13FBOX
JFB CONSTR HLDGS · 13F Institutional Holdings
Options Calculator Rankings
J

JFB CONSTR HLDGS

JFB
Institutions
36
Combined AUM (Q2 2026)
$5.0M
Combined Shares (Q2 2026)
1.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+522,933
22 · 16 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-168,886
14 · 10 Exit · ≈
⚖️ Net
+354,047
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$5.0M
Institutions
36
New Buys
16
Adds
6
Reduces
4
Exits
10
Unchanged
10
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%#20$1.5M303,900$00+303,900New Buy
LPL Financial LLC
<0.01%<0.01%#13$1.1M235,343$1.5M247,970-12,627-5.09%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#17$472,36198,204$594,88897,204+1,000+1.03%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#24$268,09355,705$330,86354,033+1,672+3.09%Add
CITADEL ADVISORS LLC
<0.01%#23$195,59440,664$00+40,664New Buy
Engineers Gate Manager LP
<0.01%#6$186,33538,739$00+38,739New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#22$144,78130,100$184,15130,090+10+0.03%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%#19$142,17429,558$00+29,558New Buy
STATE STREET CORP
<0.01%<0.01%#29$107,74422,400$83,84413,700+8,700+63.50%Add
BlackRock, Inc.
<0.01%<0.01%#32$100,02020,794$62,72410,249+10,545+102.89%Add
Advisory Services Network, LLC
<0.01%<0.01%#9$96,20020,000$122,40020,00000.00%Unchanged
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#12$85,49317,774$69,21711,310+6,464+57.15%Add
DC Investments Management, LLC
0.03%#1$84,47317,562$00+17,562New Buy
Herold Advisors, Inc.
0.01%0.02%#2$72,00015,000$91,80015,00000.00%Unchanged
NORTHERN TRUST CORP
<0.01%#27$54,57911,347$00+11,347New Buy
MORGAN STANLEY
<0.01%#31$51,85210,780$00+10,780New Buy
INDEPENDENT FINANCIAL GROUP, LLC
<0.01%#10$51,46710,700$00+10,700New Buy
FRANKLIN RESOURCES INC
<0.01%#26$49,37510,265$00+10,265New Buy
SMITH, MOORE & CO.
<0.01%<0.01%#4$48,10010,000$61,20010,00000.00%Unchanged
Clear Creek Financial Management, LLC
<0.01%#5$48,10010,000$00+10,000New Buy
Opal Wealth Advisors, LLC
0.01%#3$48,10010,000$00+10,000New Buy
UBS Group AG
<0.01%<0.01%#28$41,8188,694$257,04742,001-33,307-79.30%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#35$5,000945$120,00019,600-18,655-95.18%Reduce
Indiana Trust & Investment Management Co
<0.01%<0.01%#7$4,896800$4,89680000.00%Unchanged
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#15$4,8101,000$6,1201,00000.00%Unchanged
Costello Asset Management, INC
<0.01%<0.01%#8$3,848800$4,89680000.00%Unchanged
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#33$2,820600$4,36260000.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#30$2,453510$00+510New Buy
BARRETT & COMPANY, INC.
<0.01%<0.01%#11$2,044425$2,60142500.00%Unchanged
Security National Bank
<0.01%<0.01%#14$1,924400$2,44840000.00%Unchanged
BARCLAYS PLC
<0.01%<0.01%#36$1,876390$17,0262,782-2,392-85.98%Reduce
FINANCIAL CONSULATE, INC
<0.01%#16$1,203250$00+250New Buy
Golden State Wealth Management, LLC
<0.01%<0.01%#18$962200$1,22420000.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%#34$769160$00+160New Buy
Strategic Wealth Partners, Ltd.
<0.01%#21$43390$00+90New Buy
Caitong International Asset Management Co., Ltd
<0.01%#25$8217$00+17New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow