Who owns JBBB (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-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
39 tracked funds added or opened JBBB while 51 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
JBBB’s largest tracked holder by dollar value, Richard Bernstein Advisors LLC, sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.7pp 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 2025-Q4 and 2026-Q1, across 175 tracked filers holding JBBB, 93 increased or opened the position and 107 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 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 15
- Ocean Park Asset Management, LLC$13M
- Banco BTG Pactual S.A.$10M
- Insight Wealth Strategies, LLC$8M
- Financial Enhancement Group LLC$6M
- Clearview Wealth Management LLC$4M
- NewEdge Wealth, LLC$2M
Full exits 17
- Pallas Capital Advisors LLC$23M
- SSI INVESTMENT MANAGEMENT LLC$4M
- BANK OF MONTREAL /CAN/$3M
- LFG Wealth Partners, LLC$3M
- Envestnet Portfolio Solutions, Inc.$2M
- FLOW TRADERS U.S. LLC$2M
Largest adds
- BANK OF AMERICA CORP /DE/$18M
- MORGAN STANLEY$9M
- UBS Group AG$5M
- Pathstone Holdings, LLC$5M
- US BANCORP \DE\$4M
- Border to Coast Pensions Partnership Ltd$3M
Largest trims
- JANE STREET GROUP, LLC$21M
- JPMORGAN CHASE & CO$20M
- LPL Financial LLC$17M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$12M
- GOLDMAN SACHS GROUP INC$8M
- Anfield Capital Management, LLC$4M
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 |
|---|---|---|---|---|
| Pathstone Holdings, LLC added | 650,148 | $30M | 4.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 636,991 | $30M | 3.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 500,176 | $23M | 3.1% | 2026-Q1 |
| UBS Group AG added | 425,924 | $20M | 2.6% | 2026-Q1 |
| TT Capital Management LLC trimmed | 282,161 | $13M | 1.7% | 2026-Q1 |
| Ocean Park Asset Management, LLC trimmed | 276,200 | $13M | 1.7% | 2026-Q1 |
| AE Wealth Management LLC added | 271,891 | $13M | 1.7% | 2026-Q1 |
| Border to Coast Pensions Partnership Ltd added | 265,000 | $12M | 1.6% | 2026-Q1 |
| EPIQ PARTNERS, LLC added | 256,035 | $12M | 1.6% | 2026-Q1 |
| Destiny Wealth Partners, LLC trimmed | 238,591 | $11M | 1.5% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 234,762 | $11M | 1.4% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 219,411 | $10M | 1.3% | 2026-Q1 |
| Banco BTG Pactual S.A. new | 215,894 | $10M | 1.3% | 2026-Q1 |
| MORGAN STANLEY added | 203,945 | $10M | 1.2% | 2026-Q1 |
| Summit Financial, LLC added | 177,416 | $8M | 1.1% | 2026-Q1 |
| Insight Wealth Strategies, LLC new | 173,270 | $8M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 157,355 | $7M | 1.0% | 2026-Q1 |
| CacheTech Inc. trimmed | 150,736 | $7M | 0.9% | 2026-Q1 |
| Nilsine Partners, LLC trimmed | 145,982 | $7M | 0.9% | 2026-Q1 |
| Adams Wealth Management trimmed | 144,417 | $7M | 0.9% | 2026-Q1 |
| Financial Enhancement Group LLC added | 132,174 | $6M | 0.8% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 128,506 | $6M | 0.8% | 2026-Q1 |
| WT Wealth Management trimmed | 121,409 | $6M | 0.7% | 2026-Q1 |
| CV Advisors LLC added | 110,935 | $5M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 107,535 | $5M | 0.7% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 107,502 | $5M | 0.7% | 2026-Q1 |
| Keeler Thomas Management LLC trimmed | 102,021 | $5M | 0.6% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 98,921 | $5M | 0.6% | 2026-Q1 |
| Clearview Wealth Management LLC new | 92,944 | $4M | 0.6% | 2026-Q1 |
| Sowell Financial Services LLC added | 90,391 | $4M | 0.6% | 2026-Q1 |
| Flagship Capital Management Inc. added | 86,955 | $4M | 0.5% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 86,562 | $4M | 0.5% | 2026-Q1 |
| US BANCORP \DE\ added | 82,715 | $4M | 0.5% | 2026-Q1 |
| Paragon Advisors, LLC trimmed | 79,197 | $4M | 0.5% | 2026-Q1 |
| Auour Investments LLC added | 64,630 | $3M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 62,578 | $3M | 0.4% | 2026-Q1 |
| FIRETHORN WEALTH PARTNERS, LLC added | 62,247 | $3M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 61,089 | $3M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 59,411 | $3M | 0.4% | 2026-Q1 |
| Ridgeline Wealth, LLC added | 58,827 | $3M | 0.4% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 56,616 | $3M | 0.3% | 2026-Q1 |
