HoldingsChannel.com
| Filer | 3/31/2021 Share Count | 6/30/2021 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing JKL Share Count | ||||
| Citadel Advisors LLC | 3,225 | 40,728 | +37,503 | +1162.88% |
| Bank of America Corp DE | 94,500 | 476,894 | +382,394 | +404.65% |
| LPL Financial LLC | 27,536 | 125,441 | +97,905 | +355.55% |
| Northwestern Mutual Wealth Management Co. | 494 | 2,182 | +1,688 | +341.70% |
| Baird Financial Group Inc. | 33,722 | 136,528 | +102,806 | +304.86% |
| ACG Wealth | 4,196 | 15,930 | +11,734 | +279.65% |
| Royal Bank of Canada | 71,970 | 251,120 | +179,150 | +248.92% |
| TAP Consulting LLC | 3,972 | 13,422 | +9,450 | +237.92% |
| Wells Fargo & Company MN | 117,131 | 386,563 | +269,432 | +230.03% |
| Raymond James Financial Services Advisors Inc. | 89,798 | 286,296 | +196,498 | +218.82% |
| Kestra Advisory Services LLC | 6,252 | 19,759 | +13,507 | +216.04% |
| Cetera Advisors LLC | 3,581 | 11,103 | +7,522 | +210.05% |
| Cetera Investment Advisers | 5,679 | 17,543 | +11,864 | +208.91% |
| Raymond James & Associates | 5,189 | 15,991 | +10,802 | +208.17% |
| Budros Ruhlin & Roe Inc. | 1,609 | 4,955 | +3,346 | +207.96% |
| Envestnet Asset Management Inc. | 3,236 | 9,939 | +6,703 | +207.14% |
| Proequities Inc. | 1,933 | 5,904 | +3,971 | +205.43% |
| Perennial Investment Advisors LLC | 6,664 | 20,225 | +13,561 | +203.50% |
| HWG Holdings LP | 2,082 | 6,285 | +4,203 | +201.87% |
| Cornercap Investment Counsel Inc. | 31,328 | 94,536 | +63,208 | +201.76% |
| Lincoln National Corp | 2,650 | 7,987 | +5,337 | +201.40% |
| Equitable Holdings Inc. | 1,413 | 4,245 | +2,832 | +200.42% |
| Creative Planning | 1,417 | 4,254 | +2,837 | +200.21% |
| Fifth Third Bancorp | 332 | 996 | +664 | +200.00% |
| US Bancorp DE | 123 | 369 | +246 | +200.00% |
| Blair William & Co. IL | 87 | 261 | +174 | +200.00% |
| BlackRock Inc. | 15 | 45 | +30 | +200.00% |
| Parkside Financial Bank & Trust | 24 | 72 | +48 | +200.00% |
| Macroview Investment Management LLC | 71 | 213 | +142 | +200.00% |
| M Holdings Securities Inc. | 7,250 | 21,750 | +14,500 | +200.00% |
| TCI Wealth Advisors Inc. | 9 | 27 | +18 | +200.00% |
| Eukles Asset Management | 39 | 117 | +78 | +200.00% |
| Capital Investment Advisory Services LLC | 400 | 1,200 | +800 | +200.00% |
| First Command Bank | 1,277 | 3,831 | +2,554 | +200.00% |
| First Command Financial Services Inc. | 1,277 | 3,831 | +2,554 | +200.00% |
| Level Four Advisory Services LLC | 2,328 | 6,984 | +4,656 | +200.00% |
| Retirement Group LLC | 93 | 279 | +186 | +200.00% |
| Laurel Wealth Advisors LLC | 280 | 840 | +560 | +200.00% |
| MBM Wealth Consultants LLC | 93 | 279 | +186 | +200.00% |
| Cedar Mountain Advisors LLC | 277 | 831 | +554 | +200.00% |
| Key Financial Inc | 95 | 285 | +190 | +200.00% |
| Stonebridge Financial Planning Group LLC | 175 | 525 | +350 | +200.00% |
| JPMorgan Chase & Co. | 7,199 | 21,530 | +14,331 | +199.07% |
| EisnerAmper Wealth Management Corporate Benefits LLC | 19,559 | 58,468 | +38,909 | +198.93% |
| Patriot Financial Group Insurance Agency LLC | 90 | 269 | +179 | +198.89% |
