Who owns JIII
Which tracked institutional funds hold JIII, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JIII company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 JIII is one-sided between 2026-Q1 and 2026-Q2: 7 added or opened and 0 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
JIII’s largest tracked holder by dollar value, Southern Financial Group, LLC, sizes it at 17.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 17.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JIII 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 19 tracked filers holding JIII, 18 increased or opened the position and 3 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 JIII 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 3
- LPL Financial LLC$10M
- ARQ WEALTH ADVISORS, LLC$8M
- Colonial River Investments, LLC$5M
Largest adds
- NewEdge Advisors, LLC$14M
- Southern Financial Group, LLC$3M
- JANE STREET GROUP, LLC$844K
- Townsend & Associates, Inc$684K
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 |
|---|---|---|---|---|
| Southern Financial Group, LLC added | 1,405,479 | $70M | 35.5% | 2026-Q2 |
| Townsend & Associates, Inc added | 942,780 | $47M | 23.8% | 2026-Q2 |
| NewEdge Advisors, LLC added | 286,316 | $14M | 7.2% | 2026-Q2 |
| LPL Financial LLC new | 208,310 | $10M | 5.3% | 2026-Q2 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed | 189,626 | $9M | 4.8% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC new | 165,509 | $8M | 4.2% | 2026-Q2 |
| Colonial River Investments, LLC new | 99,081 | $5M | 2.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 68,532 | $3M | 1.7% | 2026-Q2 |
| QTR Family Wealth, LLC added | 42,539 | $2M | 1.1% | 2026-Q2 |
| Castle Rock Wealth Management, LLC added | 39,111 | $2M | 1.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 35,930 | $2M | 0.9% | 2026-Q2 |
| Hidden Cove Wealth Management, LLC added | 13,627 | $679K | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 11,083 | $552K | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 6,241 | $311K | 0.2% | 2026-Q2 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC new | 5,993 | $299K | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors added | 5,096 | $254K | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC new | 4,075 | $203K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 397 | $20K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 185 | $9K | 0.0% | 2026-Q2 |
| Orion Porfolio Solutions, LLC new | 7,213 | $358K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 430 | $21K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JANUS HENDERSON GROUP PLC added | 400,041 | $20M | 10.2% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC | 18,126 | $915K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.