JIVE

—

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$96.20

+2.69 (+2.88%)

USD · as of 2026-07-30 · marketstack

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

182 holders

NOT COVEREDJ P MORGAN EXCHANGE TRADED FOutside our covered operating-company universe: we hold no company record, no SEC annual-report provenance and no cover-page share count for this line, so fundamentals and classification are unavailable. Nothing about what kind of security it is is asserted here — only the 13F register below, which is filed against its CUSIP and stands as filed.evidence ⓘ

% of shares outstanding held

—

Shares held (13F)

17,841,258

Reporting holders

182

% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.

Active share of register99.7%181 active filers

Index / screened out0.3%1 filers

Reporting holders1822026-Q1

Top-10 concentration61.4%

HHI0.0579

Effective holders17.3

Crowding percentile—

Crowding percentile withheld — no market cap for JIVE in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 182 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	2,954,9623.0M	$253M	—	ADD 71%
2	ENVESTNET ASSET MANAGEMENT INC	1,577,7411.6M	$135M	—	ADD 7%
3	RiverFront Investment Group, LLC	1,537,6451.5M	$132M	—	ADD 9%
4	BANK OF AMERICA CORP /DE/	1,165,9831.2M	$100M	—	ADD 2197%
5	OSAIC HOLDINGS, INC.	882,916882,916	$76M	—	ADD 22%
6	RAYMOND JAMES FINANCIAL INC	819,810819,810	$70M	—	ADD 90%
7	Janney Montgomery Scott LLC	536,470536,470	$46M	—	ADD 29%
8	Cetera Investment Advisers	510,101510,101	$44M	—	ADD 116%
9	Lido Advisors, LLC	496,324496,324	$43M	—	—
10	ROYAL BANK OF CANADA	477,108477,108	$41M	—	ADD 38%
11	JONES FINANCIAL COMPANIES LLLP	381,570381,570	$32M	—	ADD 346%
12	MML INVESTORS SERVICES, LLC	314,212314,212	$27M	—	ADD 365%
13	Private Advisor Group, LLC	313,692313,692	$27M	—	ADD 89%
14	Cambridge Investment Research Advisors, Inc.	306,419306,419	$26M	—	ADD 94%
15	COMMONWEALTH EQUITY SERVICES, LLC	240,522240,522	$21M	—	ADD 83%
16	Vestmark Advisory Solutions, Inc.	234,159234,159	$20M	—	ADD 21%
17	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	200,179200,179	$17M	—	ADD 78402%
18	JPMORGAN CHASE & CO	206,061206,061	$17M	—	ADD 63%
19	Lineweaver Wealth Advisors, LLC	185,180185,180	$16M	—	ADD 26%
20	CITADEL ADVISORS LLC	171,536171,536	$15M	—	TRIM -17%
21	Pallas Capital Advisors LLC	144,523144,523	$12M	—	TRIM -6%
22	AVAII WEALTH MANAGEMENT, LLC	144,432144,432	$12M	—	ADD 24%
23	VERUS CAPITAL PARTNERS, LLC	144,251144,251	$12M	—	—
24	N.E.W. Advisory Services LLC	138,476138,476	$12M	—	—
25	Aspire Capital Advisors LLC	131,769131,769	$11M	—	NEW
26	ASSETMARK, INC	129,003129,003	$11M	—	ADD 6%
27	Kestra Advisory Services, LLC	128,846128,846	$11M	—	ADD 612%
28	Cornerstone Wealth Management, LLC	112,407112,407	$10M	—	ADD 4%
29	Modus Advisors, LLC	107,248107,248	$9M	—	ADD 62%
30	TD Waterhouse Canada Inc.	102,401102,401	$9M	—	NEW
31	Archer Investment Corp	98,31198,311	$8M	—	ADD 70%
32	SUSQUEHANNA INTERNATIONAL GROUP, LLP	88,23088,230	$8M	—	ADD 927%
33	CARY STREET PARTNERS FINANCIAL LLC	87,50187,501	$7M	—	ADD 89%
34	Equitable Holdings, Inc.	87,17987,179	$7M	—	ADD 592%
35	MENORA MIVTACHIM HOLDINGS LTD.	83,77783,777	$7M	—	NEW
36	KWB Wealth	88,12488,124	$7M	—	—
37	HighTower Advisors, LLC	74,25774,257	$6M	—	ADD 523%
38	STIFEL FINANCIAL CORP	72,03172,031	$6M	—	TRIM -29%
39	Wayfinding Financial, LLC	70,98870,988	$6M	—	—
40	Plan Group Financial, LLC	70,43370,433	$6M	—	ADD 84%
41	PFG Advisors	69,77869,778	$6M	—	ADD 178%
