Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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
129 tracked funds added or opened JBND while 62 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
JBND’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.9% of theirs — a 0.6pp 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 2026-Q1 and 2026-Q2, across 317 tracked filers holding JBND, 233 increased or opened the position and 110 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 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
- EP Wealth Advisors, LLC$21M
- Global Retirement Partners, LLC$21M
- OLD MISSION CAPITAL LLC$12M
- Per Stirling Capital Management, LLC.$12M
- TENET WEALTH PARTNERS, LLC$7M
- Evergreen Wealth Partners LLC$5M
Full exits 25
- Janney Montgomery Scott LLC$117M
- Independent Advisor Alliance$77M
- CWM, LLC$71M
- Cambridge Investment Research Advisors, Inc.$34M
- Opes Wealth Management LLC$20M
- HighTower Advisors, LLC$18M
Largest adds
- LPL Financial LLC$207M
- Allworth Financial LP$157M
- AMERIPRISE FINANCIAL INC$107M
- Cetera Investment Advisers$79M
- ENVESTNET ASSET MANAGEMENT INC$75M
- Northwest Financial Advisors$70M
Largest trims
- Diversified Portfolios, Inc.$22M
- COMMONWEALTH EQUITY SERVICES, LLC$14M
- VestGen Advisors, LLC$10M
- Mariner, LLC$6M
- GOLDMAN SACHS GROUP INC$4M
- Goldstone Financial Group, LLC$3M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 20,847,585 | $1.1B | 17.2% | 2026-Q2 |
| Allworth Financial LP added | 9,101,672 | $487M | 7.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 7,852,779 | $420M | 6.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 6,946,476 | $373M | 5.8% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 6,077,220 | $325M | 5.0% | 2026-Q2 |
| Cetera Investment Advisers added | 5,328,568 | $285M | 4.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,099,381 | $273M | 4.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 4,453,121 | $238M | 3.7% | 2026-Q2 |
| Private Advisor Group, LLC added | 3,894,546 | $208M | 3.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,768,570 | $148M | 2.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,724,250 | $146M | 2.2% | 2026-Q2 |
| Summit Financial, LLC added | 1,753,766 | $94M | 1.4% | 2026-Q2 |
| Bridgewater Advisors Inc. added | 1,722,643 | $91M | 1.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,665,734 | $89M | 1.4% | 2026-Q2 |
| Diversified Portfolios, Inc. trimmed | 1,583,948 | $85M | 1.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,502,729 | $80M | 1.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 1,496,955 | $80M | 1.2% | 2026-Q2 |
| BALDWIN WEALTH PARTNERS LLC/MA added | 1,470,097 | $79M | 1.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,446,588 | $77M | 1.2% | 2026-Q2 |
| Berger Financial Group, Inc trimmed | 1,431,811 | $77M | 1.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,323,132 | $71M | 1.1% | 2026-Q2 |
| Northwest Financial Advisors added | 1,318,229 | $71M | 1.1% | 2026-Q2 |
| IAG Wealth Partners, LLC added | 1,114,649 | $60M | 0.9% | 2026-Q2 |
| StoneX Group Inc. added | 1,032,908 | $55M | 0.9% | 2026-Q2 |
| LVZ, Inc. trimmed | 964,908 | $52M | 0.8% | 2026-Q2 |
| Peterson Wealth Advisors, LLC added | 930,053 | $50M | 0.8% | 2026-Q2 |
| Larson Financial Group LLC added | 872,511 | $47M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 811,131 | $43M | 0.7% | 2026-Q2 |
| Essex LLC added | 798,166 | $43M | 0.7% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 755,090 | $40M | 0.6% | 2026-Q2 |
| Intrua Financial, LLC added | 742,478 | $40M | 0.6% | 2026-Q2 |
| Arlington Financial Advisors, LLC added | 719,463 | $38M | 0.6% | 2026-Q2 |
| Lifelong Wealth Advisors, Inc. added | 699,070 | $37M | 0.6% | 2026-Q2 |
| UBS Group AG added | 673,309 | $36M | 0.6% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 669,152 | $36M | 0.6% | 2026-Q2 |
| Spire Wealth Management trimmed | 633,749 | $34M | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 595,638 | $32M | 0.5% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 568,422 | $30M | 0.5% | 2026-Q2 |
| CGC Financial Services, LLC added | 555,625 | $30M | 0.5% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 553,389 | $30M | 0.5% | 2026-Q2 |
