Institutional Holders (2026 Q1)
159 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JQC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Oak Hill Advisors LP | 1.83% | 3,301,932 | $16.1M |
| 2 | Matisse Capital | 0.65% | 314,469 | $1.5M |
| 3 | Absolute Investment Advisers, LLC | 0.65% | 1,139,849 | $5.6M |
| 4 | DCF Advisers, LLC | 0.62% | 476,336 | $2.3M |
| 5 | Quarry LP | 0.41% | 467,043 | $2.3M |
| 6 | Castleview Partners, LLC | 0.38% | 151,238 | $737K |
| 7 | Icon Advisers Inc/Co | 0.34% | 306,035 | $1.5M |
| 8 | Alexander Labrunerie & CO., INC. | 0.30% | 164,910 | $803K |
| 9 | Future Financial Wealth Managment LLC | 0.29% | 92,116 | $445K |
| 10 | Traub Capital Management LLC | 0.26% | 53,148 | $259K |
| 11 | 1607 Capital Partners, LLC | 0.25% | 714,960 | $3.5M |
| 12 | Closed-End Fund Advisors, Inc. | 0.24% | 48,856 | $238K |
| 13 | Logan Stone Capital, LLC | 0.23% | 169,231 | $824K |
| 14 | Total Wealth Planning & Management, Inc. | 0.22% | 60,119 | $293K |
| 15 | Wealth Effects LLC | 0.22% | 124,780 | $608K |
| 16 | City of London Investment Management Co Ltd | 0.19% | 535,847 | $2.6M |
| 17 | Advisors Asset Management, Inc. | 0.17% | 2,130,923 | $10.4M |
| 18 | Virtus Investment Advisers, LLC | 0.15% | 113,677 | $554K |
| 19 | Shaker Financial Services, LLC | 0.14% | 80,725 | $397K |
| 20 | Adapt Wealth Advisors, LLC | 0.13% | 71,684 | $349K |
| 21 | Decision Investments, Inc | 0.11% | 19,250 | $94K |
| 22 | Encompass More Asset Management | 0.09% | 110,645 | $539K |
| 23 | Guggenheim Capital LLC | 0.09% | 2,374,567 | $11.6M |
| 24 | Venture Visionary Partners LLC | 0.09% | 535,467 | $2.6M |
| 25 | Ionic Capital Management LLC | 0.07% | 208,434 | $1.0M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|