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Institutional Ownership · SEC Form 13F

Who owns JSI (JSI)


Which tracked institutional funds hold JSI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JSI 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.

153
Institutional holders
24,937,023
Shares held (tracked funds)

How the tape is positioned

52 tracked funds added or opened JSI while 31 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

JSI’s largest tracked holder by dollar value, OSAIC HOLDINGS, INC., sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 0.4pp gap the other way — the median holder sizes JSI more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in JSI 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 153 tracked filers holding JSI, 104 increased or opened the position and 59 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 JSI 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 4

  • Talon Private Wealth, LLC$7M
  • Brookwood Investment Group LLC$4M
  • OLD MISSION CAPITAL LLC$1M
  • OPPENHEIMER & CO INC$634K

Full exits 11

  • Pine Valley Investments Ltd Liability Co$9M
  • Crumly & Associates Inc.$9M
  • SEVEN MILE ADVISORY$8M
  • CPC Advisors, LLC$5M
  • Blue Edge Capital, LLC$4M
  • Capital Investment Advisory Services, LLC$3M

Largest adds

  • LPL Financial LLC$50M
  • UBS Group AG$12M
  • Clearwater Capital Advisors, LLC$9M
  • Corient Private Wealth LLC$8M
  • Addison Capital Co$8M
  • TRAPHAGEN INVESTMENT ADVISORS LLC$6M

Largest trims

  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$32M
  • Hidden Cove Wealth Management, LLC$4M
  • AMERIPRISE FINANCIAL INC$3M
  • JANUS HENDERSON GROUP PLC$2M
  • WELLS FARGO & COMPANY/MN$2M
  • PREVAIL INNOVATIVE WEALTH ADVISORS, 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).

