There is a long list of 340 institutional holders of JAAA within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of JAAA by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-JAAA table below, the initial column indicates the name of each top institutional holder of JAAA, with a link to that fund's top holdings. The next columns indicate the amount of JAAA stock held by each of the institutional holders of JAAA, followed by the JAAA position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 11,352,004 | $571,006 | 12/31/2023 |
JAAA | 11,352,004 | $571,006 | 12/31/2023 |
Morgan Stanley | 5,536,511 | $278,487 | 12/31/2023 |
JAAA | 5,536,511 | $278,487 | 12/31/2023 |
Advance Capital Management Inc. | 3,940,945 | $199,964 | 03/31/2024 |
JAAA | 3,940,945 | $199,964 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 3,006,306 | $152,540 | 03/31/2024 |
JAAA | 3,006,306 | $152,540 | 03/31/2024 |
Wells Fargo & Company MN | 2,995,256 | $150,661 | 12/31/2023 |
JAAA | 2,995,256 | $150,661 | 12/31/2023 |
Richard Bernstein Advisors LLC | 2,884,170 | $145,074 | 12/31/2023 |
JAAA | 2,884,170 | $145,074 | 12/31/2023 |
Sage Mountain Advisors LLC | 2,563,460 | $130,070 | 03/31/2024 |
JAAA | 2,563,460 | $130,070 | 03/31/2024 |
HighTower Advisors LLC | 2,533,462 | $128,517 | 03/31/2024 |
JAAA | 2,533,462 | $128,517 | 03/31/2024 |
Keybank National Association OH | 2,115,255 | $106,397 | 12/31/2023 |
JAAA | 2,115,255 | $106,397 | 12/31/2023 |
Jane Street Group LLC | 1,846,976 | $92,903 | 12/31/2023 |
JAAA | 1,846,976 | $92,903 | 12/31/2023 |
Renaissance Technologies LLC | 1,524,000 | $76,657 | 12/31/2023 |
JAAA | 1,524,000 | $76,657 | 12/31/2023 |
State of New Jersey Common Pension Fund D | 1,500,000 | $76,110 | 03/31/2024 |
JAAA | 1,500,000 | $76,110 | 03/31/2024 |
Midland Wealth Advisors LLC | 1,497,308 | $75,315 | 12/31/2023 |
JAAA | 1,497,308 | $75,315 | 12/31/2023 |
LPL Financial LLC | 1,465,622 | $73,721 | 12/31/2023 |
JAAA | 1,465,622 | $73,721 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 1,434,920 | $72,808 | 03/31/2024 |
JAAA | 1,434,920 | $72,808 | 03/31/2024 |
TruWealth Advisors LLC | 1,405,754 | $71,328 | 03/31/2024 |
JAAA | 1,405,754 | $71,328 | 03/31/2024 |
Envestnet Asset Management Inc. | 1,412,225 | $71,035 | 12/31/2023 |
JAAA | 1,412,225 | $71,035 | 12/31/2023 |
Mariner LLC | 1,376,474 | $69,237 | 12/31/2023 |
JAAA | 1,376,474 | $69,237 | 12/31/2023 |
AE Wealth Management LLC | 1,222,956 | $61,918 | 12/31/2023 |
JAAA | 1,222,956 | $61,918 | 12/31/2023 |
Inspirion Wealth Advisors LLC | 1,194,112 | $60,589 | 03/31/2024 |
JAAA | 1,194,112 | $60,589 | 03/31/2024 |
Monticello Wealth Management LLC | 1,189,654 | $60,363 | 03/31/2024 |
JAAA | 1,189,654 | $60,363 | 03/31/2024 |
Royal Bank of Canada | 1,000,987 | $50,348 | 12/31/2023 |
JAAA | 1,000,987 | $50,348 | 12/31/2023 |
Exchange Traded Concepts LLC | 962,966 | $48,861 | 03/31/2024 |
JAAA | 962,966 | $48,861 | 03/31/2024 |
