% 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.
Crowding percentile withheld — no market cap for JQUA 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 | Savant Capital, LLC | 11,416,98611.4M | $700M | — | ADD 11% |
| 2 | LPL Financial LLC | 4,032,9594.0M | $247M | — | TRIM -14% |
| 3 | Sage Mountain Advisors LLC | 2,967,0773.0M | $182M | — | — |
| 4 | Focus Partners Wealth | 2,053,2342.1M | $126M | — | ADD 50% |
| 5 | ST GERMAIN D J CO INC | 1,915,6351.9M | $117M | — | — |
| 6 | MORGAN STANLEY | 1,854,1501.9M | $114M | — | TRIM -37% |
| 7 | RAYMOND JAMES FINANCIAL INC | 1,637,2491.6M | $100M | — | ADD 5% |
| 8 | JPMORGAN CHASE & CO | 1,607,7721.6M | $96M | — | TRIM -17% |
| 9 | BANK OF AMERICA CORP /DE/ | 1,385,6801.4M | $85M | — | TRIM -7% |
| 10 | Savvy Advisors, Inc. | 1,323,8741.3M | $81M | — | TRIM -3% |
| 11 | Facet Wealth, Inc. | 1,267,7741.3M | $78M | — | ADD 49% |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,262,3821.3M | $77M | — | TRIM -8% |
| 13 | Quadcap Wealth Management, LLC | 1,245,1241.2M | $76M | — | ADD 3% |
| 14 | Cetera Investment Advisers | 1,032,4741.0M | $63M | — | ADD 42% |
| 15 | LVZ, Inc. | 1,017,2801.0M | $62M | — | — |
| 16 | MIDLAND WEALTH ADVISORS, LLC | 987,265987,265 | $61M | — | TRIM -31% |
| 17 | Hughes Financial Services, LLC | 953,690953,690 | $58M | — | ADD 9% |
| 18 | Avidian Wealth Enterprises, LLC | 950,226950,226 | $58M | — | ADD 28% |
| 19 | RVW Wealth, LLC | 918,104918,104 | $56M | — | — |
| 20 | Cambridge Investment Research Advisors, Inc. | 892,652892,652 | $55M | — | — |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 875,615875,615 | $54M | — | TRIM -23% |
| 22 | OSAIC HOLDINGS, INC. | 871,224871,224 | $53M | — | TRIM -14% |
| 23 | UMB Bank, n.a. | 865,784865,784 | $53M | — | ADD 15% |
| 24 | Federation des caisses Desjardins du Quebec | 785,483785,483 | $48M | — | — |
| 25 | TFC Financial Management, Inc. | 745,616745,616 | $46M | — | — |
| 26 | COMMONWEALTH EQUITY SERVICES, LLC | 743,042743,042 | $46M | — | TRIM -35% |
| 27 | Kestra Advisory Services, LLC | 718,149718,149 | $44M | — | TRIM -4% |
| 28 | Warren Street Wealth Advisors, LLC | 679,158679,158 | $42M | — | ADD 4% |
| 29 | Vertex Planning Partners, LLC | 621,176621,176 | $38M | — | ADD 3% |
| 30 | Goldstone Financial Group, LLC | 580,418580,418 | $36M | — | ADD 10% |
| 31 | Equitable Holdings, Inc. | 559,839559,839 | $35M | — | ADD 9% |
| 32 | Intellus Advisors LLC | 576,692576,692 | $35M | — | TRIM -20% |
| 33 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 530,591530,591 | $33M | — | TRIM -16% |
| 34 | Spectrum Wealth Advisory Group, LLC | 534,396534,396 | $33M | — | — |
