JIG

—

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$79.96

-1.02 (-1.26%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding JIG · 2026-Q1 methodology → sources →

89 holders

% of shares outstanding held

—

Shares held (13F)

4,052,714

Reporting holders

Top holders

largest 89 of 89 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	741,323741,323	$55M	—	ADD 8%
2	BANK OF AMERICA CORP /DE/	660,453660,453	$49M	—	ADD 36030%
3	ENVESTNET ASSET MANAGEMENT INC	297,680297,680	$22M	—	ADD 10%
4	Janney Montgomery Scott LLC	278,618278,618	$21M	—	ADD 6%
5	Vestmark Advisory Solutions, Inc.	212,933212,933	$16M	—	ADD 8%
6	JONES FINANCIAL COMPANIES LLLP	209,765209,765	$15M	—	ADD 64%
7	FIRST AMERICAN TRUST, FSB	188,740188,740	$14M	—	—
8	Cetera Investment Advisers	160,485160,485	$12M	—	ADD 24%
9	Cornerstone Wealth Management, LLC	114,771114,771	$9M	—	ADD 19%
10	Key Financial Inc	101,863101,863	$8M	—	—
11	ASSETMARK, INC	99,18899,188	$7M	—	TRIM -4%
12	FIDELITY D & D BANCORP INC	95,95695,956	$7M	—	—
13	Cambridge Investment Research Advisors, Inc.	90,51490,514	$7M	—	—
14	JPMORGAN CHASE & CO	92,39192,391	$7M	—	ADD 105%
15	Prism Advisors, Inc.	56,76956,769	$4M	—	—
16	RAYMOND JAMES FINANCIAL INC	50,97650,976	$4M	—	—
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	50,47450,474	$4M	—	NEW
18	JANE STREET GROUP, LLC	42,28942,289	$3M	—	ADD 71%
19	SAGESPRING WEALTH PARTNERS, LLC	41,86241,862	$3M	—	NEW
20	SUSQUEHANNA INTERNATIONAL GROUP, LLP	37,36137,361	$3M	—	NEW
21	PARK AVENUE SECURITIES LLC	34,15134,151	$3M	—	NEW
22	MML INVESTORS SERVICES, LLC	32,76532,765	$2M	—	TRIM -5%
23	STIFEL FINANCIAL CORP	25,43825,438	$2M	—	ADD 33%
24	ABOUND FINANCIAL, LLC	24,71324,713	$2M	—	—
25	NATIXIS ADVISORS, LLC	23,91123,911	$2M	—	ADD 87%
26	COMMONWEALTH EQUITY SERVICES, LLC	21,26821,268	$2M	—	TRIM -5%
27	Merit Financial Group, LLC	19,19219,192	$1M	—	NEW
28	OSAIC HOLDINGS, INC.	19,07119,071	$1M	—	TRIM -14%
29	ROYAL BANK OF CANADA	15,70815,708	$1M	—	TRIM -41%
30	SAXON INTERESTS, INC.	15,13315,133	$1M	—	—
31	CITADEL ADVISORS LLC	12,11812,118	$899,640	—	TRIM -69%
32	Mariner, LLC	11,32911,329	$841,062	—	TRIM -6%
33	Sanctuary Advisors, LLC	10,83110,831	$804,093	—	ADD 80%
34	Cerity Partners LLC	10,16510,165	$755,000	—	NEW
35	CreativeOne Wealth, LLC	9,5919,591	$712,067	—	—
36	VestGen Advisors, LLC	8,1818,181	$671,660	—	TRIM -9%
37	MassMutual Private Wealth & Trust, FSB	7,6157,615	$565,338	—	TRIM -3%
38	Beacon Pointe Advisors, LLC	7,4877,487	$555,810	—	ADD 24%
39	Dominguez Wealth Management Solutions, Inc.	7,1837,183	$533,288	—	TRIM -4%
40	Gateway Wealth Partners, LLC	6,7296,729	$499,621	—	ADD 126%
41	Tidemark, LLC	6,3176,317	$468,942	—	—
42	UNIQUE WEALTH, LLC	5,6445,644	$419,011	—	NEW
43	Ascentis Independent Advisors	5,5315,531	$410,646	—	TRIM -12%
44	Private Advisor Group, LLC	4,9434,943	$366,968	—	—
45	IFP Advisors, Inc	4,9134,913	$364,741	—	ADD 59%