Hilton Capital Management LLC | 933,559 | $46,958 | 12/31/2023 |
JAAA | 933,559 | $46,958 | 12/31/2023 |
RFG Advisory LLC | 920,531 | $46,708 | 03/31/2024 |
JAAA | 920,531 | $46,708 | 03/31/2024 |
Raymond James & Associates | 919,842 | $46,673 | 03/31/2024 |
JAAA | 919,842 | $46,673 | 03/31/2024 |
Gradient Investments LLC | 881,873 | $44,746 | 03/31/2024 |
JAAA | 881,873 | $44,746 | 03/31/2024 |
Atwood & Palmer Inc. | 791,624 | $40,167 | 03/31/2024 |
JAAA | 791,624 | $40,167 | 03/31/2024 |
Janus Henderson Group PLC | 775,733 | $39,019 | 12/31/2023 |
JAAA | 775,733 | $39,019 | 12/31/2023 |
Janney Montgomery Scott LLC | 737,651 | $37,428 | 03/31/2024 |
JAAA | 737,651 | $37,428 | 03/31/2024 |
CX Institutional | 726,493 | $36,793 | 03/31/2024 |
JAAA | 726,493 | $36,793 | 03/31/2024 |
ST Germain D J Co. Inc. | 704,829 | $35,763 | 03/31/2024 |
JAAA | 704,829 | $35,763 | 03/31/2024 |
Relative Value Partners Group LLC | 708,921 | $35,659 | 12/31/2023 |
JAAA | 708,921 | $35,659 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 697,618 | $35,397 | 03/31/2024 |
JAAA | 697,618 | $35,397 | 03/31/2024 |
Advisor Group Holdings Inc. | 703,356 | $35,388 | 12/31/2023 |
JAAA | 703,356 | $35,388 | 12/31/2023 |
Bogart Wealth LLC | 618,559 | $31,386 | 03/31/2024 |
JAAA | 618,559 | $31,386 | 03/31/2024 |
Flaharty Asset Management LLC | 623,915 | $31,383 | 12/31/2023 |
JAAA | 623,915 | $31,383 | 12/31/2023 |
Strategic Wealth Partners Group LLC | 583,025 | $29,583 | 03/31/2024 |
JAAA | 583,025 | $29,583 | 03/31/2024 |
Whalen Wealth Management Inc. | 559,276 | $28,378 | 03/31/2024 |
JAAA | 559,276 | $28,378 | 03/31/2024 |
Bensler LLC | 535,535 | $27,173 | 03/31/2024 |
JAAA | 535,535 | $27,173 | 03/31/2024 |
First Heartland Consultants Inc. | 512,932 | $25,800 | 12/31/2023 |
JAAA | 512,932 | $25,800 | 12/31/2023 |
SPC Financial Inc. | 504,294 | $25,588 | 03/31/2024 |
JAAA | 504,294 | $25,588 | 03/31/2024 |
Fragasso Group Inc. | 500,915 | $25,416 | 03/31/2024 |
JAAA | 500,915 | $25,416 | 03/31/2024 |
Wright Fund Managment LLC | 499,200 | $25,329 | 03/31/2024 |
JAAA | 499,200 | $25,329 | 03/31/2024 |
Members Capital Advisors Inc. | 498,236 | $25,280 | 03/31/2024 |
JAAA | 498,236 | $25,280 | 03/31/2024 |
Marshall Financial Group LLC | 496,774 | $25,206 | 03/31/2024 |
JAAA | 496,774 | $25,206 | 03/31/2024 |
Astor Investment Management LLC | 472,781 | $23,989 | 03/31/2024 |
JAAA | 472,781 | $23,989 | 03/31/2024 |
Pine Valley Investments Ltd Liability Co | 406,020 | $20,423 | 12/31/2023 |
JAAA | 406,020 | $20,423 | 12/31/2023 |
Delphi Financial Group Inc. | 397,990 | $20,194 | 03/31/2024 |
JAAA | 397,990 | $20,194 | 03/31/2024 |
Private Advisor Group LLC | 355,363 | $18,031 | 03/31/2024 |
JAAA | 355,363 | $18,031 | 03/31/2024 |
See All: Funds Holding JAAA
See Details: Top 10 Hedge Funds Holding JAAA
Also See: JAAA Holdings Changes
Free JAAA Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |