Who owns JSMD
Which tracked institutional funds hold JSMD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JSMD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on JSMD is one-sided between 2026-Q1 and 2026-Q2: 61 added or opened and 12 trimmed or exited — on balance accumulating.
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
JSMD’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes JSMD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JSMD 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 144 tracked filers holding JSMD, 88 increased or opened the position and 52 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 JSMD 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 10
- NewEdge Advisors, LLC$16M
- Modern Wealth Management, LLC$8M
- Worth Financial Advisory Group, LLC$6M
- TRUIST FINANCIAL CORP$6M
- Visionary Wealth Advisors$3M
- Ameritas Advisory Services, LLC$2M
Full exits 7
- Cambridge Investment Research Advisors, Inc.$24M
- Thrivent Financial for Lutherans$16M
- Janney Montgomery Scott LLC$7M
- Mariner, LLC$6M
- PEAPACK GLADSTONE FINANCIAL CORP$6M
- HighTower Advisors, LLC$3M
Largest adds
- Private Advisor Group, LLC$48M
- LPL Financial LLC$23M
- MORGAN STANLEY$19M
- BANK OF AMERICA CORP /DE/$16M
- Stratos Wealth Partners, LTD.$14M
- RAYMOND JAMES FINANCIAL INC$12M
Largest trims
- MARS JEWETT FINANCIAL GROUP, INC.$10M
- Flaharty Asset Management, LLC$6M
- KINTRA WEALTH, LLC$1M
- CITADEL ADVISORS LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$628K
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 1,053,754 | $107M | 12.5% | 2026-Q2 |
| MORGAN STANLEY added | 714,191 | $72M | 8.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 660,060 | $67M | 7.8% | 2026-Q2 |
| Private Advisor Group, LLC added | 538,409 | $55M | 6.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 448,611 | $45M | 5.3% | 2026-Q2 |
| Southern Financial Group, LLC added | 439,966 | $45M | 5.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 383,975 | $39M | 4.6% | 2026-Q2 |
| Leelyn Smith, LLC added | 370,965 | $38M | 4.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 260,789 | $26M | 3.1% | 2026-Q2 |
| Rise Advisors, LLC added | 257,207 | $26M | 3.1% | 2026-Q2 |
| Resonant Capital Advisors, LLC added | 256,416 | $26M | 3.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 225,082 | $23M | 2.7% | 2026-Q2 |
| &PARTNERS trimmed | 213,856 | $22M | 2.5% | 2026-Q2 |
| MARS JEWETT FINANCIAL GROUP, INC. trimmed | 197,267 | $20M | 2.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 162,525 | $16M | 1.9% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 150,818 | $15M | 1.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 139,068 | $14M | 1.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 138,326 | $14M | 1.6% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 118,322 | $12M | 1.4% | 2026-Q2 |
| UBS Group AG added | 99,655 | $10M | 1.2% | 2026-Q2 |
| Modern Wealth Management, LLC new | 81,210 | $8M | 1.0% | 2026-Q2 |
| Clark Capital Management Group, Inc. trimmed | 75,487 | $8M | 0.9% | 2026-Q2 |
| Z3 Capital Partners, LLC added | 73,727 | $7M | 0.9% | 2026-Q2 |
| Three Magnolias Financial Advisors, LLC added | 65,881 | $7M | 0.8% | 2026-Q2 |
| Symphony Financial Services, Inc. added | 64,552 | $7M | 0.8% | 2026-Q2 |
| Worth Financial Advisory Group, LLC trimmed | 60,332 | $6M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 59,807 | $6M | 0.7% | 2026-Q2 |
| Harbour Wealth Management Group, Inc. added | 51,753 | $5M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 49,300 | $5M | 0.6% | 2026-Q2 |
| MCDONALD PARTNERS LLC added | 47,967 | $5M | 0.6% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 45,265 | $5M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 44,937 | $5M | 0.5% | 2026-Q2 |
| KINTRA WEALTH, LLC trimmed | 40,666 | $4M | 0.5% | 2026-Q2 |
| Breakwater Capital Group trimmed | 33,997 | $3M | 0.4% | 2026-Q2 |
| Visionary Wealth Advisors new | 31,829 | $3M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. added | 31,434 | $3M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 27,631 | $3M | 0.3% | 2026-Q2 |
