Who owns JQUA
Which tracked institutional funds hold JQUA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JQUA 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.
How the tape is positioned
The tracked-fund tape on JQUA is one-sided between 2026-Q1 and 2026-Q2: 204 added or opened and 51 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
JQUA’s largest tracked holder by dollar value, Savant Capital, LLC, sizes it at 2.7% of its own reported 13F book, while the median holder sizes it at 0.8% of theirs — a 1.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JQUA 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 461 tracked filers holding JQUA, 210 increased or opened the position and 225 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 JQUA 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 20
- Mason & Associates Inc$18M
- INSIGNEO ADVISORY SERVICES, LLC$4M
- Avior Wealth Management, LLC$4M
- Vestmark Advisory Solutions, Inc.$3M
- Oasis Advisors, LLC$2M
- Diversify Advisory Services, LLC$2M
Full exits 26
- Cambridge Investment Research Advisors, Inc.$55M
- HighTower Advisors, LLC$24M
- VALICENTI ADVISORY SERVICES INC$18M
- Janney Montgomery Scott LLC$14M
- PARK AVENUE SECURITIES LLC$13M
- West Wealth Group, LLC$12M
Largest adds
- Savant Capital, LLC$207M
- Focus Partners Wealth$65M
- EP Wealth Advisors, LLC$60M
- JPMORGAN CHASE & CO$37M
- NewEdge Advisors, LLC$30M
- Sage Mountain Advisors LLC$28M
Largest trims
- Waterway Wealth Management, LLC$10M
- Keystone Financial Group$8M
- Mariner, LLC$7M
- INDEPENDENT FINANCIAL GROUP, LLC$7M
- Redhawk Wealth Advisors, Inc.$6M
- Able Wealth Management LLC$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Savant Capital, LLC added | 12,544,726 | $907M | 18.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 3,519,434 | $254M | 5.2% | 2026-Q2 |
| Sage Mountain Advisors LLC trimmed | 2,910,657 | $210M | 4.3% | 2026-Q2 |
| Focus Partners Wealth added | 2,634,467 | $190M | 3.9% | 2026-Q2 |
| ST GERMAIN D J CO INC added | 1,918,286 | $139M | 2.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,858,109 | $133M | 2.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,809,452 | $131M | 2.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,620,104 | $117M | 2.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,385,216 | $100M | 2.0% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 1,314,796 | $95M | 1.9% | 2026-Q2 |
| Facet Wealth, Inc. added | 1,268,937 | $92M | 1.9% | 2026-Q2 |
| Quadcap Wealth Management, LLC added | 1,260,449 | $91M | 1.9% | 2026-Q2 |
| Cetera Investment Advisers added | 1,194,066 | $86M | 1.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,051,811 | $76M | 1.5% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 1,025,040 | $74M | 1.5% | 2026-Q2 |
| LVZ, Inc. trimmed | 1,015,715 | $73M | 1.5% | 2026-Q2 |
| Hughes Financial Services, LLC added | 1,011,274 | $73M | 1.5% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 980,654 | $71M | 1.4% | 2026-Q2 |
| MIDLAND WEALTH ADVISORS, LLC trimmed | 973,572 | $70M | 1.4% | 2026-Q2 |
| RVW Wealth, LLC added | 952,795 | $69M | 1.4% | 2026-Q2 |
| UMB Bank, n.a. added | 901,926 | $65M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 896,995 | $65M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 874,194 | $63M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 782,659 | $57M | 1.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 774,472 | $56M | 1.1% | 2026-Q2 |
| TFC Financial Management, Inc. added | 764,173 | $55M | 1.1% | 2026-Q2 |
| Warren Street Wealth Advisors, LLC added | 695,856 | $50M | 1.0% | 2026-Q2 |
| Vertex Planning Partners, LLC added | 688,073 | $50M | 1.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 683,750 | $49M | 1.0% | 2026-Q2 |
| Intellus Advisors LLC trimmed | 570,632 | $41M | 0.8% | 2026-Q2 |
| Equitable Holdings, Inc. added | 567,142 | $41M | 0.8% | 2026-Q2 |
| Goldstone Financial Group, LLC trimmed | 556,388 | $40M | 0.8% | 2026-Q2 |
| Spectrum Wealth Advisory Group, LLC added | 535,194 | $39M | 0.8% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC added | 494,295 | $36M | 0.7% | 2026-Q2 |
| One Capital Management, LLC | 491,596 | $30M | 0.6% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 460,857 | $33M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 459,444 | $33M | 0.7% | 2026-Q2 |
| Breakwater Capital Group added | 444,100 | $32M | 0.7% | 2026-Q2 |
