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Institutional Ownership · SEC Form 13F

Who owns JIG (JIG)


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

89
Institutional holders
4,052,714
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on JIG is one-sided between 2025-Q4 and 2026-Q1: 21 added or opened and 4 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

JIG’s largest tracked holder by dollar value, LPL Financial LLC, 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 JIG 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 89 tracked filers holding JIG, 59 increased or opened the position and 33 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 JIG 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 6

  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$4M
  • SAGESPRING WEALTH PARTNERS, LLC$3M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
  • PARK AVENUE SECURITIES LLC$3M
  • Merit Financial Group, LLC$1M
  • Cerity Partners LLC$755K

Full exits 2

  • SOL Capital Management CO$753K
  • Thrivent Financial for Lutherans$669K

Largest adds

  • BANK OF AMERICA CORP /DE/$49M
  • JONES FINANCIAL COMPANIES LLLP$6M
  • LPL Financial LLC$5M
  • JPMORGAN CHASE & CO$3M
  • Cetera Investment Advisers$2M
  • ENVESTNET ASSET MANAGEMENT INC$2M

Largest trims

  • CITADEL ADVISORS LLC$2M
  • ROYAL BANK OF CANADA$802K

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
LPL Financial LLC added741,323$55M17.7%2026-Q1
BANK OF AMERICA CORP /DE/ added660,453$49M15.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added297,680$22M7.1%2026-Q1
Janney Montgomery Scott LLC added278,618$21M6.7%2026-Q1
Vestmark Advisory Solutions, Inc. added212,933$16M5.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP added209,765$15M4.9%2026-Q1
FIRST AMERICAN TRUST, FSB added188,740$14M4.5%2026-Q1
Cetera Investment Advisers added160,485$12M3.8%2026-Q1
Cornerstone Wealth Management, LLC added114,771$9M2.7%2026-Q1
Key Financial Inc added101,863$8M2.4%2026-Q1
ASSETMARK, INC trimmed99,188$7M2.4%2026-Q1
FIDELITY D & D BANCORP INC added95,956$7M2.3%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed90,514$7M2.2%2026-Q1
JPMORGAN CHASE & CO added92,391$7M2.1%2026-Q1
Prism Advisors, Inc. added56,769$4M1.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed50,976$4M1.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new50,474$4M1.2%2026-Q1
JANE STREET GROUP, LLC added42,289$3M1.0%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC new41,862$3M1.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added37,361$3M0.9%2026-Q1
PARK AVENUE SECURITIES LLC added34,151$3M0.8%2026-Q1
MML INVESTORS SERVICES, LLC trimmed32,765$2M0.8%2026-Q1
STIFEL FINANCIAL CORP added25,438$2M0.6%2026-Q1
ABOUND FINANCIAL, LLC24,713$2M0.6%2026-Q1
NATIXIS ADVISORS, LLC added23,911$2M0.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed21,268$2M0.5%2026-Q1
Merit Financial Group, LLC new19,192$1M0.5%2026-Q1
OSAIC HOLDINGS, INC. trimmed19,071$1M0.5%2026-Q1
ROYAL BANK OF CANADA trimmed15,708$1M0.4%2026-Q1
SAXON INTERESTS, INC. trimmed15,133$1M0.4%2026-Q1
CITADEL ADVISORS LLC trimmed12,118$900K0.3%2026-Q1
Mariner, LLC trimmed11,329$841K0.3%2026-Q1
Sanctuary Advisors, LLC added10,831$804K0.3%2026-Q1
Cerity Partners LLC new10,165$755K0.2%2026-Q1
CreativeOne Wealth, LLC trimmed9,591$712K0.2%2026-Q1
VestGen Advisors, LLC trimmed8,181$672K0.2%2026-Q1
MassMutual Private Wealth & Trust, FSB trimmed7,615$565K0.2%2026-Q1
