Institutional Holders (2026 Q1)
172 + 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 | 10.84% | 282,161 | $13.2M |
| 2 | Epiq Partners, LLC | 5.57% | 256,035 | $11.9M |
| 3 | Clearview Wealth Management LLC | 3.06% | 92,944 | $4.3M |
| 4 | Flagship Capital Management Inc. | 2.98% | 86,955 | $4.1M |
| 5 | Keeler Thomas Management LLC | 2.01% | 102,021 | $4.8M |
| 6 | Ridgeline Wealth, LLC | 1.96% | 58,827 | $2.7M |
| 7 | LFG Wealth Partners, LLC | 1.82% | 64,852 | $3.0M |
| 8 | WT Wealth Management | 1.68% | 121,409 | $5.7M |
| 9 | Adams Wealth Management | 1.48% | 144,417 | $6.7M |
| 10 | CV Advisors LLC | 1.41% | 110,935 | $5.2M |
| 11 | Englebert Financial Advisers, LLC | 1.38% | 25,979 | $1.2M |
| 12 | CacheTech Inc. | 1.35% | 150,736 | $7.0M |
| 13 | Destiny Wealth Partners, LLC | 1.22% | 238,591 | $11.1M |
| 14 | BTS Asset Management, Inc. | 1.16% | 6,435 | $300K |
| 15 | Firethorn Wealth Partners, LLC | 1.06% | 62,247 | $2.9M |
| 16 | Paragon Advisors, LLC | 1.00% | 79,197 | $3.7M |
| 17 | 4wealth Advisors, INC. | 0.96% | 24,087 | $1.1M |
| 18 | Auour Investments LLC | 0.95% | 64,630 | $3.0M |
| 19 | Insight Wealth Strategies, LLC | 0.90% | 173,270 | $8.1M |
| 20 | Banco BTG Pactual S.A. | 0.88% | 215,894 | $10.1M |
| 21 | Financial Enhancement Group LLC | 0.77% | 132,174 | $6.2M |
| 22 | Hidden Cove Wealth Management, LLC | 0.77% | 25,723 | $1.2M |
| 23 | KG Capital Management | 0.76% | 22,849 | $1.1M |
| 24 | Denver PWM, LLC | 0.62% | 37,995 | $1.8M |
| 25 | Nilsine Partners, LLC | 0.54% | 145,982 | $6.9M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|