Who owns JBBB
Which tracked institutional funds hold JBBB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JBBB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
46 tracked funds added or opened JBBB while 42 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
JBBB’s largest tracked holder by dollar value, Jupiter Topco LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JBBB 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 184 tracked filers holding JBBB, 107 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 JBBB 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 18
- Jupiter Topco LLC$302M
- Markowski Investments$14M
- SSI INVESTMENT MANAGEMENT LLC$6M
- RAYMOND JAMES FINANCIAL INC$5M
- COMPASS FINANCIAL MANAGEMENT LLC$4M
- Envestnet Portfolio Solutions, Inc.$4M
Full exits 14
- BANK OF AMERICA CORP /DE/$23M
- Border to Coast Pensions Partnership Ltd$12M
- Insight Wealth Strategies, LLC$8M
- LFG Wealth Partners, LLC$3M
- Janney Montgomery Scott LLC$3M
- Gibbs Wealth Management$2M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$20M
- Bank of New York Mellon Corp$17M
- Foguth Wealth Management, LLC.$7M
- ROYAL BANK OF CANADA$6M
- LPL Financial LLC$4M
- UBS Group AG$3M
Largest trims
- MORGAN STANLEY$9M
- INDEPENDENT FINANCIAL GROUP, LLC$8M
- Destiny Wealth Partners, LLC$4M
- AMERIPRISE FINANCIAL INC$4M
- Geneos Wealth Management Inc.$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
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 |
|---|---|---|---|---|
| Jupiter Topco LLC new | 6,395,351 | $302M | 40.2% | 2026-Q2 |
| LPL Financial LLC added | 716,664 | $34M | 4.5% | 2026-Q2 |
| Pathstone Holdings, LLC added | 652,875 | $31M | 4.1% | 2026-Q2 |
| UBS Group AG added | 490,125 | $23M | 3.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 479,928 | $23M | 3.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 387,824 | $18M | 2.4% | 2026-Q2 |
| TT Capital Management LLC added | 289,726 | $14M | 1.8% | 2026-Q2 |
| Markowski Investments new | 287,639 | $14M | 1.8% | 2026-Q2 |
| Ocean Park Asset Management, LLC | 276,200 | $13M | 1.7% | 2026-Q2 |
| Banco BTG Pactual S.A. added | 264,830 | $13M | 1.7% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 255,448 | $12M | 1.6% | 2026-Q2 |
| EPIQ PARTNERS, LLC trimmed | 251,777 | $12M | 1.6% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 233,474 | $11M | 1.5% | 2026-Q2 |
| Summit Financial, LLC trimmed | 167,958 | $8M | 1.1% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 151,814 | $7M | 1.0% | 2026-Q2 |
| Foguth Wealth Management, LLC. added | 148,459 | $7M | 0.9% | 2026-Q2 |
| CacheTech Inc. trimmed | 147,420 | $7M | 0.9% | 2026-Q2 |
| Destiny Wealth Partners, LLC trimmed | 143,364 | $7M | 0.9% | 2026-Q2 |
| Nilsine Partners, LLC trimmed | 140,482 | $7M | 0.9% | 2026-Q2 |
| Adams Wealth Management trimmed | 138,199 | $7M | 0.9% | 2026-Q2 |
| Financial Enhancement Group LLC added | 137,186 | $6M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 136,090 | $6M | 0.9% | 2026-Q2 |
| WT Wealth Management added | 135,640 | $6M | 0.9% | 2026-Q2 |
| SSI INVESTMENT MANAGEMENT LLC added | 133,209 | $6M | 0.8% | 2026-Q2 |
| CV Advisors LLC added | 112,170 | $5M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 111,213 | $5M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 104,410 | $5M | 0.7% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 97,107 | $5M | 0.6% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 95,036 | $4M | 0.6% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 92,242 | $4M | 0.6% | 2026-Q2 |
| Sowell Financial Services LLC added | 91,654 | $4M | 0.6% | 2026-Q2 |
| Clearview Wealth Management LLC trimmed | 91,449 | $4M | 0.6% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 90,958 | $4M | 0.6% | 2026-Q2 |
| Keeler Thomas Management LLC trimmed | 90,229 | $4M | 0.6% | 2026-Q2 |
| Flagship Capital Management Inc. added | 88,610 | $4M | 0.6% | 2026-Q2 |
| Auour Investments LLC added | 84,611 | $4M | 0.5% | 2026-Q2 |
| US BANCORP \DE\ added | 82,834 | $4M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 78,454 | $4M | 0.5% | 2026-Q2 |
| Paragon Advisors, LLC trimmed | 69,937 | $3M | 0.4% | 2026-Q2 |
