Who owns JFR
Which tracked institutional funds hold JFR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JFR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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
22 tracked funds added or opened JFR while 28 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
JFR’s largest tracked holder by dollar value, MORGAN STANLEY, 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 gap the other way — the median holder sizes JFR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JFR 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 161 tracked filers holding JFR, 71 increased or opened the position and 87 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 JFR 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 4
- J.W. COLE ADVISORS, INC.$3M
- NewEdge Advisors, LLC$2M
- Atlas Wealth LLC$2M
- North Ground Capital$2M
Full exits 18
- SIT INVESTMENT ASSOCIATES INC$35M
- Penserra Capital Management LLC$21M
- BALYASNY ASSET MANAGEMENT L.P.$7M
- COHEN & STEERS, INC.$6M
- Logan Stone Capital, LLC$4M
- ABSOLUTE INVESTMENT ADVISERS, LLC$3M
Largest adds
- MORGAN STANLEY$24M
- Invesco Ltd.$5M
- Congress Park Capital LLC$3M
- Thomas J. Herzfeld Advisors, Inc.$3M
- Advisors Asset Management, Inc.$2M
- Cyndeo Wealth Partners, LLC$2M
Largest trims
- 1607 Capital Partners, LLC$7M
- ICON ADVISERS INC/CO$5M
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$3M
- GUGGENHEIM CAPITAL LLC$660K
- Ethos Financial Group, LLC$605K
- COMMONWEALTH EQUITY SERVICES, LLC$445K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 9,031,373 | $69M | 17.8% | 2026-Q2 |
| Congress Park Capital LLC added | 3,477,794 | $27M | 6.8% | 2026-Q2 |
| LOOMIS SAYLES & CO L P added | 2,973,326 | $23M | 5.9% | 2026-Q2 |
| Invesco Ltd. added | 2,935,750 | $23M | 5.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 2,621,477 | $20M | 5.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,604,993 | $20M | 5.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,029,187 | $16M | 4.0% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 1,999,420 | $15M | 3.9% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 1,827,295 | $14M | 3.6% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 1,822,745 | $14M | 3.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,782,406 | $14M | 3.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,301,970 | $10M | 2.6% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 1,218,608 | $9M | 2.4% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. added | 1,111,921 | $9M | 2.2% | 2026-Q2 |
| ICON ADVISERS INC/CO trimmed | 971,097 | $7M | 1.9% | 2026-Q2 |
| Kanen Wealth Management LLC added | 959,147 | $7M | 1.9% | 2026-Q2 |
| UBS Group AG trimmed | 912,982 | $7M | 1.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 805,512 | $6M | 1.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 722,018 | $6M | 1.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 691,859 | $5M | 1.4% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 581,044 | $4M | 1.1% | 2026-Q2 |
| Almitas Capital LLC added | 435,208 | $3M | 0.9% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 414,174 | $3M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 405,966 | $3M | 0.8% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 381,673 | $3M | 0.8% | 2026-Q2 |
| GraniteShares Advisors LLC added | 356,400 | $3M | 0.7% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 292,973 | $2M | 0.6% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 286,282 | $2M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 277,570 | $2M | 0.5% | 2026-Q2 |
| Atlas Wealth LLC new | 271,569 | $2M | 0.5% | 2026-Q2 |
| Matisse Capital | 250,000 | $2M | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 245,449 | $2M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 234,220 | $2M | 0.5% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 227,248 | $2M | 0.4% | 2026-Q2 |
| North Ground Capital added | 222,501 | $2M | 0.4% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 216,825 | $2M | 0.4% | 2026-Q2 |
| Kovack Advisors, Inc. added | 208,325 | $2M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 204,292 | $2M | 0.4% | 2026-Q2 |
| Aviance Capital Partners, LLC trimmed | 187,284 | $1M | 0.4% | 2026-Q2 |
| HOURGLASS CAPITAL, LLC trimmed | 150,564 | $1M | 0.3% | 2026-Q2 |