| Baker Avenue Asset Management, LP added | 441,326 | $32M | 0.6% | 2026-Q2 |
| SIGNATUREFD, LLC trimmed | 439,499 | $32M | 0.6% | 2026-Q2 |
| HEMMING& WEALTH MANAGEMENT, INC. trimmed | 435,713 | $31M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 431,073 | $31M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 384,142 | $27M | 0.6% | 2026-Q2 |
| Strategent Financial, LLC added | 381,137 | $28M | 0.6% | 2026-Q2 |
| Sanchez Wealth Management Group added | 375,076 | $27M | 0.6% | 2026-Q2 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC added | 371,322 | $27M | 0.5% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 349,995 | $25M | 0.5% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 348,347 | $25M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 347,557 | $25M | 0.5% | 2026-Q2 |
| Roof Eidam Maycock Peralta, LLC trimmed | 343,162 | $25M | 0.5% | 2026-Q2 |
| Tull Financial Group, Inc. trimmed | 335,421 | $24M | 0.5% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 331,532 | $24M | 0.5% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 318,031 | $23M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 317,843 | $23M | 0.5% | 2026-Q2 |
| Cerity Partners LLC added | 288,029 | $21M | 0.4% | 2026-Q2 |
| KELLY FINANCIAL GROUP LLC trimmed | 270,282 | $20M | 0.4% | 2026-Q2 |
| REDW Wealth LLC trimmed | 269,822 | $20M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 262,677 | $19M | 0.4% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 257,203 | $19M | 0.4% | 2026-Q2 |
| Mason & Associates Inc trimmed | 247,077 | $18M | 0.4% | 2026-Q2 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC added | 246,342 | $18M | 0.4% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 237,625 | $17M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 236,360 | $17M | 0.3% | 2026-Q2 |
| D'Orazio & Associates, Inc. trimmed | 230,194 | $17M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 227,621 | $16M | 0.3% | 2026-Q2 |
| Marks Group Wealth Management, Inc added | 224,884 | $16M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 220,248 | $16M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 216,733 | $16M | 0.3% | 2026-Q2 |
| Per Stirling Capital Management, LLC. added | 211,334 | $15M | 0.3% | 2026-Q2 |
| Plan Group Financial, LLC added | 208,959 | $15M | 0.3% | 2026-Q2 |
| PETRA FINANCIAL ADVISORS INC added | 206,837 | $15M | 0.3% | 2026-Q2 |
| Weil Company, Inc. added | 203,625 | $15M | 0.3% | 2026-Q2 |
| Alpha Zero LLC added | 201,527 | $15M | 0.3% | 2026-Q2 |
| Allworth Financial LP trimmed | 201,492 | $15M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 188,900 | $14M | 0.3% | 2026-Q2 |
| Prism Advisors, Inc. added | 187,945 | $14M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 179,045 | $13M | 0.3% | 2026-Q2 |
| Ledyard National Bank trimmed | 170,884 | $12M | 0.3% | 2026-Q2 |
| WOODMONT INVESTMENT COUNSEL LLC added | 169,718 | $12M | 0.2% | 2026-Q2 |
| True North Advisors, LLC added | 167,310 | $12M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 164,746 | $12M | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 155,493 | $11M | 0.2% | 2026-Q2 |
| SEAMOUNT FINANCIAL GROUP INC added | 155,205 | $11M | 0.2% | 2026-Q2 |
| Summit Financial, LLC added | 147,258 | $11M | 0.2% | 2026-Q2 |
| Waterway Wealth Management, LLC trimmed | 143,990 | $8M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 138,425 | $10M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 138,391 | $10M | 0.2% | 2026-Q2 |
| Fifth Third Wealth Advisors LLC added | 137,850 | $10M | 0.2% | 2026-Q2 |
| MBA Advisors LLC trimmed | 133,585 | $10M | 0.2% | 2026-Q2 |
| Navalign, LLC added | 131,050 | $9M | 0.2% | 2026-Q2 |
| Clarus Wealth Advisors trimmed | 129,822 | $9M | 0.2% | 2026-Q2 |
| Able Wealth Management LLC trimmed | 128,167 | $9M | 0.2% | 2026-Q2 |
| Aprio Wealth Management, LLC added | 125,101 | $9M | 0.2% | 2026-Q2 |
| Tenzing Financial LLC trimmed | 122,984 | $9M | 0.2% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC trimmed | 122,406 | $9M | 0.2% | 2026-Q2 |
| Focus Financial Network, Inc. added | 117,142 | $8M | 0.2% | 2026-Q2 |
| LAWOOD & CO trimmed | 116,653 | $8M | 0.2% | 2026-Q2 |
| Columbus Macro, LLC added | 112,039 | $8M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 110,152 | $8M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 110,135 | $8M | 0.2% | 2026-Q2 |
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.