Institutional Holders (2026 Q1)
79 + 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. | 1.66% | 44,772 | $3.1M |
| 2 | FIDELITY D & D BANCORP INC | 1.37% | 48,738 | $3.4M |
| 3 | Triangle Securities Wealth Management | 1.34% | 84,456 | $5.9M |
| 4 | Z3 Capital Partners, LLC | 1.31% | 74,399 | $5.5M |
| 5 | Purus Wealth Management, LLC | 1.23% | 55,212 | $3.9M |
| 6 | WILLNER & HELLER, LLC | 0.74% | 14,246 | $998K |
| 7 | BLUE JEAN FINANCIAL LLC | 0.57% | 9,813 | $687K |
| 8 | Unified Investment Management | 0.45% | 6,228 | $436K |
| 9 | Dominguez Wealth Management Solutions, Inc. | 0.31% | 7,245 | $507K |
| 10 | HF Advisory Group, LLC | 0.27% | 11,146 | $781K |
| 11 | WIN ADVISORS, INC | 0.22% | 6,866 | $481K |
| 12 | Redhawk Wealth Advisors, Inc. | 0.19% | 25,199 | $1.8M |
| 13 | Stonebridge Financial Group, LLC / MO | 0.18% | 3,025 | $212K |
| 14 | Sovran Advisors, LLC | 0.11% | 17,642 | $1.4M |
| 15 | Key FInancial Inc | 0.08% | 6,508 | $456K |
| 16 | SILVER OAK SECURITIES, INCORPORATED | 0.07% | 12,729 | $891K |
| 17 | KWB Wealth | 0.06% | 8,358 | $615K |
| 18 | IAG Wealth Partners, LLC | 0.06% | 7,719 | $541K |
| 19 | Apollon Financial, LLC | 0.06% | 6,090 | $426K |
| 20 | Wealthcare Advisory Partners LLC | 0.06% | 42,401 | $3.0M |
| 21 | Farther Finance Advisors, LLC | 0.05% | 73,154 | $5.2M |
| 22 | STUDIO INVESTMENT MANAGEMENT LLC | 0.05% | 3,559 | $262K |
| 23 | Private Advisor Group, LLC | 0.04% | 120,283 | $8.4M |
| 24 | EARNED WEALTH ADVISORS, LLC | 0.04% | 8,174 | $572K |
| 25 | Orgel Wealth Management, LLC | 0.04% | 24,358 | $1.7M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|