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Institutional Ownership · SEC Form 13F

Who owns JGLO (JGLO)


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

108
Institutional holders
72,901,238
Shares held (tracked funds)

How the tape is positioned

23 tracked funds added or opened JGLO while 15 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

JGLO’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in JGLO 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 108 tracked filers holding JGLO, 70 increased or opened the position and 48 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 JGLO 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 5

  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$11M
  • HUB Investment Partners, LLC$9M
  • PARK AVENUE SECURITIES LLC$8M
  • UNIQUE WEALTH, LLC$1M
  • Ascentis Independent Advisors$540K

Full exits 3

  • FLOW TRADERS U.S. LLC$8M
  • Econ Financial Services Corp$3M
  • Qube Research & Technologies Ltd$879K

Largest adds

  • Mitsubishi UFJ Asset Management Co., Ltd.$28M
  • MORGAN STANLEY$13M
  • Integrated Wealth Concepts LLC$13M
  • WealthPlan Investment Management, LLC$10M
  • Summit Financial, LLC$4M
  • ENVESTNET ASSET MANAGEMENT INC$3M

Largest trims

  • JANE STREET GROUP, LLC$355M
  • JPMORGAN CHASE & CO$272M
  • CITADEL ADVISORS LLC$6M
  • ASSETMARK, INC$1M
  • Ameritas Advisory Services, LLC$1M
  • Mutual Advisors, LLC$997K

