Who owns JUSA
Which tracked institutional funds hold JUSA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JUSA 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
The tracked-fund tape on JUSA is one-sided between 2026-Q1 and 2026-Q2: 20 added or opened and 0 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
JUSA’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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JUSA 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 32 tracked filers holding JUSA, 32 increased or opened the position and 1 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 JUSA 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 18
- LPL Financial LLC$142M
- ENVESTNET ASSET MANAGEMENT INC$61M
- MML INVESTORS SERVICES, LLC$8M
- Colonial River Investments, LLC$5M
- OSAIC HOLDINGS, INC.$2M
- CreativeOne Wealth, LLC$2M
Largest adds
- JPMORGAN CHASE & CO$24M
- CITADEL ADVISORS LLC$413K
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 |
|---|---|---|---|---|
| LPL Financial LLC new | 2,110,560 | $142M | 51.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 900,816 | $61M | 21.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 594,978 | $40M | 14.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 123,390 | $8M | 3.0% | 2026-Q2 |
| Colonial River Investments, LLC new | 74,624 | $5M | 1.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. new | 34,755 | $2M | 0.8% | 2026-Q2 |
| CreativeOne Wealth, LLC new | 30,520 | $2M | 0.7% | 2026-Q2 |
| UNIQUE WEALTH, LLC new | 28,673 | $2M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 23,049 | $2M | 0.6% | 2026-Q2 |
| Hopwood Nicholas Hunter new | 23,018 | $2M | 0.6% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB new | 22,329 | $1M | 0.5% | 2026-Q2 |
| LOCKERMAN FINANCIAL GROUP, INC. new | 20,749 | $1M | 0.5% | 2026-Q2 |
| IFP Advisors, Inc new | 14,331 | $963K | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 13,860 | $931K | 0.3% | 2026-Q2 |
| LAKE STREET PRIVATE WEALTH, LLC new | 13,746 | $923K | 0.3% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. new | 11,073 | $744K | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 10,866 | $730K | 0.3% | 2026-Q2 |
| Elevation Wealth Management LLC new | 9,971 | $670K | 0.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 9,542 | $641K | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC new | 7,723 | $519K | 0.2% | 2026-Q2 |
| 3Chopt Investment Partners, LLC new | 6,737 | $453K | 0.2% | 2026-Q2 |
| GeoWealth Management, LLC new | 6,601 | $443K | 0.2% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 6,242 | $419K | 0.2% | 2026-Q2 |
| FIRETHORN WEALTH PARTNERS, LLC new | 5,669 | $381K | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC new | 5,596 | $376K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. new | 4,985 | $335K | 0.1% | 2026-Q2 |
| Ascent Group, LLC new | 4,874 | $327K | 0.1% | 2026-Q2 |
| Aegis Wealth Management, Inc. new | 4,495 | $302K | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC new | 4,190 | $281K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP new | 175 | $12K | 0.0% | 2026-Q2 |
| Cordgrass Capital Advisors, LLC new | 137 | $9K | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC new | 61 | $4K | 0.0% | 2026-Q2 |
| UBS Group AG new | 63 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 6,341 | $391K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.