% of shares outstanding is not shown for JAAA: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for JAAA in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 40,377,74040.4M | $2.0B | — | ADD 34% |
| 2 | Allianz SE | 40,102,13240.1M | $2.0B | — | ADD 52% |
| 3 | MORGAN STANLEY | 20,849,30620.8M | $1.1B | — | — |
| 4 | LPL Financial LLC | 13,252,37613.3M | $668M | — | — |
| 5 | BARINGS LLC | 12,909,17612.9M | $650M | — | ADD 115% |
| 6 | Focus Partners Wealth | 9,346,5249.3M | $472M | — | ADD 14% |
| 7 | RAYMOND JAMES FINANCIAL INC | 7,269,5307.3M | $366M | — | ADD 5% |
| 8 | WELLS FARGO & COMPANY/MN | 6,888,6696.9M | $347M | — | TRIM -8% |
| 9 | UBS Group AG | 6,848,4796.8M | $345M | — | ADD 4% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 6,343,6696.3M | $320M | — | TRIM -8% |
| 11 | Cetera Investment Advisers | 5,552,5255.6M | $280M | — | ADD 16% |
| 12 | ROYAL BANK OF CANADA | 5,251,5095.3M | $265M | — | ADD 12% |
| 13 | Sage Mountain Advisors LLC | 5,170,7655.2M | $260M | — | ADD 3% |
| 14 | KEYBANK NATIONAL ASSOCIATION/OH | 4,697,8464.7M | $237M | — | ADD 4% |
| 15 | AMERIPRISE FINANCIAL INC | 4,007,8524.0M | $202M | — | ADD 27% |
| 16 | ARCH CAPITAL GROUP LTD. | 3,941,6653.9M | $199M | — | — |
| 17 | HighTower Advisors, LLC | 3,823,3153.8M | $193M | — | TRIM -8% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,800,4883.8M | $191M | — | ADD 2% |
| 19 | MIDLAND WEALTH ADVISORS, LLC | 3,574,0153.6M | $180M | — | ADD 5% |
| 20 | SIGNATUREFD, LLC | 3,466,1553.5M | $175M | — | ADD 4% |
| 21 | Kestra Advisory Services, LLC | 3,217,4183.2M | $162M | — | ADD 20% |
| 22 | JANUS HENDERSON GROUP PLC | 2,941,9732.9M | $148M | — | ADD 152% |
| 23 | Mariner, LLC | 2,819,1462.8M | $142M | — | — |
| 24 | Modern Wealth Management, LLC | 2,755,6852.8M | $139M | — | ADD 5% |
| 25 | RiverFront Investment Group, LLC | 2,642,9552.6M | $133M | — | — |
| 26 | AE Wealth Management LLC | 2,640,4862.6M | $133M | — | ADD 4% |
| 27 | OSAIC HOLDINGS, INC. | 2,478,9412.5M | $125M | — | — |
| 28 | 1900 WEALTH MANAGEMENT LLC | 2,456,7492.5M | $124M | — | — |
| 29 | Invesco Ltd. | 2,301,4932.3M | $116M | — | — |
| 30 | TRUIST FINANCIAL CORP | 2,256,5762.3M | $114M | — | ADD 3% |
| 31 | GREENLEAF TRUST | 2,249,8152.2M | $113M | — | ADD 22% |
| 32 | TruWealth Advisors, LLC | 2,186,9842.2M | $110M | — | ADD 3% |
| 33 | Cambridge Investment Research Advisors, Inc. | 2,099,1662.1M | $106M | — | ADD 8% |
| 34 | Haverford Trust Co | 1,959,9632.0M | $99M | — | ADD 9% |
| 35 | ADVISORS MANAGEMENT GROUP INC /ADV | 1,917,0311.9M | $97M | — | ADD 5% |
| 36 | Merit Financial Group, LLC | 1,657,4521.7M | $83M | — | ADD 5% |
| 37 | COMMONWEALTH EQUITY SERVICES, LLC | 1,624,0721.6M | $82M | — | ADD 55% |
| 38 | Obermeyer Wealth Partners | 1,598,3431.6M | $81M | — | ADD 6% |
| 39 | STIFEL FINANCIAL CORP | 1,493,3211.5M | $75M | — | — |
| 40 | Bank of New York Mellon Corp | 1,450,5571.5M | $73M | — | ADD 24% |
| 41 | Gradient Investments LLC | 1,407,3371.4M | $71M | — | ADD 12% |
| 42 | SIMON QUICK ADVISORS, LLC | 1,294,5751.3M | $65M | — | — |
| 43 | Sanctuary Advisors, LLC | 1,272,5541.3M | $64M | — | ADD 13% |
| 44 | &PARTNERS | 1,177,6251.2M | $60M | — | ADD 4% |
| 45 | Advisor OS, LLC | 1,178,2481.2M | $59M | — | ADD 5% |
| 46 | ATWOOD & PALMER INC | 1,149,9031.1M | $58M | — | ADD 4% |
