HoldingsChannel.com
Funds Holding JRI

On this page, we present all of the funds holding JRI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JRI, with a link to that fund's top holdings. The next columns indicate the amount of JRI stock held by each of the funds holding JRI, followed by the JRI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 80 funds holding JRI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Parametric Portfolio Associates LLC. For more details on the positions held by Parametric Portfolio Associates LLC (or by any of the other funds holding JRI), click the fund name in the "Holder" column of the funds-holding-JRI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Parametric Portfolio Associates LLC2,344,353$35,822 03/31/2022
     JRI2,344,353$35,822 03/31/2022
Morgan Stanley2,501,943$32,701 06/30/2022
     JRI2,501,943$32,701 06/30/2022
Relative Value Partners Group LLC574,136$7,958 06/30/2022
     JRI574,136$7,958 06/30/2022
Cornerstone Advisors LLC347,264$4,539 06/30/2022
     JRI347,264$4,539 06/30/2022
Dubuque Bank & Trust296,079$3,869 06/30/2022
     JRI296,079$3,869 06/30/2022
Wells Fargo & Company MN232,415$3,038 06/30/2022
     JRI232,415$3,038 06/30/2022
Advisors Asset Management Inc.228,642$2,988 06/30/2022
     JRI228,642$2,988 06/30/2022
Thomas J. Herzfeld Advisors Inc.193,729$2,532 06/30/2022
     JRI193,729$2,532 06/30/2022
GraniteShares Advisors LLC186,053$2,431 06/30/2022
     JRI186,053$2,431 06/30/2022
UBS Group AG184,013$2,405 06/30/2022
     JRI184,013$2,405 06/30/2022
Cohen & Steers Inc.172,921$2,260 06/30/2022
     JRI172,921$2,260 06/30/2022
Camelot Portfolios LLC164,182$2,146 06/30/2022
     JRI164,182$2,146 06/30/2022
First Trust Advisors LP152,936$1,999 06/30/2022
     JRI152,936$1,999 06/30/2022
Cetera Advisor Networks LLC135,775$1,775 06/30/2022
     JRI135,775$1,775 06/30/2022
Wolverine Asset Management LLC101,936$1,332 06/30/2022
     JRI101,936$1,332 06/30/2022
Advisor Group Holdings Inc.101,566$1,326 06/30/2022
     JRI101,566$1,326 06/30/2022
Raymond James Financial Services Advisors Inc.95,183$1,244 06/30/2022
     JRI95,183$1,244 06/30/2022
Private Advisor Group LLC94,323$1,233 06/30/2022
     JRI94,323$1,233 06/30/2022
Steward Partners Investment Advisory LLC91,516$1,196 06/30/2022
     JRI91,516$1,196 06/30/2022
Shaker Financial Services LLC88,357$1,155 06/30/2022
     JRI88,357$1,155 06/30/2022
DAVENPORT & Co LLC85,115$1,112 06/30/2022
     JRI85,115$1,112 06/30/2022
LPL Financial LLC82,815$1,082 06/30/2022
     JRI82,815$1,082 06/30/2022
Sterneck Capital Management LLC73,732$964 06/30/2022
     JRI73,732$964 06/30/2022
Ameriprise Financial Inc.69,121$903 06/30/2022
     JRI69,121$903 06/30/2022
BDO Wealth Advisors LLC68,145$891 06/30/2022
     JRI68,145$891 06/30/2022
Raymond James & Associates58,645$766 06/30/2022
     JRI58,645$766 06/30/2022
Royal Bank of Canada57,197$748 06/30/2022
     JRI57,197$748 06/30/2022
Bank of America Corp DE55,230$722 06/30/2022
     JRI55,230$722 06/30/2022
Harbour Investments Inc.54,481$712 06/30/2022
     JRI54,481$712 06/30/2022
Nations Financial Group Inc. IA ADV46,406$607 06/30/2022
     JRI46,406$607 06/30/2022
Guggenheim Capital LLC45,576$596 06/30/2022
     JRI45,576$596 06/30/2022
AE Wealth Management LLC45,063$589 06/30/2022
     JRI45,063$589 06/30/2022
Cambridge Investment Research Advisors Inc.41,098$537 06/30/2022
     JRI41,098$537 06/30/2022
Patriot Financial Group Insurance Agency LLC35,161$460 06/30/2022
     JRI35,161$460 06/30/2022
GWM Advisors LLC33,648$440 06/30/2022
