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Institutional Ownership · SEC Form 13F

Who owns JTEK


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

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-21). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

169
Institutional holders
13M
Shares held (tracked funds)

How the tape is positioned

28 tracked funds added or opened JTEK while 51 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

JTEK’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes JTEK more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in JTEK 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 169 tracked filers holding JTEK, 103 increased or opened the position and 60 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 JTEK 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 11

  • Independent Advisor Alliance$34M
  • GFS Advisors, LLC$9M
  • Legacy Edge Advisors, LLC$6M
  • N.E.W. Advisory Services LLC$2M
  • CITADEL ADVISORS LLC$2M
  • Macro Advisors, Inc.$1M

Full exits 8

  • Oak Barrel Wealth Advisory LLC$10M
  • Resolute Wealth Strategies, LLC$3M
  • Pine Valley Investments Ltd Liability Co$3M
  • HRT FINANCIAL LP$2M
  • Boulder Wealth Advisors, LLC$2M
  • JANE STREET GROUP, LLC$1M

Largest adds

  • VESTOR CAPITAL, LLC$29M
  • ROYAL BANK OF CANADA$5M
  • Horizon Investments, LLC$3M
  • ERn Financial, LLC$3M
  • National Philanthropic Trust$2M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M

Largest trims

  • JPMORGAN CHASE & CO$57M
  • UBS Group AG$11M
  • MORGAN STANLEY$7M
  • LPL Financial LLC$6M
  • Cetera Investment Advisers$5M
  • WELLS FARGO & COMPANY/MN$5M