| FIRETHORN WEALTH PARTNERS, LLC added | 69,032 | $3M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 65,177 | $3M | 0.4% | 2026-Q2 |
| Impact Partnership Wealth, LLC added | 64,190 | $3M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 62,127 | $3M | 0.4% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 59,186 | $3M | 0.4% | 2026-Q2 |
| Central Pacific Bank - Trust Division added | 57,410 | $3M | 0.4% | 2026-Q2 |
| Private Advisory Group LLC added | 54,123 | $3M | 0.3% | 2026-Q2 |
| Kathmere Capital Management, LLC added | 49,324 | $2M | 0.3% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 48,157 | $2M | 0.3% | 2026-Q2 |
| Ridgeline Wealth, LLC trimmed | 47,575 | $2M | 0.3% | 2026-Q2 |
| Denver PWM, LLC added | 47,354 | $2M | 0.3% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 45,143 | $2M | 0.3% | 2026-Q2 |
| Advisory Alpha, LLC added | 44,309 | $2M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 43,515 | $2M | 0.3% | 2026-Q2 |
| Maridea Wealth Management LLC trimmed | 42,205 | $2M | 0.3% | 2026-Q2 |
| Englebert Financial Advisers, LLC added | 39,752 | $2M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 39,747 | $2M | 0.3% | 2026-Q2 |
| IFP Advisors, Inc added | 39,657 | $2M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. new | 38,188 | $2M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 37,806 | $2M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 36,620 | $2M | 0.2% | 2026-Q2 |
| AXS Investments LLC added | 36,130 | $2M | 0.2% | 2026-Q2 |
| PFG Advisors added | 35,256 | $2M | 0.2% | 2026-Q2 |
| J. Safra Sarasin Holding AG | 35,000 | $2M | 0.2% | 2026-Q2 |
| National Philanthropic Trust | 34,367 | $2M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 33,580 | $2M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 31,103 | $1M | 0.2% | 2026-Q2 |
| Diversified Portfolios, Inc. added | 29,442 | $1M | 0.2% | 2026-Q2 |
| SMITH, MOORE & CO. | 29,320 | $1M | 0.2% | 2026-Q2 |
| Cooper Financial Group trimmed | 28,225 | $1M | 0.2% | 2026-Q2 |
| L2 Asset Management, LLC added | 27,740 | $1M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 25,844 | $1M | 0.2% | 2026-Q2 |
| 4WEALTH ADVISORS, INC. added | 25,810 | $1M | 0.2% | 2026-Q2 |
| Total Clarity Wealth Management, Inc. trimmed | 25,311 | $1M | 0.2% | 2026-Q2 |
| NORTHBRIDGE FINANCIAL GROUP, LLC added | 24,948 | $1M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 24,943 | $1M | 0.2% | 2026-Q2 |
| Bienville Capital Management, LLC trimmed | 24,816 | $1M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 24,491 | $1M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 23,587 | $1M | 0.1% | 2026-Q2 |
| KG Capital Management added | 22,867 | $1M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 22,832 | $1M | 0.1% | 2026-Q2 |
| Portside Wealth Group, LLC added | 22,808 | $1M | 0.1% | 2026-Q2 |
| Hidden Cove Wealth Management, LLC trimmed | 21,761 | $1M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 21,045 | $996K | 0.1% | 2026-Q2 |
| HUB Investment Partners, LLC trimmed | 20,745 | $982K | 0.1% | 2026-Q2 |
| Cadent Capital Advisors, LLC trimmed | 20,288 | $961K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 20,190 | $956K | 0.1% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO new | 20,000 | $947K | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 19,538 | $926K | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 19,538 | $926K | 0.1% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 19,016 | $903K | 0.1% | 2026-Q2 |
| Medallion Wealth Advisors, LLC trimmed | 17,989 | $920K | 0.1% | 2026-Q2 |
| Sage Mountain Advisors LLC trimmed | 16,805 | $796K | 0.1% | 2026-Q2 |
| Ancora Advisors LLC trimmed | 16,410 | $777K | 0.1% | 2026-Q2 |
| Strong Tower Advisory Services added | 16,221 | $768K | 0.1% | 2026-Q2 |
| Camelot Portfolios, LLC added | 15,116 | $716K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 15,039 | $712K | 0.1% | 2026-Q2 |
| CGN Advisors LLC added | 14,034 | $665K | 0.1% | 2026-Q2 |
| Virtus Fixed Income Advisers, LLC new | 13,535 | $641K | 0.1% | 2026-Q2 |
| MBL Wealth, LLC trimmed | 13,360 | $633K | 0.1% | 2026-Q2 |
| Almanack Investment Partners, LLC. added | 13,346 | $632K | 0.1% | 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.