| IAG Wealth Partners, LLC trimmed | 25,726 | $3M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 24,664 | $2M | 0.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 23,964 | $2M | 0.3% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 23,094 | $2M | 0.3% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. trimmed | 22,689 | $2M | 0.3% | 2026-Q2 |
| Western Wealth Management, LLC added | 22,509 | $2M | 0.3% | 2026-Q2 |
| Allied Private Wealth LLC new | 22,193 | $2M | 0.3% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC added | 22,054 | $2M | 0.3% | 2026-Q2 |
| UNIQUE WEALTH, LLC added | 20,953 | $2M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 19,031 | $2M | 0.2% | 2026-Q2 |
| Nova Wealth Management, Inc. trimmed | 18,745 | $2M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 18,560 | $2M | 0.2% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC new | 18,545 | $2M | 0.2% | 2026-Q2 |
| BLUE JEAN FINANCIAL LLC trimmed | 17,335 | $2M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 16,669 | $2M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 15,801 | $2M | 0.2% | 2026-Q2 |
| PFG Advisors added | 15,317 | $2M | 0.2% | 2026-Q2 |
| Stonebridge Wealth Management, LLC trimmed | 15,109 | $2M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 15,058 | $2M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 14,303 | $1M | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 13,699 | $1M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 13,327 | $1M | 0.2% | 2026-Q2 |
| NewEdge Wealth, LLC | 13,205 | $1M | 0.2% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 13,184 | $1M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 13,072 | $1M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 12,064 | $1M | 0.1% | 2026-Q2 |
| CENTRAL TRUST Co trimmed | 11,477 | $1M | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 11,446 | $1M | 0.1% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. trimmed | 11,319 | $1M | 0.1% | 2026-Q2 |
| BURKE & HERBERT BANK & TRUST CO added | 10,543 | $1M | 0.1% | 2026-Q2 |
| FOCUSED ALPHA, LLC new | 9,879 | $1M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 9,635 | $975K | 0.1% | 2026-Q2 |
| Balanced Rock Investment Advisors LLC added | 9,181 | $929K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 8,714 | $882K | 0.1% | 2026-Q2 |
| Horizon Advisory Services, Inc. added | 8,098 | $820K | 0.1% | 2026-Q2 |
| Investors Research Corp | 7,827 | $792K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 7,784 | $788K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 7,676 | $777K | 0.1% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 7,307 | $740K | 0.1% | 2026-Q2 |
| Flaharty Asset Management, LLC trimmed | 7,272 | $715K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 7,119 | $721K | 0.1% | 2026-Q2 |
| Allegheny Financial Group trimmed | 6,825 | $691K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 6,675 | $676K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 6,668 | $675K | 0.1% | 2026-Q2 |
| Altus Wealth Group LLC trimmed | 5,884 | $596K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 5,812 | $588K | 0.1% | 2026-Q2 |
| 1015 Capital Partners, LLC added | 5,310 | $538K | 0.1% | 2026-Q2 |
| Graney & King, LLC trimmed | 5,296 | $536K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 4,902 | $496K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 4,728 | $479K | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 4,157 | $421K | 0.0% | 2026-Q2 |
| Belpointe Asset Management LLC added | 3,986 | $404K | 0.0% | 2026-Q2 |
| Fortis Capital Advisors, LLC added | 3,986 | $404K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 3,865 | $391K | 0.0% | 2026-Q2 |
| Main Line Retirement Advisors, LLC added | 3,539 | $358K | 0.0% | 2026-Q2 |
| WEALTHSPAN PARTNERS, LLC trimmed | 3,526 | $357K | 0.0% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC added | 3,515 | $356K | 0.0% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 2,969 | $301K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 2,969 | $301K | 0.0% | 2026-Q2 |
| OneDigital Investment Advisors LLC new | 2,919 | $295K | 0.0% | 2026-Q2 |
| FMR LLC added | 2,730 | $276K | 0.0% | 2026-Q2 |
| Equitable Holdings, Inc. new | 2,729 | $276K | 0.0% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 2,634 | $267K | 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.