JSI

—

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$51.27

+0.02 (+0.05%)

USD · as of 2026-07-29 · marketstack

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

153 holders

FUNDJANUS DETROIT STR TRA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

24,846,308

Reporting holders

153

% of shares outstanding is not shown for JSI: 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.

Active share of register97.0%150 active filers

Index / screened out3.0%3 filers

Reporting holders1532026-Q1

Top-10 concentration44.9%

HHI0.0328

Effective holders30.5

Crowding percentile—

Crowding percentile withheld — no market cap for JSI 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 153 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	OSAIC HOLDINGS, INC.	2,544,3212.5M	$131M	—	ADD 5%
2	LPL Financial LLC	2,073,2122.1M	$107M	—	ADD 89%
3	TRAPHAGEN INVESTMENT ADVISORS LLC	1,011,2491.0M	$52M	—	ADD 14%
4	UBS Group AG	925,798925,798	$48M	—	ADD 35%
5	Grant Street Asset Management, Inc.	870,181870,181	$45M	—	ADD 4%
6	Focus Partners Wealth	802,643802,643	$41M	—	—
7	Clearwater Capital Advisors, LLC	771,127771,127	$40M	—	ADD 29%
8	RAYMOND JAMES FINANCIAL INC	752,852752,852	$39M	—	TRIM -3%
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	708,635708,635	$37M	—	TRIM -46%
10	ATWOOD & PALMER INC	699,263699,263	$36M	—	ADD 2%
11	Sanctuary Advisors, LLC	577,225577,225	$30M	—	ADD 13%
12	Bank of New York Mellon Corp	558,894558,894	$29M	—	ADD 11%
13	Financial Enhancement Group LLC	505,492505,492	$26M	—	ADD 3%
14	Cambridge Investment Research Advisors, Inc.	503,225503,225	$26M	—	ADD 5%
15	NOTTINGHAM ADVISORS, INC.	495,997495,997	$26M	—	ADD 32%
16	Advisory Resource Group	465,311465,311	$24M	—	TRIM -5%
17	Greenwich Wealth Management LLC	441,365441,365	$23M	—	—
18	AMERIPRISE FINANCIAL INC	442,499442,499	$23M	—	TRIM -11%
19	AE Wealth Management LLC	410,581410,581	$21M	—	ADD 28%
20	Private Advisor Group, LLC	404,788404,788	$21M	—	ADD 36%
21	Guardian Financial Partners, LLC	403,212403,212	$21M	—	ADD 23%
22	Marshall Financial Group, LLC	394,178394,178	$20M	—	TRIM -4%
23	Flaharty Asset Management, LLC	393,067393,067	$20M	—	—
24	MORGAN STANLEY	309,632309,632	$16M	—	ADD 32%
25	Quaker Wealth Management, LLC	279,760279,760	$14M	—	ADD 3%
26	ENVESTNET ASSET MANAGEMENT INC	273,944273,944	$14M	—	ADD 14%
27	Kensington Asset Management, LLC	264,409264,409	$14M	—	TRIM -26%
28	Kestra Advisory Services, LLC	248,158248,158	$13M	—	ADD 51%
29	EPIQ PARTNERS, LLC	234,433234,433	$12M	—	ADD 2%
30	Apollon Wealth Management, LLC	230,855230,855	$12M	—	ADD 43%
31	Addison Capital Co	225,924225,924	$12M	—	ADD 197%
32	Corient Private Wealth LLC	224,142224,142	$11M	—	ADD 36%
33	HARBOUR INVESTMENTS, INC.	210,763210,763	$11M	—	—
34	TRUIST FINANCIAL CORP	204,987204,987	$11M	—	—
35	Buck Wealth Strategies, LLC	196,474196,474	$10M	—	TRIM -13%
36	ROYAL BANK OF CANADA	194,174194,174	$10M	—	TRIM -9%
37	CHANNEL WEALTH LLC	182,044182,044	$9M	—	ADD 31%
38	One Charles Private Wealth Services, LLC	181,512181,512	$9M	—	ADD 30%
39	COURIER CAPITAL LLC	180,788180,788	$9M	—	ADD 8%
40	MAI Capital Management	176,965176,965	$9M	—	ADD 25%
41	Englebert Financial Advisers, LLC	156,821156,821	$8M	—	ADD 14%
42	STIFEL FINANCIAL CORP	151,072151,072	$8M	—	ADD 21%
43	WINEBRENNER CAPITAL MANAGEMENT LLC	143,567143,567	$7M	—	ADD 18%
44	Cornerstone Wealth Group, LLC	138,696138,696	$7M	—	ADD 11%
