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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 21,579,446 | $1.5B | 27.2% | 2026-Q1 |
| Dynasty Wealth Management, LLC added | 8,197,776 | $588M | 10.4% | 2026-Q1 |
| LPL Financial LLC added | 6,687,339 | $480M | 8.5% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC added | 4,765,340 | $342M | 6.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,741,557 | $197M | 3.5% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC added | 2,337,591 | $168M | 3.0% | 2026-Q1 |
| MORGAN STANLEY added | 1,869,602 | $134M | 2.4% | 2026-Q1 |
| Cetera Investment Advisers added | 1,788,286 | $128M | 2.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,771,693 | $127M | 2.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,200,108 | $86M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,200,038 | $86M | 1.5% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 1,098,170 | $79M | 1.4% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 978,139 | $70M | 1.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 973,671 | $70M | 1.2% | 2026-Q1 |
| STEPH & CO added | 914,389 | $66M | 1.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 884,672 | $62M | 1.1% | 2026-Q1 |
| ORRSTOWN FINANCIAL SERVICES INC added | 848,841 | $61M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 837,053 | $60M | 1.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 790,724 | $57M | 1.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 616,428 | $44M | 0.8% | 2026-Q1 |
| CI INVESTMENTS INC. added | 547,918 | $39M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 543,980 | $39M | 0.7% | 2026-Q1 |
| FSM Wealth Advisors, LLC added | 524,892 | $38M | 0.7% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 495,706 | $36M | 0.6% | 2026-Q1 |
| Intellus Advisors LLC added | 481,617 | $35M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 472,053 | $34M | 0.6% | 2026-Q1 |
| WNY Asset Management, LLC added | 454,239 | $33M | 0.6% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 438,902 | $31M | 0.6% | 2026-Q1 |
| Focus Partners Wealth added | 432,764 | $31M | 0.6% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 432,496 | $31M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 409,336 | $29M | 0.5% | 2026-Q1 |
| UNIQUE WEALTH, LLC added | 399,057 | $29M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 394,384 | $28M | 0.5% | 2026-Q1 |
| Americana Partners, LLC trimmed | 380,521 | $27M | 0.5% | 2026-Q1 |
| Arlington Financial Advisors, LLC added | 368,316 | $26M | 0.5% | 2026-Q1 |
| Convergence Financial, LLC trimmed | 351,999 | $25M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 341,958 | $25M | 0.4% | 2026-Q1 |
| WealthPlan Investment Management, LLC added | 325,895 | $23M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 307,671 | $22M | 0.4% | 2026-Q1 |
| Centerline Wealth Advisors, LLC added | 289,602 | $21M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 263,344 | $19M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 251,475 | $18M | 0.3% | 2026-Q1 |
| Triangle Securities Wealth Management added | 248,192 | $18M | 0.3% | 2026-Q1 |
| CWM, LLC trimmed | 245,014 | $18M | 0.3% | 2026-Q1 |
| Prism Advisors, Inc. trimmed | 244,878 | $18M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 231,975 | $17M | 0.3% | 2026-Q1 |
| Storen Legacy Partners, LLC new | 223,269 | $16M | 0.3% | 2026-Q1 |
| Confluence Wealth Services, Inc. added | 213,199 | $15M | 0.3% | 2026-Q1 |
| BCGM Wealth Management, LLC trimmed | 208,721 | $15M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 182,049 | $13M | 0.2% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC added | 179,750 | $13M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 166,008 | $12M | 0.2% | 2026-Q1 |
| ARQ WEALTH ADVISORS, LLC added | 153,392 | $11M | 0.2% | 2026-Q1 |
| KEYVANTAGE WEALTH, LLC added | 145,467 | $10M | 0.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 144,182 | $10M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 142,735 | $10M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC added | 135,907 | $10M | 0.2% | 2026-Q1 |
| Weil Company, Inc. trimmed | 128,234 | $9M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 127,226 | $9M | 0.2% | 2026-Q1 |
| Capital Analysts, LLC added | 123,849 | $9M | 0.2% | 2026-Q1 |
| Rehmann Capital Advisory Group added | 123,130 | $9M | 0.2% | 2026-Q1 |
| MN Wealth Advisors, LLC trimmed | 119,388 | $9M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 117,289 | $8M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 115,202 | $8M | 0.1% | 2026-Q1 |
| Resolute Wealth Strategies, LLC added | 112,106 | $8M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 109,423 | $8M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 95,426 | $7M | 0.1% | 2026-Q1 |
| SIMA Wealth Partners, LLC trimmed | 94,742 | $7M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 90,356 | $6M | 0.1% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC added | 83,758 | $6M | 0.1% | 2026-Q1 |
| Perennial Investment Advisors, LLC added | 82,970 | $6M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 82,817 | $6M | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 79,635 | $6M | 0.1% | 2026-Q1 |
| Gemmer Asset Management LLC added | 73,487 | $5M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 71,134 | $5M | 0.1% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 70,998 | $5M | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 70,372 | $5M | 0.1% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 69,375 | $5M | 0.1% | 2026-Q1 |
| GGM Financial LLC trimmed | 67,176 | $5M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 67,077 | $5M | 0.1% | 2026-Q1 |
| FAGAN ASSOCIATES, INC. added | 65,239 | $5M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 64,050 | $5M | 0.1% | 2026-Q1 |
| 5T Wealth, LLC trimmed | 61,458 | $4M | 0.1% | 2026-Q1 |
| SUMMITPOINT CAPITAL MANAGEMENT new | 61,090 | $4M | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC added | 61,050 | $4M | 0.1% | 2026-Q1 |
| Denver PWM, LLC trimmed | 52,531 | $4M | 0.1% | 2026-Q1 |
| Ascent Group, LLC trimmed | 49,921 | $4M | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 49,280 | $4M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance new | 49,251 | $4M | 0.1% | 2026-Q1 |
| CMH Wealth Management LLC added | 47,520 | $3M | 0.1% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 43,796 | $3M | 0.1% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 39,279 | $3M | 0.0% | 2026-Q1 |
| FIRST NATIONAL BANK OF OMAHA added | 39,939 | $3M | 0.0% | 2026-Q1 |
| Fortis Group Advisors, LLC trimmed | 34,758 | $3M | 0.0% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 1,589,943 | $114M | 2.0% | 2025-Q4 stale |
| Tyler-Stone Wealth Management trimmed | 184,536 | $12M | 0.2% | 2025-Q2 stale |
| Commonwealth Financial Services, LLC added | 132,576 | $10M | 0.2% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 87,835 | $6M | 0.1% | 2025-Q4 stale |
| Financial Advocates Investment Management added | 45,433 | $3M | 0.1% | 2025-Q2 stale |
| SYNOVUS FINANCIAL CORP trimmed | 42,906 | $3M | 0.1% | 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.
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.