FundSharesReported value% of valueQuarter
OSAIC HOLDINGS, INC. added2,544,321$131M8.8%2026-Q1
LPL Financial LLC added2,073,212$107M7.2%2026-Q1
TRAPHAGEN INVESTMENT ADVISORS LLC added1,011,249$52M3.5%2026-Q1
UBS Group AG added925,798$48M3.2%2026-Q1
Grant Street Asset Management, Inc. added870,181$45M3.0%2026-Q1
Focus Partners Wealth added802,643$41M2.8%2026-Q1
Clearwater Capital Advisors, LLC added771,127$40M2.7%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed752,852$39M2.6%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed708,635$37M2.4%2026-Q1
ATWOOD & PALMER INC added699,263$36M2.4%2026-Q1
Sanctuary Advisors, LLC added577,225$30M2.0%2026-Q1
Bank of New York Mellon Corp added558,894$29M1.9%2026-Q1
Financial Enhancement Group LLC added505,492$26M1.8%2026-Q1
Cambridge Investment Research Advisors, Inc. added503,225$26M1.7%2026-Q1
NOTTINGHAM ADVISORS, INC. added495,997$26M1.7%2026-Q1
Advisory Resource Group trimmed465,311$24M1.6%2026-Q1
Greenwich Wealth Management LLC added441,365$23M1.5%2026-Q1
AMERIPRISE FINANCIAL INC trimmed442,499$23M1.5%2026-Q1
AE Wealth Management LLC added410,581$21M1.4%2026-Q1
Private Advisor Group, LLC added404,788$21M1.4%2026-Q1
Guardian Financial Partners, LLC added403,212$21M1.4%2026-Q1
Marshall Financial Group, LLC trimmed394,178$20M1.4%2026-Q1
Flaharty Asset Management, LLC added393,067$20M1.4%2026-Q1
Kensington Asset Management, LLC355,124$19M1.2%2026-Q1
MORGAN STANLEY added309,632$16M1.1%2026-Q1
Quaker Wealth Management, LLC added279,760$14M1.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added273,944$14M0.9%2026-Q1
Kestra Advisory Services, LLC added248,158$13M0.9%2026-Q1
EPIQ PARTNERS, LLC added234,433$12M0.8%2026-Q1
Apollon Wealth Management, LLC added230,855$12M0.8%2026-Q1
Addison Capital Co added225,924$12M0.8%2026-Q1
Corient Private Wealth LLC added224,142$11M0.8%2026-Q1
HARBOUR INVESTMENTS, INC. added210,763$11M0.7%2026-Q1
TRUIST FINANCIAL CORP added204,987$11M0.7%2026-Q1
Buck Wealth Strategies, LLC trimmed196,474$10M0.7%2026-Q1
ROYAL BANK OF CANADA trimmed194,174$10M0.7%2026-Q1
CHANNEL WEALTH LLC added182,044$9M0.6%2026-Q1
One Charles Private Wealth Services, LLC added181,512$9M0.6%2026-Q1
COURIER CAPITAL LLC added180,788$9M0.6%2026-Q1
MAI Capital Management added176,965$9M0.6%2026-Q1
Englebert Financial Advisers, LLC added156,821$8M0.5%2026-Q1
STIFEL FINANCIAL CORP added151,072$8M0.5%2026-Q1
WINEBRENNER CAPITAL MANAGEMENT LLC added143,567$7M0.5%2026-Q1
Cornerstone Wealth Group, LLC added138,696$7M0.5%2026-Q1
Talon Private Wealth, LLC new131,256$7M0.5%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC added128,870$7M0.4%2026-Q1
HARBOR INVESTMENT ADVISORY, LLC added119,749$6M0.4%2026-Q1
Wealthcare Advisory Partners LLC added117,093$6M0.4%2026-Q1
Waterfront Wealth Inc. added116,078$6M0.4%2026-Q1
Prasad Wealth Partners, LLC added110,026$6M0.4%2026-Q1
Sage Advisory Services, Ltd.Co. added103,879$5M0.4%2026-Q1
Atria Investments, Inc added103,611$5M0.4%2026-Q1
Brookstone Capital Management trimmed99,760$5M0.3%2026-Q1
Weaver Consulting Group added95,137$5M0.3%2026-Q1
Auour Investments LLC trimmed94,874$5M0.3%2026-Q1
StoneCrest Wealth Management, Inc. added82,179$4M0.3%2026-Q1
Seneca House Advisors trimmed82,166$4M0.3%2026-Q1
Brookwood Investment Group LLC new80,551$4M0.3%2026-Q1
Miller Global Investments, LLC added78,245$4M0.3%2026-Q1
JANUS HENDERSON GROUP PLC trimmed76,333$4M0.3%2026-Q1
Merkkuri Wealth Advisors LLC trimmed75,627$4M0.3%2026-Q1
Aureum Wealth Management, LLC added74,212$4M0.3%2026-Q1
GOLDMAN SACHS GROUP INC trimmed69,166$4M0.2%2026-Q1
BYRNE FINANCIAL FREEDOM, LLC added68,210$4M0.2%2026-Q1
Castle Rock Wealth Management, LLC added62,050$3M0.2%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added60,310$3M0.2%2026-Q1
Transamerica Financial Advisors, LLC trimmed60,051$3M0.2%2026-Q1
NORTHBRIDGE FINANCIAL GROUP, LLC added55,762$3M0.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed54,097$3M0.2%2026-Q1
Gladstone Institutional Advisory LLC trimmed48,215$2M0.2%2026-Q1
QTR Family Wealth, LLC added45,113$2M0.2%2026-Q1
1620 INVESTMENT ADVISORS, INC. added44,929$2M0.2%2026-Q1
JANE STREET GROUP, LLC added44,001$2M0.2%2026-Q1
Farther Finance Advisors, LLC trimmed43,781$2M0.2%2026-Q1
Endowment Wealth Management, Inc. added41,831$2M0.1%2026-Q1
CITADEL ADVISORS LLC added38,022$2M0.1%2026-Q1
Signal Advisors Wealth, LLC added33,594$2M0.1%2026-Q1
Hidden Cove Wealth Management, LLC trimmed31,358$2M0.1%2026-Q1
Janney Montgomery Scott LLC added30,353$2M0.1%2026-Q1
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed28,835$1M0.1%2026-Q1
Bulwark Capital Corp added28,820$1M0.1%2026-Q1
LEAVELL INVESTMENT MANAGEMENT, INC. added24,053$1M0.1%2026-Q1
WESPAC Advisors, LLC added20,664$1M0.1%2026-Q1
CW Advisors, LLC added2,281,029$120M8.0%2025-Q2 stale
Kovitz Investment Group Partners, LLC added803,375$42M2.8%2025-Q3 stale
State of New Jersey Common Pension Fund D trimmed255,248$13M0.9%2025-Q3 stale
Pine Valley Investments Ltd Liability Co added180,654$9M0.6%2025-Q4 stale
Crumly & Associates Inc. trimmed179,881$9M0.6%2025-Q4 stale
SEVEN MILE ADVISORY added163,232$8M0.6%2025-Q4 stale
CPC Advisors, LLC trimmed96,135$5M0.3%2025-Q4 stale
Whalen Wealth Management Inc. added85,912$5M0.3%2025-Q2 stale
Elequin Capital, LP new70,826$4M0.2%2025-Q3 stale
Blue Edge Capital, LLC added69,616$4M0.2%2025-Q4 stale
Blue Investment Partners LLC added63,924$3M0.2%2025-Q2 stale
Masso Torrence Wealth Management Inc. added64,068$3M0.2%2025-Q3 stale
Capital Investment Advisory Services, LLC added61,895$3M0.2%2025-Q4 stale
Thrivent Financial for Lutherans added47,680$2M0.2%2025-Q4 stale
Tradewinds, LLC. new47,020$2M0.2%2025-Q2 stale
Magnus Financial Group LLC trimmed38,365$2M0.1%2025-Q4 stale
Sanchez Wealth Management Group new21,987$1M0.1%2025-Q3 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.

HoldersTotal shares

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.

Learn how to read institutional ownership