Who owns JIVE (JIVE)
Which tracked institutional funds hold JIVE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JIVE 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.
How the tape is positioned
The tracked-fund tape on JIVE is one-sided between 2025-Q4 and 2026-Q1: 92 added or opened and 12 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
JIVE’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes JIVE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JIVE 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 182 tracked filers holding JIVE, 149 increased or opened the position and 37 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 JIVE 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 29
- Aspire Capital Advisors LLC$11M
- TD Waterhouse Canada Inc.$9M
- MENORA MIVTACHIM HOLDINGS LTD.$7M
- WESPAC Advisors SoCal, LLC$6M
- HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC$5M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$5M
Full exits 4
- FIDUCIARY FAMILY OFFICE, LLC$9M
- FLOW TRADERS U.S. LLC$5M
- Pine Valley Investments Ltd Liability Co$4M
- Oak Barrel Wealth Advisory LLC$4M
Largest adds
- LPL Financial LLC$115M
- BANK OF AMERICA CORP /DE/$96M
- RAYMOND JAMES FINANCIAL INC$36M
- JONES FINANCIAL COMPANIES LLLP$25M
- Cetera Investment Advisers$25M
- MML INVESTORS SERVICES, LLC$21M
Largest trims
- SAGESPRING WEALTH PARTNERS, LLC$12M
- Farther Finance Advisors, LLC$5M
- STIFEL FINANCIAL CORP$2M
- CITADEL ADVISORS LLC$2M
- OLD MISSION CAPITAL LLC$2M
- Orion Porfolio Solutions, LLC$2M
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 | 2,954,962 | $253M | 16.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,577,741 | $135M | 8.8% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 1,537,645 | $132M | 8.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,165,983 | $100M | 6.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 882,916 | $76M | 4.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 819,810 | $70M | 4.6% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 536,470 | $46M | 3.0% | 2026-Q1 |
| Cetera Investment Advisers added | 510,101 | $44M | 2.9% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 496,324 | $43M | 2.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 477,108 | $41M | 2.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 381,570 | $32M | 2.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 314,212 | $27M | 1.8% | 2026-Q1 |
| Private Advisor Group, LLC added | 313,692 | $27M | 1.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 306,419 | $26M | 1.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 240,522 | $21M | 1.3% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 234,159 | $20M | 1.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 200,179 | $17M | 1.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 206,061 | $17M | 1.1% | 2026-Q1 |
| Lineweaver Wealth Advisors, LLC added | 185,180 | $16M | 1.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 171,536 | $15M | 1.0% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 144,523 | $12M | 0.8% | 2026-Q1 |
| AVAII WEALTH MANAGEMENT, LLC added | 144,432 | $12M | 0.8% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC trimmed | 144,251 | $12M | 0.8% | 2026-Q1 |
| N.E.W. Advisory Services LLC trimmed | 138,476 | $12M | 0.8% | 2026-Q1 |
| Aspire Capital Advisors LLC new | 131,769 | $11M | 0.7% | 2026-Q1 |
| ASSETMARK, INC added | 129,003 | $11M | 0.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 128,846 | $11M | 0.7% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 112,407 | $10M | 0.6% | 2026-Q1 |
| Modus Advisors, LLC added | 107,248 | $9M | 0.6% | 2026-Q1 |
| TD Waterhouse Canada Inc. new | 102,401 | $9M | 0.6% | 2026-Q1 |
| Archer Investment Corp added | 98,311 | $8M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 88,230 | $8M | 0.5% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 87,501 | $7M | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 87,179 | $7M | 0.5% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. new | 83,777 | $7M | 0.5% | 2026-Q1 |
| KWB Wealth trimmed | 88,124 | $7M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 74,257 | $6M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 72,031 | $6M | 0.4% | 2026-Q1 |
| Wayfinding Financial, LLC added | 70,988 | $6M | 0.4% | 2026-Q1 |