| 47 | MJP ASSOCIATES INC /ADV | 1,142,9291.1M | $58M | — | ADD 3% |
| 48 | FMR LLC | 1,086,7741.1M | $55M | — | ADD 50% |
| 49 | COMMERCE BANK | 1,079,9491.1M | $54M | — | TRIM -42% |
| 50 | Private Advisor Group, LLC | 1,051,5361.1M | $53M | — | TRIM -10% |
| 51 | EP Wealth Advisors, LLC | 1,046,7481.0M | $53M | — | ADD 76% |
| 52 | Ameritas Advisory Services, LLC | 1,023,3781.0M | $52M | — | ADD 3% |
| 53 | INSPIRION WEALTH ADVISORS, LLC | 1,022,7761.0M | $52M | — | TRIM -25% |
| 54 | Rockefeller Capital Management L.P. | 996,991996,991 | $50M | — | TRIM -28% |
| 55 | Fragasso Financial Advisors Inc | 970,719970,719 | $49M | — | ADD 3% |
| 56 | EVERGREEN CAPITAL MANAGEMENT LLC | 913,080913,080 | $46M | — | — |
| 57 | Ancora Advisors LLC | 890,446890,446 | $45M | — | ADD 12% |
| 58 | TRAPHAGEN INVESTMENT ADVISORS LLC | 859,924859,924 | $43M | — | ADD 15% |
| 59 | GREAT VALLEY ADVISOR GROUP, INC. | 817,279817,279 | $41M | — | — |
| 60 | ST GERMAIN D J CO INC | 804,803804,803 | $41M | — | — |
| 61 | State of Tennessee, Department of Treasury | 793,046793,046 | $40M | — | ADD 693% |
| 62 | Evercore Wealth Management, LLC | 775,551775,551 | $39M | — | ADD 9% |
| 63 | Verdence Capital Advisors LLC | 774,368774,368 | $39M | — | ADD 213% |
| 64 | Flaharty Asset Management, LLC | 762,225762,225 | $38M | — | — |
| 65 | Baird Financial Group, Inc. | 754,826754,826 | $38M | — | ADD 35% |
| 66 | NOTTINGHAM ADVISORS, INC. | 754,050754,050 | $38M | — | ADD 25% |
| 67 | HIGHLINE WEALTH PARTNERS LLC | 733,716733,716 | $37M | — | ADD 41% |
| 68 | Sowell Financial Services LLC | 719,766719,766 | $36M | — | ADD 3% |
| 69 | Drake & Associates, LLC | 710,008710,008 | $36M | — | ADD 11% |
| 70 | Hilton Capital Management, LLC | 700,988700,988 | $35M | — | TRIM -9% |
| 71 | Destiny Wealth Partners, LLC | 693,764693,764 | $35M | — | TRIM -2% |
| 72 | Aprio Wealth Management, LLC | 660,550660,550 | $33M | — | ADD 7% |
| 73 | CX Institutional | 659,851659,851 | $33M | — | — |
| 74 | J.W. COLE ADVISORS, INC. | 654,069654,069 | $33M | — | ADD 9% |
| 75 | Delphi Financial Group, Inc. | 646,695646,695 | $33M | — | TRIM -24% |
| 76 | Arax Advisory Partners | 643,662643,662 | $32M | — | ADD 31% |
| 77 | Ocean Park Asset Management, LLC | 639,900639,900 | $32M | — | ADD 81% |
| 78 | Diesslin Group, Inc. | 637,921637,921 | $32M | — | — |
| 79 | Clearstead Advisors, LLC | 636,837636,837 | $32M | — | ADD 2% |
| 80 | MML INVESTORS SERVICES, LLC | 635,047635,047 | $32M | — | ADD 7% |
| 81 | New England Private Wealth Advisors LLC | 632,115632,115 | $32M | — | NEW |
| 82 | Brookstone Capital Management | 619,099619,099 | $31M | — | ADD 11% |
| 83 | Endurance Services Ltd | 592,887592,887 | $30M | — | — |
| 84 | ALBION FINANCIAL GROUP /UT | 577,735577,735 | $29M | — | ADD 4% |
| 85 | FOSTER & MOTLEY INC | 574,201574,201 | $29M | — | ADD 4% |
| 86 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 574,143574,143 | $29M | — | — |
| 87 | Talon Private Wealth, LLC | 572,000572,000 | $29M | — | NEW |
| 88 | 49 WEALTH MANAGEMENT, LLC | 571,207571,207 | $29M | — | ADD 5% |
| 89 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 569,919569,919 | $29M | — | TRIM -48% |
| 90 | Waldron Private Wealth LLC | 539,424539,424 | $27M | — | — |
| 91 | AlphaCore Capital LLC | 535,288535,288 | $27M | — | TRIM -3% |
| 92 | INDEPENDENT FINANCIAL GROUP, LLC | 535,660535,660 | $27M | — | — |