| Gibbs Wealth Management added | 53,036 | $2M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 52,790 | $2M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 49,763 | $2M | 0.3% | 2026-Q1 |
| Impact Partnership Wealth, LLC added | 49,355 | $2M | 0.3% | 2026-Q1 |
| NewEdge Wealth, LLC new | 48,878 | $2M | 0.3% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 47,338 | $2M | 0.3% | 2026-Q1 |
| Maridea Wealth Management LLC new | 45,650 | $2M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 45,423 | $2M | 0.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 43,504 | $2M | 0.3% | 2026-Q1 |
| Kathmere Capital Management, LLC trimmed | 43,447 | $2M | 0.3% | 2026-Q1 |
| HUB Investment Partners, LLC trimmed | 43,293 | $2M | 0.3% | 2026-Q1 |
| Private Advisory Group LLC added | 41,375 | $2M | 0.3% | 2026-Q1 |
| Continuum Advisory, LLC trimmed | 39,907 | $2M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 39,260 | $2M | 0.2% | 2026-Q1 |
| Denver PWM, LLC added | 37,995 | $2M | 0.2% | 2026-Q1 |
| Total Clarity Wealth Management, Inc. trimmed | 38,479 | $2M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 38,397 | $2M | 0.2% | 2026-Q1 |
| J. Safra Sarasin Holding AG | 35,000 | $2M | 0.2% | 2026-Q1 |
| PFG Advisors added | 34,694 | $2M | 0.2% | 2026-Q1 |
| Advisory Alpha, LLC new | 34,693 | $2M | 0.2% | 2026-Q1 |
| Cooper Financial Group trimmed | 34,479 | $2M | 0.2% | 2026-Q1 |
| National Philanthropic Trust new | 34,367 | $2M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 32,845 | $2M | 0.2% | 2026-Q1 |
| Richard Bernstein Advisors LLC trimmed | 1,333,544 | $65M | 8.5% | 2025-Q1 stale |
| Corebridge Financial, Inc. new | 1,125,175 | $54M | 7.1% | 2025-Q3 stale |
| Bienville Capital Management, LLC added | 843,850 | $41M | 5.4% | 2025-Q1 stale |
| JANUS HENDERSON GROUP PLC added | 828,480 | $40M | 5.2% | 2025-Q3 stale |
| Pallas Capital Advisors LLC added | 481,561 | $23M | 3.0% | 2025-Q4 stale |
| State of New Jersey Common Pension Fund D trimmed | 456,867 | $22M | 2.9% | 2025-Q2 stale |
| Hilton Capital Management, LLC trimmed | 446,713 | $22M | 2.8% | 2025-Q1 stale |
| Invesco Ltd. trimmed | 362,640 | $17M | 2.3% | 2025-Q3 stale |
| One Capital Management, LLC new | 165,396 | $8M | 1.1% | 2025-Q1 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 143,200 | $7M | 0.9% | 2025-Q3 stale |
| NOTTINGHAM ADVISORS, INC. new | 119,720 | $6M | 0.8% | 2025-Q1 stale |
| Tidal Investments LLC new | 120,104 | $6M | 0.8% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC added | 110,039 | $5M | 0.7% | 2025-Q3 stale |
| SSI INVESTMENT MANAGEMENT LLC trimmed | 82,088 | $4M | 0.5% | 2025-Q4 stale |
| FRANKLIN RESOURCES INC new | 73,888 | $4M | 0.5% | 2025-Q3 stale |
| BARCLAYS PLC new | 70,018 | $3M | 0.4% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. added | 65,701 | $3M | 0.4% | 2025-Q1 stale |
| Client First Investment Management LLC trimmed | 62,171 | $3M | 0.4% | 2025-Q1 stale |
| BANK OF MONTREAL /CAN/ added | 63,350 | $3M | 0.4% | 2025-Q4 stale |
| WESPAC Advisors SoCal, LLC trimmed | 61,669 | $3M | 0.4% | 2025-Q2 stale |
| OPPENHEIMER & CO INC added | 61,615 | $3M | 0.4% | 2025-Q3 stale |
| LFG Wealth Partners, LLC new | 58,559 | $3M | 0.4% | 2025-Q4 stale |
| Copperwynd Financial, LLC new | 46,423 | $2M | 0.3% | 2025-Q1 stale |
| Envestnet Portfolio Solutions, Inc. trimmed | 45,509 | $2M | 0.3% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 45,230 | $2M | 0.3% | 2025-Q4 stale |
| Orion Porfolio Solutions, LLC trimmed | 40,970 | $2M | 0.3% | 2025-Q1 stale |
| Orion Portfolio Solutions, LLC trimmed | 40,970 | $2M | 0.3% | 2025-Q1 stale |
| Maltin Wealth Management, Inc. added | 39,795 | $2M | 0.3% | 2025-Q1 stale |
| a16z Perennial Management, L.P. new | 37,700 | $2M | 0.2% | 2025-Q1 stale |
| Central Pacific Bank - Trust Division trimmed | 36,975 | $2M | 0.2% | 2025-Q4 stale |
| Inspire Advisors, LLC added | 34,663 | $2M | 0.2% | 2025-Q1 stale |
| AXS Investments LLC added | 32,898 | $2M | 0.2% | 2025-Q4 stale |
| Financial Advocates Investment Management added | 31,822 | $2M | 0.2% | 2025-Q1 stale |
| BENJAMIN EDWARDS INC added | 30,918 | $2M | 0.2% | 2025-Q1 stale |
| AlphaQ Advisors LLC new | 30,108 | $1M | 0.2% | 2025-Q1 stale |
| Kensington Asset Management, LLC trimmed | 29,260 | $1M | 0.2% | 2025-Q1 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.