45	Talon Private Wealth, LLC	131,256131,256	$7M	—	NEW
46	FLAGSHIP HARBOR ADVISORS, LLC	128,870128,870	$7M	—	ADD 19%
47	HARBOR INVESTMENT ADVISORY, LLC	119,749119,749	$6M	—	ADD 38%
48	Wealthcare Advisory Partners LLC	117,093117,093	$6M	—	ADD 6%
49	Waterfront Wealth Inc.	116,078116,078	$6M	—	ADD 22%
50	Prasad Wealth Partners, LLC	110,026110,026	$6M	—	ADD 3%
51	Sage Advisory Services, Ltd.Co.	103,879103,879	$5M	—	—
52	Atria Investments, Inc	103,611103,611	$5M	—	ADD 9%
53	Brookstone Capital Management	99,76099,760	$5M	—	TRIM -16%
54	Weaver Consulting Group	95,13795,137	$5M	—	ADD 19%
55	Auour Investments LLC	94,87494,874	$5M	—	TRIM -11%
56	StoneCrest Wealth Management, Inc.	82,17982,179	$4M	—	—
57	Seneca House Advisors	82,16682,166	$4M	—	TRIM -4%
58	Brookwood Investment Group LLC	80,55180,551	$4M	—	NEW
59	Miller Global Investments, LLC	78,24578,245	$4M	—	—
60	JANUS HENDERSON GROUP PLC	76,33376,333	$4M	—	TRIM -37%
61	Merkkuri Wealth Advisors LLC	75,62775,627	$4M	—	TRIM -3%
62	Aureum Wealth Management, LLC	74,21274,212	$4M	—	ADD 26%
63	GOLDMAN SACHS GROUP INC	69,16669,166	$4M	—	TRIM -24%
64	BYRNE FINANCIAL FREEDOM, LLC	68,21068,210	$4M	—	ADD 17%
65	Castle Rock Wealth Management, LLC	62,05062,050	$3M	—	ADD 10%
66	PNC FINANCIAL SERVICES GROUP, INC.	60,31060,310	$3M	—	ADD 2%
67	Transamerica Financial Advisors, LLC	60,05160,051	$3M	—	TRIM -3%
68	NORTHBRIDGE FINANCIAL GROUP, LLC	55,76255,762	$3M	—	—
69	WELLS FARGO & COMPANY/MN	54,09754,097	$3M	—	TRIM -42%
70	Gladstone Institutional Advisory LLC	48,21548,215	$2M	—	TRIM -8%
71	QTR Family Wealth, LLC	45,11345,113	$2M	—	ADD 4%
72	1620 INVESTMENT ADVISORS, INC.	44,92944,929	$2M	—	ADD 3%
73	JANE STREET GROUP, LLC	44,00144,001	$2M	—	ADD 351%
74	Farther Finance Advisors, LLC	43,78143,781	$2M	—	TRIM -33%
75	Endowment Wealth Management, Inc.	41,83141,831	$2M	—	ADD 23%
76	CITADEL ADVISORS LLC	38,02238,022	$2M	—	ADD 182%
77	Signal Advisors Wealth, LLC	33,59433,594	$2M	—	ADD 7%
78	Hidden Cove Wealth Management, LLC	31,35831,358	$2M	—	TRIM -71%
79	Janney Montgomery Scott LLC	30,35330,353	$2M	—	ADD 7%
80	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	28,83528,835	$1M	—	TRIM -54%
81	Bulwark Capital Corp	28,82028,820	$1M	—	—
82	LEAVELL INVESTMENT MANAGEMENT, INC.	24,05324,053	$1M	—	ADD 9%
83	WESPAC Advisors, LLC	20,66420,664	$1M	—	ADD 15%
84	OLD MISSION CAPITAL LLC	20,21620,216	$1M	—	NEW
85	OneDigital Investment Advisors LLC	19,91719,917	$1M	—	TRIM -2%
86	BOS Asset Management, LLC	19,02519,025	$980,739	—	—
87	SUSQUEHANNA INTERNATIONAL GROUP, LLP	17,78817,788	$916,971	—	ADD 137%
88	BANK OF AMERICA CORP /DE/	16,60816,608	$856,135	—	ADD 112%
89	Bridgewealth Advisory Group, LLC	16,31416,314	$840,987	—	TRIM -17%
90	Mariner, LLC	16,27516,275	$838,962	—	—
91	Arkadios Wealth Advisors	14,90014,900	$768,086	—	ADD 82%
92	Community Bank, N.A.	14,63414,634	$754,225	—	ADD 16%
93	IHT Wealth Management, LLC	14,54514,545	$749,774	—	TRIM -13%
94	Orion Porfolio Solutions, LLC	14,53314,533	$749,176	—	ADD 41%
95	Comprehensive Financial Planning, Inc./PA	14,41014,410	$742,874	—	TRIM -6%
96	Northside Capital Management, LLC	14,00014,000	$721,700	—	—
97	MMA ASSET MANAGEMENT LLC	13,69113,691	$705,771	—	TRIM -27%
98	Medallion Wealth Advisors, LLC	13,03513,035	$671,954	—	ADD 335%
99	VERUS CAPITAL PARTNERS, LLC	12,70512,705	$654,943	—	ADD 112%
100	Brucke Financial, Inc.	12,68512,685	$653,888	—	ADD 156%

