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Institutional Ownership · SEC Form 13F

Who owns 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-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

97
Institutional holders
68M
Shares held (tracked funds)

How the tape is positioned

19 tracked funds added or opened JGLO while 27 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

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 2026-Q1 and 2026-Q2, across 97 tracked filers holding JGLO, 38 increased or opened the position and 71 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 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 1

  • STIFEL FINANCIAL CORP$1M

Full exits 9

  • Janney Montgomery Scott LLC$56M
  • Cambridge Investment Research Advisors, Inc.$17M
  • Integrated Wealth Concepts LLC$13M
  • PARK AVENUE SECURITIES LLC$8M
  • SIGNET FINANCIAL MANAGEMENT, LLC$4M
  • CWM, LLC$2M

Largest adds

  • JPMORGAN CHASE & CO$314M
  • Mitsubishi UFJ Asset Management Co., Ltd.$24M
  • MORGAN STANLEY$15M
  • Ameritas Advisory Services, LLC$12M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
  • Vestmark Advisory Solutions, Inc.$4M

Largest trims

  • LPL Financial LLC$35M
  • ENVESTNET ASSET MANAGEMENT INC$26M
  • ASSETMARK, INC$12M
  • JANE STREET GROUP, LLC$6M
  • WealthPlan Investment Management, LLC$5M
  • Cetera Investment Advisers$5M

