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This page summarizes the JKK 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 JKK 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 JKK Share Count |
|---|
| Qube Research & Technologies Ltd |
64 |
2,382 |
+2,318 |
+3621.88% |
| Flow Traders U.S. LLC |
1,139 |
30,682 |
+29,543 |
+2593.77% |
| Certified Advisory Corp |
382 |
8,872 |
+8,490 |
+2222.51% |
| Cetera Advisor Networks LLC |
919 |
15,890 |
+14,971 |
+1629.05% |
| Tower Research Capital LLC TRC |
1,401 |
15,027 |
+13,626 |
+972.59% |
| Barclays PLC |
65 |
687 |
+622 |
+956.92% |
| Csenge Advisory Group |
1,925 |
15,573 |
+13,648 |
+708.99% |
| Rodgers & Associates LTD |
2,206 |
16,339 |
+14,133 |
+640.66% |
| Commonwealth Equity Services LLC |
6,636 |
48,598 |
+41,962 |
+632.34% |
| Citigroup Inc. |
1,923 |
13,948 |
+12,025 |
+625.33% |
| MML Investors Services LLC |
11,604 |
79,758 |
+68,154 |
+587.33% |
| Creative Financial Designs Inc. ADV |
8,709 |
58,913 |
+50,204 |
+576.46% |
| Arkadios Wealth Advisors |
1,994 |
13,474 |
+11,480 |
+575.73% |
| Avantax Advisory Services Inc. |
40,604 |
273,700 |
+233,096 |
+574.07% |
| Rockefeller Capital Management L.P. |
285 |
1,920 |
+1,635 |
+573.68% |
| TAP Consulting LLC |
6,797 |
42,794 |
+35,997 |
+529.60% |
| Ellis Investment Partners LLC |
725 |
4,562 |
+3,837 |
+529.24% |
| Concord Wealth Partners |
133 |
836 |
+703 |
+528.57% |
| Global Retirement Partners LLC |
6,455 |
39,488 |
+33,033 |
+511.74% |
| GWM Advisors LLC |
1,846 |
11,193 |
+9,347 |
+506.34% |
| Envestnet Asset Management Inc. |
17,801 |
107,833 |
+90,032 |
+505.77% |
| Searcy Financial Services Inc. ADV |
59,797 |
361,658 |
+301,861 |
+504.81% |
| Gleason Group Inc. |
22 |
133 |
+111 |
+504.55% |
| McClarren Financial Advisors Inc. |
77 |
464 |
+387 |
+502.60% |
| M Holdings Securities Inc. |
10,161 |
61,166 |
+51,005 |
+501.97% |
| MCF Advisors LLC |
57 |
343 |
+286 |
+501.75% |
| Private Wealth Strategies L.L.C. |
2,180 |
13,098 |
+10,918 |
+500.83% |
| Fifth Third Bancorp |
750 |
4,500 |
+3,750 |
+500.00% |
| US Bancorp DE |
213 |
1,278 |
+1,065 |
+500.00% |
| Northern Trust Corp |
1,350 |
8,100 |
+6,750 |
+500.00% |
| The PNC Financial Services Group Inc. |
350 |
2,100 |
+1,750 |
+500.00% |
| Blair William & Co. IL |
120 |
720 |
+600 |
+500.00% |
| Optimum Investment Advisors |
200 |
1,200 |
+1,000 |
+500.00% |
| MAI Capital Management |
800 |
4,800 |
+4,000 |
+500.00% |
| Adell Harriman & Carpenter Inc. |
2,036 |
12,216 |
+10,180 |
+500.00% |
| Reilly Financial Advisors LLC |
50 |
300 |
+250 |
+500.00% |
| West Oak Capital LLC |
545 |
3,270 |
+2,725 |
+500.00% |
| Benjamin F. Edwards & Company Inc. |
5 |
30 |
+25 |
+500.00% |
| Budros Ruhlin & Roe Inc. |
1,985 |
11,910 |
+9,925 |
+500.00% |
| McKinley Carter Wealth Services Inc. |
1,476 |
8,856 |
+7,380 |
+500.00% |
| Lowe Wealth Advisors LLC |
35 |
210 |
+175 |
+500.00% |
| NEXT Financial Group Inc |
22 |
132 |
+110 |
+500.00% |
| Evanson Asset Management LLC |
1,000 |
6,000 |
