Who owns JEMB
Which tracked institutional funds hold JEMB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JEMB company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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
6 tracked funds added or opened JEMB while 3 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
JEMB’s largest tracked holder by dollar value, JANUS HENDERSON GROUP PLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JEMB 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 13 tracked filers holding JEMB, 11 increased or opened the position and 6 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 JEMB 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 4
- OSAIC HOLDINGS, INC.$32M
- LexAurum Advisors, LLC$2M
- Transamerica Financial Advisors, LLC$1M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$1M
Full exits 2
- GTS SECURITIES LLC$1M
- JANE STREET GROUP, LLC$823K
Largest adds
- JANUS HENDERSON GROUP PLC$13M
- ATWOOD & PALMER INC$1M
Largest trims
- Financial Enhancement Group LLC$2M
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 |
|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC added | 11,587,092 | $608M | 83.8% | 2026-Q1 |
| ATWOOD & PALMER INC added | 1,147,399 | $60M | 8.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. new | 617,025 | $32M | 4.5% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 164,622 | $9M | 1.2% | 2026-Q1 |
| Financial Enhancement Group LLC trimmed | 123,133 | $7M | 0.9% | 2026-Q1 |
| LexAurum Advisors, LLC new | 40,211 | $2M | 0.3% | 2026-Q1 |
| Transamerica Financial Advisors, LLC new | 22,636 | $1M | 0.2% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new | 22,440 | $1M | 0.2% | 2026-Q1 |
| QTR Family Wealth, LLC added | 10,040 | $541K | 0.1% | 2026-Q1 |
| LPL Financial LLC new | 8,439 | $443K | 0.1% | 2026-Q1 |
| &PARTNERS new | 8,000 | $420K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 4,764 | $250K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 43 | $2K | 0.0% | 2026-Q1 |
| GTS SECURITIES LLC new | 23,988 | $1M | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 15,336 | $823K | 0.1% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 15,607 | $808K | 0.1% | 2025-Q2 stale |
| CITADEL ADVISORS LLC new | 5,089 | $263K | 0.0% | 2025-Q2 stale |
| UBS Group AG trimmed | 104 | $6K | 0.0% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN new | 22 | $1K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.