Who owns 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-Q2 13F filings (latest filed 2026-08-20). 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
103 tracked funds added or opened JAVA while 36 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
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 2026-Q1 and 2026-Q2, across 263 tracked filers holding JAVA, 146 increased or opened the position and 123 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 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 10
- Northwest Financial Advisors$45M
- MARSHALL WACE, LLP$7M
- Worth Financial Advisory Group, LLC$4M
- Bluespring Wealth Management, LLC$3M
- Global Retirement Partners, LLC$3M
- IFG Advisory, LLC$1M
Full exits 16
- Cambridge Investment Research Advisors, Inc.$18M
- CWM, LLC$18M
- Capital Analysts, LLC$9M
- HighTower Advisors, LLC$5M
- Independent Advisor Alliance$4M
- Fortis Group Advisors, LLC$3M
Largest adds
- Dynasty Wealth Management, LLC$131M
- JPMORGAN CHASE & CO$104M
- LPL Financial LLC$94M
- SAGESPRING WEALTH PARTNERS, LLC$70M
- OpenArc Corporate Advisory, LLC$44M
- JONES FINANCIAL COMPANIES LLLP$21M
Largest trims
- BANK OF AMERICA CORP /DE/$69M
- ELEVATION POINT WEALTH PARTNERS, LLC$28M
- WCG Wealth Advisors LLC$26M
- Vestmark Advisory Solutions, Inc.$23M
- COMMONWEALTH EQUITY SERVICES, LLC$11M
- Weil Company, Inc.$8M
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 20,570,939 | $1.6B | 26.8% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 9,053,209 | $719M | 11.8% | 2026-Q2 |
| LPL Financial LLC added | 7,226,489 | $574M | 9.4% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 5,187,608 | $412M | 6.8% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 2,660,580 | $211M | 3.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 2,539,213 | $202M | 3.3% | 2026-Q2 |
| Cetera Investment Advisers added | 1,879,375 | $149M | 2.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,688,045 | $134M | 2.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,306,578 | $104M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,121,325 | $89M | 1.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,054,640 | $83M | 1.4% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 956,185 | $76M | 1.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 930,344 | $74M | 1.2% | 2026-Q2 |
| STEPH & CO trimmed | 912,599 | $72M | 1.2% | 2026-Q2 |
| ORRSTOWN FINANCIAL SERVICES INC added | 864,654 | $69M | 1.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 827,129 | $66M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 735,629 | $58M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 730,947 | $58M | 1.0% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 703,546 | $56M | 0.9% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 658,701 | $52M | 0.9% | 2026-Q2 |
| CI INVESTMENTS INC. added | 634,876 | $50M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 620,924 | $49M | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC added | 591,136 | $47M | 0.8% | 2026-Q2 |
| Northwest Financial Advisors new | 567,601 | $45M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 561,090 | $45M | 0.7% | 2026-Q2 |
| Convergence Financial, LLC added | 552,018 | $44M | 0.7% | 2026-Q2 |
| FSM Wealth Advisors, LLC added | 550,530 | $44M | 0.7% | 2026-Q2 |
| Intellus Advisors LLC added | 490,286 | $39M | 0.6% | 2026-Q2 |
| UNIQUE WEALTH, LLC added | 470,589 | $37M | 0.6% | 2026-Q2 |
| WNY Asset Management, LLC added | 455,055 | $36M | 0.6% | 2026-Q2 |
| Focus Partners Wealth trimmed | 428,827 | $34M | 0.6% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 404,169 | $32M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 394,605 | $31M | 0.5% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 380,934 | $30M | 0.5% | 2026-Q2 |
| Americana Partners, LLC trimmed | 378,711 | $30M | 0.5% | 2026-Q2 |
| Arlington Financial Advisors, LLC added | 374,162 | $30M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 344,898 | $27M | 0.4% | 2026-Q2 |
| UBS Group AG added | 308,402 | $24M | 0.4% | 2026-Q2 |
| Centerline Wealth Advisors, LLC added | 305,286 | $24M | 0.4% | 2026-Q2 |