| 35 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 479,264479,264 | $32M | — | ADD 10% |
| 36 | SIGNATUREFD, LLC | 510,884510,884 | $31M | — | TRIM -91% |
| 37 | One Capital Management, LLC | 491,596491,596 | $30M | — | TRIM -26% |
| 38 | HARBOUR INVESTMENTS, INC. | 469,267469,267 | $29M | — | ADD 22537% |
| 39 | hemming& Wealth Management, Inc. | 442,836442,836 | $27M | — | TRIM -6% |
| 40 | Breakwater Capital Group | 439,064439,064 | $27M | — | ADD 6% |
| 41 | Baker Avenue Asset Management, LP | 438,390438,390 | $27M | — | — |
| 42 | HighTower Advisors, LLC | 384,169384,169 | $24M | — | — |
| 43 | Strategent Financial, LLC | 379,444379,444 | $23M | — | ADD 3% |
| 44 | WELLS FARGO & COMPANY/MN | 366,692366,692 | $22M | — | TRIM -37% |
| 45 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 364,507364,507 | $22M | — | ADD 3% |
| 46 | Sanchez Wealth Management Group | 364,036364,036 | $22M | — | — |
| 47 | Roof Eidam Maycock Peralta, LLC | 360,859360,859 | $22M | — | — |
| 48 | Tull Financial Group, Inc. | 336,446336,446 | $21M | — | TRIM -43% |
| 49 | JONES FINANCIAL COMPANIES LLLP | 343,535343,535 | $21M | — | ADD 18% |
| 50 | Dynamic Advisor Solutions LLC | 323,966323,966 | $20M | — | ADD 3% |
| 51 | Rockefeller Capital Management L.P. | 317,882317,882 | $19M | — | TRIM -26% |
| 52 | Stratos Wealth Partners, LTD. | 309,252309,252 | $19M | — | TRIM -28% |
| 53 | Geneos Wealth Management Inc. | 305,486305,486 | $19M | — | ADD 8% |
| 54 | ROYAL BANK OF CANADA | 304,568304,568 | $19M | — | TRIM -41% |
| 55 | REDW Wealth LLC | 292,091292,091 | $18M | — | TRIM -14% |
| 56 | VALICENTI ADVISORY SERVICES INC | 288,971288,971 | $18M | — | ADD 27% |
| 57 | Waterway Wealth Management, LLC | 317,431317,431 | $18M | — | ADD 53% |
| 58 | Cerity Partners LLC | 285,193285,193 | $17M | — | ADD 4085% |
| 59 | KELLY FINANCIAL GROUP LLC | 270,353270,353 | $17M | — | ADD 4% |
| 60 | D'Orazio & Associates, Inc. | 248,204248,204 | $15M | — | TRIM -4% |
| 61 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 245,908245,908 | $15M | — | ADD 6% |
| 62 | MML INVESTORS SERVICES, LLC | 239,643239,643 | $15M | — | TRIM -57% |
| 63 | Modern Wealth Management, LLC | 237,872237,872 | $15M | — | — |
| 64 | Able Wealth Management LLC | 227,384227,384 | $14M | — | — |
| 65 | Janney Montgomery Scott LLC | 227,289227,289 | $14M | — | ADD 2% |
| 66 | Allworth Financial LP | 225,732225,732 | $14M | — | — |
| 67 | EP Wealth Advisors, LLC | 223,725223,725 | $14M | — | ADD 57% |
| 68 | Beacon Pointe Advisors, LLC | 222,980222,980 | $14M | — | — |
| 69 | Per Stirling Capital Management, LLC. | 210,850210,850 | $13M | — | — |
| 70 | Cornerstone Wealth Management, LLC | 208,127208,127 | $13M | — | ADD 21% |
