Who owns JQUA (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-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
79 tracked funds added or opened JQUA while 118 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 3.4% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 2.8pp 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 2025-Q4 and 2026-Q1, across 454 tracked filers holding JQUA, 218 increased or opened the position and 210 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 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 19
- Tandem Financial, LLC$8M
- Cornerstone Wealth, LLC/TN$8M
- Madson Wealth Advisors Inc$7M
- Asset One Wealth Management LLC$6M
- FDx Advisors, Inc.$4M
- PALISADE CAPITAL MANAGEMENT, LP$4M
Full exits 20
- TWO SIGMA INVESTMENTS, LP$38M
- Beaumont Financial Advisors, LLC$34M
- Bank of New York Mellon Corp$9M
- Edge Financial Advisors LLC$9M
- Running Point Capital Advisors, LLC$9M
- Sage Advisory Services, Ltd.Co.$5M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$77M
- Savant Capital, LLC$52M
- Focus Partners Wealth$39M
- HARBOUR INVESTMENTS, INC.$29M
- Facet Wealth, Inc.$23M
- Cetera Investment Advisers$17M
Largest trims
- SIGNATUREFD, LLC$313M
- MORGAN STANLEY$73M
- LPL Financial LLC$48M
- MIDLAND WEALTH ADVISORS, LLC$30M
- NewEdge Advisors, LLC$29M
- COMMONWEALTH EQUITY SERVICES, LLC$26M
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 |
|---|---|---|---|---|
| Savant Capital, LLC added | 11,416,986 | $700M | 16.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 4,032,959 | $247M | 5.8% | 2026-Q1 |
| Sage Mountain Advisors LLC added | 2,967,077 | $182M | 4.3% | 2026-Q1 |
| Focus Partners Wealth added | 2,053,234 | $126M | 3.0% | 2026-Q1 |
| ST GERMAIN D J CO INC added | 1,915,635 | $117M | 2.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,854,150 | $114M | 2.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,637,249 | $100M | 2.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,607,772 | $96M | 2.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,385,680 | $85M | 2.0% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 1,323,874 | $81M | 1.9% | 2026-Q1 |
| Facet Wealth, Inc. added | 1,267,774 | $78M | 1.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,262,382 | $77M | 1.8% | 2026-Q1 |
| Quadcap Wealth Management, LLC added | 1,245,124 | $76M | 1.8% | 2026-Q1 |
| Cetera Investment Advisers added | 1,032,474 | $63M | 1.5% | 2026-Q1 |
| LVZ, Inc. added | 1,017,280 | $62M | 1.5% | 2026-Q1 |
| MIDLAND WEALTH ADVISORS, LLC trimmed | 987,265 | $61M | 1.4% | 2026-Q1 |
| Hughes Financial Services, LLC added | 953,690 | $58M | 1.4% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC added | 950,226 | $58M | 1.4% | 2026-Q1 |
| RVW Wealth, LLC added | 918,104 | $56M | 1.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 892,652 | $55M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 875,615 | $54M | 1.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 871,224 | $53M | 1.3% | 2026-Q1 |
| UMB Bank, n.a. added | 865,784 | $53M | 1.2% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 785,483 | $48M | 1.1% | 2026-Q1 |
| TFC Financial Management, Inc. added | 745,616 | $46M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 743,042 | $46M | 1.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 718,149 | $44M | 1.0% | 2026-Q1 |
| Warren Street Wealth Advisors, LLC added | 679,158 | $42M | 1.0% | 2026-Q1 |
| Vertex Planning Partners, LLC added | 621,176 | $38M | 0.9% | 2026-Q1 |
| Goldstone Financial Group, LLC added | 580,418 | $36M | 0.8% | 2026-Q1 |
| Equitable Holdings, Inc. added | 559,839 | $35M | 0.8% | 2026-Q1 |
| Intellus Advisors LLC trimmed | 576,692 | $35M | 0.8% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 530,591 | $33M | 0.8% | 2026-Q1 |
| Spectrum Wealth Advisory Group, LLC added | 534,396 | $33M | 0.8% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC added | 479,264 | $32M | 0.7% | 2026-Q1 |
| SIGNATUREFD, LLC trimmed | 510,884 | $31M | 0.7% | 2026-Q1 |
| One Capital Management, LLC trimmed | 491,596 | $30M | 0.7% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 469,267 | $29M | 0.7% | 2026-Q1 |
| hemming& Wealth Management, Inc. trimmed | 442,836 | $27M | 0.6% | 2026-Q1 |
| Breakwater Capital Group added | 439,064 | $27M | 0.6% | 2026-Q1 |
