Institutional Holders (2026 Q2)
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 | 2.29% | 3,301,932 | $16.0M |
| 2 | Matisse Capital | 0.74% | 380,000 | $1.8M |
| 3 | Traub Capital Management LLC | 0.60% | 137,252 | $667K |
| 4 | DCF Advisers, LLC | 0.45% | 528,113 | $2.6M |
| 5 | Absolute Investment Advisers, LLC | 0.44% | 932,452 | $4.5M |
| 6 | North Ground Capital | 0.44% | 74,901 | $364K |
| 7 | Castleview Partners, LLC | 0.33% | 155,708 | $757K |
| 8 | Icon Advisers Inc/Co | 0.28% | 306,035 | $1.5M |
| 9 | Atlas Wealth LLC | 0.26% | 380,988 | $1.9M |
| 10 | Future Financial Wealth Managment LLC | 0.24% | 81,392 | $387K |
| 11 | Total Wealth Planning & Management, Inc. | 0.24% | 71,795 | $349K |
| 12 | 1607 Capital Partners, LLC | 0.23% | 550,907 | $2.7M |
| 13 | Closed-End Fund Advisors, Inc. | 0.23% | 48,856 | $237K |
| 14 | Kmt Wealth Management, LLC | 0.22% | 54,431 | $265K |
| 15 | Advisors Asset Management, Inc. | 0.17% | 2,347,246 | $11.4M |
| 16 | Wealth Effects LLC | 0.16% | 124,113 | $603K |
| 17 | Quarry LP | 0.16% | 384,710 | $1.9M |
| 18 | Logan Stone Capital, LLC | 0.14% | 137,280 | $667K |
| 19 | Virtus Investment Advisers, LLC | 0.10% | 89,789 | $436K |
| 20 | Adapt Wealth Advisors, LLC | 0.10% | 59,942 | $291K |
| 21 | Decision Investments, Inc | 0.08% | 18,750 | $91K |
| 22 | Centurion Wealth Management LLC | 0.08% | 66,465 | $323K |
| 23 | Venture Visionary Partners LLC | 0.07% | 535,467 | $2.6M |
| 24 | Encompass More Asset Management | 0.07% | 92,852 | $451K |
| 25 | Guggenheim Capital LLC | 0.06% | 2,057,071 | $10.0M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|