Institutional Holders (2026 Q2)
86 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JSML. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Horizon Family Wealth, Inc. | 1.94% | 45,706 | $4.3M |
| 2 | Fidelity D & D Bancorp Inc | 1.72% | 53,943 | $5.0M |
| 3 | Triangle Securities Wealth Management | 1.65% | 89,479 | $8.3M |
| 4 | Z3 Capital Partners, LLC | 1.35% | 69,291 | $6.4M |
| 5 | Hennion & Walsh Asset Management, Inc. | 1.28% | 482,601 | $44.9M |
| 6 | Purus Wealth Management, LLC | 1.20% | 46,756 | $4.4M |
| 7 | Guerra Pan Advisors, LLC | 0.86% | 16,525 | $1.5M |
| 8 | Willner & Heller, LLC | 0.76% | 13,073 | $1.2M |
| 9 | Unified Investment Management | 0.53% | 6,228 | $580K |
| 10 | Quadcap Wealth Management, LLC | 0.51% | 55,931 | $5.2M |
| 11 | Dominguez Wealth Management Solutions, Inc. | 0.37% | 7,285 | $678K |
| 12 | MCF Advisors LLC | 0.32% | 97,028 | $9.0M |
| 13 | HF Advisory Group, LLC | 0.32% | 11,164 | $1.0M |
| 14 | Win Advisors, Inc | 0.22% | 6,759 | $629K |
| 15 | Great Valley Advisor Group, INC. | 0.22% | 148,098 | $13.8M |
| 16 | Stonebridge Financial Group, LLC / MO | 0.19% | 3,027 | $282K |
| 17 | Greenline Wealth Management LLC | 0.18% | 2,415 | $225K |
| 18 | Sovran Advisors, LLC | 0.13% | 20,195 | $1.8M |
| 19 | Key FInancial Inc | 0.13% | 8,278 | $770K |
| 20 | BlueChip Wealth Advisors LLC | 0.08% | 2,403 | $224K |
| 21 | Redhawk Wealth Advisors, Inc. | 0.07% | 8,134 | $757K |
| 22 | IAG Wealth Partners, LLC | 0.07% | 7,699 | $716K |
| 23 | Studio Investment Management LLC | 0.07% | 4,300 | $400K |
| 24 | KWB Wealth | 0.06% | 7,817 | $727K |
| 25 | Choreo, LLC | 0.06% | 56,418 | $5.2M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|