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Institutional Ownership · SEC Form 13F

Who owns JVAL (JVAL)


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

154
Institutional holders
10,900,740
Shares held (tracked funds)

How the tape is positioned

25 tracked funds added or opened JVAL while 16 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

JVAL’s largest tracked holder by dollar value, CWM, LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in JVAL 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 154 tracked filers holding JVAL, 68 increased or opened the position and 63 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 JVAL 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 5

  • MAGNOLIA CAPITAL ADVISORS LLC$8M
  • Oxinas Partners, LLC$4M
  • CITADEL ADVISORS LLC$1M
  • CIBC Bancorp USA Inc.$1M
  • HARBOUR INVESTMENTS, INC.$767K

Full exits 2

  • B. Riley Wealth Advisors, Inc.$1M
  • CIBC Private Wealth Group LLC$1M

Largest adds

  • CWM, LLC$34M
  • JPMORGAN CHASE & CO$8M
  • Avidian Wealth Enterprises, LLC$7M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6M
  • Atria Investments, Inc$4M
  • Auxano Advisors, LLC$3M

Largest trims

  • Cerity Partners LLC$16M
  • GOLDMAN SACHS GROUP INC$4M
  • Thrivent Financial for Lutherans$2M
  • Orion Porfolio Solutions, LLC$1M
  • Goodman Advisory Group, LLC$1M
  • NewEdge Advisors, LLC$1M

