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Institutional Holders of JAAA

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE11,352,004$571,006 12/31/2023
     JAAA11,352,004$571,006 12/31/2023
Morgan Stanley5,536,511$278,487 12/31/2023
     JAAA5,536,511$278,487 12/31/2023
Advance Capital Management Inc.3,940,945$199,964 03/31/2024
     JAAA3,940,945$199,964 03/31/2024
Wealth Enhancement Advisory Services LLC3,006,306$152,540 03/31/2024
     JAAA3,006,306$152,540 03/31/2024
Wells Fargo & Company MN2,995,256$150,661 12/31/2023
     JAAA2,995,256$150,661 12/31/2023
Richard Bernstein Advisors LLC2,884,170$145,074 12/31/2023
     JAAA2,884,170$145,074 12/31/2023
Sage Mountain Advisors LLC2,563,460$130,070 03/31/2024
     JAAA2,563,460$130,070 03/31/2024
HighTower Advisors LLC2,533,462$128,517 03/31/2024
     JAAA2,533,462$128,517 03/31/2024
Keybank National Association OH2,115,255$106,397 12/31/2023
     JAAA2,115,255$106,397 12/31/2023
Jane Street Group LLC1,846,976$92,903 12/31/2023
     JAAA1,846,976$92,903 12/31/2023
Renaissance Technologies LLC1,524,000$76,657 12/31/2023
     JAAA1,524,000$76,657 12/31/2023
State of New Jersey Common Pension Fund D1,500,000$76,110 03/31/2024
     JAAA1,500,000$76,110 03/31/2024
Midland Wealth Advisors LLC1,497,308$75,315 12/31/2023
     JAAA1,497,308$75,315 12/31/2023
LPL Financial LLC1,465,622$73,721 12/31/2023
     JAAA1,465,622$73,721 12/31/2023
Raymond James Financial Services Advisors Inc.1,434,920$72,808 03/31/2024
     JAAA1,434,920$72,808 03/31/2024
TruWealth Advisors LLC1,405,754$71,328 03/31/2024
     JAAA1,405,754$71,328 03/31/2024
Envestnet Asset Management Inc.1,412,225$71,035 12/31/2023
     JAAA1,412,225$71,035 12/31/2023
Mariner LLC1,376,474$69,237 12/31/2023
     JAAA1,376,474$69,237 12/31/2023
AE Wealth Management LLC1,222,956$61,918 12/31/2023
     JAAA1,222,956$61,918 12/31/2023
Inspirion Wealth Advisors LLC1,194,112$60,589 03/31/2024
     JAAA1,194,112$60,589 03/31/2024
Monticello Wealth Management LLC1,189,654$60,363 03/31/2024
     JAAA1,189,654$60,363 03/31/2024
Royal Bank of Canada1,000,987$50,348 12/31/2023
     JAAA1,000,987$50,348 12/31/2023
Exchange Traded Concepts LLC962,966$48,861 03/31/2024
     JAAA962,966$48,861 03/31/2024
Hilton Capital Management LLC933,559$46,958 12/31/2023
     JAAA933,559$46,958 12/31/2023
RFG Advisory LLC920,531$46,708 03/31/2024
     JAAA920,531$46,708 03/31/2024
Raymond James & Associates919,842$46,673 03/31/2024
     JAAA919,842$46,673 03/31/2024
Gradient Investments LLC881,873$44,746 03/31/2024
     JAAA881,873$44,746 03/31/2024
Atwood & Palmer Inc.791,624$40,167 03/31/2024
     JAAA791,624$40,167 03/31/2024
Janus Henderson Group PLC775,733$39,019 12/31/2023
     JAAA775,733$39,019 12/31/2023
Janney Montgomery Scott LLC737,651$37,428 03/31/2024
     JAAA737,651$37,428 03/31/2024
CX Institutional726,493$36,793 03/31/2024
     JAAA726,493$36,793 03/31/2024
ST Germain D J Co. Inc.704,829$35,763 03/31/2024
     JAAA704,829$35,763 03/31/2024
Relative Value Partners Group LLC708,921$35,659 12/31/2023
     JAAA708,921$35,659 12/31/2023
Cambridge Investment Research Advisors Inc.697,618$35,397 03/31/2024
     JAAA697,618$35,397 03/31/2024
Advisor Group Holdings Inc.703,356$35,388 12/31/2023
     JAAA703,356$35,388 12/31/2023
Bogart Wealth LLC618,559$31,386 03/31/2024
     JAAA618,559$31,386 03/31/2024
Flaharty Asset Management LLC623,915$31,383 12/31/2023
     JAAA623,915$31,383 12/31/2023
Strategic Wealth Partners Group LLC583,025$29,583 03/31/2024
     JAAA583,025$29,583 03/31/2024
Whalen Wealth Management Inc.559,276$28,378 03/31/2024
     JAAA559,276$28,378 03/31/2024
Bensler LLC535,535$27,173 03/31/2024
     JAAA535,535$27,173 03/31/2024
First Heartland Consultants Inc.512,932$25,800 12/31/2023
     JAAA512,932$25,800 12/31/2023
SPC Financial Inc.504,294$25,588 03/31/2024
     JAAA504,294$25,588 03/31/2024
Fragasso Group Inc.500,915$25,416 03/31/2024
     JAAA500,915$25,416 03/31/2024
Wright Fund Managment LLC499,200$25,329 03/31/2024
     JAAA499,200$25,329 03/31/2024
Members Capital Advisors Inc.498,236$25,280 03/31/2024
     JAAA498,236$25,280 03/31/2024
Marshall Financial Group LLC496,774$25,206 03/31/2024
     JAAA496,774$25,206 03/31/2024
Astor Investment Management LLC472,781$23,989 03/31/2024
     JAAA472,781$23,989 03/31/2024
Pine Valley Investments Ltd Liability Co406,020$20,423 12/31/2023
     JAAA406,020$20,423 12/31/2023
Delphi Financial Group Inc.397,990$20,194 03/31/2024
     JAAA397,990$20,194 03/31/2024
Private Advisor Group LLC355,363$18,031 03/31/2024
     JAAA355,363$18,031 03/31/2024

See All: Funds Holding JAAA
See Details: Top 10 Hedge Funds Holding JAAA
Also See: JAAA Holdings Changes

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