+5,000 |
+500.00% |
| IFP Advisors Inc |
734 |
4,404 |
+3,670 |
+500.00% |
| Parallel Advisors LLC |
285 |
1,710 |
+1,425 |
+500.00% |
| Level Four Advisory Services LLC |
9,676 |
58,056 |
+48,380 |
+500.00% |
| Crescent Grove Advisors LLC |
4,547 |
27,282 |
+22,735 |
+500.00% |
| Investors Research Corp |
12 |
72 |
+60 |
+500.00% |
| Towerpoint Wealth LLC |
1,318 |
7,908 |
+6,590 |
+500.00% |
| GPS Wealth Strategies Group LLC |
3 |
18 |
+15 |
+500.00% |
| Laurel Wealth Advisors LLC |
235 |
1,410 |
+1,175 |
+500.00% |
| Tsfg LLC |
21 |
126 |
+105 |
+500.00% |
| Windsor Group LTD |
2,016 |
12,093 |
+10,077 |
+499.85% |
| Creative Planning |
2,259 |
13,541 |
+11,282 |
+499.42% |
| Smith Chas P & Associates PA Cpas |
2,497 |
14,892 |
+12,395 |
+496.40% |
| Courage Miller Partners LLC |
3,878 |
22,907 |
+19,029 |
+490.69% |
| StoneX Group Inc. |
1,004 |
5,874 |
+4,870 |
+485.06% |
| Ameriprise Financial Inc. |
57,316 |
334,074 |
+276,758 |
+482.86% |
| Matrix Trust Co |
22,033 |
128,367 |
+106,334 |
+482.61% |
| Kestra Advisory Services LLC |
14,928 |
86,441 |
+71,513 |
+479.05% |
| Equitable Holdings Inc. |
1,691 |
9,666 |
+7,975 |
+471.61% |
| FMR LLC |
540 |
3,006 |
+2,466 |
+456.67% |
| Western Wealth Management LLC |
1,886 |
9,928 |
+8,042 |
+426.41% |
| IMA Wealth Inc. |
171 |
876 |
+705 |
+412.28% |
| Prospera Financial Services Inc |
1,893 |
9,312 |
+7,419 |
+391.92% |
| Northwestern Mutual Wealth Management Co. |
308 |
1,512 |
+1,204 |
+390.91% |
| DB Wealth Management Group LLC |
264 |
1,236 |
+972 |
+368.18% |
| Aptus Capital Advisors LLC |
1,614 |
7,463 |
+5,849 |
+362.39% |
| UBS Group AG |
22,772 |
103,479 |
+80,707 |
+354.41% |
| Steward Partners Investment Advisory LLC |
110 |
468 |
+358 |
+325.45% |
| BEAM Asset Management LLC |
2,900 |
12,068 |
+9,168 |
+316.14% |
| Proequities Inc. |
51 |
210 |
+159 |
+311.76% |
| Advisor Group Holdings Inc. |
37,682 |
147,307 |
+109,625 |
+290.92% |
| LPL Financial LLC |
104,844 |
397,664 |
+292,820 |
+279.29% |
| Bank of America Corp DE |
88,521 |
330,681 |
+242,160 |
+273.56% |
| Stifel Financial Corp |
2,151 |
8,004 |
+5,853 |
+272.11% |
| Ameritas Investment Company LLC |
1,268 |
4,298 |
+3,030 |
+238.96% |
| Cambridge Investment Research Advisors Inc. |
14,265 |
42,132 |
+27,867 |
+195.35% |
| Citadel Advisors LLC |
12,627 |
34,327 |
+21,700 |
+171.85% |
| Wells Fargo & Company MN |
170,153 |
451,588 |
+281,435 |
+165.40% |
| Harbour Investments Inc. |
5,027 |
12,777 |
+7,750 |
+154.17% |
| Royal Bank of Canada |
18,772 |
46,667 |
+27,895 |
+148.60% |
| Private Advisor Group LLC |
26,657 |
53,380 |
+26,723 |
+100.25% |
| Cetera Advisors LLC |
3,486 |
6,611 |
+3,125 |
+89.64% |
| Sowell Financial Services LLC |
12,252 |
18,304 |
+6,052 |
+49.40% |
| Morgan Stanley |
166,970 |
244,319 |
+77,349 |
+46.33% |
| DAVENPORT & Co LLC |
6,395 |
9,300 |
+2,905 |
+45.43% |
| Raymond James & Associates |
50,743 |
69,147 |
+18,404 |
+36.27% |
| Raymond James Financial Services Advisors Inc. |
64,409 |
68,812 |
+4,403 |