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 · 104 bought / 60 sold · net +1,463,893 shares · 13.5d of ADV

Bought104 filers

Shares: 3,581,291
Value: $185M
Opened: 22 · 320,052 sh
Days of ADV: 33.1d

Sold60 filers

Shares: 2,117,398
Value: $109M
Closed: 21 · 919,833 sh
Days of ADV: 19.6d

Net (all filers) +1,463,893 sh · $75M · 6.3% 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

OSAIC HOLDINGS, INC.

31K

65K

2.4M

2.5M

$131M

LPL Financial LLC

111K

258K

286K

757K

1.1M

2.1M

$107M

TRAPHAGEN INVESTMENT ADVISORS LLC

—

437K

820K

884K

1.0M

$52M

UBS Group AG

187K

270K

474K

602K

684K

926K

$48M

Grant Street Asset Management, Inc.

—

769K

807K

832K

839K

870K

$45M

Focus Partners Wealth

—

798K

803K

$41M

Clearwater Capital Advisors, LLC

—

599K

771K

$40M

RAYMOND JAMES FINANCIAL INC

60K

533K

776K

753K

$39M

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

292K

1.0M

1.2M

1.3M

709K

$37M

ATWOOD & PALMER INC

360K

449K

649K

658K

684K

699K

$36M

Sanctuary Advisors, LLC

10K

282K

475K

511K

577K

$30M

Bank of New York Mellon Corp

113K

110K

132K

504K

505K

559K

$29M

Financial Enhancement Group LLC

488K

474K

469K

471K

491K

505K

$26M

Cambridge Investment Research Advisors, Inc.

194K

208K

389K

426K

479K

503K

$26M

NOTTINGHAM ADVISORS, INC.