| FMR LLC added | 539,886 | $29M | 0.4% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 508,429 | $27M | 0.4% | 2026-Q2 |
| MEANS INVESTMENT CO., INC. added | 473,636 | $25M | 0.4% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 393,303 | $21M | 0.3% | 2026-Q2 |
| Global Retirement Partners, LLC added | 389,817 | $21M | 0.3% | 2026-Q2 |
| KWB Wealth added | 388,588 | $21M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 377,534 | $20M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 368,634 | $20M | 0.3% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 362,470 | $19M | 0.3% | 2026-Q2 |
| Vawter Financial, Ltd. added | 360,261 | $19M | 0.3% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 358,635 | $19M | 0.3% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 355,627 | $19M | 0.3% | 2026-Q2 |
| Royal Harbor Partners, LLC added | 355,465 | $19M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 352,993 | $19M | 0.3% | 2026-Q2 |
| Ocean Park Asset Management, LLC | 351,700 | $19M | 0.3% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 349,709 | $19M | 0.3% | 2026-Q2 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE added | 342,235 | $18M | 0.3% | 2026-Q2 |
| Choice Wealth Advisors LLC added | 341,073 | $18M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 332,801 | $18M | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 327,524 | $18M | 0.3% | 2026-Q2 |
| Eldridge Investment Advisors, Inc. added | 322,418 | $17M | 0.3% | 2026-Q2 |
| Clear Trail Advisors, LLC added | 302,710 | $16M | 0.2% | 2026-Q2 |
| Echo Wealth Management, LLC added | 291,117 | $16M | 0.2% | 2026-Q2 |
| CGN Advisors LLC trimmed | 290,493 | $16M | 0.2% | 2026-Q2 |
| Pinnacle Wealth Management, LLC added | 285,453 | $15M | 0.2% | 2026-Q2 |
| WBH ADVISORY INC added | 284,435 | $15M | 0.2% | 2026-Q2 |
| Independence Asset Advisors, LLC added | 279,411 | $15M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 269,003 | $14M | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. added | 256,492 | $14M | 0.2% | 2026-Q2 |
| Capital Advisors Wealth Management, LLC added | 235,617 | $13M | 0.2% | 2026-Q2 |
| Argo Wealth Advisory, LLC added | 231,442 | $12M | 0.2% | 2026-Q2 |
| Cobblestone Asset Management LLC added | 230,251 | $12M | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 226,768 | $12M | 0.2% | 2026-Q2 |
| RIVERSEDGE ADVISORS, LLC added | 223,369 | $12M | 0.2% | 2026-Q2 |
| &PARTNERS added | 222,797 | $12M | 0.2% | 2026-Q2 |
| Per Stirling Capital Management, LLC. new | 215,218 | $12M | 0.2% | 2026-Q2 |
| Ruggaard & Associates LLC added | 213,405 | $11M | 0.2% | 2026-Q2 |
| Citizens Business Bank trimmed | 206,667 | $11M | 0.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 205,486 | $11M | 0.2% | 2026-Q2 |
| Simplicity Wealth,LLC added | 195,021 | $10M | 0.2% | 2026-Q2 |
| MAGNOLIA CAPITAL ADVISORS LLC added | 179,599 | $10M | 0.1% | 2026-Q2 |
| AGH Wealth Advisors, LLC added | 177,406 | $9M | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 177,390 | $9M | 0.1% | 2026-Q2 |
| Financial Planning Navigators CORP added | 174,507 | $9M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 173,533 | $9M | 0.1% | 2026-Q2 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA added | 172,210 | $9M | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 172,124 | $9M | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. trimmed | 164,667 | $9M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 156,403 | $8M | 0.1% | 2026-Q2 |
| Guided Capital Wealth Management, LLC trimmed | 156,105 | $8M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 151,955 | $8M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 150,699 | $8M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC added | 149,198 | $8M | 0.1% | 2026-Q2 |
| Centurion Wealth Management LLC trimmed | 145,927 | $8M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 145,623 | $8M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 139,265 | $7M | 0.1% | 2026-Q2 |
| Cooper Financial Group added | 137,654 | $7M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 137,564 | $7M | 0.1% | 2026-Q2 |
| Goldstone Financial Group, LLC trimmed | 137,192 | $7M | 0.1% | 2026-Q2 |
| Insight Wealth Partners, LLC added | 136,459 | $7M | 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.