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Institutional Ownership · SEC Form 13F

Who owns JFLX (JFLX)


Which tracked institutional funds hold JFLX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JFLX 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.

79
Institutional holders
16,271,269
Shares held (tracked funds)

How the tape is positioned

22 tracked funds added or opened JFLX while 14 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

JFLX’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in JFLX 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 79 tracked filers holding JFLX, 52 increased or opened the position and 28 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 JFLX 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

  • Spartan Wealth Advisory Services LLC$21M
  • Modern Wealth Management, LLC$9M
  • CITADEL ADVISORS LLC$3M
  • Greenwich Wealth Management LLC$3M

Full exits 4

  • Virtu Financial LLC$5M
  • GOLDMAN SACHS GROUP INC$2M
  • Oak Barrel Wealth Advisory LLC$1M
  • Sunflower Bank, N.A.$583K

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$9M
  • AMERIPRISE FINANCIAL INC$8M
  • WELLS FARGO & COMPANY/MN$8M
  • MORGAN STANLEY$7M
  • WealthPlan Investment Management, LLC$5M
  • ROYAL BANK OF CANADA$5M

Largest trims

  • LWM Advisory Services, LLC$9M
  • JPMORGAN CHASE & CO$8M
  • Provenance Wealth Advisors, LLC$2M
  • UBS Group AG$1M
  • Bleakley Financial Group, LLC$951K
  • ASSETMARK, INC$815K

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).