46	Wayfinding Financial, LLC	4,8244,824	$358,000	—	ADD 9%
47	LAKE STREET PRIVATE WEALTH, LLC	4,7314,731	$351,229	—	ADD 6%
48	Kingsview Wealth Management, LLC	4,4794,479	$332,521	—	NEW
49	Ascent Group, LLC	4,4354,435	$329,254	—	ADD 5%
50	LOCKERMAN FINANCIAL GROUP, INC.	4,4184,418	$327,967	—	—
51	Freedom Investment Management, Inc.	4,3634,363	$323,909	—	TRIM -16%
52	Integrated Wealth Concepts LLC	3,8673,867	$287,090	—	—
53	Amplius Wealth Advisors, LLC	3,4323,432	$254,792	—	—
54	Elevation Wealth Management LLC	3,4133,413	$253,371	—	ADD 2%
55	Sequoia Financial Advisors, LLC	3,3973,397	$252,194	—	—
56	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	3,3543,354	$249,001	—	ADD 7%
57	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3,0683,068	$227,768	—	ADD 874%
58	Kestra Advisory Services, LLC	3,0663,066	$227,613	—	NEW
59	Bedel Financial Consulting, Inc.	2,8992,899	$215,222	—	TRIM -7%
60	Concurrent Investment Advisors, LLC	2,8102,810	$208,614	—	NEW
61	3Chopt Investment Partners, LLC	2,4682,468	$183,224	—	ADD 9%
62	MORGAN STANLEY	2,2852,285	$169,705	—	ADD 8%
63	GeoWealth Management, LLC	2,1402,140	$158,869	—	ADD 3%
64	AdvisorNet Financial, Inc	2,0082,008	$149,074	—	ADD 6%
65	PRIVATE TRUST CO NA	1,5701,570	$116,557	—	ADD 4%
66	RICHARDSON FINANCIAL SERVICES INC.	1,4471,447	$107,421	—	TRIM -6%
67	Farther Finance Advisors, LLC	1,2291,229	$92,785	—	TRIM -10%
68	Western Wealth Management, LLC	856856	$63,553	—	NEW
69	Capital Investment Advisory Services, LLC	831831	$61,693	—	TRIM -3%
70	Tripletail Wealth Management, LLC	725725	$54,317	—	NEW
71	Advisory Services Network, LLC	551551	$40,906	—	NEW
72	UBS Group AG	398398	$29,548	—	NEW
73	Geneos Wealth Management Inc.	349349	$25,910	—	ADD 23%
74	WELLS FARGO & COMPANY/MN	230230	$17,075	—	ADD 539%
75	Cordgrass Capital Advisors, LLC	211211	$15,665	—	ADD 113%
76	Transamerica Financial Advisors, LLC	195195	$14,502	—	—
77	HARBOUR INVESTMENTS, INC.	176176	$13,066	—	ADD 2414%
78	Capital Analysts, LLC	150150	$11,000	—	NEW
79	Steward Partners Investment Advisory, LLC	105105	$7,795	—	NEW
80	Cornerstone Planning Group LLC	8888	$7,218	—	NEW
81	TWIN PEAKS WEALTH ADVISORS, LLC	8181	$6,013	—	NEW
82	NewEdge Advisors, LLC	3,5173,517	$3,517	—	ADD 5%
83	FIFTH THIRD BANCORP	4141	$3,044	—	NEW
84	CWM, LLC	4141	$3,044	—	ADD 141%
85	Noble Wealth Management PBC	4141	$3,044	—	—
86	GODSEY & GIBB, INC	3939	$2,896	—	—
87	KERR FINANCIAL PLANNING Corp	2828	$2,154	—	ADD 4%
88	Russell Investments Group, Ltd.	1818	$1,336	—	NEW
89	HALBERT HARGROVE GLOBAL ADVISORS, LLC	22	$149	—	—

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

477K

411K

378K

790K

686K

741K

$55M

BANK OF AMERICA CORP /DE/

—

786

660K

$49M

ENVESTNET ASSET MANAGEMENT INC

11K

10K

268K

272K

298K

$22M

Janney Montgomery Scott LLC

76K

44K

—

243K

262K

279K

$21M

Vestmark Advisory Solutions, Inc.

