Institutional Holders (2026 Q1)
152 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JSI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Englebert Financial Advisers, LLC | 9.19% | 156,821 | $8.1M |
| 2 | Guardian Financial Partners, LLC | 8.77% | 403,212 | $20.8M |
| 3 | Grant Street Asset Management, Inc. | 8.64% | 870,181 | $44.9M |
| 4 | Epiq Partners, LLC | 5.65% | 234,433 | $12.1M |
| 5 | Winebrenner Capital Management LLC | 4.75% | 143,567 | $7.4M |
| 6 | Quaker Wealth Management, LLC | 4.50% | 279,760 | $14.4M |
| 7 | Traphagen Investment Advisors LLC | 4.22% | 1,011,249 | $52.1M |
| 8 | Advisory Resource Group | 4.13% | 465,311 | $24.0M |
| 9 | Miller Global Investments, LLC | 3.70% | 78,245 | $4.0M |
| 10 | Nottingham Advisors, INC. | 3.29% | 495,997 | $25.6M |
| 11 | Financial Enhancement Group LLC | 3.25% | 505,492 | $26.3M |
| 12 | Marshall Financial Group, LLC | 3.25% | 394,178 | $20.3M |
| 13 | Clearwater Capital Advisors, LLC | 3.21% | 771,127 | $39.8M |
| 14 | Sage Advisory Services, Ltd.Co. | 2.93% | 103,879 | $5.4M |
| 15 | Aureum Wealth Management, LLC | 2.66% | 74,212 | $3.8M |
| 16 | Merkkuri Wealth Advisors LLC | 2.58% | 75,627 | $3.9M |
| 17 | Flaharty Asset Management, LLC | 2.52% | 393,067 | $20.3M |
| 18 | One Charles Private Wealth Services, LLC | 2.34% | 181,512 | $9.4M |
| 19 | Channel Wealth LLC | 2.27% | 182,044 | $9.4M |
| 20 | Addison Capital Co | 2.07% | 225,924 | $11.6M |
| 21 | Atwood & Palmer Inc | 2.03% | 699,263 | $36.0M |
| 22 | StoneCrest Wealth Management, Inc. | 1.79% | 82,179 | $4.2M |
| 23 | Seneca House Advisors | 1.68% | 82,166 | $4.2M |
| 24 | Byrne Financial Freedom, LLC | 1.68% | 68,210 | $3.5M |
| 25 | 1620 Investment Advisors, INC. | 1.57% | 44,929 | $2.3M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|