| Plan Group Financial, LLC added | 70,433 | $6M | 0.4% | 2026-Q1 |
| PFG Advisors added | 69,778 | $6M | 0.4% | 2026-Q1 |
| Rehmann Capital Advisory Group added | 66,359 | $6M | 0.4% | 2026-Q1 |
| WESPAC Advisors SoCal, LLC new | 66,248 | $6M | 0.4% | 2026-Q1 |
| Saxony Capital Management, LLC added | 64,888 | $6M | 0.4% | 2026-Q1 |
| TKG Advisors, LLC added | 63,698 | $5M | 0.4% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC added | 63,524 | $5M | 0.4% | 2026-Q1 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC new | 60,947 | $5M | 0.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 60,725 | $5M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 55,493 | $5M | 0.3% | 2026-Q1 |
| WESPAC Advisors, LLC trimmed | 54,621 | $5M | 0.3% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC added | 53,949 | $5M | 0.3% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 51,870 | $4M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 45,749 | $4M | 0.3% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 45,045 | $4M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 44,382 | $4M | 0.2% | 2026-Q1 |
| G&S Capital LLC added | 44,066 | $4M | 0.2% | 2026-Q1 |
| RETIREMENT GUYS FORMULA LLC new | 43,072 | $4M | 0.2% | 2026-Q1 |
| Base Wealth Management LLC new | 42,905 | $4M | 0.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. new | 42,408 | $4M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 41,346 | $4M | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 41,027 | $4M | 0.2% | 2026-Q1 |
| Nikulski Financial, Inc. added | 40,948 | $4M | 0.2% | 2026-Q1 |
| OBSIDIAN CIO, LLC added | 40,083 | $3M | 0.2% | 2026-Q1 |
| Comprehensive Financial Planning, Inc./PA added | 37,516 | $3M | 0.2% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 37,161 | $3M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 36,265 | $3M | 0.2% | 2026-Q1 |
| A4 Wealth Advisors LLC new | 34,435 | $3M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 34,255 | $3M | 0.2% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC new | 33,393 | $3M | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 33,288 | $3M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 30,741 | $3M | 0.2% | 2026-Q1 |
| Emerald Advisors, LLC added | 30,652 | $3M | 0.2% | 2026-Q1 |
| Delta Investment Management, LLC new | 30,086 | $3M | 0.2% | 2026-Q1 |
| Sigma Planning Corp trimmed | 28,705 | $2M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 26,265 | $2M | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC new | 25,792 | $2M | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 25,771 | $2M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 25,476 | $2M | 0.1% | 2026-Q1 |
| TruWealth Advisors, LLC new | 25,445 | $2M | 0.1% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 23,390 | $2M | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 21,898 | $2M | 0.1% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC new | 20,578 | $2M | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC new | 19,650 | $2M | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 18,864 | $2M | 0.1% | 2026-Q1 |
| Kaizen Financial Strategies new | 16,992 | $2M | 0.1% | 2026-Q1 |
| &PARTNERS added | 17,509 | $1M | 0.1% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 17,231 | $1M | 0.1% | 2026-Q1 |
| RFG Advisory, LLC new | 17,148 | $1M | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors new | 16,758 | $1M | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC new | 15,189 | $1M | 0.1% | 2026-Q1 |
| Evernest Financial Advisors, LLC new | 13,910 | $1M | 0.1% | 2026-Q1 |
| Mirador Capital Partners LP added | 12,891 | $1M | 0.1% | 2026-Q1 |
| Capital Advisors Wealth Management, LLC added | 11,947 | $1M | 0.1% | 2026-Q1 |
| FIDUCIARY FAMILY OFFICE, LLC | 118,000 | $9M | 0.6% | 2025-Q4 stale |
| von Borstel & Associates, Inc. new | 69,665 | $5M | 0.4% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC added | 63,366 | $5M | 0.3% | 2025-Q4 stale |
| Pine Valley Investments Ltd Liability Co new | 48,557 | $4M | 0.3% | 2025-Q4 stale |
| Oak Barrel Wealth Advisory LLC new | 47,985 | $4M | 0.3% | 2025-Q4 stale |
| Atria Investments, Inc trimmed | 18,789 | $1M | 0.1% | 2025-Q3 stale |
| Ignite Planners, LLC new | 21,336 | $1M | 0.1% | 2025-Q1 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.
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.