425K

374K

349K

363K

375K

496K

$26M

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	153	24,846,308	—	$1.3B
2025-Q4	152	23,382,415	—	$1.2B
2025-Q3	134	20,161,508	—	$1.1B
2025-Q2	106	14,666,205	—	$771M
2025-Q1	92	11,875,374	—	$621M
2024-Q4	69	8,662,328	—	$449M
2024-Q3	45	5,848,636	—	$310M
2024-Q2	34	5,019,650

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 JSI · 2026-Q1 methodology → sources →

153 holders

% of shares outstanding held

—

Shares held (13F)

24,846,308

Reporting holders

153

Active share of register97.0%150 active filers

Index / screened out3.0%3 filers

Reporting holders1532026-Q1

Top-10 concentration44.9%

HHI0.0328

Effective holders30.5

Crowding percentile—

Crowding percentile withheld — no market cap for JSI 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 153 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	OSAIC HOLDINGS, INC.	2,544,3212.5M	$131M	—	ADD 5%
2	LPL Financial LLC	2,073,2122.1M	$107M	—	ADD 89%
3	TRAPHAGEN INVESTMENT ADVISORS LLC	1,011,2491.0M	$52M	—	ADD 14%
4	UBS Group AG	925,798925,798	$48M	—	ADD 35%
5	Grant Street Asset Management, Inc.	870,181870,181	$45M	—	ADD 4%
6	Focus Partners Wealth	802,643802,643	$41M	—	—
7	Clearwater Capital Advisors, LLC	771,127771,127	$40M	—	ADD 29%
8	RAYMOND JAMES FINANCIAL INC	752,852752,852	$39M	—	TRIM -3%
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	708,635708,635	$37M	—	TRIM -46%
10	ATWOOD & PALMER INC	699,263699,263	$36M	—	ADD 2%
11	Sanctuary Advisors, LLC	577,225577,225	$30M	—	ADD 13%
12	Bank of New York Mellon Corp	558,894558,894	$29M	—	ADD 11%
13	Financial Enhancement Group LLC	505,492505,492	$26M	—	ADD 3%
14	Cambridge Investment Research Advisors, Inc.	503,225503,225	$26M	—	ADD 5%
15	NOTTINGHAM ADVISORS, INC.	495,997495,997	$26M	—	ADD 32%
16	Advisory Resource Group	465,311465,311	$24M	—	TRIM -5%
17	Greenwich Wealth Management LLC	441,365441,365	$23M	—	—
18	AMERIPRISE FINANCIAL INC	442,499442,499	$23M	—	TRIM -11%
19	AE Wealth Management LLC	410,581410,581	$21M	—	ADD 28%
20	Private Advisor Group, LLC	404,788404,788	$21M	—	ADD 36%
21	Guardian Financial Partners, LLC	403,212403,212	$21M	—	ADD 23%
22	Marshall Financial Group, LLC	394,178394,178	$20M	—	TRIM -4%
23	Flaharty Asset Management, LLC	393,067393,067	$20M	—	—
24	MORGAN STANLEY	309,632309,632	$16M	—	ADD 32%
25	Quaker Wealth Management, LLC	279,760279,760	$14M	—	ADD 3%
26	ENVESTNET ASSET MANAGEMENT INC	273,944273,944	$14M	—	ADD 14%
27	Kensington Asset Management, LLC	264,409264,409	$14M	—	TRIM -26%
28	Kestra Advisory Services, LLC	248,158248,158	$13M	—	ADD 51%
29	EPIQ PARTNERS, LLC	234,433234,433	$12M	—	ADD 2%
30	Apollon Wealth Management, LLC	230,855230,855	$12M	—	ADD 43%
31	Addison Capital Co	225,924225,924	$12M	—	ADD 197%
32	Corient Private Wealth LLC	224,142224,142	$11M	—	ADD 36%
33	HARBOUR INVESTMENTS, INC.	210,763210,763	$11M	—	—
34	TRUIST FINANCIAL CORP	204,987204,987	$11M	—	—
35	Buck Wealth Strategies, LLC	196,474196,474	$10M	—	TRIM -13%
36	ROYAL BANK OF CANADA	194,174194,174	$10M	—	TRIM -9%
37	CHANNEL WEALTH LLC	182,044182,044	$9M	—	ADD 31%
38	One Charles Private Wealth Services, LLC	181,512181,512	$9M	—	ADD 30%
39	COURIER CAPITAL LLC	180,788180,788	$9M	—	ADD 8%
40	MAI Capital Management	176,965176,965	$9M	—	ADD 25%
41	Englebert Financial Advisers, LLC	156,821156,821	$8M	—	ADD 14%
42	STIFEL FINANCIAL CORP	151,072151,072	$8M	—	ADD 21%
43	WINEBRENNER CAPITAL MANAGEMENT LLC	143,567143,567	$7M	—	ADD 18%