| 71 | Marks Group Wealth Management, Inc | 207,754207,754 | $13M | — | ADD 1809% |
| 72 | PARK AVENUE SECURITIES LLC | 205,208205,208 | $13M | — | — |
| 73 | PETRA FINANCIAL ADVISORS INC | 197,028197,028 | $12M | — | ADD 6% |
| 74 | Keystone Financial Group | 196,293196,293 | $12M | — | ADD 5% |
| 75 | Sanctuary Advisors, LLC | 194,304194,304 | $12M | — | TRIM -9% |
| 76 | West Wealth Group, LLC | 190,199190,199 | $12M | — | TRIM -52% |
| 77 | Weil Company, Inc. | 189,911189,911 | $12M | — | ADD 27% |
| 78 | Prism Advisors, Inc. | 187,568187,568 | $12M | — | ADD 8% |
| 79 | STIFEL FINANCIAL CORP | 186,427186,427 | $11M | — | — |
| 80 | Thrivent Financial for Lutherans | 184,053184,053 | $11M | — | TRIM -42% |
| 81 | Alpha Zero LLC | 178,603178,603 | $11M | — | ADD 6% |
| 82 | Ledyard National Bank | 174,140174,140 | $11M | — | ADD 2% |
| 83 | Integrated Wealth Concepts LLC | 172,899172,899 | $11M | — | ADD 606% |
| 84 | INDEPENDENT FINANCIAL GROUP, LLC | 170,851170,851 | $10M | — | ADD 3% |
| 85 | J.W. COLE ADVISORS, INC. | 169,793169,793 | $10M | — | — |
| 86 | Plan Group Financial, LLC | 167,437167,437 | $10M | — | ADD 97% |
| 87 | True North Advisors, LLC | 167,127167,127 | $10M | — | TRIM -15% |
| 88 | Mariner, LLC | 164,024164,024 | $10M | — | ADD 7% |
| 89 | Ameritas Advisory Services, LLC | 159,817159,817 | $10M | — | TRIM -16% |
| 90 | WOODMONT INVESTMENT COUNSEL LLC | 156,626156,626 | $10M | — | ADD 9% |
| 91 | Perigon Wealth Management, LLC | 156,302156,302 | $10M | — | — |
| 92 | SEAMOUNT FINANCIAL GROUP INC | 154,992154,992 | $10M | — | ADD 3% |
| 93 | Private Advisor Group, LLC | 150,180150,180 | $9M | — | TRIM -4% |
| 94 | Betterment LLC | 149,776149,776 | $9M | — | ADD 1443% |
| 95 | Clarus Wealth Advisors | 134,903134,903 | $8M | — | — |
| 96 | BENJAMIN EDWARDS INC | 136,379136,379 | $8M | — | ADD 4% |
| 97 | MBA Advisors LLC | 135,353135,353 | $8M | — | — |
| 98 | Navalign, LLC | 130,438130,438 | $8M | — | ADD 8% |
| 99 | Tenzing Financial LLC | 123,993123,993 | $8M | — | ADD 9% |
| 100 | Merit Financial Group, LLC | 128,637128,637 | $8M | — | TRIM -10% |
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 |
|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | 6.2M | 7.3M | 8.3M | 9.2M | 10.3M | 11.4M | $700M |
| LPL Financial LLC | 3.7M | 4.4M | 4.6M | 5.2M | 4.7M | 4.0M | $247M |
| Sage Mountain Advisors LLC | 2.4M | 2.5M | 2.7M | 2.9M | 2.9M | 3.0M | $182M |
| Focus Partners Wealth | 12K | 6K | 8K | 32K | 1.4M | 2.1M | $126M |
| ST GERMAIN D J CO INC | 2.7M | 2.8M | 2.4M | 1.9M | 1.9M | 1.9M | $117M |
| MORGAN STANLEY | 2.1M | 2.2M | 2.7M | 2.7M | 3.0M | 1.9M | $114M |
| RAYMOND JAMES FINANCIAL INC | 1.0M | 1.2M | 1.4M | 1.7M | 1.6M | 1.6M | $100M |
| JPMORGAN CHASE & CO | 927K | 1.0M | 1.3M | 4.1M | 1.9M | 1.6M | $96M |
| BANK OF AMERICA CORP /DE/ | 1.1M | 1.4M | 1.4M | 1.5M | 1.5M | 1.4M | $85M |
| Savvy Advisors, Inc. | 333K | 493K | 611K | 826K | 1.4M | 1.3M | $81M |
| Facet Wealth, Inc. | 286K | 938K | 918K | 895K | 849K | 1.3M | $78M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.3M | 1.6M | 1.8M | 1.7M | 1.4M | 1.3M | $77M |
| Quadcap Wealth Management, LLC | 1.3M | 1.3M | 1.4M | 1.2M | 1.2M | 1.2M | $76M |
| Cetera Investment Advisers | 219K | 229K | 493K | 616K | 729K | 1.0M | $63M |
| LVZ, Inc. | — | 653K | 672K | 997K | 1.0M | 1.0M | $62M |
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 | |
|---|---|---|---|
| Savant Capital, LLC | +1,160,024 | $71M | ADD |
| Focus Partners Wealth | +684,728 | $42M | ADD |
| HARBOUR INVESTMENTS, INC. | +467,194 | $29M | ADD |
| Facet Wealth, Inc. | +418,748 | $26M | ADD |
| Cetera Investment Advisers | +303,867 | $19M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| SIGNATUREFD, LLC | −4,943,098 | $303M | TRIM |
| MORGAN STANLEY | −1,106,117 | $68M | TRIM |
| LPL Financial LLC | −648,460 | $40M | TRIM |
| TWO SIGMA INVESTMENTS, LP | −607,400 | $37M | CLOSE |
| Beaumont Financial Advisors, LLC | −533,232 | $33M | CLOSE |
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 | 454 | 75,805,979 | — | $4.6B |
| 2025-Q4 | 450 | 83,162,388 | — | $5.3B |
| 2025-Q3 | 408 | 81,559,836 | — | $5.1B |
| 2025-Q2 | 402 | 76,108,903 | — | $4.6B |
| 2025-Q1 | 378 | 71,943,662 | — | $4.1B |
| 2024-Q4 | 375 | 68,219,832 | — | $3.9B |
| 2024-Q3 | 322 | 68,891,459 | — | $3.9B |
| 2024-Q2 | 309 | 64,072,311 | — | $3.4B |
| 2024-Q1 | 281 | 68,462,676 | — | $3.6B |
| 2023-Q4 | 256 | 67,005,450 | — | $3.2B |
| 2023-Q3 | 202 | 49,976,147 | — | $2.2B |
| 2023-Q2 | 172 | 35,483,355 | — | $1.6B |
| 2023-Q1 | 131 | 25,922,194 | — | $1.1B |
| 2022-Q4 | 105 | 18,287,983 | — | $708M |
| 2022-Q3 | 84 | 16,044,318 | — | $562M |
| 2022-Q2 | 81 | 7,886,413 | — | $294M |
| 2022-Q1 | 82 | 7,728,536 | — | $332M |
| 2021-Q4 | 77 | 7,144,462 | — | $325M |
| 2021-Q3 | 69 | 6,887,046 | — | $282M |
| 2021-Q2 | 63 | 6,156,557 | — | $252M |
| 2021-Q1 | 57 | 8,771,522 | — | $331M |
| 2020-Q4 | 48 | 10,862,501 | — | $358M |
| 2020-Q3 | 47 | 10,759,716 | — | $346M |
| 2020-Q2 | 41 | 8,956,350 | — | $281M |
| 2020-Q1 | 34 | 6,041,619 | — | $154M |
| 2019-Q4 | 20 | 3,155,735 | — | $99M |
| 2019-Q3 | 18 | 2,702,948 | — | $79M |
| 2019-Q2 | 9 | 1,605,928 | — | $46M |
| 2019-Q1 | 9 | 1,195,217 | — | $34M |
| 2018-Q4 | 6 | 1,027,757 | — | $25M |
| 2018-Q3 | 2 | 1,037,536 | — | $29M |
| 2018-Q2 | 3 | 1,040,631 | — | $27M |
| 2018-Q1 | 2 | 1,041,612 | — | $27M |
| 2017-Q4 | 1 | 998,000 | — | $26M |
