Who owns JBND (JBND)
Which tracked institutional funds hold JBND, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JBND 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
The tracked-fund tape on JBND is one-sided between 2025-Q4 and 2026-Q1: 140 added or opened and 31 trimmed or exited — on balance accumulating.
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
JBND’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.9% of theirs — a 0.7pp gap the other way — the median holder sizes JBND more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JBND 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 308 tracked filers holding JBND, 241 increased or opened the position and 71 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 JBND 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 29
- Independent Advisor Alliance$77M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$19M
- Choice Wealth Advisors LLC$18M
- Clear Trail Advisors, LLC$15M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$14M
- CREATIVE FINANCIAL DESIGNS INC /ADV$13M
Full exits 7
- Pine Valley Investments Ltd Liability Co$18M
- Global Retirement Partners, LLC$10M
- IFG Advisory, LLC$4M
- Thrivent Financial for Lutherans$2M
- ORG Partners LLC$1M
- Coppell Advisory Solutions LLC$1M
Largest adds
- LPL Financial LLC$199M
- JPMORGAN CHASE & CO$143M
- AMERIPRISE FINANCIAL INC$107M
- BANK OF AMERICA CORP /DE/$72M
- RAYMOND JAMES FINANCIAL INC$60M
- ENVESTNET ASSET MANAGEMENT INC$55M
Largest trims
- SMITHBRIDGE ASSET MANAGEMENT INC/DE$16M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$13M
- SAGESPRING WEALTH PARTNERS, LLC$11M
- AXXCESS WEALTH MANAGEMENT, LLC$9M
- NewEdge Advisors, LLC$9M
- StoneX Group Inc.$9M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 16,888,797 | $908M | 15.7% | 2026-Q1 |
| Allworth Financial LP added | 6,129,907 | $330M | 5.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 5,808,797 | $313M | 5.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 5,805,893 | $312M | 5.4% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 5,141,154 | $276M | 4.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 4,223,148 | $227M | 3.9% | 2026-Q1 |
| Cetera Investment Advisers added | 3,834,235 | $206M | 3.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,681,203 | $198M | 3.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 3,555,302 | $191M | 3.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,508,410 | $135M | 2.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,443,755 | $131M | 2.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 2,169,628 | $117M | 2.0% | 2026-Q1 |
| Diversified Portfolios, Inc. added | 1,987,378 | $107M | 1.8% | 2026-Q1 |
| Summit Financial, LLC added | 1,663,485 | $89M | 1.5% | 2026-Q1 |
| Bridgewater Advisors Inc. added | 1,622,258 | $87M | 1.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,577,446 | $85M | 1.5% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 1,497,064 | $80M | 1.4% | 2026-Q1 |
| BALDWIN WEALTH PARTNERS LLC/MA added | 1,469,232 | $79M | 1.4% | 2026-Q1 |
| Berger Financial Group, Inc added | 1,443,755 | $78M | 1.3% | 2026-Q1 |
| Independent Advisor Alliance added | 1,429,253 | $77M | 1.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,340,675 | $72M | 1.2% | 2026-Q1 |
| CWM, LLC added | 1,323,773 | $71M | 1.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,272,168 | $68M | 1.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 1,254,973 | $67M | 1.2% | 2026-Q1 |
| IAG Wealth Partners, LLC trimmed | 1,109,543 | $60M | 1.0% | 2026-Q1 |
| LVZ, Inc. added | 967,020 | $52M | 0.9% | 2026-Q1 |
| Peterson Wealth Advisors, LLC added | 893,551 | $48M | 0.8% | 2026-Q1 |
| StoneX Group Inc. trimmed | 807,296 | $43M | 0.8% | 2026-Q1 |
| Intrua Financial, LLC added | 729,351 | $39M | 0.7% | 2026-Q1 |
| Larson Financial Group LLC added | 724,578 | $39M | 0.7% | 2026-Q1 |
| Arlington Financial Advisors, LLC added | 699,517 | $38M | 0.7% | 2026-Q1 |
| Dynasty Wealth Management, LLC added | 677,096 | $36M | 0.6% | 2026-Q1 |
| Essex LLC added | 670,321 | $36M | 0.6% | 2026-Q1 |
| Lifelong Wealth Advisors, Inc. added | 669,290 | $36M | 0.6% | 2026-Q1 |
| Spire Wealth Management added | 651,008 | $35M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 627,018 | $34M | 0.6% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 626,242 | $34M | 0.6% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 606,253 | $33M | 0.6% | 2026-Q1 |