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
JPMORGAN CHASE & CO added4,707,414$357M35.5%2026-Q1
WELLS FARGO & COMPANY/MN added814,902$65M6.4%2026-Q1
LPL Financial LLC added538,589$43M4.3%2026-Q1
ROYAL BANK OF CANADA added434,030$35M3.4%2026-Q1
Independent Advisor Alliance new430,289$34M3.4%2026-Q1
Hughes Financial Services, LLC added379,941$30M3.0%2026-Q1
Composition Wealth, LLC added366,799$29M2.9%2026-Q1
VESTOR CAPITAL, LLC added361,189$29M2.9%2026-Q1
UBS Group AG trimmed357,701$28M2.8%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed219,351$17M1.7%2026-Q1
Kestra Advisory Services, LLC added215,392$17M1.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added166,126$13M1.3%2026-Q1
Vertex Planning Partners, LLC added157,205$13M1.2%2026-Q1
Tradition Wealth Management, LLC added146,533$12M1.2%2026-Q1
SilverOak Wealth Management LLC added131,306$10M1.0%2026-Q1
MML INVESTORS SERVICES, LLC added131,039$10M1.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added126,271$10M1.0%2026-Q1
ERn Financial, LLC added118,987$9M0.9%2026-Q1
GFS Advisors, LLC new32,775$9M0.9%2026-Q1
NewEdge Wealth, LLC added111,154$9M0.9%2026-Q1
MORGAN STANLEY trimmed108,765$9M0.9%2026-Q1
Freedom Financial Partners LLC added107,231$9M0.8%2026-Q1
ASSETMARK, INC added104,503$8M0.8%2026-Q1
Quadcap Wealth Management, LLC added103,122$8M0.8%2026-Q1
JONES FINANCIAL COMPANIES LLLP added96,619$7M0.7%2026-Q1
Foundry Financial Group, Inc. trimmed93,224$7M0.7%2026-Q1
Horizon Investments, LLC added89,986$7M0.7%2026-Q1
Welch Financial Planning, LLC added88,517$7M0.7%2026-Q1
Sanctuary Advisors, LLC trimmed82,293$7M0.7%2026-Q1
Cetera Investment Advisers trimmed76,387$6M0.6%2026-Q1
Legacy Edge Advisors, LLC new74,484$6M0.6%2026-Q1
Hartford Financial Management Inc. added72,085$6M0.6%2026-Q1
YARGER WEALTH STRATEGIES, LLC trimmed71,407$6M0.6%2026-Q1
FAGAN ASSOCIATES, INC. added68,523$5M0.5%2026-Q1
CVA Family Office, LLC added66,460$5M0.5%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC trimmed45,271$4M0.4%2026-Q1
Guided Capital Wealth Management, LLC trimmed45,751$4M0.4%2026-Q1
VALLEY WEALTH MANAGERS, INC. trimmed45,045$4M0.4%2026-Q1
Integras Partners LLC trimmed44,356$4M0.4%2026-Q1
POTENTIA WEALTH trimmed43,330$3M0.3%2026-Q1
National Philanthropic Trust added42,947$3M0.3%2026-Q1
Circle Wealth Management, LLC added42,371$3M0.3%2026-Q1
OSAIC HOLDINGS, INC. trimmed41,390$3M0.3%2026-Q1
Krilogy Financial LLC added32,991$3M0.3%2026-Q1
TABLEAUX LLC trimmed36,975$3M0.3%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed35,536$3M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added32,474$3M0.3%2026-Q1
Symphony Financial Services, Inc. added31,831$3M0.3%2026-Q1
N.E.W. Advisory Services LLC new31,281$2M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added28,504$2M0.2%2026-Q1
Mariner, LLC added28,296$2M0.2%2026-Q1
&PARTNERS added28,281$2M0.2%2026-Q1
MBL Wealth, LLC trimmed26,067$2M0.2%2026-Q1
Janney Montgomery Scott LLC added25,852$2M0.2%2026-Q1
CHOREO, LLC added24,742$2M0.2%2026-Q1
Private Wealth Partners, LLC trimmed23,905$2M0.2%2026-Q1
HighTower Advisors, LLC added23,594$2M0.2%2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLC added22,487$2M0.2%2026-Q1
SILVER OAK SECURITIES, INCORPORATED added22,428$2M0.2%2026-Q1
BLVD Private Wealth, LLC added21,939$2M0.2%2026-Q1
Base Wealth Management LLC added21,606$2M0.2%2026-Q1
Triumph Capital Management added21,252$2M0.2%2026-Q1
Ulland Investment Advisors, LLC trimmed20,849$2M0.2%2026-Q1
CITADEL ADVISORS LLC added20,619$2M0.2%2026-Q1
Private Advisor Group, LLC trimmed19,099$2M0.2%2026-Q1
FIFTH THIRD BANCORP added18,504$1M0.1%2026-Q1
Vienna Asset Management LLC trimmed17,845$1M0.1%2026-Q1
Kingsview Wealth Management, LLC added16,256$1M0.1%2026-Q1
Qube Research & Technologies Ltd trimmed15,288$1M0.1%2026-Q1
Macro Advisors, Inc. new14,685$1M0.1%2026-Q1
ATTICUS WEALTH MANAGEMENT, LLC added14,390$1M0.1%2026-Q1
Arkadios Wealth Advisors new13,279$1M0.1%2026-Q1
GENESIS PRIVATE WEALTH, LLC added13,059$1M0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added12,618$1M0.1%2026-Q1
Ankerstar Wealth, LLC trimmed12,741$1M0.1%2026-Q1
Wagner Wealth Management, LLC added12,204$971K0.1%2026-Q1
Beacon Pointe Advisors, LLC added11,694$930K0.1%2026-Q1
Archford Capital Strategies, LLC added11,511$916K0.1%2026-Q1
STIFEL FINANCIAL CORP added10,804$859K0.1%2026-Q1
CreativeOne Wealth, LLC added10,069$801K0.1%2026-Q1
Tower Research Capital LLC (TRC) added9,225$734K0.1%2026-Q1
IHT Wealth Management, LLC trimmed8,639$687K0.1%2026-Q1
MCDONALD PARTNERS LLC new8,563$681K0.1%2026-Q1
Stelac Advisory Services LLC7,990$636K0.1%2026-Q1
TRUIST FINANCIAL CORP trimmed7,912$629K0.1%2026-Q1
D. E. Shaw & Co., Inc. trimmed7,854$625K0.1%2026-Q1
Ignite Planners, LLC added7,739$617K0.1%2026-Q1
Cooper Financial Group added7,601$605K0.1%2026-Q1
Peck Wealth Management, LLC trimmed7,460$593K0.1%2026-Q1
Creative Planning added7,284$579K0.1%2026-Q1
Oak Barrel Wealth Advisory LLC new107,852$10M1.0%2025-Q4 stale
Resolute Wealth Strategies, LLC added34,133$3M0.3%2025-Q4 stale
Pine Valley Investments Ltd Liability Co new31,434$3M0.3%2025-Q4 stale
HRT FINANCIAL LP new21,436$2M0.2%2025-Q4 stale
Boulder Wealth Advisors, LLC new18,460$2M0.2%2025-Q4 stale
JANE STREET GROUP, LLC added13,660$1M0.1%2025-Q4 stale
NORTH STAR ASSET MANAGEMENT INC new13,312$1M0.1%2025-Q4 stale
GOLDMAN SACHS GROUP INC trimmed10,627$898K0.1%2025-Q2 stale
Lionsbridge Wealth Management LLC trimmed8,275$745K0.1%2025-Q4 stale
DOHJ, LLC new8,817$578K0.1%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.

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