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Institutional Holders of JAVA

There is a long list of 123 institutional holders of JAVA 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 JAVA by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-JAVA table below, the initial column indicates the name of each top institutional holder of JAVA, with a link to that fund's top holdings. The next columns indicate the amount of JAVA stock held by each of the institutional holders of JAVA, followed by the JAVA 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
LPL Financial LLC2,064,848$114,847 12/31/2023
     JAVA2,064,848$114,847 12/31/2023
Janney Montgomery Scott LLC745,094$44,624 03/31/2024
     JAVA745,094$44,624 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC739,404$44,283 03/31/2024
     JAVA739,404$44,283 03/31/2024
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
Commonwealth Equity Services LLC546,577$32,735 03/31/2024
     JAVA546,577$32,735 03/31/2024
Raymond James & Associates485,005$29,047 03/31/2024
     JAVA485,005$29,047 03/31/2024
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
Raymond James Financial Services Advisors Inc.285,778$17,115 03/31/2024
     JAVA285,778$17,115 03/31/2024
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
Crumly & Associates Inc.224,635$13,453 03/31/2024
     JAVA224,635$13,453 03/31/2024
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
Avaii Wealth Management LLC142,163$8,514 03/31/2024
     JAVA142,163$8,514 03/31/2024
Captrust Financial Advisors148,887$8,281 12/31/2023
     JAVA148,887$8,281 12/31/2023
Unionview LLC124,513$7,457 03/31/2024
     JAVA124,513$7,457 03/31/2024
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
SFI Advisors LLC87,520$4,868 12/31/2023
     JAVA87,520$4,868 12/31/2023
MN Wealth Advisors LLC81,258$4,867 03/31/2024
     JAVA81,258$4,867 03/31/2024
CWM LLC78,212$4,684 03/31/2024
     JAVA78,212$4,684 03/31/2024
Mutual Advisors LLC70,595$4,228 03/31/2024
     JAVA70,595$4,228 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
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
Perigon Wealth Management LLC37,166$2,226 03/31/2024
     JAVA37,166$2,226 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
Lincoln National Corp33,838$2,027 03/31/2024
     JAVA33,838$2,027 03/31/2024
Envestnet Asset Management Inc.33,549$1,866 12/31/2023
     JAVA33,549$1,866 12/31/2023
StoneCrest Wealth Management Inc.28,653$1,716 03/31/2024
     JAVA28,653$1,716 03/31/2024
Tyler Stone Wealth Management30,161$1,678 12/31/2023
     JAVA30,161$1,678 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
Benjamin F. Edwards & Company Inc.22,972$1,376 03/31/2024
     JAVA22,972$1,376 03/31/2024

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

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