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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).
Filer | 3/31/2021 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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