Who owns JRI
Which tracked institutional funds hold JRI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JRI company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
14 tracked funds added or opened JRI while 6 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
JRI’s largest tracked holder by dollar value, SIT INVESTMENT ASSOCIATES INC, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JRI 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 92 tracked filers holding JRI, 58 increased or opened the position and 28 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 JRI 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 7
- SIT INVESTMENT ASSOCIATES INC$54M
- ABSOLUTE INVESTMENT ADVISERS, LLC$7M
- Yakira Capital Management, Inc.$4M
- Almitas Capital LLC$1M
- Sterneck Capital Management, LLC$1M
- Quarry LP$753K
Full exits 1
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2M
Largest adds
- MORGAN STANLEY$3M
- WELLS FARGO & COMPANY/MN$1M
- COHEN & STEERS, INC.$920K
- HARBOUR INVESTMENTS, INC.$707K
- BANK OF AMERICA CORP /DE/$652K
- Advisory Services Network, LLC$436K
Largest trims
- Penserra Capital Management LLC$2M
- OSAIC HOLDINGS, INC.$830K
- FIRST TRUST ADVISORS LP$682K
- NewEdge Advisors, LLC$356K
- UBS Group AG$351K
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 |
|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC added | 4,366,526 | $54M | 37.1% | 2026-Q1 |
| MORGAN STANLEY added | 1,618,385 | $20M | 13.7% | 2026-Q1 |
| Penserra Capital Management LLC trimmed | 754,372 | $9M | 6.4% | 2026-Q1 |
| ABSOLUTE INVESTMENT ADVISERS, LLC new | 585,764 | $7M | 5.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 381,217 | $5M | 3.2% | 2026-Q1 |
| Yakira Capital Management, Inc. new | 301,146 | $4M | 2.6% | 2026-Q1 |
| LPL Financial LLC added | 243,648 | $3M | 2.1% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 241,003 | $3M | 2.0% | 2026-Q1 |
| COHEN & STEERS, INC. added | 227,308 | $3M | 1.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 211,054 | $3M | 1.8% | 2026-Q1 |
| Private Advisor Group, LLC added | 139,914 | $2M | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 138,162 | $2M | 1.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 137,879 | $2M | 1.2% | 2026-Q1 |
| Almitas Capital LLC added | 110,414 | $1M | 0.9% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 93,073 | $1M | 0.8% | 2026-Q1 |
| Sterneck Capital Management, LLC added | 95,293 | $1M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 91,152 | $1M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 87,927 | $1M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 87,224 | $1M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 70,453 | $880K | 0.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 69,204 | $851K | 0.6% | 2026-Q1 |
| Quarry LP new | 61,256 | $753K | 0.5% | 2026-Q1 |
| Advisory Services Network, LLC added | 60,005 | $738K | 0.5% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. trimmed | 57,809 | $711K | 0.5% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. new | 55,991 | $689K | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 50,275 | $618K | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 46,889 | $577K | 0.4% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 46,256 | $569K | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 44,257 | $544K | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 42,712 | $525K | 0.4% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 40,440 | $497K | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 40,365 | $481K | 0.3% | 2026-Q1 |
| DAVENPORT & Co LLC added | 38,086 | $468K | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 35,271 | $431K | 0.3% | 2026-Q1 |
| CHOREO, LLC added | 34,273 | $422K | 0.3% | 2026-Q1 |
| Abel Hall, LLC | 33,000 | $406K | 0.3% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 31,220 | $384K | 0.3% | 2026-Q1 |
| Sowell Financial Services LLC added | 30,507 | $375K | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 30,000 | $369K | 0.3% | 2026-Q1 |
| READYSTATE ASSET MANAGEMENT LP new | 28,818 | $354K | 0.2% | 2026-Q1 |
| SeaCrest Wealth Management, LLC trimmed | 24,229 | $298K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 21,658 | $266K | 0.2% | 2026-Q1 |
| 1776 Wealth LLC trimmed | 20,756 | $255K | 0.2% | 2026-Q1 |
| Alteri Wealth LLC added | 19,394 | $239K | 0.2% | 2026-Q1 |
| Capital Investment Advisors, LLC | 18,592 | $229K | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC | 18,040 | $226K | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 17,137 | $211K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC added | 16,481 | $203K | 0.1% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 15,181 | $187K | 0.1% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 15,002 | $185K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC | 14,806 | $182K | 0.1% | 2026-Q1 |
| Catalina Capital Group, LLC added | 13,659 | $168K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 13,552 | $167K | 0.1% | 2026-Q1 |
| Bensler, LLC trimmed | 13,155 | $162K | 0.1% | 2026-Q1 |
| Calamos Advisors LLC new | 12,102 | $149K | 0.1% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. | 12,098 | $149K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 11,356 | $140K | 0.1% | 2026-Q1 |
| NWF Advisory Services Inc. added | 11,113 | $137K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 10,595 | $130K | 0.1% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. added | 10,803 | $129K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 10,422 | $128K | 0.1% | 2026-Q1 |
| US BANCORP \DE\ | 7,651 | $94K | 0.1% | 2026-Q1 |
| Allworth Financial LP | 6,551 | $81K | 0.1% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC trimmed | 4,819 | $59K | 0.0% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. trimmed | 3,757 | $46K | 0.0% | 2026-Q1 |
| BARRETT & COMPANY, INC. | 3,250 | $40K | 0.0% | 2026-Q1 |
| Larson Financial Group LLC added | 2,875 | $35K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 27,216 | $27K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 1,922 | $24K | 0.0% | 2026-Q1 |
| WPG Advisers, LLC added | 1,781 | $22K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,749 | $22K | 0.0% | 2026-Q1 |
| Community Financial Services Group, LLC new | 1,000 | $13K | 0.0% | 2026-Q1 |
| First Command Advisory Services, Inc. | 934 | $11K | 0.0% | 2026-Q1 |
| First PREMIER Bank | 825 | $10K | 0.0% | 2026-Q1 |
| BlackRock, Inc. new | 690 | $8K | 0.0% | 2026-Q1 |
| Osbon Capital Management LLC new | 664 | $8K | 0.0% | 2026-Q1 |
| FNY Investment Advisers, LLC | 700 | $8K | 0.0% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed | 148,015 | $2M | 1.4% | 2025-Q4 stale |
| Consolidated Portfolio Review Corp trimmed | 106,198 | $1M | 0.9% | 2025-Q1 stale |
| ADAPT WEALTH ADVISORS, LLC new | 40,105 | $571K | 0.4% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 37,808 | $515K | 0.4% | 2025-Q2 stale |
| World Investment Advisors added | 28,133 | $364K | 0.3% | 2025-Q1 stale |
| Advisor Resource Council added | 26,594 | $344K | 0.2% | 2025-Q1 stale |
| INTEGRITY ALLIANCE, LLC. new | 17,962 | $232K | 0.2% | 2025-Q1 stale |
| Virtu Financial LLC trimmed | 15,135 | $204K | 0.1% | 2025-Q2 stale |
| Financial Security Advisor, Inc. trimmed | 13,519 | $184K | 0.1% | 2025-Q4 stale |
| COMMONWEALTH EQUITY SERVICES, LLC added | 12,076 | $163K | 0.1% | 2025-Q2 stale |
| STIFEL FINANCIAL CORP trimmed | 10,367 | $141K | 0.1% | 2025-Q4 stale |
| Geneos Wealth Management Inc. added | 9,005 | $122K | 0.1% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 8,685 | $118K | 0.1% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. added | 6,888 | $98K | 0.1% | 2025-Q3 stale |
| Kestra Advisory Services, LLC trimmed | 6,998 | $95K | 0.1% | 2025-Q4 stale |
| Garner Asset Management Corp trimmed | 4,520 | $62K | 0.0% | 2025-Q4 stale |
| Newbridge Financial Services Group, Inc. added | 2,973 | $42K | 0.0% | 2025-Q3 stale |
| COMERICA BANK added | 1,764 | $24K | 0.0% | 2025-Q4 stale |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 1,718 | $23K | 0.0% | 2025-Q4 stale |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 1,206 | $16K | 0.0% | 2025-Q2 stale |
| Marshall & Sterling Wealth Advisors Inc. trimmed | 1,214 | $16K | 0.0% | 2025-Q1 stale |
| Camelot Portfolios, LLC trimmed | 638 | $9K | 0.0% | 2025-Q4 stale |
| ATTICUS WEALTH MANAGEMENT, LLC | 591 | $8K | 0.0% | 2025-Q2 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.