| Baker Avenue Asset Management, LP added | 438,390 | $27M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 384,169 | $24M | 0.6% | 2026-Q1 |
| Strategent Financial, LLC added | 379,444 | $23M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 366,692 | $22M | 0.5% | 2026-Q1 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC added | 364,507 | $22M | 0.5% | 2026-Q1 |
| Sanchez Wealth Management Group added | 364,036 | $22M | 0.5% | 2026-Q1 |
| Roof Eidam Maycock Peralta, LLC added | 360,859 | $22M | 0.5% | 2026-Q1 |
| Tull Financial Group, Inc. trimmed | 336,446 | $21M | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 343,535 | $21M | 0.5% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 323,966 | $20M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 317,882 | $19M | 0.5% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 309,252 | $19M | 0.4% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 305,486 | $19M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 304,568 | $19M | 0.4% | 2026-Q1 |
| REDW Wealth LLC trimmed | 292,091 | $18M | 0.4% | 2026-Q1 |
| VALICENTI ADVISORY SERVICES INC added | 288,971 | $18M | 0.4% | 2026-Q1 |
| Waterway Wealth Management, LLC added | 317,431 | $18M | 0.4% | 2026-Q1 |
| Cerity Partners LLC added | 285,193 | $17M | 0.4% | 2026-Q1 |
| KELLY FINANCIAL GROUP LLC added | 270,353 | $17M | 0.4% | 2026-Q1 |
| D'Orazio & Associates, Inc. trimmed | 248,204 | $15M | 0.4% | 2026-Q1 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC added | 245,908 | $15M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 239,643 | $15M | 0.3% | 2026-Q1 |
| Modern Wealth Management, LLC added | 237,872 | $15M | 0.3% | 2026-Q1 |
| Able Wealth Management LLC added | 227,384 | $14M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 227,289 | $14M | 0.3% | 2026-Q1 |
| Allworth Financial LP trimmed | 225,732 | $14M | 0.3% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 223,725 | $14M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 222,980 | $14M | 0.3% | 2026-Q1 |
| Per Stirling Capital Management, LLC. trimmed | 210,850 | $13M | 0.3% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 208,127 | $13M | 0.3% | 2026-Q1 |
| Marks Group Wealth Management, Inc added | 207,754 | $13M | 0.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 205,208 | $13M | 0.3% | 2026-Q1 |
| PETRA FINANCIAL ADVISORS INC added | 197,028 | $12M | 0.3% | 2026-Q1 |
| Keystone Financial Group added | 196,293 | $12M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 194,304 | $12M | 0.3% | 2026-Q1 |
| West Wealth Group, LLC trimmed | 190,199 | $12M | 0.3% | 2026-Q1 |
| Weil Company, Inc. added | 189,911 | $12M | 0.3% | 2026-Q1 |
| Prism Advisors, Inc. added | 187,568 | $12M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 186,427 | $11M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 184,053 | $11M | 0.3% | 2026-Q1 |
| Alpha Zero LLC added | 178,603 | $11M | 0.3% | 2026-Q1 |
| Ledyard National Bank added | 174,140 | $11M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 172,899 | $11M | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 170,851 | $10M | 0.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 169,793 | $10M | 0.2% | 2026-Q1 |
| Plan Group Financial, LLC added | 167,437 | $10M | 0.2% | 2026-Q1 |
| True North Advisors, LLC trimmed | 167,127 | $10M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 164,024 | $10M | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 159,817 | $10M | 0.2% | 2026-Q1 |
| WOODMONT INVESTMENT COUNSEL LLC added | 156,626 | $10M | 0.2% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 156,302 | $10M | 0.2% | 2026-Q1 |
| SEAMOUNT FINANCIAL GROUP INC added | 154,992 | $10M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 150,180 | $9M | 0.2% | 2026-Q1 |
| Mason & Associates Inc added | 1,381,590 | $87M | 2.0% | 2025-Q3 stale |
| TWO SIGMA INVESTMENTS, LP added | 607,400 | $38M | 0.9% | 2025-Q4 stale |
| Beaumont Financial Advisors, LLC trimmed | 533,232 | $34M | 0.8% | 2025-Q4 stale |
| First Horizon Advisors, Inc. added | 215,970 | $13M | 0.3% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 199,007 | $12M | 0.3% | 2025-Q2 stale |
| Blue Investment Partners LLC added | 189,710 | $11M | 0.3% | 2025-Q2 stale |
| Bank of New York Mellon Corp trimmed | 146,605 | $9M | 0.2% | 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.
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.