| UBS Group AG added | 578,362 | $31M | 0.5% | 2026-Q1 |
| NewEdge Wealth, LLC added | 577,358 | $31M | 0.5% | 2026-Q1 |
| CGC Financial Services, LLC added | 539,876 | $29M | 0.5% | 2026-Q1 |
| FMR LLC added | 538,982 | $29M | 0.5% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 538,251 | $29M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 483,310 | $26M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 463,621 | $25M | 0.4% | 2026-Q1 |
| MEANS INVESTMENT CO., INC. added | 431,887 | $23M | 0.4% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC added | 429,530 | $23M | 0.4% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 380,847 | $20M | 0.4% | 2026-Q1 |
| Opes Wealth Management LLC added | 372,762 | $20M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 352,993 | $19M | 0.3% | 2026-Q1 |
| Ocean Park Asset Management, LLC | 351,700 | $19M | 0.3% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 344,461 | $19M | 0.3% | 2026-Q1 |
| Vawter Financial, Ltd. added | 344,454 | $19M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 330,025 | $18M | 0.3% | 2026-Q1 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE trimmed | 328,037 | $18M | 0.3% | 2026-Q1 |
| Choice Wealth Advisors LLC new | 327,921 | $18M | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 318,485 | $17M | 0.3% | 2026-Q1 |
| Royal Harbor Partners, LLC added | 317,831 | $17M | 0.3% | 2026-Q1 |
| Eldridge Investment Advisors, Inc. added | 297,825 | $16M | 0.3% | 2026-Q1 |
| CGN Advisors LLC added | 292,799 | $16M | 0.3% | 2026-Q1 |
| Pinnacle Wealth Management, LLC added | 285,338 | $15M | 0.3% | 2026-Q1 |
| Independence Asset Advisors, LLC trimmed | 279,390 | $15M | 0.3% | 2026-Q1 |
| Clear Trail Advisors, LLC new | 274,078 | $15M | 0.3% | 2026-Q1 |
| KWB Wealth trimmed | 272,350 | $15M | 0.3% | 2026-Q1 |
| Echo Wealth Management, LLC added | 269,004 | $14M | 0.3% | 2026-Q1 |
| PEAK FINANCIAL ADVISORS LLC trimmed | 259,406 | $14M | 0.2% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new | 253,549 | $14M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 250,893 | $14M | 0.2% | 2026-Q1 |
| WBH ADVISORY INC added | 251,459 | $13M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 238,715 | $13M | 0.2% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 233,471 | $13M | 0.2% | 2026-Q1 |
| Argo Wealth Advisory, LLC added | 228,576 | $12M | 0.2% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 228,168 | $12M | 0.2% | 2026-Q1 |
| Capital Advisors Wealth Management, LLC added | 227,847 | $12M | 0.2% | 2026-Q1 |
| RIVERSEDGE ADVISORS, LLC new | 221,434 | $12M | 0.2% | 2026-Q1 |
| &PARTNERS added | 219,360 | $12M | 0.2% | 2026-Q1 |
| Savvy Advisors, Inc. added | 215,546 | $12M | 0.2% | 2026-Q1 |
| Citizens Business Bank added | 214,255 | $12M | 0.2% | 2026-Q1 |
| Ruggaard & Associates LLC added | 209,020 | $11M | 0.2% | 2026-Q1 |
| Goldstone Financial Group, LLC trimmed | 191,045 | $10M | 0.2% | 2026-Q1 |
| VestGen Advisors, LLC added | 186,668 | $10M | 0.2% | 2026-Q1 |
| Centurion Wealth Management LLC added | 179,406 | $10M | 0.2% | 2026-Q1 |
| Cobblestone Asset Management LLC added | 177,858 | $10M | 0.2% | 2026-Q1 |
| Rosenblum Silverman Sutton S F Inc /ca added | 171,505 | $9M | 0.2% | 2026-Q1 |
| Essex Financial Services, Inc. added | 170,383 | $9M | 0.2% | 2026-Q1 |
| AGH Wealth Advisors, LLC added | 165,832 | $9M | 0.2% | 2026-Q1 |
| Guided Capital Wealth Management, LLC trimmed | 162,371 | $9M | 0.2% | 2026-Q1 |
| Financial Planning Navigators CORP added | 157,937 | $8M | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 157,765 | $8M | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 156,447 | $8M | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 150,050 | $8M | 0.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 147,510 | $8M | 0.1% | 2026-Q1 |
| Sonoma Allocations LLC trimmed | 147,141 | $8M | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc added | 138,420 | $7M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 135,647 | $7M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 135,948 | $7M | 0.1% | 2026-Q1 |
| Cooper Financial Group added | 132,964 | $7M | 0.1% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 130,571 | $7M | 0.1% | 2026-Q1 |
| Pine Valley Investments Ltd Liability Co added | 327,495 | $18M | 0.3% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 176,231 | $10M | 0.2% | 2025-Q4 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.