42	Rehmann Capital Advisory Group	66,35966,359	$6M	—	ADD 950%
43	WESPAC Advisors SoCal, LLC	66,24866,248	$6M	—	NEW
44	Saxony Capital Management, LLC	64,88864,888	$6M	—	ADD 27%
45	TKG Advisors, LLC	63,69863,698	$5M	—	ADD 70%
46	Walkner Condon Financial Advisors LLC	63,52463,524	$5M	—	ADD 38%
47	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	60,94760,947	$5M	—	NEW
48	OLD MISSION CAPITAL LLC	60,72560,725	$5M	—	TRIM -30%
49	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	55,49355,493	$5M	—	NEW
50	WESPAC Advisors, LLC	54,62154,621	$5M	—	TRIM -20%
51	Robertson Stephens Wealth Management, LLC	53,94953,949	$5M	—	ADD 60%
52	SAGESPRING WEALTH PARTNERS, LLC	51,87051,870	$4M	—	TRIM -75%
53	Steward Partners Investment Advisory, LLC	45,74945,749	$4M	—	ADD 631%
54	CREATIVE FINANCIAL DESIGNS INC /ADV	45,04545,045	$4M	—	NEW
55	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	44,38244,382	$4M	—	ADD 69%
56	G&S Capital LLC	44,06644,066	$4M	—	ADD 71%
57	RETIREMENT GUYS FORMULA LLC	43,07243,072	$4M	—	NEW
58	Base Wealth Management LLC	42,90542,905	$4M	—	NEW
59	CIBC WORLD MARKET INC.	42,40842,408	$4M	—	NEW
60	NATIXIS ADVISORS, LLC	41,34641,346	$4M	—	ADD 164%
61	CreativeOne Wealth, LLC	41,02741,027	$4M	—	ADD 33%
62	Nikulski Financial, Inc.	40,94840,948	$4M	—	ADD 185%
63	OBSIDIAN CIO, LLC	40,08340,083	$3M	—	ADD 21%
64	Comprehensive Financial Planning, Inc./PA	37,51637,516	$3M	—	ADD 38%
65	U.S. Capital Wealth Advisors, LLC	37,16137,161	$3M	—	ADD 105%
66	BENJAMIN EDWARDS INC	36,26536,265	$3M	—	ADD 18%
67	A4 Wealth Advisors LLC	34,43534,435	$3M	—	NEW
68	PARK AVENUE SECURITIES LLC	34,25534,255	$3M	—	ADD 3%
69	KINGSWOOD WEALTH ADVISORS, LLC	33,39333,393	$3M	—	NEW
70	MGO ONE SEVEN LLC	33,28833,288	$3M	—	ADD 31%
71	JANE STREET GROUP, LLC	30,74130,741	$3M	—	ADD 240%
72	Emerald Advisors, LLC	30,65230,652	$3M	—	ADD 105%
73	Delta Investment Management, LLC	30,08630,086	$3M	—	NEW
74	Sigma Planning Corp	28,70528,705	$2M	—	TRIM -5%
75	Mariner, LLC	26,26526,265	$2M	—	ADD 398%
76	Concurrent Investment Advisors, LLC	25,79225,792	$2M	—	NEW
77	Geneos Wealth Management Inc.	25,77125,771	$2M	—	ADD 34%
78	TRUIST FINANCIAL CORP	25,47625,476	$2M	—	—
79	TruWealth Advisors, LLC	25,44525,445	$2M	—	NEW
80	Focus Financial Network, Inc.	23,39023,390	$2M	—	TRIM -27%
81	Foundations Investment Advisors, LLC	21,89821,898	$2M	—	ADD 249%
82	Patriot Financial Group Insurance Agency, LLC	20,57820,578	$2M	—	NEW
83	Gladstone Institutional Advisory LLC	19,65019,650	$2M	—	NEW
84	Gateway Wealth Partners, LLC	18,86418,864	$2M	—	ADD 182%
85	Kaizen Financial Strategies	16,99216,992	$2M	—	NEW
86	&PARTNERS	17,50917,509	$1M	—	ADD 30%
87	THOROUGHBRED FINANCIAL SERVICES, LLC	17,23117,231	$1M	—	ADD 176%
88	RFG Advisory, LLC	17,14817,148	$1M	—	NEW
89	Arkadios Wealth Advisors	16,75816,758	$1M	—	NEW
90	NewEdge Wealth, LLC	15,18915,189	$1M	—	NEW
91	Evernest Financial Advisors, LLC	13,91013,910	$1M	—	NEW
92	Mirador Capital Partners LP	12,89112,891	$1M	—	ADD 24%
93	Capital Advisors Wealth Management, LLC	11,94711,947	$1M	—	ADD 72%
94	BigSur Wealth Management LLC	11,25011,250	$963,446	—	—
95	ERn Financial, LLC	10,13810,138	$868,214	—	NEW
96	Visionary Wealth Advisors	9,2319,231	$790,540	—	ADD 9%
97	Sowell Financial Services LLC	8,8018,801	$753,742	—	—
98	NCM Capital Management, LLC	8,7258,725	$747,206	—	ADD 53%
99	Orion Porfolio Solutions, LLC	8,2288,228	$704,608	—	TRIM -70%
100	MassMutual Private Wealth & Trust, FSB	8,2188,218	$703,786	—	ADD 13%