Beacon Pointe Advisors, LLC added7,487$556K0.2%2026-Q1
Dominguez Wealth Management Solutions, Inc. trimmed7,183$533K0.2%2026-Q1
Gateway Wealth Partners, LLC added6,729$500K0.2%2026-Q1
Tidemark, LLC6,317$469K0.2%2026-Q1
UNIQUE WEALTH, LLC new5,644$419K0.1%2026-Q1
Ascentis Independent Advisors trimmed5,531$411K0.1%2026-Q1
Private Advisor Group, LLC trimmed4,943$367K0.1%2026-Q1
IFP Advisors, Inc added4,913$365K0.1%2026-Q1
Wayfinding Financial, LLC added4,824$358K0.1%2026-Q1
LAKE STREET PRIVATE WEALTH, LLC added4,731$351K0.1%2026-Q1
Kingsview Wealth Management, LLC new4,479$333K0.1%2026-Q1
Ascent Group, LLC added4,435$329K0.1%2026-Q1
LOCKERMAN FINANCIAL GROUP, INC. added4,418$328K0.1%2026-Q1
Freedom Investment Management, Inc. trimmed4,363$324K0.1%2026-Q1
Integrated Wealth Concepts LLC trimmed3,867$287K0.1%2026-Q1
Amplius Wealth Advisors, LLC3,432$255K0.1%2026-Q1
Elevation Wealth Management LLC added3,413$253K0.1%2026-Q1
Sequoia Financial Advisors, LLC3,397$252K0.1%2026-Q1
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added3,354$249K0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added3,068$228K0.1%2026-Q1
Kestra Advisory Services, LLC new3,066$228K0.1%2026-Q1
Bedel Financial Consulting, Inc. trimmed2,899$215K0.1%2026-Q1
Concurrent Investment Advisors, LLC new2,810$209K0.1%2026-Q1
3Chopt Investment Partners, LLC added2,468$183K0.1%2026-Q1
MORGAN STANLEY added2,285$170K0.1%2026-Q1
GeoWealth Management, LLC added2,140$159K0.1%2026-Q1
AdvisorNet Financial, Inc added2,008$149K0.0%2026-Q1
PRIVATE TRUST CO NA added1,570$117K0.0%2026-Q1
RICHARDSON FINANCIAL SERVICES INC. trimmed1,447$107K0.0%2026-Q1
Farther Finance Advisors, LLC trimmed1,229$93K0.0%2026-Q1
Western Wealth Management, LLC trimmed856$64K0.0%2026-Q1
Capital Investment Advisory Services, LLC trimmed831$62K0.0%2026-Q1
Tripletail Wealth Management, LLC new725$54K0.0%2026-Q1
Advisory Services Network, LLC added551$41K0.0%2026-Q1
UBS Group AG trimmed398$30K0.0%2026-Q1
Geneos Wealth Management Inc. added349$26K0.0%2026-Q1
WELLS FARGO & COMPANY/MN added230$17K0.0%2026-Q1
Cordgrass Capital Advisors, LLC added211$16K0.0%2026-Q1
Transamerica Financial Advisors, LLC195$15K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. added176$13K0.0%2026-Q1
Capital Analysts, LLC new150$11K0.0%2026-Q1
Steward Partners Investment Advisory, LLC new105$8K0.0%2026-Q1
Cornerstone Planning Group LLC new88$7K0.0%2026-Q1
TWIN PEAKS WEALTH ADVISORS, LLC new81$6K0.0%2026-Q1
NewEdge Advisors, LLC added3,517$4K0.0%2026-Q1
CWM, LLC added41$3K0.0%2026-Q1
FIFTH THIRD BANCORP new41$3K0.0%2026-Q1
Noble Wealth Management PBC41$3K0.0%2026-Q1
GODSEY & GIBB, INC39$3K0.0%2026-Q1
EP Wealth Advisors, LLC new104,202$7M2.4%2025-Q2 stale
SOL Capital Management CO added10,265$753K0.2%2025-Q4 stale
Thrivent Financial for Lutherans trimmed9,116$669K0.2%2025-Q4 stale
INTEGRITY WEALTH ADVISORS, INC. trimmed5,083$383K0.1%2025-Q3 stale
von Borstel & Associates, Inc. new4,389$334K0.1%2025-Q3 stale
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed4,006$307K0.1%2025-Q4 stale
Fort Point Capital Partners LLC new3,468$248K0.1%2025-Q2 stale
Global Retirement Partners, LLC trimmed1,790$131K0.0%2025-Q4 stale
POM Investment Strategies, LLC new1,000$75K0.0%2025-Q3 stale
US BANCORP \DE\ new116$9K0.0%2025-Q4 stale
Cedar Wealth Management, LLC added90$7K0.0%2025-Q4 stale
Arax Advisory Partners new65$5K0.0%2025-Q4 stale
HAZLETT, BURT & WATSON, INC. new60$4K0.0%2025-Q4 stale
COMERICA BANK41$3K0.0%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