Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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
50 tracked funds added or opened JSI while 41 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.2% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 153 tracked filers holding JSI, 96 increased or opened the position and 76 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 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 8
- Rise Advisors, LLC$10M
- Bellars Harris Wealth Management, LLC$5M
- Jupiter Topco LLC$5M
- Colonial River Investments, LLC$3M
- PRAIRIE ADVISORY, LLC$2M
- J.W. COLE ADVISORS, INC.$865K
Full exits 14
- Cambridge Investment Research Advisors, Inc.$26M
- Greenwich Wealth Management LLC$23M
- Kensington Asset Management, LLC$19M
- Talon Private Wealth, LLC$7M
- Wealthcare Advisory Partners LLC$6M
- Seneca House Advisors$4M
Largest adds
- Modern Wealth Management, LLC$19M
- GOLDMAN SACHS GROUP INC$10M
- LPL Financial LLC$8M
- JANE STREET GROUP, LLC$8M
- Corient Private Wealth LP$8M
- AMERIPRISE FINANCIAL INC$6M
Largest trims
- Flaharty Asset Management, LLC$19M
- Private Advisor Group, LLC$19M
- Kestra Advisory Services, LLC$7M
- COURIER CAPITAL LLC$7M
- CHANNEL WEALTH LLC$6M
- Brookstone Capital Management$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 |
|---|---|---|---|---|
| OSAIC HOLDINGS, INC. trimmed | 2,535,942 | $130M | 10.5% | 2026-Q2 |
| LPL Financial LLC added | 2,247,471 | $115M | 9.3% | 2026-Q2 |
| TRAPHAGEN INVESTMENT ADVISORS LLC added | 1,080,779 | $55M | 4.5% | 2026-Q2 |
| UBS Group AG added | 1,023,104 | $52M | 4.2% | 2026-Q2 |
| Grant Street Asset Management, Inc. added | 881,588 | $45M | 3.7% | 2026-Q2 |
| Clearwater Capital Advisors, LLC added | 867,681 | $44M | 3.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 817,680 | $42M | 3.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 738,615 | $38M | 3.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 736,295 | $38M | 3.1% | 2026-Q2 |
| ATWOOD & PALMER INC added | 715,976 | $37M | 3.0% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 597,283 | $31M | 2.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 559,720 | $29M | 2.3% | 2026-Q2 |
| Financial Enhancement Group LLC added | 527,115 | $27M | 2.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 496,516 | $25M | 2.1% | 2026-Q2 |
| Advisory Resource Group added | 491,125 | $25M | 2.0% | 2026-Q2 |
| Guardian Financial Partners, LLC added | 432,477 | $22M | 1.8% | 2026-Q2 |
| Marshall Financial Group, LLC added | 406,255 | $21M | 1.7% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 384,496 | $20M | 1.6% | 2026-Q2 |
| Modern Wealth Management, LLC added | 379,913 | $19M | 1.6% | 2026-Q2 |
| Corient Private Wealth LP added | 372,252 | $19M | 1.5% | 2026-Q2 |
| NOTTINGHAM ADVISORS, INC. trimmed | 348,302 | $27M | 2.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 308,876 | $16M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 282,596 | $14M | 1.2% | 2026-Q2 |
| Quaker Wealth Management, LLC trimmed | 267,746 | $14M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 263,118 | $13M | 1.1% | 2026-Q2 |
| Addison Capital Co added | 237,546 | $12M | 1.0% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 234,335 | $12M | 1.0% | 2026-Q2 |
| EPIQ PARTNERS, LLC trimmed | 230,022 | $12M | 1.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 208,735 | $11M | 0.9% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 205,187 | $11M | 0.9% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 202,410 | $10M | 0.8% | 2026-Q2 |
| Buck Wealth Strategies, LLC added | 201,240 | $10M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 197,243 | $10M | 0.8% | 2026-Q2 |
| MAI Capital Management added | 189,716 | $10M | 0.8% | 2026-Q2 |
| Rise Advisors, LLC added | 186,724 | $10M | 0.8% | 2026-Q2 |
| One Charles Private Wealth Services, LLC trimmed | 176,717 | $9M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 175,170 | $9M | 0.7% | 2026-Q2 |
| Englebert Financial Advisers, LLC added | 174,925 | $9M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 172,240 | $9M | 0.7% | 2026-Q2 |
| WINEBRENNER CAPITAL MANAGEMENT LLC added | 144,792 | $7M | 0.6% | 2026-Q2 |