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.

Buyers & sellers2026-Q1 vs 2025-Q4 · 149 bought / 37 sold · net +6,388,089 shares · 21.5d of ADV

Bought149 filers

Shares: 7,054,919
Value: $602M
Opened: 60 · 1,068,776 sh
Days of ADV: 23.8d

Sold37 filers

Shares: 666,830
Value: $57M
Closed: 14 · 293,440 sh
Days of ADV: 2.2d

Net (all filers) +6,388,089 sh · $545M · 55.8% of the prior register

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

71K

316K

787K

1.4M

1.7M

3.0M

$253M

ENVESTNET ASSET MANAGEMENT INC

372K

374K

1.1M

1.4M

1.5M

1.6M

$135M

RiverFront Investment Group, LLC

470K

503K

1.3M

1.4M

1.5M

$132M

BANK OF AMERICA CORP /DE/

—

16K

51K

1.2M

$100M

OSAIC HOLDINGS, INC.

13K

86K

489K

724K

883K

$76M

RAYMOND JAMES FINANCIAL INC

176K

171K

445K

436K

431K

820K

$70M

Janney Montgomery Scott LLC

53K

66K

151K

413K

416K

536K

$46M

Cetera Investment Advisers

25K

50K

165K

236K

510K

$44M

Lido Advisors, LLC

—

505K

496K

$43M

ROYAL BANK OF CANADA

24K

25K

318K

267K

346K

477K

$41M

JONES FINANCIAL COMPANIES LLLP

—

86K

382K

$32M

MML INVESTORS SERVICES, LLC

—

11K

47K

68K

314K

$27M

Private Advisor Group, LLC

—

11K

166K

314K

$27M

Cambridge Investment Research Advisors, Inc.

—

32K

130K

158K

306K

$26M

COMMONWEALTH EQUITY SERVICES, LLC

—

29K

56K

131K

241K

$21M

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	182	17,841,258	—	$1.5B
2025-Q4	136	11,453,169	—	$919M
2025-Q3	93	9,252,794	—	$697M
2025-Q2	57	6,123,438	—	$424M
2025-Q1	34	2,368,733	—	$147M
2024-Q4	29	1,870,792	—	$103M
2024-Q3	20	1,911,029	—

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.

