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JKD Holdings Changes image
This page summarizes the JKD holdings changes quarter over quarter among those 13F filers that have reported for the 6/30/2021 period, comparing share count change from 3/31/2021 to 6/30/2021. Share count is compared over these two periods to provide an indication of whether JKD is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer3/31/2021
 Share Count 		6/30/2021
 Share Count 		Change% Change
13F Filers Increasing JKD Share Count
Ameritas Investment Company LLC 229 5,099 +4,870 +2126.64%
The PNC Financial Services Group Inc. 124 1,295 +1,171 +944.35%
Boenning & Scattergood Inc. 1,505 8,597 +7,092 +471.23%
Tower Research Capital LLC TRC 1,962 9,188 +7,226 +368.30%
Flow Traders U.S. LLC 5,602 26,196 +20,594 +367.62%
Fifth Third Bancorp 1,190 5,245 +4,055 +340.76%
Advisor Group Holdings Inc. 25,489 110,653 +85,164 +334.12%
Avantax Advisory Services Inc. 28,290 118,609 +90,319 +319.26%
Proequities Inc. 2,864 11,667 +8,803 +307.37%
Bank of America Corp DE 58,078 236,333 +178,255 +306.92%
Cetera Investment Advisers 14,463 58,195 +43,732 +302.37%
Asset Management Group Inc. 1,851 7,434 +5,583 +301.62%
Morgan Stanley 89,789 360,595 +270,806 +301.60%
Aurora Private Wealth Inc. 903 3,626 +2,723 +301.55%
Tsfg LLC 265 1,063 +798 +301.13%
TAP Consulting LLC 1,342 5,379 +4,037 +300.82%
Cadent Capital Advisors LLC 2,022 8,101 +6,079 +300.64%
Captrust Financial Advisors 773 3,095 +2,322 +300.39%
Sigma Planning Corp 1,424 5,701 +4,277 +300.35%
Opus Capital Group LLC 1,540 6,164 +4,624 +300.26%
Merit Financial Group LLC 1,869 7,480 +5,611 +300.21%
Harbour Investments Inc. 1,525 6,102 +4,577 +300.13%
Windsor Group LTD 1,061 4,245 +3,184 +300.09%
Landaas & Co. WI ADV 2,115 8,461 +6,346 +300.05%
Truist Financial Corp 2,520 10,080 +7,560 +300.00%
Goldman Sachs Group Inc. 10,441 41,764 +31,323 +300.00%
MUFG Americas Holdings Corp 1,750 7,000 +5,250 +300.00%
Enterprise Financial Services Corp 2,489 9,956 +7,467 +300.00%
Park Avenue Securities LLC 1,391 5,564 +4,173 +300.00%
Bel Air Investment Advisors LLC 1,455 5,820 +4,365 +300.00%
Truehand Inc 550 2,200 +1,650 +300.00%
Covington Capital Management 150 600 +450 +300.00%
Scotia Capital Inc. 2,202 8,808 +6,606 +300.00%
Liberty Capital Management Inc. 3,065 12,260 +9,195 +300.00%
Vigilant Capital Management LLC 2,096 8,384 +6,288 +300.00%
Dana Investment Advisors Inc. 2,215 8,860 +6,645 +300.00%
Ancora Advisors LLC 34 136 +102 +300.00%
United Capital Financial Advisers LLC 969 3,876 +2,907 +300.00%
Harbor Investment Advisory LLC 516 2,064 +1,548 +300.00%
Windham Capital Management LLC 1,299 5,196 +3,897 +300.00%
Cetera Advisors LLC 1,514 6,056 +4,542 +300.00%
Bartlett & Co. LLC 45 180 +135 +300.00%
Cerity Partners LLC 1,797 7,188 +5,391 +300.00%
Ironwood Financial llc 403 1,612 +1,209 +300.00%
Baird Financial Group Inc. 1,200 4,800 +3,600 +300.00%
First Bank & Trust 100 400 +300 +300.00%
Patriot Financial Group Insurance Agency LLC 75 300 +225 +300.00%
PrairieView Partners LLC 9 36 +27 +300.00%
Elmwood Wealth Management Inc. 484 1,936 +1,452 +300.00%
Laurel Wealth Advisors LLC 12 48 +36 +300.00%
Strategic Blueprint LLC 1,970 7,880 +5,910 +300.00%
Liberty Wealth Management LLC 278 1,112 +834 +300.00%
Core Wealth Advisors Inc. 77 308 +231 +300.00%
Cedar Mountain Advisors LLC 76 304 +228 +300.00%
Richard P Slaughter Associates Inc 1,576 6,304 +4,728 +300.00%
Karn Couzens & Associates Inc. 1,483 5,932 +4,449 +300.00%
Elk River Wealth Management LLC 981 3,924 +2,943 +300.00%
Wealth Enhancement Advisory Services LLC 3,885 15,538 +11,653 +299.95%