44	Cornerstone Wealth Group, LLC	138,696138,696	$7M	—	ADD 11%
45	Talon Private Wealth, LLC	131,256131,256	$7M	—	NEW
46	FLAGSHIP HARBOR ADVISORS, LLC	128,870128,870	$7M	—	ADD 19%
47	HARBOR INVESTMENT ADVISORY, LLC	119,749119,749	$6M	—	ADD 38%
48	Wealthcare Advisory Partners LLC	117,093117,093	$6M	—	ADD 6%
49	Waterfront Wealth Inc.	116,078116,078	$6M	—	ADD 22%
50	Prasad Wealth Partners, LLC	110,026110,026	$6M	—	ADD 3%
51	Sage Advisory Services, Ltd.Co.	103,879103,879	$5M	—	—
52	Atria Investments, Inc	103,611103,611	$5M	—	ADD 9%
53	Brookstone Capital Management	99,76099,760	$5M	—	TRIM -16%
54	Weaver Consulting Group	95,13795,137	$5M	—	ADD 19%
55	Auour Investments LLC	94,87494,874	$5M	—	TRIM -11%
56	StoneCrest Wealth Management, Inc.	82,17982,179	$4M	—	—
57	Seneca House Advisors	82,16682,166	$4M	—	TRIM -4%
58	Brookwood Investment Group LLC	80,55180,551	$4M	—	NEW
59	Miller Global Investments, LLC	78,24578,245	$4M	—	—
60	JANUS HENDERSON GROUP PLC	76,33376,333	$4M	—	TRIM -37%
61	Merkkuri Wealth Advisors LLC	75,62775,627	$4M	—	TRIM -3%
62	Aureum Wealth Management, LLC	74,21274,212	$4M	—	ADD 26%
63	GOLDMAN SACHS GROUP INC	69,16669,166	$4M	—	TRIM -24%
64	BYRNE FINANCIAL FREEDOM, LLC	68,21068,210	$4M	—	ADD 17%
65	Castle Rock Wealth Management, LLC	62,05062,050	$3M	—	ADD 10%
66	PNC FINANCIAL SERVICES GROUP, INC.	60,31060,310	$3M	—	ADD 2%
67	Transamerica Financial Advisors, LLC	60,05160,051	$3M	—	TRIM -3%
68	NORTHBRIDGE FINANCIAL GROUP, LLC	55,76255,762	$3M	—	—
69	WELLS FARGO & COMPANY/MN	54,09754,097	$3M	—	TRIM -42%
70	Gladstone Institutional Advisory LLC	48,21548,215	$2M	—	TRIM -8%
71	QTR Family Wealth, LLC	45,11345,113	$2M	—	ADD 4%
72	1620 INVESTMENT ADVISORS, INC.	44,92944,929	$2M	—	ADD 3%
73	JANE STREET GROUP, LLC	44,00144,001	$2M	—	ADD 351%
74	Farther Finance Advisors, LLC	43,78143,781	$2M	—	TRIM -33%
75	Endowment Wealth Management, Inc.	41,83141,831	$2M	—	ADD 23%
76	CITADEL ADVISORS LLC	38,02238,022	$2M	—	ADD 182%
77	Signal Advisors Wealth, LLC	33,59433,594	$2M	—	ADD 7%
78	Hidden Cove Wealth Management, LLC	31,35831,358	$2M	—	TRIM -71%
79	Janney Montgomery Scott LLC	30,35330,353	$2M	—	ADD 7%
80	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	28,83528,835	$1M	—	TRIM -54%
81	Bulwark Capital Corp	28,82028,820	$1M	—	—
82	LEAVELL INVESTMENT MANAGEMENT, INC.	24,05324,053	$1M	—	ADD 9%
83	WESPAC Advisors, LLC	20,66420,664	$1M	—	ADD 15%
84	OLD MISSION CAPITAL LLC	20,21620,216	$1M	—	NEW
85	OneDigital Investment Advisors LLC	19,91719,917	$1M	—	TRIM -2%
86	BOS Asset Management, LLC	19,02519,025	$980,739	—	—
87	SUSQUEHANNA INTERNATIONAL GROUP, LLP	17,78817,788	$916,971	—	ADD 137%
88	BANK OF AMERICA CORP /DE/	16,60816,608	$856,135	—	ADD 112%
89	Bridgewealth Advisory Group, LLC	16,31416,314	$840,987	—	TRIM -17%
90	Mariner, LLC	16,27516,275	$838,962	—	—
91	Arkadios Wealth Advisors	14,90014,900	$768,086	—	ADD 82%
92	Community Bank, N.A.	14,63414,634	$754,225	—	ADD 16%
93	IHT Wealth Management, LLC	14,54514,545	$749,774	—	TRIM -13%
94	Orion Porfolio Solutions, LLC	14,53314,533	$749,176	—	ADD 41%
95	Comprehensive Financial Planning, Inc./PA	14,41014,410	$742,874	—	TRIM -6%
96	Northside Capital Management, LLC	14,00014,000	$721,700	—	—
97	MMA ASSET MANAGEMENT LLC	13,69113,691	$705,771	—	TRIM -27%
98	Medallion Wealth Advisors, LLC	13,03513,035	$671,954	—	ADD 335%
99	VERUS CAPITAL PARTNERS, LLC	12,70512,705	$654,943	—	ADD 112%
100	Brucke Financial, Inc.	12,68512,685	$653,888	—	ADD 156%