▸Register gapwho owns your peers and not you

13F

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

182 holders

% of shares outstanding held

—

Shares held (13F)

17,841,258

Reporting holders

182

Active share of register99.7%181 active filers

Index / screened out0.3%1 filers

Reporting holders1822026-Q1

Top-10 concentration61.4%

HHI0.0579

Effective holders17.3

Crowding percentile—

Crowding percentile withheld — no market cap for JIVE in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 182 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	2,954,9623.0M	$253M	—	ADD 71%
2	ENVESTNET ASSET MANAGEMENT INC	1,577,7411.6M	$135M	—	ADD 7%
3	RiverFront Investment Group, LLC	1,537,6451.5M	$132M	—	ADD 9%
4	BANK OF AMERICA CORP /DE/	1,165,9831.2M	$100M	—	ADD 2197%
5	OSAIC HOLDINGS, INC.	882,916882,916	$76M	—	ADD 22%
6	RAYMOND JAMES FINANCIAL INC	819,810819,810	$70M	—	ADD 90%
7	Janney Montgomery Scott LLC	536,470536,470	$46M	—	ADD 29%
8	Cetera Investment Advisers	510,101510,101	$44M	—	ADD 116%
9	Lido Advisors, LLC	496,324496,324	$43M	—	—
10	ROYAL BANK OF CANADA	477,108477,108	$41M	—	ADD 38%
11	JONES FINANCIAL COMPANIES LLLP	381,570381,570	$32M	—	ADD 346%
12	MML INVESTORS SERVICES, LLC	314,212314,212	$27M	—	ADD 365%
13	Private Advisor Group, LLC	313,692313,692	$27M	—	ADD 89%
14	Cambridge Investment Research Advisors, Inc.	306,419306,419	$26M	—	ADD 94%
15	COMMONWEALTH EQUITY SERVICES, LLC	240,522240,522	$21M	—	ADD 83%
16	Vestmark Advisory Solutions, Inc.	234,159234,159	$20M	—	ADD 21%
17	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	200,179200,179	$17M	—	ADD 78402%
18	JPMORGAN CHASE & CO	206,061206,061	$17M	—	ADD 63%
19	Lineweaver Wealth Advisors, LLC	185,180185,180	$16M	—	ADD 26%
20	CITADEL ADVISORS LLC	171,536171,536	$15M	—	TRIM -17%
21	Pallas Capital Advisors LLC	144,523144,523	$12M	—	TRIM -6%
22	AVAII WEALTH MANAGEMENT, LLC	144,432144,432	$12M	—	ADD 24%
23	VERUS CAPITAL PARTNERS, LLC	144,251144,251	$12M	—	—
24	N.E.W. Advisory Services LLC	138,476138,476	$12M	—	—
25	Aspire Capital Advisors LLC	131,769131,769	$11M	—	NEW
26	ASSETMARK, INC	129,003129,003	$11M	—	ADD 6%
27	Kestra Advisory Services, LLC	128,846128,846	$11M	—	ADD 612%
28	Cornerstone Wealth Management, LLC	112,407112,407	$10M	—	ADD 4%
29	Modus Advisors, LLC	107,248107,248	$9M	—	ADD 62%
30	TD Waterhouse Canada Inc.	102,401102,401	$9M	—	NEW
31	Archer Investment Corp	98,31198,311	$8M	—	ADD 70%
32	SUSQUEHANNA INTERNATIONAL GROUP, LLP	88,23088,230	$8M	—	ADD 927%
33	CARY STREET PARTNERS FINANCIAL LLC	87,50187,501	$7M	—	ADD 89%
34	Equitable Holdings, Inc.	87,17987,179	$7M	—	ADD 592%
35	MENORA MIVTACHIM HOLDINGS LTD.	83,77783,777	$7M	—	NEW
36	KWB Wealth	88,12488,124	$7M	—	—
37	HighTower Advisors, LLC	74,25774,257	$6M	—	ADD 523%
38	STIFEL FINANCIAL CORP	72,03172,031	$6M	—	TRIM -29%
39	Wayfinding Financial, LLC	70,98870,988	$6M	—	—
40	Plan Group Financial, LLC	70,43370,433	$6M	—	ADD 84%
41	PFG Advisors	69,77869,778	$6M	—	ADD 178%
42	Rehmann Capital Advisory Group	66,35966,359	$6M	—	ADD 950%
43	WESPAC Advisors SoCal, LLC	66,24866,248	$6M	—	NEW
44	Saxony Capital Management, LLC	64,88864,888	$6M	—	ADD 27%
45	TKG Advisors, LLC	63,69863,698	$5M	—	ADD 70%
