Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on JIG is one-sided between 2026-Q1 and 2026-Q2: 30 added or opened and 7 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 2026-Q1 and 2026-Q2, across 83 tracked filers holding JIG, 45 increased or opened the position and 40 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 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 2
- Schwallier Wealth Management LLC$5M
- A4 Wealth Advisors LLC$3M
Full exits 5
- Janney Montgomery Scott LLC$21M
- Cambridge Investment Research Advisors, Inc.$7M
- PARK AVENUE SECURITIES LLC$3M
- NATIXIS ADVISORS, LLC$2M
- Mariner, LLC$841K
Largest adds
- LPL Financial LLC$16M
- JONES FINANCIAL COMPANIES LLLP$14M
- BANK OF AMERICA CORP /DE/$8M
- ENVESTNET ASSET MANAGEMENT INC$5M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4M
- Cetera Investment Advisers$4M
Largest trims
- JANE STREET GROUP, LLC$3M
- CITADEL ADVISORS LLC$645K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 816,714 | $71M | 18.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 654,379 | $57M | 14.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 345,588 | $29M | 7.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 313,705 | $27M | 6.9% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 212,913 | $19M | 4.7% | 2026-Q2 |
| FIRST AMERICAN TRUST, FSB added | 200,823 | $18M | 4.4% | 2026-Q2 |
| Cetera Investment Advisers added | 184,479 | $16M | 4.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 141,126 | $12M | 3.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 124,207 | $11M | 2.7% | 2026-Q2 |
| Key Financial Inc added | 102,869 | $9M | 2.3% | 2026-Q2 |
| FIDELITY D & D BANCORP INC trimmed | 92,813 | $8M | 2.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 92,445 | $8M | 2.0% | 2026-Q2 |
| Schwallier Wealth Management LLC new | 59,168 | $5M | 1.3% | 2026-Q2 |
| Prism Advisors, Inc. trimmed | 52,102 | $5M | 1.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 51,663 | $5M | 1.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 50,474 | $4M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 50,187 | $4M | 1.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 44,795 | $4M | 1.0% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 42,408 | $4M | 0.9% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 36,999 | $3M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 30,838 | $3M | 0.7% | 2026-Q2 |
| A4 Wealth Advisors LLC new | 29,248 | $3M | 0.6% | 2026-Q2 |
| ABOUND FINANCIAL, LLC trimmed | 24,334 | $2M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 22,453 | $2M | 0.5% | 2026-Q2 |
| Merit Financial Group, LLC | 19,192 | $2M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 19,106 | $2M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 15,779 | $1M | 0.3% | 2026-Q2 |
| SAXON INTERESTS, INC. | 15,133 | $1M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 14,532 | $1M | 0.3% | 2026-Q2 |
| Hopwood Nicholas Hunter added | 12,750 | $1M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 10,584 | $923K | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 10,240 | $893K | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 9,703 | $846K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 9,675 | $843K | 0.2% | 2026-Q2 |
| UNIQUE WEALTH, LLC added | 9,479 | $826K | 0.2% | 2026-Q2 |
| VestGen Advisors, LLC added | 8,222 | $717K | 0.2% | 2026-Q2 |
| MORGAN STANLEY added | 8,006 | $698K | 0.2% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB trimmed | 7,054 | $615K | 0.2% | 2026-Q2 |
| Dominguez Wealth Management Solutions, Inc. trimmed | 6,610 | $576K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 6,102 | $532K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 5,684 | $496K | 0.1% | 2026-Q2 |
| Tidemark, LLC trimmed | 5,562 | $485K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 4,938 | $430K | 0.1% | 2026-Q2 |
| LOCKERMAN FINANCIAL GROUP, INC. added | 4,827 | $421K | 0.1% | 2026-Q2 |
| Freedom Investment Management, Inc. added | 4,602 | $401K | 0.1% | 2026-Q2 |
| LAKE STREET PRIVATE WEALTH, LLC trimmed | 4,525 | $394K | 0.1% | 2026-Q2 |
| Ascent Group, LLC trimmed | 4,426 | $386K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 4,399 | $383K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 3,814 | $332K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 3,736 | $326K | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. new | 3,445 | $300K | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 3,395 | $296K | 0.1% | 2026-Q2 |
| Elevation Wealth Management LLC trimmed | 3,354 | $292K | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 3,101 | $270K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 2,925 | $255K | 0.1% | 2026-Q2 |
| Bedel Financial Consulting, Inc. | 2,899 | $253K | 0.1% | 2026-Q2 |
| Amplius Wealth Advisors, LLC trimmed | 2,879 | $251K | 0.1% | 2026-Q2 |
| FIRETHORN WEALTH PARTNERS, LLC new | 2,495 | $218K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 2,501 | $211K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 2,356 | $205K | 0.1% | 2026-Q2 |
| LUTS & GREENLEIGH GROUP, INC. new | 2,307 | $201K | 0.1% | 2026-Q2 |
| 3Chopt Investment Partners, LLC trimmed | 2,267 | $198K | 0.0% | 2026-Q2 |
| GeoWealth Management, LLC added | 2,175 | $190K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 2,012 | $175K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 1,897 | $165K | 0.0% | 2026-Q2 |
| RICHARDSON FINANCIAL SERVICES INC. trimmed | 1,372 | $120K | 0.0% | 2026-Q2 |
| UBS Group AG added | 1,122 | $98K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 765 | $67K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 759 | $66K | 0.0% | 2026-Q2 |
| Tripletail Wealth Management, LLC trimmed | 720 | $61K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 349 | $30K | 0.0% | 2026-Q2 |
| Cordgrass Capital Advisors, LLC added | 248 | $22K | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC | 195 | $17K | 0.0% | 2026-Q2 |
| UMB Bank, n.a. new | 179 | $16K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 169 | $15K | 0.0% | 2026-Q2 |
| Orion Capital Management LLC new | 133 | $12K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 105 | $9K | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC | 88 | $7K | 0.0% | 2026-Q2 |
| Noble Wealth Management PBC | 41 | $4K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 41 | $4K | 0.0% | 2026-Q2 |
| GODSEY & GIBB, INC | 39 | $3K | 0.0% | 2026-Q2 |
| KERR FINANCIAL PLANNING Corp | 28 | $2K | 0.0% | 2026-Q2 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2 | $175 | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC added | 278,618 | $21M | 5.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 90,514 | $7M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| PARK AVENUE SECURITIES LLC added | 34,151 | $3M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| NATIXIS ADVISORS, LLC added | 23,911 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC trimmed | 11,329 | $841K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors trimmed | 5,531 | $411K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Wayfinding Financial, LLC added | 4,824 | $358K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 3,354 | $249K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Kestra Advisory Services, LLC new | 3,066 | $228K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SOL Capital Management CO added | 10,265 | $753K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Thrivent Financial for Lutherans trimmed | 9,116 | $669K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| MLG Wealth Management DBA Pine Grove Financial Group new | 4,601 | $337K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| INTEGRITY WEALTH ADVISORS, INC. trimmed | 5,083 | $383K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| von Borstel & Associates, Inc. new | 4,389 | $334K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| POM Investment Strategies, LLC new | 1,000 | $75K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| EP Wealth Advisors, LLC new | 104,202 | $7M | 1.9% | 2025-Q2 stale (4 quarters behind) |
| Fort Point Capital Partners LLC new | 3,468 | $248K | 0.1% | 2025-Q2 stale (4 quarters 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.
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.