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-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
The tracked-fund tape on JEMB is one-sided between 2026-Q1 and 2026-Q2: 8 added or opened and 2 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
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 2026-Q1 and 2026-Q2, across 19 tracked filers holding JEMB, 16 increased or opened the position and 4 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 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 5
- Jupiter Topco LLC$357M
- GOLDMAN SACHS GROUP INC$86M
- JANE STREET GROUP, LLC$3M
- CITADEL ADVISORS LLC$2M
- Farther Finance Advisors, LLC$787K
Full exits 2
- JANUS HENDERSON GROUP PLC$608M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$1M
Largest adds
- ATWOOD & PALMER INC$3M
- OSAIC HOLDINGS, INC.$2M
- Hennion & Walsh Asset Management, Inc.$726K
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 |
|---|---|---|---|---|
| Jupiter Topco LLC new | 6,634,105 | $357M | 30.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 1,591,842 | $86M | 7.3% | 2026-Q2 |
| ATWOOD & PALMER INC added | 1,166,905 | $63M | 5.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 644,613 | $35M | 2.9% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 174,007 | $9M | 0.8% | 2026-Q2 |
| Financial Enhancement Group LLC trimmed | 122,620 | $7M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 60,379 | $3M | 0.3% | 2026-Q2 |
| LexAurum Advisors, LLC added | 43,034 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 36,310 | $2M | 0.2% | 2026-Q2 |
| Transamerica Financial Advisors, LLC added | 25,366 | $1M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 14,636 | $787K | 0.1% | 2026-Q2 |
| QTR Family Wealth, LLC added | 13,206 | $711K | 0.1% | 2026-Q2 |
| &PARTNERS added | 11,792 | $634K | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 11,703 | $630K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 4,209 | $226K | 0.0% | 2026-Q2 |
| Simplicity Wealth,LLC new | 4,120 | $222K | 0.0% | 2026-Q2 |
| UBS Group AG added | 408 | $22K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC new | 297 | $16K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 43 | $2K | 0.0% | 2026-Q2 |
| JANUS HENDERSON GROUP PLC added | 11,587,092 | $608M | 51.5% | 2026-Q1 stale (1 quarter behind) |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new | 22,440 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC new | 23,988 | $1M | 0.1% | 2025-Q4 stale (2 quarters behind) |
| WELLS FARGO & COMPANY/MN new | 22 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 15,607 | $808K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.