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO trimmed3,030,184$150M17.4%2026-Q1
Glenview Trust Co added2,094,830$104M12.1%2026-Q1
Provenance Wealth Advisors, LLC trimmed1,426,028$71M8.2%2026-Q1
WELLS FARGO & COMPANY/MN added1,266,048$63M7.3%2026-Q1
Pinnacle Financial Partners, Inc. added810,984$40M4.7%2026-Q1
Allegheny Financial Group added697,861$35M4.0%2026-Q1
ASSETMARK, INC trimmed630,258$31M3.6%2026-Q1
American Trust added450,071$22M2.6%2026-Q1
LPL Financial LLC trimmed443,599$22M2.6%2026-Q1
Sterling Investment Advisors, Ltd. added433,541$22M2.5%2026-Q1
Spartan Wealth Advisory Services LLC new421,490$21M2.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added392,951$20M2.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added353,038$18M2.0%2026-Q1
Coastal Bridge Advisors, LLC added337,400$17M2.0%2026-Q1
Cetera Investment Advisers added276,524$14M1.6%2026-Q1
Bleakley Financial Group, LLC trimmed256,932$13M1.5%2026-Q1
Evolution Wealth Advisors, LLC added228,423$11M1.3%2026-Q1
AMERIPRISE FINANCIAL INC added207,122$10M1.2%2026-Q1
WealthPlan Investment Management, LLC added197,158$10M1.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added191,250$9M1.1%2026-Q1
Modern Wealth Management, LLC new181,624$9M1.0%2026-Q1
DAYMARK WEALTH PARTNERS, LLC added179,875$9M1.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed166,750$8M1.0%2026-Q1
Perigon Wealth Management, LLC added152,350$8M0.9%2026-Q1
MORGAN STANLEY added149,078$7M0.9%2026-Q1
National Philanthropic Trust118,233$6M0.7%2026-Q1
TRUIST FINANCIAL CORP trimmed111,943$6M0.6%2026-Q1
ROYAL BANK OF CANADA added96,073$5M0.6%2026-Q1
Rockefeller Capital Management L.P. added91,799$5M0.5%2026-Q1
LWM Advisory Services, LLC trimmed79,111$4M0.5%2026-Q1
ARBOR CAPITAL MANAGEMENT INC /ADV added72,487$4M0.4%2026-Q1
Focus Partners Wealth trimmed72,714$4M0.4%2026-Q1
HighTower Advisors, LLC trimmed62,513$3M0.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added60,480$3M0.3%2026-Q1
CITADEL ADVISORS LLC new57,746$3M0.3%2026-Q1
Greenwich Wealth Management LLC new53,345$3M0.3%2026-Q1
Sanctuary Advisors, LLC added36,174$2M0.2%2026-Q1
JANE STREET GROUP, LLC trimmed33,266$2M0.2%2026-Q1
Simplicity Wealth,LLC added29,724$1M0.2%2026-Q1
Private Advisor Group, LLC added28,295$1M0.2%2026-Q1
CHOREO, LLC trimmed27,957$1M0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed27,408$1M0.2%2026-Q1
Bluesphere Advisors LLC added25,854$1M0.1%2026-Q1
Klingman & Associates, LLC added25,713$1M0.1%2026-Q1
WealthPLAN Partners, LLC added22,236$1M0.1%2026-Q1
ARWA LLC added20,252$1M0.1%2026-Q1
Certified Advisory Corp added17,662$877K0.1%2026-Q1
PATTON ALBERTSON MILLER GROUP, LLC added11,460$569K0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed10,398$516K0.1%2026-Q1
Balefire, LLC added9,609$477K0.1%2026-Q1
L. Roy Papp & Associates, LLP9,259$460K0.1%2026-Q1
Stratos Wealth Partners, LTD. trimmed9,247$459K0.1%2026-Q1
HARBOUR INVESTMENT MANAGEMENT LLC added9,214$458K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added8,847$439K0.1%2026-Q1
UBS Group AG trimmed7,877$391K0.0%2026-Q1
World Investment Advisors added7,817$388K0.0%2026-Q1
Stelac Advisory Services LLC7,091$352K0.0%2026-Q1
BTG Pactual Asset Management US LLC6,164$306K0.0%2026-Q1
Ameritas Advisory Services, LLC added5,508$274K0.0%2026-Q1
HRT FINANCIAL LP new4,789$237K0.0%2026-Q1
Wealthspire Advisors, LLC added4,165$207K0.0%2026-Q1
Bogart Wealth, LLC new2,565$127K0.0%2026-Q1
Princeton Global Asset Management LLC added2,356$117K0.0%2026-Q1
Ancora Advisors LLC2,261$112K0.0%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added1,634$81K0.0%2026-Q1
BankPlus Trust Department1,210$60K0.0%2026-Q1
EVOLUTION WEALTH MANAGEMENT INC. new1,025$51K0.0%2026-Q1
Advisory Services Network, LLC trimmed674$33K0.0%2026-Q1
Ashton Thomas Private Wealth, LLC new420$21K0.0%2026-Q1
CWM, LLC335$17K0.0%2026-Q1
IFP Advisors, Inc249$12K0.0%2026-Q1
Rossby Financial, LCC new185$9K0.0%2026-Q1
Trust Co added162$8K0.0%2026-Q1
Bank & Trust Co126$6K0.0%2026-Q1
Park Square Financial Group, LLC new125$6K0.0%2026-Q1
Hickory Point Bank & Trust new67$3K0.0%2026-Q1
AE Wealth Management LLC added56$3K0.0%2026-Q1
RICHARDSON FINANCIAL SERVICES INC.19$9440.0%2026-Q1
CoreCap Advisors, LLC1$500.0%2026-Q1
Pinnacle Financial Partners Inc new757,259$38M4.4%2025-Q3 stale
Virtu Financial LLC new99,391$5M0.6%2025-Q4 stale
Main Line Retirement Advisors, LLC new67,718$3M0.4%2025-Q3 stale
GOLDMAN SACHS GROUP INC new32,492$2M0.2%2025-Q4 stale
Oak Barrel Wealth Advisory LLC new28,450$1M0.2%2025-Q4 stale
Sunflower Bank, N.A. trimmed11,611$583K0.1%2025-Q4 stale
OLD MISSION CAPITAL LLC new8,941$449K0.1%2025-Q4 stale
RPS ADVISORY SOLUTIONS LLC trimmed6,268$315K0.0%2025-Q4 stale
STIFEL FINANCIAL CORP added5,901$296K0.0%2025-Q4 stale
Orion Porfolio Solutions, LLC new4,642$233K0.0%2025-Q3 stale
NewEdge Advisors, LLC new4,310$216K0.0%2025-Q3 stale
Global Retirement Partners, LLC added1,669$84K0.0%2025-Q4 stale
Kestra Advisory Services, LLC new1,413$71K0.0%2025-Q4 stale
HALBERT HARGROVE GLOBAL ADVISORS, LLC new434$22K0.0%2025-Q3 stale
Cape Investment Advisory, Inc. new150$8K0.0%2025-Q4 stale
BAYBAN new60$3K0.0%2025-Q4 stale
PRINCIPAL SECURITIES, INC. new31$2K0.0%2025-Q3 stale
Smartleaf Asset Management LLC new0$100.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership