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Funds Holding JAVA

On this page, we present all of the funds holding JAVA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JAVA, with a link to that fund's top holdings. The next columns indicate the amount of JAVA stock held by each of the funds holding JAVA, followed by the JAVA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 117 funds holding JAVA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding JAVA), click the fund name in the "Holder" column of the funds-holding-JAVA table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC2,064,848$114,847 12/31/2023
     JAVA2,064,848$114,847 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC756,031$42,050 12/31/2023
     JAVA756,031$42,050 12/31/2023
Morgan Stanley744,484$41,408 12/31/2023
     JAVA744,484$41,408 12/31/2023
Stephenson National Bank & Trust602,285$36,071 03/31/2024
     JAVA602,285$36,071 03/31/2024
JPMorgan Chase & Co.634,994$35,318 12/31/2023
     JAVA634,994$35,318 12/31/2023
Janney Montgomery Scott LLC615,571$34,238 12/31/2023
     JAVA615,571$34,238 12/31/2023
Raymond James & Associates452,635$25,176 12/31/2023
     JAVA452,635$25,176 12/31/2023
WNY Asset Management LLC411,723$22,900 12/31/2023
     JAVA411,723$22,900 12/31/2023
Stifel Financial Corp337,052$18,747 12/31/2023
     JAVA337,052$18,747 12/31/2023
Commonwealth Equity Services LLC322,522$17,939 12/31/2023
     JAVA322,522$17,939 12/31/2023
CI Investments Inc.287,921$16,014 12/31/2023
     JAVA287,921$16,014 12/31/2023
Daymark Wealth Partners LLC260,561$15,605 03/31/2024
     JAVA260,561$15,605 03/31/2024
Arlington Financial Advisors LLC257,113$15,398 03/31/2024
     JAVA257,113$15,398 03/31/2024
Kestra Advisory Services LLC274,300$15,257 12/31/2023
     JAVA274,300$15,257 12/31/2023
Vestmark Advisory Solutions Inc.261,431$14,541 12/31/2023
     JAVA261,431$14,541 12/31/2023
Raymond James Financial Services Advisors Inc.239,576$13,325 12/31/2023
     JAVA239,576$13,325 12/31/2023
UBS Group AG210,868$11,728 12/31/2023
     JAVA210,868$11,728 12/31/2023
Strategic Planning Group LLC180,152$10,789 03/31/2024
     JAVA180,152$10,789 03/31/2024
Royal Bank of Canada161,368$8,975 12/31/2023
     JAVA161,368$8,975 12/31/2023
Wade G W & Inc.154,518$8,594 12/31/2023
     JAVA154,518$8,594 12/31/2023
Americana Partners LLC153,927$8,562 12/31/2023
     JAVA153,927$8,562 12/31/2023
Captrust Financial Advisors148,887$8,281 12/31/2023
     JAVA148,887$8,281 12/31/2023
Avaii Wealth Management LLC118,581$6,595 12/31/2023
     JAVA118,581$6,595 12/31/2023
ARQ Wealth Advisors LLC108,248$6,021 12/31/2023
     JAVA108,248$6,021 12/31/2023
Equitable Holdings Inc.106,139$5,903 12/31/2023
     JAVA106,139$5,903 12/31/2023
Advisor Group Holdings Inc.101,195$5,629 12/31/2023
     JAVA101,195$5,629 12/31/2023
BCGM Wealth Management LLC96,036$5,342 12/31/2023
     JAVA96,036$5,342 12/31/2023
MN Wealth Advisors LLC89,948$5,003 12/31/2023
     JAVA89,948$5,003 12/31/2023
SFI Advisors LLC87,520$4,868 12/31/2023
     JAVA87,520$4,868 12/31/2023
CWM LLC78,212$4,684 03/31/2024
     JAVA78,212$4,684 03/31/2024
Integrated Wealth Concepts LLC75,275$4,187 12/31/2023
     JAVA75,275$4,187 12/31/2023
Commonwealth Financial Services LLC70,609$3,927 12/31/2023
     JAVA70,609$3,927 12/31/2023
Visionary Wealth Advisors69,986$3,893 12/31/2023
     JAVA69,986$3,893 12/31/2023
Mutual Advisors LLC65,800$3,660 12/31/2023
     JAVA65,800$3,660 12/31/2023
CMH Wealth Management LLC48,655$2,914 03/31/2024
     JAVA48,655$2,914 03/31/2024
MML Investors Services LLC47,602$2,648 12/31/2023
     JAVA47,602$2,648 12/31/2023
Alliance Wealth Advisors LLC40,814$2,444 03/31/2024
     JAVA40,814$2,444 03/31/2024
Triangle Securities Wealth Management35,188$2,107 03/31/2024
     JAVA35,188$2,107 03/31/2024
Synovus Financial Corp36,651$2,040 12/31/2023
     JAVA36,651$2,040 12/31/2023
Envestnet Asset Management Inc.33,549$1,866 12/31/2023
     JAVA33,549$1,866 12/31/2023
Tyler Stone Wealth Management30,161$1,678 12/31/2023
     JAVA30,161$1,678 12/31/2023
Lincoln National Corp29,148$1,621 12/31/2023
     JAVA29,148$1,621 12/31/2023
StoneCrest Wealth Management Inc.29,142$1,621 12/31/2023
     JAVA29,142$1,621 12/31/2023
Massmutual Trust Co. FSB ADV26,794$1,605 03/31/2024
     JAVA26,794$1,605 03/31/2024
Change Path LLC27,561$1,533 12/31/2023
     JAVA27,561$1,533 12/31/2023
Wealth Enhancement Advisory Services LLC24,186$1,448 03/31/2024
     JAVA24,186$1,448 03/31/2024
Perigon Wealth Management LLC24,238$1,348 12/31/2023
     JAVA24,238$1,348 12/31/2023
IHT Wealth Management LLC22,915$1,275 12/31/2023
     JAVA22,915$1,275 12/31/2023
Financial Connections Group Inc.21,396$1,190 12/31/2023
     JAVA21,396$1,190 12/31/2023
Benjamin F. Edwards & Company Inc.20,335$1,131 12/31/2023
     JAVA20,335$1,131 12/31/2023
Susquehanna International Group LLP19,001$1,057 12/31/2023
     JAVA19,001$1,057 12/31/2023
Beaumont Financial Advisors LLC18,430$1,025 12/31/2023
     JAVA18,430$1,025 12/31/2023
Atria Wealth Solutions Inc.17,795$990 12/31/2023
     JAVA17,795$990 12/31/2023
Avantax Advisory Services Inc.17,477$972 12/31/2023
     JAVA17,477$972 12/31/2023
Crumly & Associates Inc.16,841$937 12/31/2023
     JAVA16,841$937 12/31/2023
Eaton Financial Holdings Company LLC16,628$925 12/31/2023
     JAVA16,628$925 12/31/2023
Priebe Wealth Holdings LLC14,513$869 03/31/2024
     JAVA14,513$869 03/31/2024
Northwest Capital Management Inc14,177$849 03/31/2024
     JAVA14,177$849 03/31/2024
3Chopt Investment Partners LLC14,915$830 12/31/2023
     JAVA14,915$830 12/31/2023
Ritter Daniher Financial Advisory LLC DE14,318$796 12/31/2023
     JAVA14,318$796 12/31/2023
Private Advisor Group LLC14,112$785 12/31/2023
     JAVA14,112$785 12/31/2023
GeoWealth Management LLC13,046$725 12/31/2023
     JAVA13,046$725 12/31/2023
Cambridge Investment Research Advisors Inc.12,997$723 12/31/2023
     JAVA12,997$723 12/31/2023
Krilogy Financial LLC12,911$718 12/31/2023
     JAVA12,911$718 12/31/2023
Lake Street Financial LLC12,454$693 12/31/2023
     JAVA12,454$693 12/31/2023
Cetera Advisor Networks LLC12,382$689 12/31/2023
     JAVA12,382$689 12/31/2023
Ascent Group LLC11,873$670 12/31/2023
     JAVA11,873$670 12/31/2023
Wayfinding Financial LLC11,962$665 12/31/2023
     JAVA11,962$665 12/31/2023
Litman Gregory Asset Management LLC11,305$629 12/31/2023
     JAVA11,305$629 12/31/2023
HighTower Advisors LLC11,306$628 12/31/2023
     JAVA11,306$628 12/31/2023
GWM Advisors LLC10,833$603 12/31/2023
     JAVA10,833$603 12/31/2023
DAVENPORT & Co LLC9,568$532 12/31/2023
     JAVA9,568$532 12/31/2023
GPS Wealth Strategies Group LLC9,109$507 12/31/2023
     JAVA9,109$507 12/31/2023
Country Club Bank GFN8,450$472 12/31/2023
     JAVA8,450$472 12/31/2023
