JELM Institutional Ownership & Shareholders
JH EQ LINKED MOD INCOME ETF (JELM) is currently held by 9 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $33.72M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Marshall Financial Group, Llc is currently the largest disclosed institutional shareholder of JELM tracked by InsiderSet, reporting ownership valued at approximately $13.56M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $13.68M, representing an estimated gain of +0.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed JELM value among the investors covered in this analysis. Major shareholders include Marshall Financial Group, Llc, United Capital Financial Advisors, Llc, Kestra Advisory Services, Llc, and several other long-term asset managers with concentrated positions in JH EQ LINKED MOD INCOME ETF (JELM).
This page ranks the largest institutional JELM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
9
Total Reported Value
$33.72M
Largest Holder
Marshall Financial Group, Llc
Largest Position
$13.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
11
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Marshall Financial Group, Llc | 1.98% | 535,895 | $13,558,144 | $13,684,347 | +$126,203 | +0.93% | |
| United Capital Financial Advisors, Llc | 0.07% | 487,000 | $12,209,090 | $12,435,789 | +$226,699 | +1.86% | |
| Kestra Advisory Services, Llc | 0.02% | 314,513 | $8,057,822 | $8,031,247 | -$26,575 | -0.33% | |
| Corrado Advisors, Llc | 1.68% | 133,555 | $3,421,680 | $3,410,394 | -$11,286 | -0.33% | |
| Triad Wealth Partners, Llc | 0.10% | 70,287 | $1,800,759 | $1,794,814 | -$5,945 | -0.33% | |
| Transce3Nd, Llc | 1.35% | 53,086 | $1,358,737 | $1,355,578 | -$3,159 | -0.23% | |
| Miller Global Investments, Llc | 0.40% | 19,124 | $489,957 | $488,341 | -$1,616 | -0.33% | |
| Ankerstar Wealth, Llc | 0.37% | 17,390 | $441,261 | $444,062 | +$2,801 | +0.63% | |
| Qtr Family Wealth, Llc | 0.14% | 14,964 | $383,366 | $382,113 | -$1,253 | -0.33% | |
| Clear Creek Financial Management, Llc | 0.03% | 13,002 | $333,124 | $332,013 | -$1,111 | -0.33% | |
| Capital Analysts, Llc | 0.00% | 4,344 | $110,000 | $110,926 | +$926 | +0.84% |
Frequently asked questions about JELM
Who are the largest institutional holders of JELM?
The largest institutional holders of JELM reported in the latest SEC Form 13F filings include Marshall Financial Group, Llc, United Capital Financial Advisors, Llc, Kestra Advisory Services, Llc, Corrado Advisors, Llc, and Triad Wealth Partners, Llc. InsiderSet ranks institutional holders by their latest reported JELM position.
What is JELM institutional ownership?
This page tracks JELM positions reported by institutional investment managers through SEC Form 13F. JH EQ LINKED MOD INCOME ETF (JELM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JELM?
InsiderSet currently tracks 9 institutional managers reporting JELM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JELM shareholders.
How much JELM stock do institutions own?
Institutional investment managers disclosed approximately $33.72M in JELM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JELM institutional ownership last updated?
The latest JELM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JELM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JELM position after the reporting date.
Are institutions buying or selling JELM?
Institutional buying and selling can be analyzed by comparing JELM positions across consecutive 13F reporting periods. InsiderSet's JELM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JELM ownership changes.
How has JELM institutional ownership changed over time?
InsiderSet tracks JELM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.