—

178K

197K

213K

$16M

JONES FINANCIAL COMPANIES LLLP

—

13K

60K

95K

128K

210K

$15M

FIRST AMERICAN TRUST, FSB

—

176K

184K

188K

189K

$14M

Cetera Investment Advisers

17K

26K

41K

111K

129K

160K

$12M

Cornerstone Wealth Management, LLC

66K

72K

81K

83K

96K

115K

$9M

Key Financial Inc

95K

98K

99K

100K

102K

$8M

ASSETMARK, INC

—

104K

99K

$7M

FIDELITY D & D BANCORP INC

—

95K

96K

$7M

Cambridge Investment Research Advisors, Inc.

97K

92K

91K

$7M

JPMORGAN CHASE & CO

195K

108K

106K

45K

92K

$7M

Prism Advisors, Inc.

—

68K

62K

57K

$4M

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.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	89	4,052,714	—	$300M
2025-Q4	80	2,913,846	—	$214M
2025-Q3	67	2,977,912	—	$224M
2025-Q2	39	1,616,993	—	$116M
2025-Q1	34	1,162,514	—	$74M
2024-Q4	36	1,643,724	—	$103M
2024-Q3	38	1,531,748	—	$103M
2024-Q2	35	1,412,619	—	$91M
2024-Q1	38	1,279,260	—	$81M
2023-Q4	40	1,104,675	—	$64M
2023-Q3	34	1,180,652	—	$63M
2023-Q2	32	1,077,440

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.

Institutional ownership· 13F filers holding JIG · 2026-Q1 methodology → sources →

89 holders

% of shares outstanding held

—

Shares held (13F)

