Institutional Holders (2026 Q2)
105 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JGLO. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Arlington Financial Advisors, LLC | 3.08% | 340,971 | $24.3M |
| 2 | WealthPlan Investment Management, LLC | 0.86% | 242,169 | $17.2M |
| 3 | Hopwood Nicholas Hunter | 0.82% | 37,425 | $2.5M |
| 4 | Lockerman Financial Group, INC. | 0.79% | 7,299 | $520K |
| 5 | 5T Wealth, LLC | 0.64% | 24,254 | $1.7M |
| 6 | WealthPLAN Partners, LLC | 0.50% | 36,917 | $2.6M |
| 7 | Vestmark Advisory Solutions, Inc. | 0.47% | 699,827 | $49.8M |
| 8 | Elevation Wealth Management LLC | 0.44% | 8,344 | $594K |
| 9 | Ameritas Advisory Services, LLC | 0.33% | 232,001 | $16.5M |
| 10 | Jpmorgan Chase & Co | 0.24% | 61,618,247 | $4.35B |
| 11 | Emergent Wealth Advisors, LLC | 0.24% | 6,456 | $460K |
| 12 | XP Advisory US, Inc. | 0.21% | 5,461 | $389K |
| 13 | Wesbanco Bank Inc | 0.20% | 114,866 | $8.2M |
| 14 | Wbh Advisory Inc | 0.19% | 40,247 | $2.9M |
| 15 | HUB Investment Partners, LLC | 0.18% | 138,345 | $9.9M |
| 16 | Visionary Wealth Advisors | 0.17% | 61,852 | $4.4M |
| 17 | Medallion Wealth Advisors, LLC | 0.17% | 5,355 | $527K |
| 18 | MN Wealth Advisors, LLC | 0.16% | 5,293 | $377K |
| 19 | Tripletail Wealth Management, LLC | 0.16% | 1,952 | $139K |
| 20 | Triad Wealth Partners, LLC | 0.14% | 33,513 | $2.4M |
| 21 | Unique Wealth, LLC | 0.14% | 17,272 | $1.2M |
| 22 | Richardson Financial Services INC. | 0.13% | 3,122 | $222K |
| 23 | Firethorn Wealth Partners, LLC | 0.10% | 4,556 | $324K |
| 24 | Ascension Capital Advisors, Inc. | 0.09% | 4,588 | $327K |
| 25 | 3Chopt Investment Partners, LLC | 0.06% | 4,748 | $338K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|