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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| OSAIC HOLDINGS, INC. added | 2,544,321 | $131M | 8.8% | 2026-Q1 |
| LPL Financial LLC added | 2,073,212 | $107M | 7.2% | 2026-Q1 |
| TRAPHAGEN INVESTMENT ADVISORS LLC added | 1,011,249 | $52M | 3.5% | 2026-Q1 |
| UBS Group AG added | 925,798 | $48M | 3.2% | 2026-Q1 |
| Grant Street Asset Management, Inc. added | 870,181 | $45M | 3.0% | 2026-Q1 |
| Focus Partners Wealth added | 802,643 | $41M | 2.8% | 2026-Q1 |
| Clearwater Capital Advisors, LLC added | 771,127 | $40M | 2.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 752,852 | $39M | 2.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 708,635 | $37M | 2.4% | 2026-Q1 |
| ATWOOD & PALMER INC added | 699,263 | $36M | 2.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 577,225 | $30M | 2.0% | 2026-Q1 |
| Bank of New York Mellon Corp added | 558,894 | $29M | 1.9% | 2026-Q1 |
| Financial Enhancement Group LLC added | 505,492 | $26M | 1.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 503,225 | $26M | 1.7% | 2026-Q1 |
| NOTTINGHAM ADVISORS, INC. added | 495,997 | $26M | 1.7% | 2026-Q1 |
| Advisory Resource Group trimmed | 465,311 | $24M | 1.6% | 2026-Q1 |
| Greenwich Wealth Management LLC added | 441,365 | $23M | 1.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 442,499 | $23M | 1.5% | 2026-Q1 |
| AE Wealth Management LLC added | 410,581 | $21M | 1.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 404,788 | $21M | 1.4% | 2026-Q1 |
| Guardian Financial Partners, LLC added | 403,212 | $21M | 1.4% | 2026-Q1 |
| Marshall Financial Group, LLC trimmed | 394,178 | $20M | 1.4% | 2026-Q1 |
| Flaharty Asset Management, LLC added | 393,067 | $20M | 1.4% | 2026-Q1 |
| Kensington Asset Management, LLC | 355,124 | $19M | 1.2% | 2026-Q1 |
| MORGAN STANLEY added | 309,632 | $16M | 1.1% | 2026-Q1 |
| Quaker Wealth Management, LLC added | 279,760 | $14M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 273,944 | $14M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 248,158 | $13M | 0.9% | 2026-Q1 |
| EPIQ PARTNERS, LLC added | 234,433 | $12M | 0.8% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 230,855 | $12M | 0.8% | 2026-Q1 |
| Addison Capital Co added | 225,924 | $12M | 0.8% | 2026-Q1 |
| Corient Private Wealth LLC added | 224,142 | $11M | 0.8% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 210,763 | $11M | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 204,987 | $11M | 0.7% | 2026-Q1 |
| Buck Wealth Strategies, LLC trimmed | 196,474 | $10M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 194,174 | $10M | 0.7% | 2026-Q1 |
| CHANNEL WEALTH LLC added | 182,044 | $9M | 0.6% | 2026-Q1 |
| One Charles Private Wealth Services, LLC added | 181,512 | $9M | 0.6% | 2026-Q1 |
| COURIER CAPITAL LLC added | 180,788 | $9M | 0.6% | 2026-Q1 |
| MAI Capital Management added | 176,965 | $9M | 0.6% | 2026-Q1 |
| Englebert Financial Advisers, LLC added | 156,821 | $8M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 151,072 | $8M | 0.5% | 2026-Q1 |
| WINEBRENNER CAPITAL MANAGEMENT LLC added | 143,567 | $7M | 0.5% | 2026-Q1 |
| Cornerstone Wealth Group, LLC added | 138,696 | $7M | 0.5% | 2026-Q1 |
| Talon Private Wealth, LLC new | 131,256 | $7M | 0.5% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 128,870 | $7M | 0.4% | 2026-Q1 |
| HARBOR INVESTMENT ADVISORY, LLC added | 119,749 | $6M | 0.4% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 117,093 | $6M | 0.4% | 2026-Q1 |
| Waterfront Wealth Inc. added | 116,078 | $6M | 0.4% | 2026-Q1 |
| Prasad Wealth Partners, LLC added | 110,026 | $6M | 0.4% | 2026-Q1 |
| Sage Advisory Services, Ltd.Co. added | 103,879 | $5M | 0.4% | 2026-Q1 |