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 trimmed63,595,420$4.0B86.4%2026-Q1
LPL Financial LLC added1,379,174$90M1.9%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added1,045,039$68M1.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added981,827$64M1.4%2026-Q1
Janney Montgomery Scott LLC added852,864$56M1.2%2026-Q1
Vestmark Advisory Solutions, Inc. added699,900$46M1.0%2026-Q1
MORGAN STANLEY added608,218$40M0.9%2026-Q1
ASSETMARK, INC trimmed436,168$28M0.6%2026-Q1
WealthPlan Investment Management, LLC added338,342$22M0.5%2026-Q1
Arlington Financial Advisors, LLC added334,171$22M0.5%2026-Q1
Cetera Investment Advisers added274,866$18M0.4%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed252,827$17M0.4%2026-Q1
Integrated Wealth Concepts LLC added203,549$13M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new164,645$11M0.2%2026-Q1
JANE STREET GROUP, LLC trimmed135,606$9M0.2%2026-Q1
HUB Investment Partners, LLC added131,947$9M0.2%2026-Q1
WESBANCO BANK INC128,866$8M0.2%2026-Q1
PARK AVENUE SECURITIES LLC trimmed127,347$8M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed79,211$5M0.1%2026-Q1
Visionary Wealth Advisors trimmed68,316$4M0.1%2026-Q1
Summit Financial, LLC added67,642$4M0.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed65,568$4M0.1%2026-Q1
Ameritas Advisory Services, LLC trimmed65,410$4M0.1%2026-Q1
SIGNET FINANCIAL MANAGEMENT, LLC added64,754$4M0.1%2026-Q1
WBH ADVISORY INC added57,128$4M0.1%2026-Q1
CreativeOne Wealth, LLC added43,392$3M0.1%2026-Q1
OSAIC HOLDINGS, INC. added38,648$3M0.1%2026-Q1
CWM, LLC added38,104$2M0.1%2026-Q1
Triad Wealth Partners, LLC added37,752$2M0.1%2026-Q1
Mutual Advisors, LLC trimmed37,452$2M0.1%2026-Q1
WealthPLAN Partners, LLC added31,746$2M0.0%2026-Q1
5T Wealth, LLC added31,118$2M0.0%2026-Q1
Ascent Group, LLC added28,596$2M0.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added28,350$2M0.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed28,032$2M0.0%2026-Q1
MassMutual Private Wealth & Trust, FSB trimmed24,044$2M0.0%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed21,434$1M0.0%2026-Q1
Medallion Wealth Advisors, LLC added20,155$1M0.0%2026-Q1
Wayfinding Financial, LLC added19,140$1M0.0%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added17,478$1M0.0%2026-Q1
IFP Advisors, Inc added16,870$1M0.0%2026-Q1
UNIQUE WEALTH, LLC new16,077$1M0.0%2026-Q1
DAYMARK WEALTH PARTNERS, LLC trimmed15,574$1M0.0%2026-Q1
LOCKERMAN FINANCIAL GROUP, INC. added15,319$1,000K0.0%2026-Q1
Gateway Wealth Partners, LLC added13,825$902K0.0%2026-Q1
LAKE STREET PRIVATE WEALTH, LLC added12,922$843K0.0%2026-Q1
Elevation Wealth Management LLC trimmed12,460$813K0.0%2026-Q1
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed10,359$676K0.0%2026-Q1
AdvisorNet Financial, Inc added8,408$549K0.0%2026-Q1
Ascentis Independent Advisors new8,280$540K0.0%2026-Q1
3Chopt Investment Partners, LLC added8,243$538K0.0%2026-Q1
WELLS FARGO & COMPANY/MN added7,928$517K0.0%2026-Q1
FIRETHORN WEALTH PARTNERS, LLC trimmed7,823$511K0.0%2026-Q1
Equitable Holdings, Inc. trimmed6,705$454K0.0%2026-Q1
KINTRA WEALTH, LLC trimmed6,681$436K0.0%2026-Q1
Emergent Wealth Advisors, LLC new6,361$415K0.0%2026-Q1
GeoWealth Management, LLC added6,260$409K0.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP added6,396$405K0.0%2026-Q1
RICHARDSON FINANCIAL SERVICES INC. trimmed5,885$384K0.0%2026-Q1
Principle Wealth Partners LLC added5,797$378K0.0%2026-Q1
Envestnet Portfolio Solutions, Inc. added5,663$370K0.0%2026-Q1
CARY STREET PARTNERS INVESTMENT ADVISORY LLC added5,432$355K0.0%2026-Q1
Ascension Capital Advisors, Inc. new5,349$349K0.0%2026-Q1
MN Wealth Advisors, LLC trimmed5,321$347K0.0%2026-Q1
CITADEL ADVISORS LLC trimmed5,155$336K0.0%2026-Q1
Farther Finance Advisors, LLC trimmed4,828$316K0.0%2026-Q1
TBH Global Asset Management, LLC trimmed4,721$307K0.0%2026-Q1
Advisory Services Network, LLC added4,611$301K0.0%2026-Q1
HighTower Advisors, LLC added3,875$253K0.0%2026-Q1
PRIVATE TRUST CO NA trimmed3,853$251K0.0%2026-Q1
TWIN PEAKS WEALTH ADVISORS, LLC added3,826$250K0.0%2026-Q1
IHT Wealth Management, LLC new3,710$242K0.0%2026-Q1
GTS SECURITIES LLC trimmed3,708$242K0.0%2026-Q1
Aegis Wealth Management, Inc. added3,487$228K0.0%2026-Q1
Kestra Advisory Services, LLC new3,364$220K0.0%2026-Q1
Ignite Planners, LLC added3,302$216K0.0%2026-Q1
Capital Investment Advisory Services, LLC added3,215$210K0.0%2026-Q1
Tripletail Wealth Management, LLC added1,964$128K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed1,506$97K0.0%2026-Q1
UBS Group AG added1,451$95K0.0%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC added1,131$74K0.0%2026-Q1
FLOW TRADERS U.S. LLC trimmed111,814$8M0.2%2025-Q4 stale
KWB Wealth added108,433$7M0.1%2025-Q3 stale
Econ Financial Services Corp new49,123$3M0.1%2025-Q4 stale
Blue Oak Capital, LLC trimmed35,639$2M0.0%2025-Q2 stale
von Borstel & Associates, Inc. new18,512$1M0.0%2025-Q3 stale
Advisor Resource Council new17,795$1M0.0%2025-Q1 stale
Qube Research & Technologies Ltd trimmed12,984$879K0.0%2025-Q4 stale
Fort Point Capital Partners LLC added13,599$875K0.0%2025-Q2 stale
MARSHALL WACE, LLP added7,784$501K0.0%2025-Q2 stale
TFB Advisors LLC trimmed7,352$498K0.0%2025-Q4 stale
ORG Partners LLC added7,035$476K0.0%2025-Q4 stale
NWAM LLC trimmed7,096$418K0.0%2025-Q1 stale
Global Retirement Partners, LLC trimmed5,210$353K0.0%2025-Q4 stale
J.W. COLE ADVISORS, INC. added4,801$325K0.0%2025-Q4 stale
Virtu Financial LLC trimmed4,748$321K0.0%2025-Q4 stale
Olde Wealth Management, LLC added3,613$246K0.0%2025-Q3 stale
World Investment Advisors new3,802$224K0.0%2025-Q1 stale
Echo Wealth Management, LLC trimmed3,003$203K0.0%2025-Q4 stale
Strategic Blueprint, LLC new3,137$202K0.0%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.

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