| Cornerstone Wealth Group, LLC added | 142,586 | $7M | 0.6% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 141,819 | $7M | 0.6% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC added | 141,273 | $7M | 0.6% | 2026-Q2 |
| Blue Edge Capital, LLC added | 132,590 | $7M | 0.6% | 2026-Q2 |
| Waterfront Wealth Inc. added | 126,246 | $6M | 0.5% | 2026-Q2 |
| Atria Investments, Inc added | 118,102 | $6M | 0.5% | 2026-Q2 |
| Weaver Consulting Group added | 113,474 | $6M | 0.5% | 2026-Q2 |
| Sage Advisory Services, Ltd.Co. added | 112,161 | $6M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 106,293 | $5M | 0.4% | 2026-Q2 |
| Prasad Wealth Partners, LLC trimmed | 98,872 | $5M | 0.4% | 2026-Q2 |
| Bellars Harris Wealth Management, LLC new | 98,641 | $5M | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 94,935 | $5M | 0.4% | 2026-Q2 |
| Jupiter Topco LLC new | 90,209 | $5M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 87,810 | $4M | 0.4% | 2026-Q2 |
| Miller Global Investments, LLC added | 83,715 | $4M | 0.3% | 2026-Q2 |
| StoneCrest Wealth Management, Inc. trimmed | 80,733 | $4M | 0.3% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 78,275 | $4M | 0.3% | 2026-Q2 |
| CHANNEL WEALTH LLC trimmed | 71,149 | $4M | 0.3% | 2026-Q2 |
| Castle Rock Wealth Management, LLC added | 63,191 | $3M | 0.3% | 2026-Q2 |
| BYRNE FINANCIAL FREEDOM, LLC trimmed | 62,332 | $3M | 0.3% | 2026-Q2 |
| NORTHBRIDGE FINANCIAL GROUP, LLC added | 61,904 | $3M | 0.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 61,054 | $3M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 59,061 | $3M | 0.2% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 52,929 | $3M | 0.2% | 2026-Q2 |
| QTR Family Wealth, LLC added | 50,548 | $3M | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 50,428 | $3M | 0.2% | 2026-Q2 |
| Colonial River Investments, LLC new | 49,955 | $3M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 49,364 | $3M | 0.2% | 2026-Q2 |
| COURIER CAPITAL LLC trimmed | 45,960 | $2M | 0.2% | 2026-Q2 |
| 1620 INVESTMENT ADVISORS, INC. added | 45,291 | $2M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 43,588 | $2M | 0.2% | 2026-Q2 |
| PRAIRIE ADVISORY, LLC new | 43,158 | $2M | 0.2% | 2026-Q2 |
| Endowment Wealth Management, Inc. added | 42,939 | $2M | 0.2% | 2026-Q2 |
| Core Wealth Partners LLC added | 34,868 | $2M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 33,008 | $2M | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 31,507 | $2M | 0.1% | 2026-Q2 |
| Hidden Cove Wealth Management, LLC trimmed | 30,860 | $2M | 0.1% | 2026-Q2 |
| Flaharty Asset Management, LLC trimmed | 29,751 | $2M | 0.1% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 25,032 | $1M | 0.1% | 2026-Q2 |
| Brucke Financial, Inc. added | 23,411 | $1M | 0.1% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 22,070 | $1M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 21,966 | $1M | 0.1% | 2026-Q2 |
| WESPAC Advisors, LLC added | 20,944 | $1M | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 16,900 | $865K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 16,895 | $865K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 15,355 | $786K | 0.1% | 2026-Q2 |
| UNIQUE WEALTH, LLC added | 15,104 | $773K | 0.1% | 2026-Q2 |
| Community Bank, N.A. added | 15,016 | $769K | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC new | 14,364 | $736K | 0.1% | 2026-Q2 |
| Comprehensive Financial Planning, Inc./PA trimmed | 14,240 | $729K | 0.1% | 2026-Q2 |
| Northside Capital Management, LLC | 14,000 | $717K | 0.1% | 2026-Q2 |
| MMA ASSET MANAGEMENT LLC trimmed | 13,670 | $700K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 12,574 | $644K | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 12,183 | $624K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC added | 11,695 | $599K | 0.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 11,501 | $589K | 0.0% | 2026-Q2 |
| BETO FINANCIAL GROUP, LLC added | 11,037 | $566K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 10,788 | $552K | 0.0% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC trimmed | 10,590 | $542K | 0.0% | 2026-Q2 |
| GK Wealth Management LLC added | 10,391 | $532K | 0.0% | 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.