| 93 | FIRETHORN WEALTH PARTNERS, LLC | 535,099535,099 | $27M | — | ADD 17% |
| 94 | Sanchez Wealth Management Group | 527,182527,182 | $27M | — | ADD 5% |
| 95 | BARD ASSOCIATES INC | 499,892499,892 | $25M | — | ADD 52% |
| 96 | Apollo Management Holdings, L.P. | 500,000500,000 | $25M | — | — |
| 97 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 493,400493,400 | $25M | — | — |
| 98 | KESTRA PRIVATE WEALTH SERVICES, LLC | 481,095481,095 | $24M | — | — |
| 99 | Bell Bank | 477,660477,660 | $24M | — | ADD 100% |
| 100 | Stratos Wealth Partners, LTD. | 477,000477,000 | $24M | — | — |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 28.1M | 34.4M | 34.4M | 34.7M | 30.2M | 40.4M | $2.0B |
| Allianz SE | — | — | — | — | 26.4M | 40.1M | $2.0B |
| MORGAN STANLEY | 18.6M | 21.5M | 21.1M | 22.5M | 20.6M | 20.8M | $1.1B |
| LPL Financial LLC | 6.9M | 10.2M | 11.4M | 12.9M | 13.3M | 13.3M | $668M |
| BARINGS LLC | — | — | — | 6.0M | 6.0M | 12.9M | $650M |
| Focus Partners Wealth | 30K | 35K | 35K | 33K | 8.2M | 9.3M | $472M |
| RAYMOND JAMES FINANCIAL INC | 6.0M | 7.5M | 6.7M | 6.8M | 6.9M | 7.3M | $366M |
| WELLS FARGO & COMPANY/MN | 6.0M | 7.5M | 7.8M | 8.1M | 7.5M | 6.9M | $347M |
| UBS Group AG | 4.8M | 6.0M | 6.4M | 6.5M | 6.6M | 6.8M | $345M |
| ENVESTNET ASSET MANAGEMENT INC | 5.8M | 6.7M | 7.2M | 7.4M | 6.9M | 6.3M | $320M |
| Cetera Investment Advisers | 3.0M | 3.5M | 3.9M | 4.4M | 4.8M | 5.6M | $280M |
| ROYAL BANK OF CANADA | 4.3M | 5.7M | 7.3M | 4.6M | 4.7M | 5.3M | $265M |
| Sage Mountain Advisors LLC | 4.1M | 4.2M | 3.9M | 3.7M | 5.0M | 5.2M | $260M |
| KEYBANK NATIONAL ASSOCIATION/OH | 3.6M | 4.1M | 4.3M | 4.6M | 4.5M | 4.7M | $237M |
| AMERIPRISE FINANCIAL INC | 73K | 40K | 43K | 1.2M | 3.2M | 4.0M | $202M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Allianz SE | +13,741,300 | $692M | ADD |
| BANK OF AMERICA CORP /DE/ | +10,199,976 | $514M | ADD |
| BARINGS LLC | +6,909,176 | $348M | ADD |
| JANUS HENDERSON GROUP PLC | +1,775,654 | $89M | ADD |
| Focus Partners Wealth | +1,117,640 | $56M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | −3,869,977 | $195M | TRIM |
| Janney Montgomery Scott LLC | −1,529,745 | $77M | CLOSE |
| Kestra Investment Management, LLC | −1,491,007 | $75M | TRIM |
| STATE OF WISCONSIN INVESTMENT BOARD | −1,000,000 | $50M | CLOSE |
| COMMERCE BANK | −788,357 | $40M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 833 | 357,678,834 | — | $18.0B |
| 2025-Q4 | 841 | 323,532,363 | — | $16.4B |
| 2025-Q3 | 787 | 364,112,479 | — | $18.5B |
| 2025-Q2 | 771 | 310,319,905 | — | $15.7B |
| 2025-Q1 | 747 | 287,784,127 | — | $14.6B |
| 2024-Q4 | 675 | 230,563,149 | — | $11.3B |
| 2024-Q3 | 553 | 180,494,930 | — | $8.8B |
| 2024-Q2 | 481 | 157,145,347 | — | $7.9B |
| 2024-Q1 | 368 | 129,827,287 | — | $6.6B |
| 2023-Q4 | 304 | 89,943,585 | — | $4.5B |
| 2023-Q3 | 253 | 65,148,225 | — | $3.2B |
| 2023-Q2 | 218 | 49,472,155 | — | $2.5B |
| 2023-Q1 | 205 | 41,205,429 | — | $2.0B |
| 2022-Q4 | 179 | 35,528,578 | — | $1.7B |
| 2022-Q3 | 141 | 27,674,901 | — | $1.4B |
| 2022-Q2 | 136 | 23,374,083 | — | $1.1B |
| 2022-Q1 | 99 | 19,411,034 | — | $974M |
| 2021-Q4 | 52 | 6,171,098 | — | $311M |
| 2021-Q3 | 30 | 2,635,341 | — | $133M |
| 2021-Q2 | 21 | 1,580,676 | — | $81M |
| 2021-Q1 | 17 | 1,864,567 | — | $94M |
| 2020-Q4 | 10 | 2,239,678 | — | $113M |