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 trimmed61,618,247$4.3B88.5%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd. added1,290,924$92M1.9%2026-Q2
MORGAN STANLEY added769,205$55M1.1%2026-Q2
LPL Financial LLC trimmed769,101$55M1.1%2026-Q2
Vestmark Advisory Solutions, Inc. trimmed699,827$50M1.0%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed536,693$38M0.8%2026-Q2
Arlington Financial Advisors, LLC added340,971$24M0.5%2026-Q2
WealthPlan Investment Management, LLC trimmed242,169$17M0.4%2026-Q2
ASSETMARK, INC trimmed235,329$17M0.3%2026-Q2
Ameritas Advisory Services, LLC added232,001$17M0.3%2026-Q2
Cetera Investment Advisers trimmed185,256$13M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC164,645$12M0.2%2026-Q2
HUB Investment Partners, LLC added138,345$10M0.2%2026-Q2
WESBANCO BANK INC trimmed114,866$8M0.2%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added104,319$7M0.2%2026-Q2
Summit Financial, LLC added74,129$5M0.1%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed62,361$4M0.1%2026-Q2
Visionary Wealth Advisors trimmed61,852$4M0.1%2026-Q2
OSAIC HOLDINGS, INC. added47,662$3M0.1%2026-Q2
MML INVESTORS SERVICES, LLC trimmed45,806$3M0.1%2026-Q2
JANE STREET GROUP, LLC trimmed44,349$3M0.1%2026-Q2
WBH ADVISORY INC trimmed40,247$3M0.1%2026-Q2
WealthPLAN Partners, LLC added36,917$3M0.1%2026-Q2
Mutual Advisors, LLC trimmed34,943$2M0.1%2026-Q2
Triad Wealth Partners, LLC trimmed33,513$2M0.0%2026-Q2
Hopwood Nicholas Hunter trimmed29,107$2M0.0%2026-Q2
CreativeOne Wealth, LLC trimmed27,655$2M0.0%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed25,290$2M0.0%2026-Q2
5T Wealth, LLC trimmed24,254$2M0.0%2026-Q2
Ascent Group, LLC trimmed20,971$1M0.0%2026-Q2
GREAT VALLEY ADVISOR GROUP, INC. added17,954$1M0.0%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed17,833$1M0.0%2026-Q2
UNIQUE WEALTH, LLC added17,272$1M0.0%2026-Q2
STIFEL FINANCIAL CORP new14,760$1M0.0%2026-Q2
DAYMARK WEALTH PARTNERS, LLC trimmed13,724$977K0.0%2026-Q2
WELLS FARGO & COMPANY/MN added12,903$919K0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP added11,431$796K0.0%2026-Q2
MassMutual Private Wealth & Trust, FSB trimmed10,858$773K0.0%2026-Q2
IFP Advisors, Inc trimmed10,826$771K0.0%2026-Q2
UBS Group AG added9,655$688K0.0%2026-Q2
AdvisorNet Financial, Inc added9,382$668K0.0%2026-Q2
Farther Finance Advisors, LLC added9,299$662K0.0%2026-Q2
Elevation Wealth Management LLC trimmed8,344$594K0.0%2026-Q2
LAKE STREET PRIVATE WEALTH, LLC trimmed7,673$546K0.0%2026-Q2
NewEdge Advisors, LLC trimmed7,539$537K0.0%2026-Q2
Medallion Wealth Advisors, LLC trimmed5,355$527K0.0%2026-Q2
LOCKERMAN FINANCIAL GROUP, INC. trimmed7,299$520K0.0%2026-Q2
ROYAL BANK OF CANADA added7,121$508K0.0%2026-Q2
KINTRA WEALTH, LLC added6,782$507K0.0%2026-Q2
Vise Technologies, Inc. new6,757$481K0.0%2026-Q2
Equitable Holdings, Inc.6,705$478K0.0%2026-Q2
Emergent Wealth Advisors, LLC added6,456$460K0.0%2026-Q2
Qube Research & Technologies Ltd trimmed6,039$430K0.0%2026-Q2
Principle Wealth Partners LLC5,797$413K0.0%2026-Q2
Envestnet Portfolio Solutions, Inc. added5,718$407K0.0%2026-Q2
XP Advisory US, Inc. new5,461$389K0.0%2026-Q2
MN Wealth Advisors, LLC trimmed5,293$377K0.0%2026-Q2
3Chopt Investment Partners, LLC trimmed4,748$338K0.0%2026-Q2
Ascension Capital Advisors, Inc. trimmed4,588$327K0.0%2026-Q2
FIRETHORN WEALTH PARTNERS, LLC trimmed4,556$324K0.0%2026-Q2
Advisory Services Network, LLC trimmed4,513$321K0.0%2026-Q2
CARY STREET PARTNERS INVESTMENT ADVISORY LLC trimmed4,109$293K0.0%2026-Q2
TWIN PEAKS WEALTH ADVISORS, LLC trimmed3,817$272K0.0%2026-Q2
IHT Wealth Management, LLC trimmed3,651$260K0.0%2026-Q2
Gateway Wealth Partners, LLC trimmed3,589$256K0.0%2026-Q2
GeoWealth Management, LLC trimmed3,347$238K0.0%2026-Q2
RICHARDSON FINANCIAL SERVICES INC. trimmed3,122$222K0.0%2026-Q2
Private Advisor Group, LLC new3,085$220K0.0%2026-Q2
Ignite Planners, LLC trimmed3,084$220K0.0%2026-Q2
BENJAMIN EDWARDS INC new2,829$201K0.0%2026-Q2
Global Retirement Partners, LLC trimmed2,736$195K0.0%2026-Q2
PRIVATE TRUST CO NA trimmed2,042$145K0.0%2026-Q2
Tripletail Wealth Management, LLC trimmed1,952$139K0.0%2026-Q2
Capital Investment Advisory Services, LLC trimmed1,620$115K0.0%2026-Q2
NATIONAL BANK OF CANADA /FI/1,121$80K0.0%2026-Q2
WHITTIER TRUST CO OF NEVADA INC1,091$78K0.0%2026-Q2
Geneos Wealth Management Inc. new875$62K0.0%2026-Q2
Cordgrass Capital Advisors, LLC added764$54K0.0%2026-Q2
HARBOR INVESTMENT ADVISORY, LLC added540$38K0.0%2026-Q2
Transamerica Financial Advisors, LLC trimmed448$32K0.0%2026-Q2
Orion Capital Management LLC new354$25K0.0%2026-Q2
Cornerstone Planning Group LLC added322$23K0.0%2026-Q2
CARY STREET PARTNERS FINANCIAL LLC trimmed279$20K0.0%2026-Q2
Vision Retirement, LLC211$15K0.0%2026-Q2
VANGUARD ADVISERS INC167$12K0.0%2026-Q2
Rossby Financial, LCC141$10K0.0%2026-Q2
LGT Financial Advisors LLC104$7K0.0%2026-Q2
Spire Wealth Management added89$6K0.0%2026-Q2
ST GERMAIN D J CO INC74$5K0.0%2026-Q2
SBI Securities Co., Ltd. added61$4K0.0%2026-Q2
FIFTH THIRD BANCORP trimmed52$4K0.0%2026-Q2
Strategic Wealth Partners, Ltd.49$3K0.0%2026-Q2
BANK OF MONTREAL /CAN/ new47$3K0.0%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added19$1K0.0%2026-Q2
Tower Research Capital LLC (TRC) new6$4270.0%2026-Q2
HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed4$2850.0%2026-Q2
NOMURA ASSET MANAGEMENT CO LTD0—0.0%2026-Q2
Janney Montgomery Scott LLC added852,864$56M1.1%2026-Q1 stale (1 quarter behind)
Cambridge Investment Research Advisors, Inc. trimmed252,827$17M0.3%2026-Q1 stale (1 quarter behind)
Integrated Wealth Concepts LLC added203,549$13M0.3%2026-Q1 stale (1 quarter 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.

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