IFP Advisors Inc7,785$433 12/31/2023
     JAVA7,785$433 12/31/2023
Farther Finance Advisors LLC7,564$421 12/31/2023
     JAVA7,564$421 12/31/2023
Harbour Investments Inc.7,338$408 12/31/2023
     JAVA7,338$408 12/31/2023
Security Financial Services INC.6,342$380 03/31/2024
     JAVA6,342$380 03/31/2024
Global Retirement Partners LLC6,851$375 12/31/2023
     JAVA6,851$375 12/31/2023
Cetera Investment Advisers6,244$347 12/31/2023
     JAVA6,244$347 12/31/2023
SILVER OAK SECURITIES Inc5,985$333 12/31/2023
     JAVA5,985$333 12/31/2023
Transcend Wealth Collective LLC5,826$324 12/31/2023
     JAVA5,826$324 12/31/2023
Kuhn & Co Investment Counsel5,644$314 12/31/2023
     JAVA5,644$314 12/31/2023
Stephens Inc. AR5,485$305 12/31/2023
     JAVA5,485$305 12/31/2023
Sutton Place Investors LLC5,391$300 12/31/2023
     JAVA5,391$300 12/31/2023
Thoroughbred Financial Services LLC5,249$292 12/31/2023
     JAVA5,249$292 12/31/2023
Nwam LLC5,107$284 12/31/2023
     JAVA5,107$284 12/31/2023
Raymond James Trust N.A.4,970$276 12/31/2023
     JAVA4,970$276 12/31/2023
J.W. Cole Advisors Inc.4,700$261 12/31/2023
     JAVA4,700$261 12/31/2023
Gladstone Institutional Advisory LLC4,573$254 12/31/2023
     JAVA4,573$254 12/31/2023
Gateway Wealth Partners LLC4,428$246 12/31/2023
     JAVA4,428$246 12/31/2023
Stratos Wealth Partners LTD.4,032$241 03/31/2024
     JAVA4,032$241 03/31/2024
Steward Partners Investment Advisory LLC4,109$229 12/31/2023
     JAVA4,109$229 12/31/2023
RDA Financial Network3,457$207 03/31/2024
     JAVA3,457$207 03/31/2024
Capital Advisors Wealth Management LLC3,394$203 03/31/2024
     JAVA3,394$203 03/31/2024
Firethorn Wealth Partners LLC3,370$202 03/31/2024
     JAVA3,370$202 03/31/2024
Ignite Planners LLC3,385$202 03/31/2024
     JAVA3,385$202 03/31/2024
Comerica Bank3,172$176 12/31/2023
     JAVA3,172$176 12/31/2023
Capital Analysts LLC3,148$175 12/31/2023
     JAVA3,148$175 12/31/2023
Private Trust Co. NA2,375$132 12/31/2023
     JAVA2,375$132 12/31/2023
Harbor Investment Advisory LLC1,996$120 03/31/2024
     JAVA1,996$120 03/31/2024
Parallel Advisors LLC1,840$102 12/31/2023
     JAVA1,840$102 12/31/2023
Advisory Services Network LLC1,577$88 12/31/2023
     JAVA1,577$88 12/31/2023
Wells Fargo & Company MN1,419$79 12/31/2023
     JAVA1,419$79 12/31/2023
Whittier Trust Co. of Nevada Inc.1,226$68 12/31/2023
     JAVA1,226$68 12/31/2023
Family Asset Management LLC726$40 12/31/2023
     JAVA726$40 12/31/2023
Rosenberg Matthew Hamilton707$39 12/31/2023
     JAVA707$39 12/31/2023
LGT Financial Advisors LLC642$36 12/31/2023
     JAVA642$36 12/31/2023
Pinnacle Bank368$22 03/31/2024
     JAVA368$22 03/31/2024
Winch Advisory Services LLC280$16 12/31/2023
     JAVA280$16 12/31/2023
PSI Advisors LLC205$11 12/31/2023
     JAVA205$11 12/31/2023
Aptus Capital Advisors LLC100$6 12/31/2023
     JAVA100$6 12/31/2023
FMR LLC93$5 12/31/2023
     JAVA93$5 12/31/2023
Spire Wealth Management81$4 12/31/2023
     JAVA81$4 12/31/2023
Riggs Asset Managment Co. Inc.39$2 12/31/2023
     JAVA39$2 12/31/2023
Bartlett & Co. LLC21$1 12/31/2023
     JAVA21$1 12/31/2023
Bartlett & CO. Wealth Management LLC21$1 12/31/2023
     JAVA21$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
     JAVA0$0 12/31/2023

See Summary: Institutional Holders of JAVA
See Details: Top 10 Hedge Funds Holding JAVA
Also See: JAVA Holdings Changes

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