Institutional Holders (2026 Q2)
21 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JEMB. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Atwood & Palmer Inc | 3.35% | 1,166,905 | $62.8M |
| 2 | Financial Enhancement Group LLC | 0.79% | 122,620 | $6.6M |
| 3 | LexAurum Advisors, LLC | 0.27% | 43,034 | $2.3M |
| 4 | Hennion & Walsh Asset Management, Inc. | 0.27% | 174,007 | $9.4M |
| 5 | QTR Family Wealth, LLC | 0.25% | 13,206 | $711K |
| 6 | Jupiter Topco LLC | 0.15% | 6,634,105 | $356.9M |
| 7 | Transamerica Financial Advisors, LLC | 0.12% | 25,366 | $1.4M |
| 8 | Security National Bank of So Dak | 0.08% | 3,269 | $176K |
| 9 | Security National Bank of Sioux City Iowa /Ia/ | 0.05% | 2,102 | $113K |
| 10 | Osaic Holdings, INC. | 0.04% | 644,613 | $34.7M |
| 11 | Simplicity Wealth,LLC | 0.01% | 4,120 | $222K |
| 12 | Goldman Sachs Group Inc | 0.01% | 1,591,842 | $85.6M |
| 13 | Farther Finance Advisors, LLC | 0.01% | 14,636 | $787K |
| 14 | &Partners | 0.00% | 11,792 | $634K |
| 15 | Hrt Financial LP | 0.00% | 4,373 | $235K |
| 16 | Jane Street Group, LLC | 0.00% | 60,379 | $3.2M |
| 17 | Mariner, LLC | 0.00% | 4,209 | $226K |
| 18 | Citadel Advisors LLC | 0.00% | 36,310 | $2.0M |
| 19 | LPL Financial LLC | 0.00% | 11,703 | $630K |
| 20 | AE Wealth Management LLC | 0.00% | 297 | $16K |
| 21 | UBS Group AG | 0.00% | 408 | $22K |
| 22 | Morgan Stanley | 0.00% | 43 | $2K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|