4,052,714

Reporting holders

Top holders

largest 89 of 89 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	741,323741,323	$55M	—	ADD 8%
2	BANK OF AMERICA CORP /DE/	660,453660,453	$49M	—	ADD 36030%
3	ENVESTNET ASSET MANAGEMENT INC	297,680297,680	$22M	—	ADD 10%
4	Janney Montgomery Scott LLC	278,618278,618	$21M	—	ADD 6%
5	Vestmark Advisory Solutions, Inc.	212,933212,933	$16M	—	ADD 8%
6	JONES FINANCIAL COMPANIES LLLP	209,765209,765	$15M	—	ADD 64%
7	FIRST AMERICAN TRUST, FSB	188,740188,740	$14M	—	—
8	Cetera Investment Advisers	160,485160,485	$12M	—	ADD 24%
9	Cornerstone Wealth Management, LLC	114,771114,771	$9M	—	ADD 19%
10	Key Financial Inc	101,863101,863	$8M	—	—
11	ASSETMARK, INC	99,18899,188	$7M	—	TRIM -4%
12	FIDELITY D & D BANCORP INC	95,95695,956	$7M	—	—
13	Cambridge Investment Research Advisors, Inc.	90,51490,514	$7M	—	—
14	JPMORGAN CHASE & CO	92,39192,391	$7M	—	ADD 105%
15	Prism Advisors, Inc.	56,76956,769	$4M	—	—
16	RAYMOND JAMES FINANCIAL INC	50,97650,976	$4M	—	—
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	50,47450,474	$4M	—	NEW
18	JANE STREET GROUP, LLC	42,28942,289	$3M	—	ADD 71%
19	SAGESPRING WEALTH PARTNERS, LLC	41,86241,862	$3M	—	NEW
20	SUSQUEHANNA INTERNATIONAL GROUP, LLP	37,36137,361	$3M	—	NEW
21	PARK AVENUE SECURITIES LLC	34,15134,151	$3M	—	NEW
22	MML INVESTORS SERVICES, LLC	32,76532,765	$2M	—	TRIM -5%
23	STIFEL FINANCIAL CORP	25,43825,438	$2M	—	ADD 33%
24	ABOUND FINANCIAL, LLC	24,71324,713	$2M	—	—
25	NATIXIS ADVISORS, LLC	23,91123,911	$2M	—	ADD 87%
26	COMMONWEALTH EQUITY SERVICES, LLC	21,26821,268	$2M	—	TRIM -5%
27	Merit Financial Group, LLC	19,19219,192	$1M	—	NEW
28	OSAIC HOLDINGS, INC.	19,07119,071	$1M	—	TRIM -14%
29	ROYAL BANK OF CANADA	15,70815,708	$1M	—	TRIM -41%
30	SAXON INTERESTS, INC.	15,13315,133	$1M	—	—
31	CITADEL ADVISORS LLC	12,11812,118	$899,640	—	TRIM -69%
32	Mariner, LLC	11,32911,329	$841,062	—	TRIM -6%
33	Sanctuary Advisors, LLC	10,83110,831	$804,093	—	ADD 80%
34	Cerity Partners LLC	10,16510,165	$755,000	—	NEW
35	CreativeOne Wealth, LLC	9,5919,591	$712,067	—	—
36	VestGen Advisors, LLC	8,1818,181	$671,660	—	TRIM -9%
37	MassMutual Private Wealth & Trust, FSB	7,6157,615	$565,338	—	TRIM -3%
38	Beacon Pointe Advisors, LLC	7,4877,487	$555,810	—	ADD 24%
39	Dominguez Wealth Management Solutions, Inc.	7,1837,183	$533,288	—	TRIM -4%
40	Gateway Wealth Partners, LLC	6,7296,729	$499,621	—	ADD 126%
41	Tidemark, LLC	6,3176,317	$468,942	—	—
42	UNIQUE WEALTH, LLC	5,6445,644	$419,011	—	NEW
43	Ascentis Independent Advisors	5,5315,531	$410,646	—	TRIM -12%
44	Private Advisor Group, LLC	4,9434,943	$366,968	—	—
45	IFP Advisors, Inc	4,9134,913	$364,741	—	ADD 59%
46	Wayfinding Financial, LLC	4,8244,824	$358,000	—	ADD 9%
47	LAKE STREET PRIVATE WEALTH, LLC	4,7314,731	$351,229	—	ADD 6%
48	Kingsview Wealth Management, LLC	4,4794,479	$332,521	—	NEW
49	Ascent Group, LLC	4,4354,435	$329,254	—	ADD 5%
50	LOCKERMAN FINANCIAL GROUP, INC.	4,4184,418	$327,967	—	—
51	Freedom Investment Management, Inc.	4,3634,363	$323,909	—	TRIM -16%
52	Integrated Wealth Concepts LLC	3,8673,867	$287,090	—	—
53	Amplius Wealth Advisors, LLC	3,4323,432	$254,792	—	—
54	Elevation Wealth Management LLC	3,4133,413	$253,371	—	ADD 2%
55	Sequoia Financial Advisors, LLC	3,3973,397	$252,194	—	—
56	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	3,3543,354	$249,001	—	ADD 7%
57	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3,0683,068	$227,768	—	ADD 874%
58	Kestra Advisory Services, LLC	3,0663,066	$227,613	—	NEW
59	Bedel Financial Consulting, Inc.	2,8992,899	$215,222	—	TRIM -7%
60	Concurrent Investment Advisors, LLC	2,8102,810	$208,614	—	NEW
61	3Chopt Investment Partners, LLC	2,4682,468	$183,224	—	ADD 9%
62	MORGAN STANLEY	2,2852,285	$169,705	—	ADD 8%
63	GeoWealth Management, LLC	2,1402,140	$158,869	—	ADD 3%
64	AdvisorNet Financial, Inc	2,0082,008	$149,074	—	ADD 6%
65	PRIVATE TRUST CO NA	1,5701,570	$116,557	—	ADD 4%
66	RICHARDSON FINANCIAL SERVICES INC.	1,4471,447	$107,421	—	TRIM -6%
67	Farther Finance Advisors, LLC	1,2291,229	$92,785	—	TRIM -10%
68	Western Wealth Management, LLC	856856	$63,553	—	NEW
69	Capital Investment Advisory Services, LLC	831831	$61,693	—	TRIM -3%
70	Tripletail Wealth Management, LLC	725725	$54,317	—	NEW
71	Advisory Services Network, LLC	551551	$40,906	—	NEW
72	UBS Group AG	398398	$29,548	—	NEW
73	Geneos Wealth Management Inc.	349349	$25,910	—	ADD 23%
74	WELLS FARGO & COMPANY/MN	230230	$17,075	—	ADD 539%
75	Cordgrass Capital Advisors, LLC	211211	$15,665	—	ADD 113%
76	Transamerica Financial Advisors, LLC	195195	$14,502	—	—
77	HARBOUR INVESTMENTS, INC.	176176	$13,066	—	ADD 2414%
78	Capital Analysts, LLC	150150	$11,000	—	NEW
79	Steward Partners Investment Advisory, LLC	105105	$7,795	—	NEW
80	Cornerstone Planning Group LLC	8888	$7,218	—	NEW
81	TWIN PEAKS WEALTH ADVISORS, LLC	8181	$6,013	—	NEW
82	NewEdge Advisors, LLC	3,5173,517	$3,517	—	ADD 5%
83	FIFTH THIRD BANCORP	4141	$3,044	—	NEW
84	CWM, LLC	4141	$3,044	—	ADD 141%
85	Noble Wealth Management PBC	4141	$3,044	—	—
86	GODSEY & GIBB, INC	3939	$2,896	—	—
87	KERR FINANCIAL PLANNING Corp	2828	$2,154	—	ADD 4%
88	Russell Investments Group, Ltd.	1818	$1,336	—	NEW
89	HALBERT HARGROVE GLOBAL ADVISORS, LLC	22	$149	—	—