+6.84% |
| 13F Filers Reporting New Positions In JKK |
|---|
| Lincoln National Corp |
0 |
6,498 |
+6,498 |
+100% |
| Truist Financial Corp |
0 |
4,663 |
+4,663 |
+100% |
| Bank of Montreal Can |
0 |
168 |
+168 |
+100% |
| Schmidt P J Investment Management Inc. |
0 |
5,084 |
+5,084 |
+100% |
| Breiter Capital Management Inc. |
0 |
12,593 |
+12,593 |
+100% |
| Lee Financial Co |
0 |
342 |
+342 |
+100% |
| CIBC World Markets Inc. |
0 |
8,166 |
+8,166 |
+100% |
| Asset Dedication LLC |
0 |
695 |
+695 |
+100% |
| Advisory Services Network LLC |
0 |
2,669 |
+2,669 |
+100% |
| SRS Capital Advisors Inc. |
0 |
6 |
+6 |
+100% |
| Brookstone Capital Management |
0 |
12,926 |
+12,926 |
+100% |
| Financial Insights Inc. |
0 |
420 |
+420 |
+100% |
| Moisand Fitzgerald Tamayo LLC |
0 |
300 |
+300 |
+100% |
| Connecticut Wealth Management LLC |
0 |
3,851 |
+3,851 |
+100% |
| Flagship Harbor Advisors LLC |
0 |
26,171 |
+26,171 |
+100% |
| Ieq Capital LLC |
0 |
32,100 |
+32,100 |
+100% |
| Spire Wealth Management |
0 |
84 |
+84 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Huntington National Bank |
1 |
1 |
UNCH |
0.00% |
| CWM LLC |
23,555 |
23,555 |
UNCH |
0.00% |
| Geneos Wealth Management Inc. |
152 |
152 |
UNCH |
0.00% |
| 13F Filers Decreasing JKK Share Count |
|---|
| Susquehanna International Group LLP |
55,266 |
7,244 |
-48,022 |
-86.89% |
| Insight Advisors LLC PA |
9,862 |
4,562 |
-5,300 |
-53.74% |
| Assetmark Inc. |
210 |
189 |
-21 |
-10.00% |
| 13F Filers Exiting JKK |
|---|
| RiverTree Advisors LLC |
11,565 |
0 |
-11,565 |
-100.00% |
| MTM Investment Management LLC |
3,095 |
0 |
-3,095 |
-100.00% |
| International Assets Investment Management LLC |
25 |
0 |
-25 |
-100.00% |
| Archer Investment Corp |
85 |
0 |
-85 |
-100.00% |
| Leelyn Smith LLC |
439 |
0 |
-439 |
-100.00% |
| Gladstone Institutional Advisory LLC |
4,002 |
0 |
-4,002 |
-100.00% |
| Portfolio Strategies Inc. |
1,993 |
0 |
-1,993 |
-100.00% |
| Fulcrum Equity Management |
8,734 |
0 |
-8,734 |
-100.00% |
| Resource Management LLC |
2,051 |
0 |
-2,051 |
-100.00% |
| Financial Advocates Investment Management |
12,554 |
0 |
-12,554 |
-100.00% |
| Kovack Advisors Inc. |
1,908 |
0 |
-1,908 |
-100.00% |
| Trinity Wealth Management LLC |
1,570 |
0 |
-1,570 |
-100.00% |
| Pensionmark Financial Group LLC |
4,224 |
0 |
-4,224 |
-100.00% |
| Baird Financial Group Inc. |
4,480 |
0 |
-4,480 |
-100.00% |
| Vicus Capital |
5,187 |
0 |
-5,187 |
-100.00% |
| Sigma Planning Corp |
26,308 |
0 |
-26,308 |
-100.00% |
| AdvisorShares Investments LLC |
258,596 |
0 |
-258,596 |
-100.00% |
| Voya Financial Advisors Inc. |
3,621 |
0 |
-3,621 |
-100.00% |
| Valmark Advisers Inc. |
5,864 |
0 |
-5,864 |
-100.00% |
| D.A. Davidson & CO. |
8,206 |
0 |
-8,206 |
-100.00% |
| Centaurus Financial Inc. |
854 |
0 |
-854 |
-100.00% |
| Calton & Associates Inc. |
3,943 |
0 |
-3,943 |
-100.00% |
See Summary: Institutional Holders of JKK
See Details: Top 10 Hedge Funds Holding JKK
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