC added616,428$44M0.8%2026-Q1
CI INVESTMENTS INC. added547,918$39M0.7%2026-Q1
RAYMOND JAMES FINANCIAL INC added543,980$39M0.7%2026-Q1
FSM Wealth Advisors, LLC added524,892$38M0.7%2026-Q1
ELEVATION POINT WEALTH PARTNERS, LLC new495,706$36M0.6%2026-Q1
Intellus Advisors LLC added481,617$35M0.6%2026-Q1
Private Advisor Group, LLC added472,053$34M0.6%2026-Q1
WNY Asset Management, LLC added454,239$33M0.6%2026-Q1
WCG Wealth Advisors LLC added438,902$31M0.6%2026-Q1
Focus Partners Wealth added432,764$31M0.6%2026-Q1
DAYMARK WEALTH PARTNERS, LLC added432,496$31M0.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed409,336$29M0.5%2026-Q1
UNIQUE WEALTH, LLC added399,057$29M0.5%2026-Q1
STIFEL FINANCIAL CORP trimmed394,384$28M0.5%2026-Q1
Americana Partners, LLC trimmed380,521$27M0.5%2026-Q1
Arlington Financial Advisors, LLC added368,316$26M0.5%2026-Q1
Convergence Financial, LLC trimmed351,999$25M0.4%2026-Q1
Rockefeller Capital Management L.P. added341,958$25M0.4%2026-Q1
WealthPlan Investment Management, LLC added325,895$23M0.4%2026-Q1
UBS Group AG trimmed307,671$22M0.4%2026-Q1
Centerline Wealth Advisors, LLC added289,602$21M0.4%2026-Q1
Integrated Wealth Concepts LLC added263,344$19M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added251,475$18M0.3%2026-Q1
Triangle Securities Wealth Management added248,192$18M0.3%2026-Q1
CWM, LLC trimmed245,014$18M0.3%2026-Q1
Prism Advisors, Inc. trimmed244,878$18M0.3%2026-Q1
WELLS FARGO & COMPANY/MN added231,975$17M0.3%2026-Q1
Storen Legacy Partners, LLC new223,269$16M0.3%2026-Q1
Confluence Wealth Services, Inc. added213,199$15M0.3%2026-Q1
BCGM Wealth Management, LLC trimmed208,721$15M0.3%2026-Q1
Sanctuary Advisors, LLC trimmed182,049$13M0.2%2026-Q1
GILL CAPITAL PARTNERS, LLC added179,750$13M0.2%2026-Q1
Concurrent Investment Advisors, LLC added166,008$12M0.2%2026-Q1
ARQ WEALTH ADVISORS, LLC added153,392$11M0.2%2026-Q1
KEYVANTAGE WEALTH, LLC added145,467$10M0.2%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC added144,182$10M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new142,735$10M0.2%2026-Q1
DAVENPORT & Co LLC added135,907$10M0.2%2026-Q1
Weil Company, Inc. trimmed128,234$9M0.2%2026-Q1
Geneos Wealth Management Inc. added127,226$9M0.2%2026-Q1
Capital Analysts, LLC added123,849$9M0.2%2026-Q1
Rehmann Capital Advisory Group added123,130$9M0.2%2026-Q1
MN Wealth Advisors, LLC trimmed119,388$9M0.2%2026-Q1
BENJAMIN EDWARDS INC added117,289$8M0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed115,202$8M0.1%2026-Q1
Resolute Wealth Strategies, LLC added112,106$8M0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added109,423$8M0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added95,426$7M0.1%2026-Q1
SIMA Wealth Partners, LLC trimmed94,742$7M0.1%2026-Q1
Mariner, LLC added90,356$6M0.1%2026-Q1
Cyndeo Wealth Partners, LLC added83,758$6M0.1%2026-Q1
Perennial Investment Advisors, LLC added82,970$6M0.1%2026-Q1
Equitable Holdings, Inc. added82,817$6M0.1%2026-Q1
Perigon Wealth Management, LLC trimmed79,635$6M0.1%2026-Q1
Gemmer Asset Management LLC added73,487$5M0.1%2026-Q1
HighTower Advisors, LLC added71,134$5M0.1%2026-Q1
Composition Wealth, LLC trimmed70,998$5M0.1%2026-Q1
Arkadios Wealth Advisors added70,372$5M0.1%2026-Q1
Triad Wealth Partners, LLC added69,375$5M0.1%2026-Q1
GGM Financial LLC trimmed67,176$5M0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added67,077$5M0.1%2026-Q1
FAGAN ASSOCIATES, INC. added65,239$5M0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed64,050$5M0.1%2026-Q1
5T Wealth, LLC trimmed61,458$4M0.1%2026-Q1
SUMMITPOINT CAPITAL MANAGEMENT new61,090$4M0.1%2026-Q1
Western Wealth Management, LLC added61,050$4M0.1%2026-Q1
Denver PWM, LLC trimmed52,531$4M0.1%2026-Q1
Ascent Group, LLC trimmed49,921$4M0.1%2026-Q1
Gladstone Institutional Advisory LLC added49,280$4M0.1%2026-Q1
Independent Advisor Alliance new49,251$4M0.1%2026-Q1
CMH Wealth Management LLC added47,520$3M0.1%2026-Q1
Pinnacle Financial Partners, Inc. added43,796$3M0.1%2026-Q1
First Heartland Consultants, Inc. trimmed39,279$3M0.0%2026-Q1
FIRST NATIONAL BANK OF OMAHA added39,939$3M0.0%2026-Q1
Fortis Group Advisors, LLC trimmed34,758$3M0.0%2026-Q1
Janney Montgomery Scott LLC added1,589,943$114M2.0%2025-Q4 stale
Tyler-Stone Wealth Management trimmed184,536$12M0.2%2025-Q2 stale
Commonwealth Financial Services, LLC added132,576$10M0.2%2025-Q4 stale
Global Retirement Partners, LLC added87,835$6M0.1%2025-Q4 stale
Financial Advocates Investment Management added45,433$3M0.1%2025-Q2 stale
SYNOVUS FINANCIAL CORP trimmed42,906$3M0.1%2025-Q3 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.

HoldersTotal shares

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.

Learn how to read institutional ownership