| Towerpoint Wealth LLC | 2,876 | 8,566 | +5,690 | +197.84% |
| Courage Miller Partners LLC | 6,420 | 18,863 | +12,443 | +193.82% |
| Janney Montgomery Scott LLC | 6,950 | 20,361 | +13,411 | +192.96% |
| Avantax Advisory Services Inc. | 70,760 | 206,396 | +135,636 | +191.68% |
| Matrix Trust Co | 47,284 | 137,810 | +90,526 | +191.45% |
| Rodgers & Associates LTD | 12,257 | 35,285 | +23,028 | +187.88% |
| NEXT Financial Group Inc | 998 | 2,861 | +1,863 | +186.67% |
| Commonwealth Equity Services LLC | 8,332 | 23,758 | +15,426 | +185.14% |
| UBS Group AG | 32,285 | 91,108 | +58,823 | +182.20% |
| Citigroup Inc. | 652 | 1,798 | +1,146 | +175.77% |
| Morgan Stanley | 205,704 | 553,297 | +347,593 | +168.98% |
| Cambridge Investment Research Advisors Inc. | 17,759 | 46,381 | +28,622 | +161.17% |
| Ameriprise Financial Inc. | 40,439 | 101,492 | +61,053 | +150.98% |
| FMR LLC | 446 | 1,110 | +664 | +148.88% |
| D.A. Davidson & CO. | 9,310 | 21,373 | +12,063 | +129.57% |
| Advisor Group Holdings Inc. | 5,863 | 12,271 | +6,408 | +109.30% |
| Sowell Financial Services LLC | 10,204 | 20,626 | +10,422 | +102.14% |
| Harbour Investments Inc. | 216 | 348 | +132 | +61.11% |
| Geneos Wealth Management Inc. | 4,398 | 4,400 | +2 | +0.05% |
| 13F Filers Reporting New Positions In JKL | ||||
| DAVENPORT & Co LLC | 0 | 33,474 | +33,474 | +100% |
| Bessemer Group Inc. | 0 | 78 | +78 | +100% |
| Mariner LLC | 0 | 11,623 | +11,623 | +100% |
| O Shaughnessy Asset Management LLC | 0 | 270 | +270 | +100% |
| Sigma Planning Corp | 0 | 7,096 | +7,096 | +100% |
| Captrust Financial Advisors | 0 | 182 | +182 | +100% |
| Tower Research Capital LLC TRC | 0 | 1,162 | +1,162 | +100% |
| Advisory Services Network LLC | 0 | 5,239 | +5,239 | +100% |
| SRS Capital Advisors Inc. | 0 | 1,486 | +1,486 | +100% |
| Cardan Capital Partners LLC | 0 | 6,203 | +6,203 | +100% |
| Flagship Harbor Advisors LLC | 0 | 11,850 | +11,850 | +100% |
| Pflug Koory LLC | 0 | 8,349 | +8,349 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| CWM LLC | 5,510 | 5,510 | UNCH | 0.00% |
| Global Retirement Partners LLC | 14 | 14 | UNCH | 0.00% |
| 13F Filers Decreasing JKL Share Count | ||||
| Steward Partners Investment Advisory LLC | 404 | 222 | -182 | -45.05% |
| Assetmark Inc. | 159 | 143 | -16 | -10.06% |
| Stifel Financial Corp | 6,276 | 5,812 | -464 | -7.39% |
| Chicago Partners Investment Group LLC | 55,047 | 53,813 | -1,234 | -2.24% |
| 13F Filers Exiting JKL | ||||
| Altus Wealth Group LLC | 1,320 | 0 | -1,320 | -100.00% |
| Eudaimonia Partners LLC | 39 | 0 | -39 | -100.00% |
| Archer Investment Corp | 156 | 0 | -156 | -100.00% |
| Resonant Capital Advisors LLC | 2,346 | 0 | -2,346 | -100.00% |
| Brand Asset Management Group Inc. | 280 | 0 | -280 | -100.00% |
| Banco de Sabadell S.A | 7,170 | 0 | -7,170 | -100.00% |
| Connecticut Wealth Management LLC | 3,272 | 0 | -3,272 | -100.00% |
| Wealthcare Advisory Partners LLC | 15 | 0 | -15 | -100.00% |
| Susquehanna International Group LLP | 1,183 | 0 | -1,183 | -100.00% |
See Summary: Institutional Holders of JKL
See Details: Top 10 Hedge Funds Holding JKL