| Advisory Services Network, LLC added | 149,412 | $1M | 0.3% | 2026-Q2 |
| CHOREO, LLC added | 138,875 | $1M | 0.3% | 2026-Q2 |
| HORIZON KINETICS ASSET MANAGEMENT LLC trimmed | 118,450 | $909K | 0.2% | 2026-Q2 |
| Sigma Planning Corp added | 113,279 | $869K | 0.2% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. | 107,219 | $822K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 87,957 | $675K | 0.2% | 2026-Q2 |
| CastleKnight Management LP | 87,400 | $670K | 0.2% | 2026-Q2 |
| Blackhawk Capital Partners, LLC | 75,620 | $580K | 0.1% | 2026-Q2 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 73,895 | $567K | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 72,748 | $558K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 71,605 | $549K | 0.1% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC trimmed | 69,043 | $530K | 0.1% | 2026-Q2 |
| &PARTNERS added | 68,718 | $527K | 0.1% | 2026-Q2 |
| Edgemoor Investment Advisors, Inc. | 68,421 | $525K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 68,111 | $522K | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 64,526 | $495K | 0.1% | 2026-Q2 |
| Seelaus Asset Management LLC added | 63,592 | $488K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 63,591 | $488K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 62,823 | $482K | 0.1% | 2026-Q2 |
| Virtus Investment Advisers, LLC trimmed | 57,539 | $441K | 0.1% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. added | 57,298 | $439K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 56,669 | $435K | 0.1% | 2026-Q2 |
| Fortitude Advisory Group L.L.C. added | 54,980 | $422K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 54,139 | $415K | 0.1% | 2026-Q2 |
| Collar Capital Management, LLC trimmed | 53,397 | $410K | 0.1% | 2026-Q2 |
| New England Private Wealth Advisors LLC | 52,431 | $401K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC added | 47,474 | $364K | 0.1% | 2026-Q2 |
| Yakira Capital Management, Inc. trimmed | 47,378 | $363K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 45,443 | $349K | 0.1% | 2026-Q2 |
| Coquina Private Wealth LLC trimmed | 44,304 | $340K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 43,816 | $336K | 0.1% | 2026-Q2 |
| Calamos Advisors LLC added | 43,300 | $332K | 0.1% | 2026-Q2 |
| CONNING INC. | 43,050 | $330K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 41,800 | $321K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 41,091 | $315K | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. | 40,838 | $313K | 0.1% | 2026-Q2 |
| RVW Wealth, LLC | 40,349 | $309K | 0.1% | 2026-Q2 |
| Spire Wealth Management trimmed | 37,000 | $284K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 36,442 | $280K | 0.1% | 2026-Q2 |
| E&G Advisors, LLC trimmed | 35,659 | $274K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 33,188 | $255K | 0.1% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. added | 33,125 | $254K | 0.1% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. added | 32,942 | $253K | 0.1% | 2026-Q2 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed | 32,520 | $249K | 0.1% | 2026-Q2 |
| BLUELINE ADVISORS LLC added | 30,870 | $238K | 0.1% | 2026-Q2 |
| HBK Sorce Advisory LLC | 30,119 | $233K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 29,367 | $225K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 29,157 | $224K | 0.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 28,766 | $221K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 27,669 | $214K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 26,598 | $204K | 0.1% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT | 26,010 | $199K | 0.1% | 2026-Q2 |
| Centurion Wealth Management LLC | 23,924 | $183K | 0.0% | 2026-Q2 |
| Next Capital Management LLC | 23,402 | $179K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 22,754 | $175K | 0.0% | 2026-Q2 |
| ACCREDITED INVESTOR SERVICES, LLC added | 22,637 | $174K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 21,835 | $167K | 0.0% | 2026-Q2 |
| Shaker Financial Services, LLC trimmed | 21,631 | $168K | 0.0% | 2026-Q2 |
| Shulman DeMeo Asset Management LLC trimmed | 21,002 | $161K | 0.0% | 2026-Q2 |
| D.A. DAVIDSON & CO. | 20,312 | $156K | 0.0% | 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.