| Triangle Securities Wealth Management added | 253,006 | $20M | 0.3% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 246,308 | $20M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 245,853 | $20M | 0.3% | 2026-Q2 |
| Prism Advisors, Inc. trimmed | 242,984 | $19M | 0.3% | 2026-Q2 |
| Storen Legacy Partners, LLC added | 242,201 | $19M | 0.3% | 2026-Q2 |
| DAVENPORT & Co LLC added | 240,777 | $19M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 239,863 | $19M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 207,083 | $16M | 0.3% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC added | 182,052 | $14M | 0.2% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 179,615 | $14M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 177,120 | $14M | 0.2% | 2026-Q2 |
| BCGM Wealth Management, LLC trimmed | 174,732 | $14M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 164,361 | $13M | 0.2% | 2026-Q2 |
| KEYVANTAGE WEALTH, LLC added | 156,919 | $12M | 0.2% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 155,601 | $12M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 142,735 | $11M | 0.2% | 2026-Q2 |
| Rehmann Capital Advisory Group added | 138,442 | $11M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 129,247 | $10M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 119,711 | $10M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 119,394 | $9M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 118,452 | $9M | 0.2% | 2026-Q2 |
| Resolute Wealth Strategies, LLC added | 116,560 | $9M | 0.2% | 2026-Q2 |
| MN Wealth Advisors, LLC trimmed | 104,126 | $8M | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 99,492 | $8M | 0.1% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 93,194 | $7M | 0.1% | 2026-Q2 |
| SIMA Wealth Partners, LLC trimmed | 92,826 | $7M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP new | 84,252 | $7M | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 82,266 | $7M | 0.1% | 2026-Q2 |
| SUMMITPOINT CAPITAL MANAGEMENT added | 73,974 | $6M | 0.1% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 72,757 | $6M | 0.1% | 2026-Q2 |
| Gemmer Asset Management LLC trimmed | 72,368 | $6M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 72,035 | $6M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 71,999 | $6M | 0.1% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 70,588 | $6M | 0.1% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 69,783 | $6M | 0.1% | 2026-Q2 |
| Perennial Investment Advisors, LLC trimmed | 68,416 | $5M | 0.1% | 2026-Q2 |
| GGM Financial LLC trimmed | 65,487 | $5M | 0.1% | 2026-Q2 |
| FAGAN ASSOCIATES, INC. trimmed | 65,108 | $5M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 60,005 | $5M | 0.1% | 2026-Q2 |
| 5T Wealth, LLC trimmed | 59,413 | $5M | 0.1% | 2026-Q2 |
| Merited Wealth, LLC added | 59,352 | $5M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 59,303 | $5M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 57,447 | $5M | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 54,520 | $4M | 0.1% | 2026-Q2 |
| WealthPLAN Partners, LLC added | 53,155 | $4M | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 52,961 | $4M | 0.1% | 2026-Q2 |
| CMH Wealth Management LLC added | 51,550 | $4M | 0.1% | 2026-Q2 |
| Denver PWM, LLC trimmed | 50,176 | $4M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 49,835 | $4M | 0.1% | 2026-Q2 |
| Ascent Group, LLC trimmed | 48,460 | $4M | 0.1% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA added | 45,866 | $4M | 0.1% | 2026-Q2 |
| Worth Financial Advisory Group, LLC added | 45,661 | $4M | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. trimmed | 41,775 | $3M | 0.1% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 41,552 | $3M | 0.1% | 2026-Q2 |
| Quotient Wealth Partners, LLC added | 38,040 | $3M | 0.0% | 2026-Q2 |
| Compass Wealth Management, LLC/GA trimmed | 35,667 | $3M | 0.0% | 2026-Q2 |
| WBH ADVISORY INC added | 34,565 | $3M | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 34,310 | $3M | 0.0% | 2026-Q2 |
| Hopwood Nicholas Hunter trimmed | 31,220 | $2M | 0.0% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 31,177 | $2M | 0.0% | 2026-Q2 |
| Crumly & Associates Inc. trimmed | 30,838 | $2M | 0.0% | 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.