Who owns 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-Q2 13F filings (latest filed 2026-08-26). 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
45 tracked funds added or opened JVAL while 18 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, Avidian Wealth Enterprises, LLC, sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.0pp 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 2026-Q1 and 2026-Q2, across 160 tracked filers holding JVAL, 64 increased or opened the position and 78 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 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 7
- MERCER GLOBAL ADVISORS INC /ADV$6M
- RiverGlades Family Offices LLC$1M
- Prospera Financial Services Inc$1M
- RFG Advisory, LLC$831K
- Vise Technologies, Inc.$789K
- Ameritas Advisory Services, LLC$645K
Full exits 9
- CWM, LLC$73M
- Thrivent Financial for Lutherans$19M
- Goodman Advisory Group, LLC$18M
- CITADEL ADVISORS LLC$1M
- THOROUGHBRED FINANCIAL SERVICES, LLC$1M
- Jaffetilchin Investment Partners, LLC$1M
Largest adds
- LPL Financial LLC$35M
- Avidian Wealth Enterprises, LLC$14M
- MORGAN STANLEY$12M
- CAPTRUST FINANCIAL ADVISORS$9M
- AFFINITY WEALTH LLC$8M
- BANK OF AMERICA CORP /DE/$7M
Largest trims
- Mariner, LLC$2M
- Blue Trust, Inc.$1M
- Atria Investments, Inc$1M
- FIRST CITIZENS BANK & TRUST CO$1M
- Private Advisor Group, LLC$1M
- Envestnet Portfolio Solutions, Inc.$955K
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 |
|---|---|---|---|---|
| Avidian Wealth Enterprises, LLC added | 1,217,925 | $71M | 12.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 1,151,907 | $68M | 11.8% | 2026-Q2 |
| LPL Financial LLC added | 1,134,481 | $67M | 11.6% | 2026-Q2 |
| AFFINITY WEALTH LLC added | 627,106 | $37M | 6.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 580,537 | $34M | 5.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 577,595 | $34M | 5.9% | 2026-Q2 |
| Mainsail Financial Group, LLC added | 413,727 | $24M | 4.2% | 2026-Q2 |
| MORGAN STANLEY added | 293,793 | $17M | 3.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 174,603 | $10M | 1.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 167,236 | $10M | 1.7% | 2026-Q2 |
| COLUMBIA ADVISORY PARTNERS LLC added | 165,339 | $10M | 1.7% | 2026-Q2 |
| Apeiron RIA LLC trimmed | 164,391 | $10M | 1.7% | 2026-Q2 |
| Cetera Investment Advisers added | 163,774 | $10M | 1.7% | 2026-Q2 |
| Atria Investments, Inc trimmed | 159,427 | $9M | 1.6% | 2026-Q2 |
| Cerity Partners LLC trimmed | 155,811 | $9M | 1.6% | 2026-Q2 |
| MAGNOLIA CAPITAL ADVISORS LLC added | 154,332 | $9M | 1.6% | 2026-Q2 |
| Planned Solutions, Inc. trimmed | 143,018 | $8M | 1.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 138,202 | $8M | 1.4% | 2026-Q2 |
| Kathmere Capital Management, LLC trimmed | 130,843 | $8M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 117,915 | $7M | 1.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 109,535 | $6M | 1.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 102,761 | $6M | 1.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 86,921 | $5M | 0.9% | 2026-Q2 |
| Oxinas Partners, LLC trimmed | 86,756 | $5M | 0.9% | 2026-Q2 |
| Mariner, LLC trimmed | 84,607 | $5M | 0.9% | 2026-Q2 |
| Auxano Advisors, LLC added | 71,797 | $4M | 0.7% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 57,132 | $3M | 0.6% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 55,472 | $3M | 0.6% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 53,182 | $3M | 0.5% | 2026-Q2 |
| INTRUST BANK NA trimmed | 51,214 | $3M | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 50,894 | $3M | 0.5% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 50,171 | $3M | 0.5% | 2026-Q2 |
| BOYUM WEALTH ARCHITECTS LLC trimmed | 49,707 | $3M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 41,413 | $2M | 0.4% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 39,078 | $2M | 0.4% | 2026-Q2 |
| Sigma Planning Corp trimmed | 36,039 | $2M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 35,090 | $2M | 0.4% | 2026-Q2 |
| Smartleaf Asset Management LLC | 34,276 | $2M | 0.3% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 32,152 | $2M | 0.3% | 2026-Q2 |