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
CWM, LLC added1,493,287$73M12.0%2026-Q1
CAPTRUST FINANCIAL ADVISORS added1,198,576$59M9.6%2026-Q1
Avidian Wealth Enterprises, LLC added1,184,322$58M9.5%2026-Q1
LPL Financial LLC trimmed644,056$31M5.2%2026-Q1
BANK OF AMERICA CORP /DE/ added559,159$27M4.5%2026-Q1
JPMORGAN CHASE & CO added573,270$27M4.5%2026-Q1
Thrivent Financial for Lutherans trimmed393,955$19M3.2%2026-Q1
Mainsail Financial Group, LLC added390,737$19M3.1%2026-Q1
Goodman Advisory Group, LLC trimmed376,094$18M3.0%2026-Q1
Atria Investments, Inc added213,641$10M1.7%2026-Q1
Cerity Partners LLC trimmed175,947$9M1.4%2026-Q1
Apeiron RIA LLC trimmed175,371$9M1.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed174,998$9M1.4%2026-Q1
COLUMBIA ADVISORY PARTNERS LLC added163,496$8M1.3%2026-Q1
Cetera Investment Advisers trimmed154,443$8M1.2%2026-Q1
MAGNOLIA CAPITAL ADVISORS LLC new154,038$8M1.2%2026-Q1
Mariner, LLC trimmed147,209$7M1.2%2026-Q1
Planned Solutions, Inc. trimmed144,411$7M1.2%2026-Q1
Kathmere Capital Management, LLC trimmed134,666$7M1.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed134,581$7M1.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added128,596$6M1.0%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed117,861$6M0.9%2026-Q1
Orion Porfolio Solutions, LLC trimmed116,821$6M0.9%2026-Q1
MORGAN STANLEY added101,861$5M0.8%2026-Q1
Oxinas Partners, LLC new89,720$4M0.7%2026-Q1
Auxano Advisors, LLC added66,724$3M0.5%2026-Q1
DAYMARK WEALTH PARTNERS, LLC added59,163$3M0.5%2026-Q1
INTRUST BANK NA trimmed58,814$3M0.5%2026-Q1
BOYUM WEALTH ARCHITECTS LLC added49,910$3M0.4%2026-Q1
Ashton Thomas Private Wealth, LLC added53,127$3M0.4%2026-Q1
Confluence Wealth Services, Inc. added52,141$3M0.4%2026-Q1
EP Wealth Advisors, LLC added50,231$2M0.4%2026-Q1
Private Advisor Group, LLC added48,645$2M0.4%2026-Q1
FIRST CITIZENS BANK & TRUST CO trimmed47,777$2M0.4%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed45,165$2M0.4%2026-Q1
Gateway Wealth Partners, LLC added44,672$2M0.4%2026-Q1
Fifth Third Securities, Inc. trimmed42,433$2M0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed38,795$2M0.3%2026-Q1
Sigma Planning Corp trimmed38,244$2M0.3%2026-Q1
Integrated Wealth Concepts LLC added37,201$2M0.3%2026-Q1
Blue Trust, Inc. added36,590$2M0.3%2026-Q1
Gallacher Capital Management LLC trimmed35,585$2M0.3%2026-Q1
Smartleaf Asset Management LLC added34,276$2M0.3%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC added32,567$2M0.3%2026-Q1
5T Wealth, LLC added32,560$2M0.3%2026-Q1
ROYAL BANK OF CANADA added31,692$2M0.3%2026-Q1
CITADEL ADVISORS LLC added27,006$1M0.2%2026-Q1
THOROUGHBRED FINANCIAL SERVICES, LLC trimmed26,982$1M0.2%2026-Q1
Jaffetilchin Investment Partners, LLC trimmed25,879$1M0.2%2026-Q1
Cresset Asset Management, LLC24,405$1M0.2%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC trimmed24,148$1M0.2%2026-Q1
Barnes Wealth Management Group, Inc added23,909$1M0.2%2026-Q1
Cobblestone Asset Management LLC trimmed22,922$1M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed21,563$1M0.2%2026-Q1
CIBC Bancorp USA Inc. new21,139$1M0.2%2026-Q1
HUB Investment Partners, LLC added20,817$1M0.2%2026-Q1
HighTower Advisors, LLC20,531$1M0.2%2026-Q1
L & S Advisors Inc added20,328$993K0.2%2026-Q1
MAI Capital Management19,350$945K0.2%2026-Q1
SVB WEALTH LLC trimmed19,097$933K0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed18,883$923K0.2%2026-Q1
MN Wealth Advisors, LLC trimmed18,462$902K0.1%2026-Q1
SCS Capital Management LLC17,721$866K0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added16,681$815K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added15,707$767K0.1%2026-Q1
Retirement Planning Group, LLC trimmed15,440$754K0.1%2026-Q1
Federation des caisses Desjardins du Quebec trimmed13,619$665K0.1%2026-Q1
Regal Investment Advisors LLC added12,441$608K0.1%2026-Q1
Arkadios Wealth Advisors trimmed12,268$599K0.1%2026-Q1
Addison Advisors LLC trimmed12,140$593K0.1%2026-Q1
Patten Group, Inc. trimmed11,658$570K0.1%2026-Q1
Composition Wealth, LLC trimmed11,313$553K0.1%2026-Q1
MBL Wealth, LLC11,000$537K0.1%2026-Q1
Howard Capital Management Inc.10,763$526K0.1%2026-Q1
TRUIST FINANCIAL CORP trimmed10,683$522K0.1%2026-Q1
GOLDMAN SACHS GROUP INC trimmed10,249$501K0.1%2026-Q1
WealthPlan Investment Management, LLC new9,397$459K0.1%2026-Q1
Perigon Wealth Management, LLC added8,532$417K0.1%2026-Q1
Triad Wealth Partners, LLC added8,057$394K0.1%2026-Q1
Alesco Advisors, LLC, An ESL Co8,035$393K0.1%2026-Q1
COOPER/HAIMS ADVISORS, LLC added7,710$377K0.1%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added7,558$369K0.1%2026-Q1
Janney Montgomery Scott LLC trimmed7,426$363K0.1%2026-Q1
OneDigital Investment Advisors LLC added7,346$359K0.1%2026-Q1
Kestra Advisory Services, LLC added7,266$355K0.1%2026-Q1
Soltis Investment Advisors LLC trimmed7,174$351K0.1%2026-Q1
CHILTON INVESTMENT CO INC.7,063$345K0.1%2026-Q1
COBBLESTONE CAPITAL ADVISORS LLC /NY/ added1,206,529$57M9.4%2025-Q3 stale
Defined Financial Planning LLC trimmed155,620$7M1.2%2025-Q3 stale
Orion Portfolio Solutions, LLC trimmed173,874$7M1.2%2025-Q1 stale
INVENIO WEALTH PARTNERS LLC new110,559$5M0.8%2025-Q1 stale
Crossmark Global Holdings, Inc. trimmed46,850$2M0.4%2025-Q3 stale
B. Riley Wealth Advisors, Inc. added24,487$1M0.2%2025-Q4 stale
JANE STREET GROUP, LLC added28,130$1M0.2%2025-Q1 stale
CIBC Private Wealth Group LLC added21,149$1M0.2%2025-Q4 stale
FLOW TRADERS U.S. LLC added24,894$1M0.2%2025-Q1 stale
Blue Oak Capital, LLC trimmed16,148$714K0.1%2025-Q2 stale
Ameritas Advisory Services, LLC added10,899$482K0.1%2025-Q2 stale
Acropolis Investment Management, LLC added9,885$437K0.1%2025-Q3 stale
Capital Square, LLC new6,495$319K0.1%2025-Q4 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