     JRI33,648$440 06/30/2022
Sowell Financial Services LLC30,047$396 06/30/2022
     JRI30,047$396 06/30/2022
Retirement Guys Formula LLC30,196$395 06/30/2022
     JRI30,196$395 06/30/2022
Capital Investment Advisors LLC29,899$391 06/30/2022
     JRI29,899$391 06/30/2022
Quantedge Capital Pte Ltd29,123$381 06/30/2022
     JRI29,123$381 06/30/2022
Envestnet Asset Management Inc.28,519$373 06/30/2022
     JRI28,519$373 06/30/2022
1776 Wealth LLC27,768$363 06/30/2022
     JRI27,768$363 06/30/2022
Roosevelt Investment Group Inc.24,220$317 06/30/2022
     JRI24,220$317 06/30/2022
Stifel Financial Corp21,350$279 06/30/2022
     JRI21,350$279 06/30/2022
Advisory Services Network LLC20,912$273 06/30/2022
     JRI20,912$273 06/30/2022
F3Logic LLC20,050$262 06/30/2022
     JRI20,050$262 06/30/2022
Atria Wealth Solutions Inc.19,222$251 06/30/2022
     JRI19,222$251 06/30/2022
Advisor Resource Council18,780$245 06/30/2022
     JRI18,780$245 06/30/2022
Canal Capital Management LLC18,600$243 06/30/2022
     JRI18,600$243 06/30/2022
Park Avenue Securities LLC17,303$226 06/30/2022
     JRI17,303$226 06/30/2022
Woodward Diversified Capital LLC17,242$225 06/30/2022
     JRI17,242$225 06/30/2022
Van Hulzen Asset Management LLC15,869$207 06/30/2022
     JRI15,869$207 06/30/2022
CoreCap Advisors LLC15,281$200 06/30/2022
     JRI15,281$200 06/30/2022
Kestra Advisory Services LLC15,145$198 06/30/2022
     JRI15,145$198 06/30/2022
11,932$182 06/30/2022
     JRI11,932$182 06/30/2022
Commonwealth Equity Services LLC13,600$177 06/30/2022
     JRI13,600$177 06/30/2022
D.A. Davidson & CO.12,330$161 06/30/2022
     JRI12,330$161 06/30/2022
Janney Montgomery Scott LLC12,215$159 06/30/2022
     JRI12,215$159 06/30/2022
Tectonic Advisors LLC11,974$157 06/30/2022
     JRI11,974$157 06/30/2022
Wetherby Asset Management Inc.11,380$148 06/30/2022
     JRI11,380$148 06/30/2022
Northern Trust Corp10,000$131 06/30/2022
     JRI10,000$131 06/30/2022
Ahrens Investment Partners LLC5,700$74 06/30/2022
     JRI5,700$74 06/30/2022
Chilton Capital Management LLC3,000$39 06/30/2022
     JRI3,000$39 06/30/2022
IFP Advisors Inc1,932$32 06/30/2022
     JRI1,932$32 06/30/2022
Captrust Financial Advisors2,204$29 06/30/2022
     JRI2,204$29 06/30/2022
Geneos Wealth Management Inc.1,216$16 06/30/2022
     JRI1,216$16 06/30/2022
Hoey Investments Inc.1,238$16 06/30/2022
     JRI1,238$16 06/30/2022
Spire Wealth Management1,135$15 06/30/2022
     JRI1,135$15 06/30/2022
First PREMIER Bank825$11 06/30/2022
     JRI825$11 06/30/2022
ACG Wealth795$10 06/30/2022
     JRI795$10 06/30/2022
The PNC Financial Services Group Inc.654$9 06/30/2022
     JRI654$9 06/30/2022
Cordasco Financial Network665$9 06/30/2022
     JRI665$9 06/30/2022
Rockefeller Capital Management L.P.692$9 06/30/2022
     JRI692$9 06/30/2022
FNY Investment Advisers LLC700$9 06/30/2022
     JRI700$9 06/30/2022
Larson Financial Group LLC500$7 06/30/2022
     JRI500$7 06/30/2022
Harbor Investment Advisory LLC450$6 06/30/2022
     JRI450$6 06/30/2022
Disciplined Investments LLC479$6 06/30/2022
     JRI479$6 06/30/2022
Duncker Streett & Co. Inc.335$4 06/30/2022
     JRI335$4 06/30/2022
Mach 1 Financial Group Inc.225$3 03/31/2022
     JRI225$3 03/31/2022
CWM LLC158$2 06/30/2022
     JRI158$2 06/30/2022
US Bancorp DE81$1 06/30/2022
     JRI81$1 06/30/2022
Proequities Inc.0$0 06/30/2022
     JRI0$0 06/30/2022

See Summary: Institutional Holders of JRI
See Details: Top 10 Hedge Funds Holding JRI
Also See: JRI Insider Buying
Also See: JRI Holdings Changes

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