| 5T Wealth, LLC trimmed | 28,011 | $2M | 0.3% | 2026-Q2 |
| RiverGlades Family Offices LLC new | 23,731 | $1M | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 23,474 | $1M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 23,335 | $1M | 0.2% | 2026-Q2 |
| Barnes Wealth Management Group, Inc trimmed | 22,791 | $1M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 22,525 | $1M | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 21,347 | $1M | 0.2% | 2026-Q2 |
| FIRST CITIZENS BANK & TRUST CO trimmed | 21,346 | $1M | 0.2% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 21,155 | $1M | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. | 21,139 | $1M | 0.2% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 20,799 | $1M | 0.2% | 2026-Q2 |
| HUB Investment Partners, LLC trimmed | 20,428 | $1M | 0.2% | 2026-Q2 |
| L & S Advisors Inc trimmed | 20,232 | $1M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 18,605 | $1M | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC added | 18,461 | $1M | 0.2% | 2026-Q2 |
| MAI Capital Management trimmed | 18,300 | $1M | 0.2% | 2026-Q2 |
| MN Wealth Advisors, LLC trimmed | 18,212 | $1M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc new | 18,082 | $1M | 0.2% | 2026-Q2 |
| Retirement Planning Group, LLC added | 17,835 | $1M | 0.2% | 2026-Q2 |
| SCS Capital Management LLC | 17,721 | $1M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,655 | $1M | 0.2% | 2026-Q2 |
| Gallacher Capital Management LLC trimmed | 16,492 | $967K | 0.2% | 2026-Q2 |
| SVB WEALTH LLC trimmed | 15,915 | $933K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 15,701 | $921K | 0.2% | 2026-Q2 |
| RFG Advisory, LLC new | 14,164 | $831K | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 13,619 | $799K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 13,462 | $789K | 0.1% | 2026-Q2 |
| Cobblestone Asset Management LLC trimmed | 12,904 | $757K | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC added | 12,741 | $747K | 0.1% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 12,483 | $732K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 12,219 | $717K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 11,835 | $694K | 0.1% | 2026-Q2 |
| Patten Group, Inc. trimmed | 11,548 | $677K | 0.1% | 2026-Q2 |
| Addison Advisors LLC trimmed | 11,085 | $650K | 0.1% | 2026-Q2 |
| MBL Wealth, LLC | 11,000 | $645K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 10,994 | $645K | 0.1% | 2026-Q2 |
| Howard Capital Management, LLC | 10,763 | $631K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 10,644 | $624K | 0.1% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 10,583 | $621K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 9,195 | $539K | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 8,561 | $502K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 8,528 | $500K | 0.1% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co | 8,035 | $471K | 0.1% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 7,688 | $449K | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC added | 7,673 | $450K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 7,375 | $432K | 0.1% | 2026-Q2 |
| CHILTON INVESTMENT CO INC. | 7,063 | $414K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 6,843 | $401K | 0.1% | 2026-Q2 |
| COOPER/HAIMS ADVISORS, LLC trimmed | 6,795 | $398K | 0.1% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 6,393 | $375K | 0.1% | 2026-Q2 |
| American Trust trimmed | 6,067 | $356K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 6,046 | $355K | 0.1% | 2026-Q2 |
| Burk Holdings LLC | 5,956 | $349K | 0.1% | 2026-Q2 |
| Blue Trust, Inc. trimmed | 5,935 | $348K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 5,768 | $338K | 0.1% | 2026-Q2 |
| Merited Wealth, LLC | 5,653 | $331K | 0.1% | 2026-Q2 |
| Revisor Wealth Management LLC new | 5,486 | $322K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC | 5,340 | $313K | 0.1% | 2026-Q2 |
| Ascent Group, LLC trimmed | 5,156 | $302K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 5,030 | $295K | 0.1% | 2026-Q2 |
| MARINO, STRAM & ASSOCIATES LLC added | 4,989 | $293K | 0.1% | 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.