Stifel Financial Corp 1,518 6,071 +4,553 +299.93%
Thrivent Financial for Lutherans 1,095 4,376 +3,281 +299.63%
JPMorgan Chase & Co. 50,302 201,017 +150,715 +299.62%
Brand Asset Management Group Inc. 18,259 72,948 +54,689 +299.52%
BerganKDV Wealth Management LLC 306 1,222 +916 +299.35%
Lakeview Capital Partners LLC 787 3,141 +2,354 +299.11%
J.W. Cole Advisors Inc. 9,588 38,252 +28,664 +298.96%
Crestwood Advisors Group LLC 14,752 58,818 +44,066 +298.71%
SeaCrest Wealth Management LLC 5,529 21,995 +16,466 +297.81%
Envestnet Asset Management Inc. 14,260 56,554 +42,294 +296.59%
Cetera Advisor Networks LLC 2,052 8,108 +6,056 +295.13%
UBS Group AG 35,025 138,065 +103,040 +294.19%
Global Retirement Partners LLC 4,069 16,018 +11,949 +293.66%
LPL Financial LLC 57,288 224,435 +167,147 +291.77%
Northwestern Mutual Wealth Management Co. 5,396 21,101 +15,705 +291.05%
Raymond James Financial Services Advisors Inc. 9,682 37,828 +28,146 +290.70%
Benchmark Wealth Management LLC 23,951 93,251 +69,300 +289.34%
NEXT Financial Group Inc 891 3,467 +2,576 +289.11%
Citigroup Inc. 6,121 23,731 +17,610 +287.70%
HHM Wealth Advisors LLC 765 2,960 +2,195 +286.93%
Private Advisor Group LLC 5,070 19,609 +14,539 +286.77%
Commonwealth Equity Services LLC 65,555 251,997 +186,442 +284.41%
Ameriprise Financial Inc. 150,883 574,230 +423,347 +280.58%
West Coast Financial LLC 12,892 49,005 +36,113 +280.12%
IHT Wealth Management LLC 3,578 13,537 +9,959 +278.34%
Rockland Trust Co. 4,772 18,053 +13,281 +278.31%
Private Capital Management LLC 1,077 3,965 +2,888 +268.15%
PFG Advisors 1,299 4,752 +3,453 +265.82%
BlackRock Inc. 338 1,224 +886 +262.13%
Raymond James & Associates 1,261 4,518 +3,257 +258.29%
Equitable Holdings Inc. 218,538 781,559 +563,021 +257.63%
Cornerstone Wealth Management LLC 2,422 8,577 +6,155 +254.13%
MML Investors Services LLC 11,627 41,124 +29,497 +253.69%
Creative Planning 1,945 6,774 +4,829 +248.28%
FMR LLC 5,312 18,154 +12,842 +241.75%
Good Life Advisors LLC 1,958 6,636 +4,678 +238.92%
Cambridge Investment Research Advisors Inc. 30,023 95,949 +65,926 +219.58%
Wells Fargo & Company MN 27,414 86,681 +59,267 +216.19%
Kestra Advisory Services LLC 1,954 6,041 +4,087 +209.16%
Royal Bank of Canada 38,227 110,458 +72,231 +188.95%
GenWealth Group Inc. 2,293 6,282 +3,989 +173.96%
Susquehanna International Group LLP 26,887 37,441 +10,554 +39.25%
Sowell Financial Services LLC 11,677 14,557 +2,880 +24.66%
Chicago Partners Investment Group LLC 4,761 4,774 +13 +0.27%
Intrua Financial LLC 3,838 3,848 +10 +0.26%
Geneos Wealth Management Inc. 4,162 4,168 +6 +0.14%
13F Filers Reporting New Positions In JKD
IFP Advisors Inc 0 0 UNCH 100%
Barclays PLC 0 400 +400 +100%
Assetmark Inc. 0 17,582 +17,582 +100%
Asset Dedication LLC 0 840 +840 +100%
FinTrust Capital Advisors LLC 0 700 +700 +100%
Moisand Fitzgerald Tamayo LLC 0 200 +200 +100%
Almanack Investment Partners LLC. 0 4,574 +4,574 +100%
Qube Research & Technologies Ltd 0 482 +482 +100%
Lutz Financial Services LLC 0 3,312 +3,312 +100%
13F Filers With Unchanged Share Count
CWM LLC 2,838 2,838 UNCH 0.00%
13F Filers Decreasing JKD Share Count
Citadel Advisors LLC 43,468 33,842 -9,626 -22.15%
Steward Partners Investment Advisory LLC 879 688 -191 -21.73%
13F Filers Exiting JKD
International Assets Investment Management LLC 47 0 -47 -100.00%
Archer Investment Corp 124 0 -124 -100.00%
Financial Advocates Investment Management 1,053 0 -1,053 -100.00%
Belpointe Asset Management LLC 702 0 -702 -100.00%
Wealthcare Advisory Partners LLC 585 0 -585 -100.00%

See Summary: Institutional Holders of JKD
See Details: Top 10 Hedge Funds Holding JKD

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