46	Walkner Condon Financial Advisors LLC	63,52463,524	$5M	—	ADD 38%
47	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	60,94760,947	$5M	—	NEW
48	OLD MISSION CAPITAL LLC	60,72560,725	$5M	—	TRIM -30%
49	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	55,49355,493	$5M	—	NEW
50	WESPAC Advisors, LLC	54,62154,621	$5M	—	TRIM -20%
51	Robertson Stephens Wealth Management, LLC	53,94953,949	$5M	—	ADD 60%
52	SAGESPRING WEALTH PARTNERS, LLC	51,87051,870	$4M	—	TRIM -75%
53	Steward Partners Investment Advisory, LLC	45,74945,749	$4M	—	ADD 631%
54	CREATIVE FINANCIAL DESIGNS INC /ADV	45,04545,045	$4M	—	NEW
55	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	44,38244,382	$4M	—	ADD 69%
56	G&S Capital LLC	44,06644,066	$4M	—	ADD 71%
57	RETIREMENT GUYS FORMULA LLC	43,07243,072	$4M	—	NEW
58	Base Wealth Management LLC	42,90542,905	$4M	—	NEW
59	CIBC WORLD MARKET INC.	42,40842,408	$4M	—	NEW
60	NATIXIS ADVISORS, LLC	41,34641,346	$4M	—	ADD 164%
61	CreativeOne Wealth, LLC	41,02741,027	$4M	—	ADD 33%
62	Nikulski Financial, Inc.	40,94840,948	$4M	—	ADD 185%
63	OBSIDIAN CIO, LLC	40,08340,083	$3M	—	ADD 21%
64	Comprehensive Financial Planning, Inc./PA	37,51637,516	$3M	—	ADD 38%
65	U.S. Capital Wealth Advisors, LLC	37,16137,161	$3M	—	ADD 105%
66	BENJAMIN EDWARDS INC	36,26536,265	$3M	—	ADD 18%
67	A4 Wealth Advisors LLC	34,43534,435	$3M	—	NEW
68	PARK AVENUE SECURITIES LLC	34,25534,255	$3M	—	ADD 3%
69	KINGSWOOD WEALTH ADVISORS, LLC	33,39333,393	$3M	—	NEW
70	MGO ONE SEVEN LLC	33,28833,288	$3M	—	ADD 31%
71	JANE STREET GROUP, LLC	30,74130,741	$3M	—	ADD 240%
72	Emerald Advisors, LLC	30,65230,652	$3M	—	ADD 105%
73	Delta Investment Management, LLC	30,08630,086	$3M	—	NEW
74	Sigma Planning Corp	28,70528,705	$2M	—	TRIM -5%
75	Mariner, LLC	26,26526,265	$2M	—	ADD 398%
76	Concurrent Investment Advisors, LLC	25,79225,792	$2M	—	NEW
77	Geneos Wealth Management Inc.	25,77125,771	$2M	—	ADD 34%
78	TRUIST FINANCIAL CORP	25,47625,476	$2M	—	—
79	TruWealth Advisors, LLC	25,44525,445	$2M	—	NEW
80	Focus Financial Network, Inc.	23,39023,390	$2M	—	TRIM -27%
81	Foundations Investment Advisors, LLC	21,89821,898	$2M	—	ADD 249%
82	Patriot Financial Group Insurance Agency, LLC	20,57820,578	$2M	—	NEW
83	Gladstone Institutional Advisory LLC	19,65019,650	$2M	—	NEW
84	Gateway Wealth Partners, LLC	18,86418,864	$2M	—	ADD 182%
85	Kaizen Financial Strategies	16,99216,992	$2M	—	NEW
86	&PARTNERS	17,50917,509	$1M	—	ADD 30%
87	THOROUGHBRED FINANCIAL SERVICES, LLC	17,23117,231	$1M	—	ADD 176%
88	RFG Advisory, LLC	17,14817,148	$1M	—	NEW
89	Arkadios Wealth Advisors	16,75816,758	$1M	—	NEW
90	NewEdge Wealth, LLC	15,18915,189	$1M	—	NEW
91	Evernest Financial Advisors, LLC	13,91013,910	$1M	—	NEW
92	Mirador Capital Partners LP	12,89112,891	$1M	—	ADD 24%
93	Capital Advisors Wealth Management, LLC	11,94711,947	$1M	—	ADD 72%
94	BigSur Wealth Management LLC	11,25011,250	$963,446	—	—
95	ERn Financial, LLC	10,13810,138	$868,214	—	NEW
96	Visionary Wealth Advisors	9,2319,231	$790,540	—	ADD 9%
97	Sowell Financial Services LLC	8,8018,801	$753,742	—	—
98	NCM Capital Management, LLC	8,7258,725	$747,206	—	ADD 53%
99	Orion Porfolio Solutions, LLC	8,2288,228	$704,608	—	TRIM -70%
100	MassMutual Private Wealth & Trust, FSB	8,2188,218	$703,786	—	ADD 13%