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 · 104 bought / 60 sold · net +1,463,893 shares · 13.5d of ADV

Bought104 filers

Shares: 3,581,291
Value: $185M
Opened: 22 · 320,052 sh
Days of ADV: 33.1d

Sold60 filers

Shares: 2,117,398
Value: $109M
Closed: 21 · 919,833 sh
Days of ADV: 19.6d

Net (all filers) +1,463,893 sh · $75M · 6.3% 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

OSAIC HOLDINGS, INC.

31K

65K

2.4M

2.5M

$131M

LPL Financial LLC

111K

258K

286K

757K

1.1M

2.1M

$107M

TRAPHAGEN INVESTMENT ADVISORS LLC

—

437K

820K

884K

1.0M

$52M

UBS Group AG

187K

270K

474K

602K

684K

926K

$48M

Grant Street Asset Management, Inc.

—

769K

807K

832K

839K

870K

$45M

Focus Partners Wealth

—

798K

803K

$41M

Clearwater Capital Advisors, LLC

—

599K

771K

$40M

RAYMOND JAMES FINANCIAL INC

60K

533K

776K

753K

$39M

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

292K

1.0M

1.2M

1.3M

709K

$37M

ATWOOD & PALMER INC

360K

449K

649K

658K

684K

699K

$36M

Sanctuary Advisors, LLC

10K

282K

475K

511K

577K

$30M

Bank of New York Mellon Corp

113K

110K

132K

504K

505K

559K

$29M

Financial Enhancement Group LLC

488K

474K

469K

471K

491K

505K

$26M

Cambridge Investment Research Advisors, Inc.

194K

208K

389K

426K

479K

503K

$26M

NOTTINGHAM ADVISORS, INC.

425K

374K

349K

363K

375K

496K

$26M

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	153	24,846,308	—	$1.3B
2025-Q4	152	23,382,415	—	$1.2B
2025-Q3	134	20,161,508	—	$1.1B
2025-Q2	106	14,666,205	—	$771M
2025-Q1	92	11,875,374	—	$621M
2024-Q4	69	8,662,328	—	$449M
2024-Q3	45	5,848,636	—	$310M
2024-Q2	34	5,019,650

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

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

Institutional footprint by quarter

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

Top holders

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

Institutional footprint by quarter

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JSI