JFLX — Institutional owners (13F)

89 filers · $904.7M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
JPMORGAN CHASE & CO $159,911,350 3,174,103 17.68% Shares
Glenview Trust Co $107,743,053 2,137,759 11.91% Shares
Provenance Wealth Advisors, LLC $73,045,914 1,449,324 8.07% Shares
WELLS FARGO & COMPANY/MN $69,325,294 1,375,502 7.66% Shares
Pinnacle Financial Partners, Inc. $43,468,635 862,473 4.80% Shares
PINNACLE FINANCIAL PARTNERS INC $38,025,820 757,259 4.20% Shares
Allegheny Financial Group $35,383,566 702,054 3.91% Shares
ASSETMARK, INC $31,223,535 619,515 3.45% Shares
COMMONWEALTH EQUITY SERVICES, LLC $28,367,060 562,838 3.14% Shares
LPL Financial LLC $24,169,552 479,555 2.67% Shares
American Trust $23,055,801 457,456 2.55% Shares
Sterling Investment Advisors, Ltd. $22,785,093 452,085 2.52% Shares
RAYMOND JAMES FINANCIAL INC $21,737,215 431,294 2.40% Shares
Spartan Wealth Advisory Services LLC $21,623,552 429,039 2.39% Shares
ARQ WEALTH ADVISORS, LLC $19,280,253 386,223 2.13% Shares
Coastal Bridge Advisors, LLC $17,856,854 354,302 1.97% Shares
Cetera Investment Advisers $13,881,335 275,423 1.53% Shares
Bleakley Financial Group, LLC $13,179,468 261,497 1.46% Shares
WealthPlan Investment Management, LLC $13,114,818 260,215 1.45% Shares
Evolution Wealth Advisors, LLC $11,280,378 223,817 1.25% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $10,294,200 204,250 1.14% Shares
DAYMARK WEALTH PARTNERS, LLC $9,507,037 188,632 1.05% Shares
AMERIPRISE FINANCIAL INC $8,742,251 173,978 0.97% Shares
Perigon Wealth Management, LLC $8,700,785 172,635 0.96% Shares
ENVESTNET ASSET MANAGEMENT INC $7,381,868 146,466 0.82% Shares
ROYAL BANK OF CANADA $6,499,000 128,936 0.72% Shares
TRUIST FINANCIAL CORP $5,651,622 112,135 0.62% Shares
Rockefeller Capital Management L.P. $5,228,395 103,738 0.58% Shares
National Philanthropic Trust $4,745,009 94,147 0.52% Shares
KINTRA WEALTH, LLC $3,975,976 79,551 0.44% Shares
GOLDMAN SACHS GROUP INC $3,808,526 75,566 0.42% Shares
Focus Partners Wealth $3,603,449 71,497 0.40% Shares
CITADEL ADVISORS LLC $3,379,270 67,049 0.37% Shares
ARBOR CAPITAL MANAGEMENT INC /ADV $3,258,201 65,024 0.36% Shares
WealthPLAN Partners, LLC $3,159,180 62,682 0.35% Shares
JONES FINANCIAL COMPANIES LLLP $2,978,163 59,114 0.33% Shares
Sanctuary Advisors, LLC $1,779,996 35,317 0.20% Shares
OSAIC HOLDINGS, INC. $1,729,177 34,308 0.19% Shares
Simplicity Wealth,LLC $1,675,783 33,250 0.19% Shares
Private Advisor Group, LLC $1,548,654 30,727 0.17% Shares
UBS Group AG $1,545,415 30,663 0.17% Shares
Oak Barrel Wealth Advisory LLC $1,459,243 28,953 0.16% Shares
CHOREO, LLC $1,409,033 27,957 0.16% Shares
Bluesphere Advisors LLC $1,318,766 26,166 0.15% Shares
Klingman & Associates, LLC $1,278,497 25,367 0.14% Shares
ARWA LLC $1,212,456 24,210 0.13% Shares
Modern Wealth Management, LLC $1,128,708 22,395 0.12% Shares
Cedar Mountain Advisors, LLC $1,027,303 20,383 0.11% Shares
Krilogy Financial LLC $889,560 17,650 0.10% Shares
Certified Advisory Corp $883,734 17,534 0.10% Shares
Patton Albertson Miller Group, LLC $555,408 11,020 0.06% Shares
Stratos Wealth Partners, LTD. $552,485 10,962 0.06% Shares
Balefire, LLC $481,320 9,550 0.05% Shares
HARBOUR INVESTMENT MANAGEMENT LLC $469,965 9,325 0.05% Shares
L. Roy Papp & Associates, LLP $466,654 9,259 0.05% Shares
HB Wealth Management, LLC $447,804 8,885 0.05% Shares
GEN Financial Management, INC. $425,780 8,448 0.05% Shares
World Investment Advisors $389,272 7,817 0.04% Shares
Farther Finance Advisors, LLC $367,114 7,284 0.04% Shares
FAGAN ASSOCIATES, INC. $313,236 6,215 0.03% Shares
BTG Pactual Asset Management US LLC $310,666 6,164 0.03% Shares
STIFEL FINANCIAL CORP $280,980 5,575 0.03% Shares
MML INVESTORS SERVICES, LLC $269,952 5,356 0.03% Shares
B & T Capital Management DBA Alpha Capital Management $252,252 5,005 0.03% Shares
Wealthspire Advisors, LLC $212,461 4,215 0.02% Shares
MORGAN STANLEY $133,258 2,644 0.01% Shares
Princeton Global Asset Management LLC $120,186 2,385 0.01% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $83,369 1,654 0.01% Shares
Global Retirement Partners, LLC $82,152 1,630 0.01% Shares
HARBOUR INVESTMENTS, INC. $77,263 1,533 0.01% Shares
NewEdge Advisors, LLC $32,879 652 0.00% Shares
ROTHSCHILD INVESTMENT LLC $18,043 358 0.00% Shares
CWM, LLC $16,640 335 0.00% Shares
IFP Advisors, Inc $12,550 249 0.00% Shares
Rossby Financial, LCC $9,173 182 0.00% Shares
Cape Investment Advisory, Inc. $8,064 160 0.00% Shares
Trust Co $8,029 162 0.00% Shares
Ashton Thomas Private Wealth, LLC $7,409 147 0.00% Shares
AE Wealth Management LLC $6,795 135 0.00% Shares
Bank & Trust Co $6,259 126 0.00% Shares
FIFTH THIRD BANCORP $4,133 82 0.00% Shares
Greenwich Wealth Management LLC $4,088 81,112 0.00% Shares
TOWER TRUST & INVESTMENT Co $3,981 79 0.00% Shares
Hickory Point Bank & Trust $3,273 67 0.00% Shares
Park Square Financial Group, LLC $1,764 35 0.00% Shares
RICHARDSON FINANCIAL SERVICES INC. $958 19 0.00% Shares
Cambridge Investment Research Advisors, Inc. $580 11,512 0.00% Shares
BESSEMER GROUP INC $393 7,800 0.00% Shares
CoreCap Advisors, LLC $50 1 0.00% Shares