Funds Holding JAGG

On this page, we present all of the funds holding JAGG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JAGG, with a link to that fund's top holdings. The next columns indicate the amount of JAGG stock held by each of the funds holding JAGG, followed by the JAGG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 40 funds holding JAGG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding JAGG), click the fund name in the "Holder" column of the funds-holding-JAGG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC3,741,720$172,793 06/30/2023
     JAGG3,741,720$172,793 06/30/2023
Symmetry Partners LLC1,516,693$70,041 06/30/2023
     JAGG1,516,693$70,041 06/30/2023
Cambridge Investment Research Advisors Inc.750,889$34,676 06/30/2023
     JAGG750,889$34,676 06/30/2023
Envestnet Asset Management Inc.614,945$28,398 06/30/2023
     JAGG614,945$28,398 06/30/2023
Iron Horse Wealth Management LLC354,703$16,380 06/30/2023
     JAGG354,703$16,380 06/30/2023
Garrett Investment Advisors LLC261,513$12,077 06/30/2023
     JAGG261,513$12,077 06/30/2023
Bensler LLC221,954$10,250 06/30/2023
     JAGG221,954$10,250 06/30/2023
Sharkey Howes & Javer176,565$8,154 06/30/2023
     JAGG176,565$8,154 06/30/2023
Legacy Private Trust Co.139,115$6,424 06/30/2023
     JAGG139,115$6,424 06/30/2023
Raymond James & Associates128,887$5,952 06/30/2023
     JAGG128,887$5,952 06/30/2023
Apella Capital LLC128,026$5,912 06/30/2023
     JAGG128,026$5,912 06/30/2023
Janney Montgomery Scott LLC83,321$3,848 06/30/2023
     JAGG83,321$3,848 06/30/2023
AE Wealth Management LLC54,284$2,507 06/30/2023
     JAGG54,284$2,507 06/30/2023
Richard W. Paul & Associates LLC53,755$2,482 06/30/2023
     JAGG53,755$2,482 06/30/2023
Atria Investments LLC52,503$2,425 06/30/2023
     JAGG52,503$2,425 06/30/2023
GPS Wealth Strategies Group LLC49,979$2,308 06/30/2023
     JAGG49,979$2,308 06/30/2023
Bailard Inc.39,993$1,847 06/30/2023
     JAGG39,993$1,847 06/30/2023
Red Cedar Investment Management LLC20,631$953 06/30/2023
     JAGG20,631$953 06/30/2023
Kovack Advisors Inc.14,041$648 06/30/2023
     JAGG14,041$648 06/30/2023
Alpha Omega Wealth Management LLC13,478$622 06/30/2023
     JAGG13,478$622 06/30/2023
Private Trust Co. NA11,401$526 06/30/2023
     JAGG11,401$526 06/30/2023
Allworth Financial LP11,122$514 06/30/2023
     JAGG11,122$514 06/30/2023
Verus Capital Partners LLC11,029$509 06/30/2023
     JAGG11,029$509 06/30/2023
CENTRAL TRUST Co10,999$508 06/30/2023
     JAGG10,999$508 06/30/2023
Shelter Mutual Insurance Co10,400$480 06/30/2023
     JAGG10,400$480 06/30/2023
Sutton Place Investors LLC8,428$389 06/30/2023
     JAGG8,428$389 06/30/2023
Beacon Financial Advisory LLC7,582$350 06/30/2023
     JAGG7,582$350 06/30/2023
Continuum Wealth Advisors LLC6,847$316 06/30/2023
     JAGG6,847$316 06/30/2023
Cooper Financial Group6,683$309 06/30/2023
     JAGG6,683$309 06/30/2023
Acorn Financial Advisory Services Inc. ADV6,232$288 06/30/2023
     JAGG6,232$288 06/30/2023
Transcend Wealth Collective LLC5,911$273 06/30/2023
     JAGG5,911$273 06/30/2023
J.W. Cole Advisors Inc.5,697$263 06/30/2023
     JAGG5,697$263 06/30/2023
Lodestone Wealth Management LLC4,962$229 06/30/2023
     JAGG4,962$229 06/30/2023
CRA Financial Services LLC4,900$226 06/30/2023
     JAGG4,900$226 06/30/2023
PFG Advisors4,413$204 06/30/2023
     JAGG4,413$204 06/30/2023
Valley National Advisers Inc.4,067$188 06/30/2023
     JAGG4,067$188 06/30/2023
Global Retirement Partners LLC2,622$121 06/30/2023
     JAGG2,622$121 06/30/2023
Bank of Montreal Can237$11 06/30/2023
     JAGG237$11 06/30/2023
Barrett & Company Inc.165$8 06/30/2023
     JAGG165$8 06/30/2023
Key Financial Inc93$4 06/30/2023
     JAGG93$4 06/30/2023
Tsfg LLC74$3 06/30/2023
     JAGG74$3 06/30/2023

See Summary: Institutional Holders of JAGG
See Details: Top 10 Hedge Funds Holding JAGG
Also See: JAGG Holdings Changes

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