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

477K

411K

378K

790K

686K

741K

$55M

BANK OF AMERICA CORP /DE/

—

786

660K

$49M

ENVESTNET ASSET MANAGEMENT INC

11K

10K

268K

272K

298K

$22M

Janney Montgomery Scott LLC

76K

44K

—

243K

262K

279K

$21M

Vestmark Advisory Solutions, Inc.

—

178K

197K

213K

$16M

JONES FINANCIAL COMPANIES LLLP

—

13K

60K

95K

128K

210K

$15M

FIRST AMERICAN TRUST, FSB

—

176K

184K

188K

189K

$14M

Cetera Investment Advisers

17K

26K

41K

111K

129K

160K

$12M

Cornerstone Wealth Management, LLC

66K

72K

81K

83K

96K

115K

$9M

Key Financial Inc

95K

98K

99K

100K

102K

$8M

ASSETMARK, INC

—

104K

99K

$7M

FIDELITY D & D BANCORP INC

—

95K

96K

$7M

Cambridge Investment Research Advisors, Inc.

97K

92K

91K

$7M

JPMORGAN CHASE & CO

195K

108K

106K

45K

92K

$7M

Prism Advisors, Inc.

—

68K

62K

57K

$4M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	89	4,052,714	—	$300M
2025-Q4	80	2,913,846	—	$214M
2025-Q3	67	2,977,912	—	$224M
2025-Q2	39	1,616,993	—	$116M
2025-Q1	34	1,162,514	—	$74M
2024-Q4	36	1,643,724	—	$103M
2024-Q3	38	1,531,748	—	$103M
2024-Q2	35	1,412,619	—	$91M
2024-Q1	38	1,279,260	—	$81M
2023-Q4	40	1,104,675	—	$64M
2023-Q3	34	1,180,652	—	$63M
2023-Q2	32	1,077,440

Short interest has its own tab now — open SI →

JIG☆

Institutional ownership· 13F filers holding JIG · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding JIG · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

JIG