| Atria Investments, Inc added | 103,611 | $5M | 0.4% | 2026-Q1 |
| Brookstone Capital Management trimmed | 99,760 | $5M | 0.3% | 2026-Q1 |
| Weaver Consulting Group added | 95,137 | $5M | 0.3% | 2026-Q1 |
| Auour Investments LLC trimmed | 94,874 | $5M | 0.3% | 2026-Q1 |
| StoneCrest Wealth Management, Inc. added | 82,179 | $4M | 0.3% | 2026-Q1 |
| Seneca House Advisors trimmed | 82,166 | $4M | 0.3% | 2026-Q1 |
| Brookwood Investment Group LLC new | 80,551 | $4M | 0.3% | 2026-Q1 |
| Miller Global Investments, LLC added | 78,245 | $4M | 0.3% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 76,333 | $4M | 0.3% | 2026-Q1 |
| Merkkuri Wealth Advisors LLC trimmed | 75,627 | $4M | 0.3% | 2026-Q1 |
| Aureum Wealth Management, LLC added | 74,212 | $4M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 69,166 | $4M | 0.2% | 2026-Q1 |
| BYRNE FINANCIAL FREEDOM, LLC added | 68,210 | $4M | 0.2% | 2026-Q1 |
| Castle Rock Wealth Management, LLC added | 62,050 | $3M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 60,310 | $3M | 0.2% | 2026-Q1 |
| Transamerica Financial Advisors, LLC trimmed | 60,051 | $3M | 0.2% | 2026-Q1 |
| NORTHBRIDGE FINANCIAL GROUP, LLC added | 55,762 | $3M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 54,097 | $3M | 0.2% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 48,215 | $2M | 0.2% | 2026-Q1 |
| QTR Family Wealth, LLC added | 45,113 | $2M | 0.2% | 2026-Q1 |
| 1620 INVESTMENT ADVISORS, INC. added | 44,929 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 44,001 | $2M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 43,781 | $2M | 0.2% | 2026-Q1 |
| Endowment Wealth Management, Inc. added | 41,831 | $2M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 38,022 | $2M | 0.1% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 33,594 | $2M | 0.1% | 2026-Q1 |
| Hidden Cove Wealth Management, LLC trimmed | 31,358 | $2M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 30,353 | $2M | 0.1% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed | 28,835 | $1M | 0.1% | 2026-Q1 |
| Bulwark Capital Corp added | 28,820 | $1M | 0.1% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 24,053 | $1M | 0.1% | 2026-Q1 |
| WESPAC Advisors, LLC added | 20,664 | $1M | 0.1% | 2026-Q1 |
| CW Advisors, LLC added | 2,281,029 | $120M | 8.0% | 2025-Q2 stale |
| Kovitz Investment Group Partners, LLC added | 803,375 | $42M | 2.8% | 2025-Q3 stale |
| State of New Jersey Common Pension Fund D trimmed | 255,248 | $13M | 0.9% | 2025-Q3 stale |
| Pine Valley Investments Ltd Liability Co added | 180,654 | $9M | 0.6% | 2025-Q4 stale |
| Crumly & Associates Inc. trimmed | 179,881 | $9M | 0.6% | 2025-Q4 stale |
| SEVEN MILE ADVISORY added | 163,232 | $8M | 0.6% | 2025-Q4 stale |
| CPC Advisors, LLC trimmed | 96,135 | $5M | 0.3% | 2025-Q4 stale |
| Whalen Wealth Management Inc. added | 85,912 | $5M | 0.3% | 2025-Q2 stale |
| Elequin Capital, LP new | 70,826 | $4M | 0.2% | 2025-Q3 stale |
| Blue Edge Capital, LLC added | 69,616 | $4M | 0.2% | 2025-Q4 stale |
| Blue Investment Partners LLC added | 63,924 | $3M | 0.2% | 2025-Q2 stale |
| Masso Torrence Wealth Management Inc. added | 64,068 | $3M | 0.2% | 2025-Q3 stale |
| Capital Investment Advisory Services, LLC added | 61,895 | $3M | 0.2% | 2025-Q4 stale |
| Thrivent Financial for Lutherans added | 47,680 | $2M | 0.2% | 2025-Q4 stale |
| Tradewinds, LLC. new | 47,020 | $2M | 0.2% | 2025-Q2 stale |
| Magnus Financial Group LLC trimmed | 38,365 | $2M | 0.1% | 2025-Q4 stale |
| Sanchez Wealth Management Group new | 21,987 | $1M | 0.1% | 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.
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.