Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns JTNY


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

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

36
Institutional holders
2M
Shares held (tracked funds)

Conviction spread

JTNY’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 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes JTNY more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in JTNY 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

Only one quarter (2026-Q2) of 13F history is available — a quarter-over-quarter accumulation delta needs two.

We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.

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.

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO new491,831$25M27.8%2026-Q2
Sterling Investment Counsel, LLC new253,686$13M14.3%2026-Q2
Greenspring Advisors, LLC new170,209$9M9.6%2026-Q2
Kestra Advisory Services, LLC new167,160$8M9.4%2026-Q2
LPL Financial LLC new158,270$8M8.9%2026-Q2
Winthrop Advisory Group LLC new146,850$7M8.3%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC new48,871$2M2.8%2026-Q2
OLD MISSION CAPITAL LLC new36,949$2M2.1%2026-Q2
ASSETMARK, INC new35,760$2M2.0%2026-Q2
JANE STREET GROUP, LLC new33,684$2M1.9%2026-Q2
Longview Financial Advisors LLC new32,567$2M1.8%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new25,685$1M1.4%2026-Q2
Savant Capital, LLC new22,897$1M1.3%2026-Q2
WELLS FARGO & COMPANY/MN new21,818$1M1.2%2026-Q2
JONES FINANCIAL COMPANIES LLLP new13,450$677K0.8%2026-Q2
RAYMOND JAMES FINANCIAL INC new11,231$564K0.6%2026-Q2
Private Advisor Group, LLC new10,385$521K0.6%2026-Q2
ASPIRIANT, LLC new9,571$480K0.5%2026-Q2
HTG Investment Advisors, Inc. new8,759$440K0.5%2026-Q2
Chicago Partners Investment Group LLC new8,307$408K0.5%2026-Q2
Platform Technology Partners new7,740$388K0.4%2026-Q2
Cetera Investment Advisers new7,641$383K0.4%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP new6,917$347K0.4%2026-Q2
Principle Wealth Partners LLC new6,776$340K0.4%2026-Q2
ENVESTNET ASSET MANAGEMENT INC new6,683$335K0.4%2026-Q2
OSAIC HOLDINGS, INC. new5,780$290K0.3%2026-Q2
Focus Partners Wealth new5,748$288K0.3%2026-Q2
CITADEL ADVISORS LLC new5,502$276K0.3%2026-Q2
UBS Group AG new4,349$218K0.2%2026-Q2
MORGAN STANLEY new4,172$209K0.2%2026-Q2
ROYAL BANK OF CANADA new2,815$141K0.2%2026-Q2
Steward Partners Investment Advisory, LLC new2,263$114K0.1%2026-Q2
FLAGSHIP WEALTH ADVISORS, LLC new723$36K0.0%2026-Q2
Darwin Wealth Management, LLC new290$15K0.0%2026-Q2
SOA Wealth Advisors, LLC. new217$11K0.0%2026-Q2
Axiom Investment Management LLC new36$2K0.0%2026-Q2

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