Institutional Holders (2026 Q2)
195 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JBBB. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | TT Capital Management LLC | 10.69% | 289,726 | $13.7M |
| 2 | Epiq Partners, LLC | 5.06% | 251,777 | $11.9M |
| 3 | Markowski Investments | 3.00% | 287,639 | $13.6M |
| 4 | Clearview Wealth Management LLC | 2.78% | 91,449 | $4.3M |
| 5 | Flagship Capital Management Inc. | 2.65% | 88,610 | $4.2M |
| 6 | Englebert Financial Advisers, LLC | 1.85% | 39,752 | $1.9M |
| 7 | WT Wealth Management | 1.78% | 135,640 | $6.4M |
| 8 | Keeler Thomas Management LLC | 1.51% | 90,229 | $4.3M |
| 9 | Ridgeline Wealth, LLC | 1.32% | 47,575 | $2.3M |
| 10 | Adams Wealth Management | 1.25% | 138,199 | $6.5M |
| 11 | Auour Investments LLC | 1.15% | 84,611 | $4.0M |
| 12 | CacheTech Inc. | 1.13% | 147,420 | $7.0M |
| 13 | Banco BTG Pactual S.A. | 1.06% | 264,830 | $12.5M |
| 14 | Firethorn Wealth Partners, LLC | 1.05% | 69,032 | $3.3M |
| 15 | CV Advisors LLC | 0.98% | 112,170 | $5.3M |
| 16 | Destiny Wealth Partners, LLC | 0.96% | 143,364 | $6.8M |
| 17 | 4wealth Advisors, INC. | 0.94% | 25,810 | $1.2M |
| 18 | BTS Asset Management, Inc. | 0.93% | 9,284 | $440K |
| 19 | Foguth Wealth Management, LLC. | 0.80% | 148,459 | $7.0M |
| 20 | Financial Enhancement Group LLC | 0.77% | 137,186 | $6.5M |
| 21 | Denver PWM, LLC | 0.73% | 47,354 | $2.2M |
| 22 | Altium Investment Strategies LLC | 0.73% | 10,683 | $506K |
| 23 | Paragon Advisors, LLC | 0.70% | 69,937 | $3.3M |
| 24 | KG Capital Management | 0.64% | 22,867 | $1.1M |
| 25 | Ocean Park Asset Management, LLC | 0.63% | 276,200 | $13.1M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|