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.

Buyers & sellers2026-Q1 vs 2025-Q4 · 149 bought / 37 sold · net +6,388,089 shares · 21.5d of ADV

Bought149 filers

Shares: 7,054,919
Value: $602M
Opened: 60 · 1,068,776 sh
Days of ADV: 23.8d

Sold37 filers

Shares: 666,830
Value: $57M
Closed: 14 · 293,440 sh
Days of ADV: 2.2d

Net (all filers) +6,388,089 sh · $545M · 55.8% of the prior register

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

71K

316K

787K

1.4M

1.7M

3.0M

$253M

ENVESTNET ASSET MANAGEMENT INC

372K

374K

1.1M

1.4M

1.5M

1.6M

$135M

RiverFront Investment Group, LLC

470K

503K

1.3M

1.4M

1.5M

$132M

BANK OF AMERICA CORP /DE/

—

16K

51K

1.2M

$100M

OSAIC HOLDINGS, INC.

13K

86K

489K

724K

883K

$76M

RAYMOND JAMES FINANCIAL INC

176K

171K

445K

436K

431K

820K

$70M

Janney Montgomery Scott LLC

53K

66K

151K

413K

416K

536K

$46M

Cetera Investment Advisers

25K

50K

165K

236K

510K

$44M

Lido Advisors, LLC

—

505K

496K

$43M

ROYAL BANK OF CANADA

24K

25K

318K

267K

346K

477K

$41M

JONES FINANCIAL COMPANIES LLLP

—

86K

382K

$32M

MML INVESTORS SERVICES, LLC

—

11K

47K

68K

314K

$27M

Private Advisor Group, LLC

—

11K

166K

314K

$27M

Cambridge Investment Research Advisors, Inc.

—

32K

130K

158K

306K

$26M

COMMONWEALTH EQUITY SERVICES, LLC

—

29K

56K

131K

241K

$21M

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	182	17,841,258	—	$1.5B
2025-Q4	136	11,453,169	—	$919M
2025-Q3	93	9,252,794	—	$697M
2025-Q2	57	6,123,438	—	$424M
2025-Q1	34	2,368,733	—	$147M
2024-Q4	29	1,870,792	—	$103M
2024-Q3	20	1,911,029	—

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13F

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

Top holders

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

Institutional footprint by quarter

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

Top holders

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

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

JIVE