JBBB Institutional Ownership
Who owns JBBB and what the big funds did with it last quarter, from every SEC 13F filing. 195 funds reported holding JBBB at Jun 30, 2026.
- ▲111 buying vs 90 selling
- ▲Shares held by funds +76.0%
- ▲Funds holding +18
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 195 | 177 | +10.2% |
| In funds' top 10 | 7 | 6 | +16.7% |
| 13F shares | 17.1M | 9.7M | +76.0% |
| Held by funds | – | – | – |
| New positions | 41 | 29 | +41.4% |
| Increased | 70 | 62 | +12.9% |
| Reduced | 67 | 69 | −2.9% |
| Sold out | 23 | 35 | −34.3% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 20K | −100.0% |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in JBBB
All superinvestors →
Who owns JBBB
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds84.9%
- Banks and brokers13.0%
- Pensions, insurers and other2.2%
The top 10 holders own 60.0% of all JBBB shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
96 funds changed their position- Financial Enhancement Group LLCSold out−137K sh
- WT Wealth ManagementSold out−136K sh
- Client First Investment Management LLCNew+128K sh
- Foguth Wealth Management, LLC.Trimmed−125K sh
- Sage Advisory Services, Ltd.Co.Added+96K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Jupiter Topco LLC | – | 6.4M | $302M | – |
| 2 | LPL Financial LLC | – | 717K | $33.9M | +80K |
| 3 | Pathstone Holdings, LLC | – | 653K | $30.9M | +2,727 |
| 4 | UBS Group AG | – | 490K | $23.2M | +64K |
| 5 | Envestnet Asset Management Inc | – | 480K | $22.7M | +417K |
| 6 | Bank of New York Mellon Corp | – | 388K | $18.4M | +363K |
| 7 | TT Capital Management LLC | – | 290K | $13.7M | +7,565 |
| 8 | Markowski Investments | – | 288K | $13.6M | – |
| 9 | Ocean Park Asset Management, LLC | – | 276K | $13.1M | 0 |
| 10 | Border to Coast Pensions Partnership Ltd | – | 275K | $13M | +10K |
- Envestnet Asset Management Inc+417K sh+$19.8M
- Bank of New York Mellon Corp+363K sh+$17.2M
- Foguth Wealth Management, LLC.+143K sh+$6.8M
- Royal Bank of Canada+136K sh+$6.4M
- Ssi Investment Management LLC+133K sh+$6.3M
- Raymond James Financial Inc+111K sh+$5.3M
- Envestnet Portfolio Solutions, Inc.+91K sh+$4.3M
- Conning Inc.+84K sh+$4M
- Bank of America Corp /de/−500K sh−$23.3M
- Independent Financial Group, LLC−247K sh−$11.7M
- Morgan Stanley−200K sh−$9.5M
- Insight Wealth Strategies, LLC−173K sh−$8.1M
- Destiny Wealth Partners, LLC−95K sh−$4.5M
- Ameriprise Financial Inc−92K sh−$4.4M
- LFG Wealth Partners, LLC−65K sh−$3M
- Prevail Innovative Wealth Advisors, LLC−47K sh−$2.2M
JBBB institutional ownership FAQ
Who owns the most JBBB stock?
In Q2 2026 13F filings the largest holder of JBBB was Jupiter Topco LLC, followed by LPL Financial LLC and Pathstone Holdings, LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of JBBB is owned by institutions?
195 funds reported holding 17.1M JBBB shares at Jun 30, 2026.
Are hedge funds buying JBBB?
In Q2 2026, 111 funds bought JBBB (41 of them new positions) and 90 sold (23 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for JBBB is strongly bullish.
What is JBBB's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this JBBB ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.