JOF Institutional Ownership & Shareholders
JAPAN SMALLER CAPITALIZATION (JOF) is currently held by 58 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $241.36M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Allspring Global Investments Holdings, Llc is currently the largest disclosed institutional shareholder of JOF tracked by InsiderSet, reporting ownership valued at approximately $52.81M 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 $49.31M, representing an estimated loss of -6.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed JOF value among the investors covered in this analysis. Major shareholders include Allspring Global Investments Holdings, Llc, Lazard Asset Management Llc, City Of London Investment Management Co Ltd, and several other long-term asset managers with concentrated positions in JAPAN SMALLER CAPITALIZATION (JOF).
This page ranks the largest institutional JOF 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
58
Total Reported Value
$241.36M
Largest Holder
Allspring Global Investments Holdings, Llc
Largest Position
$52.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Allspring Global Investments Holdings, Llc | 0.08% | 4,483,067 | $52,810,529 | $49,313,737 | -$3,496,792 | -6.62% | |
| Lazard Asset Management Llc | 0.06% | 3,560,978 | $41,948,321 | $39,170,758 | -$2,777,563 | -6.62% | |
| City Of London Investment Management Co Ltd | 2.76% | 3,223,016 | $40,610,002 | $35,453,176 | -$5,156,826 | -12.70% | |
| 1607 Capital Partners, Llc | 2.79% | 2,724,109 | $32,090,004 | $29,965,199 | -$2,124,805 | -6.62% | |
| Saba Capital Management, L.P. | 0.70% | 1,948,781 | $22,956,640 | $21,436,591 | -$1,520,049 | -6.62% | |
| Bank Of America Corp | 0.00% | 443,293 | $5,221,992 | $4,876,223 | -$345,769 | -6.62% | |
| Karpus Management, Inc. | 0.14% | 417,754 | $4,921,142 | $4,595,294 | -$325,848 | -6.62% | |
| Almitas Capital Llc | 1.09% | 386,375 | $4,551,498 | $4,250,125 | -$301,373 | -6.62% | |
| Morgan Stanley | 0.00% | 289,647 | $3,412,053 | $3,186,117 | -$225,936 | -6.62% | |
| Pekin Hardy Strauss, Inc. | 0.27% | 246,809 | $3,109,793 | $2,714,899 | -$394,894 | -12.70% | |
| Mraz, Amerine & Associates, Inc. | 0.42% | 211,069 | $2,659,470 | $2,321,759 | -$337,711 | -12.70% | |
| Flagship Harbor Advisors, Llc | 0.08% | 179,353 | $2,259,847 | $1,972,883 | -$286,964 | -12.70% | |
| Bulldog Investors, Llp | 0.49% | 187,557 | $2,209,421 | $2,063,127 | -$146,294 | -6.62% | |
| Lpl Financial Llc | 0.00% | 150,688 | $1,775,103 | $1,657,568 | -$117,535 | -6.62% | |
| Altium Capital Management Llc | 3.73% | 150,412 | $1,771,853 | $1,654,532 | -$117,321 | -6.62% | |
| Raffles Associates Lp | 1.11% | 110,967 | $1,307,191 | $1,220,637 | -$86,554 | -6.62% | |
| Raymond James Financial Inc | 0.00% | 106,861 | $1,258,818 | $1,175,471 | -$83,347 | -6.62% | |
| Blue Bell Private Wealth Management, Llc | 0.15% | 98,879 | $1,245,875 | $1,087,669 | -$158,206 | -12.70% | |
| Cibc World Market Inc. | 0.00% | 105,444 | $1,242,130 | $1,159,884 | -$82,246 | -6.62% | |
| Hara Capital Llc | 0.59% | 98,164 | $1,236,866 | $1,079,804 | -$157,062 | -12.70% | |
| Shaker Financial Services, Llc | 0.39% | 93,079 | $1,172,796 | $1,023,869 | -$148,927 | -12.70% | |
| Wolverine Asset Management Llc | 0.01% | 83,860 | $1,056,636 | $922,460 | -$134,176 | -12.70% | |
| Verition Fund Management Llc | 0.01% | 79,538 | $936,958 | $874,918 | -$62,040 | -6.62% | |
| Barry Investment Advisors, Llc | 0.18% | 73,554 | $926,783 | $809,094 | -$117,689 | -12.70% | |
| Noble Wealth Management Pbc | 0.42% | 72,405 | $912,303 | $796,455 | -$115,848 | -12.70% | |
| Css Llc/Il | 0.04% | 68,679 | $809,039 | $755,469 | -$53,570 | -6.62% | |
| Baird Financial Group, Inc. | 0.00% | 63,423 | $747,123 | $697,653 | -$49,470 | -6.62% | |
| Bard Associates Inc | 0.15% | 58,289 | $686,645 | $641,179 | -$45,466 | -6.62% | |
| Hrt Financial Lp | 0.00% | 42,242 | $497,000 | $464,662 | -$32,338 | -6.51% | |
| Corient Private Wealth Llc | 0.00% | 42,100 | $495,944 | $463,100 | -$32,844 | -6.62% | |
| Citadel Advisors Llc | 0.00% | 38,815 | $457,241 | $426,965 | -$30,276 | -6.62% | |
| Dkm Wealth Management, Inc. | 0.27% | 34,001 | $428,418 | $374,011 | -$54,407 | -12.70% | |
| Quantinno Capital Management Lp | 0.00% | 36,100 | $425,264 | $397,100 | -$28,164 | -6.62% | |
| Calamos Advisors Llc | 0.00% | 29,443 | $370,982 | $323,873 | -$47,109 | -12.70% | |
| Beam Wealth Advisors, Inc. | 0.06% | 24,500 | $288,610 | $269,500 | -$19,110 | -6.62% | |
| Triasima Portfolio Management Inc. | 0.04% | 21,800 | $274,680 | $239,800 | -$34,880 | -12.70% | |
| Readystate Asset Management Lp | 0.01% | 22,249 | $262,093 | $244,739 | -$17,354 | -6.62% | |
| Ingalls & Snyder Llc | 0.01% | 20,000 | $236,000 | $220,000 | -$16,000 | -6.78% | |
| Sax Wealth Advisors, Llc | 0.01% | 18,645 | $234,927 | $205,095 | -$29,832 | -12.70% | |
| Roberts Glore & Co Inc | 0.05% | 17,633 | $207,717 | $193,963 | -$13,754 | -6.62% | |
| Successful Portfolios Llc | 0.09% | 15,000 | $190,050 | $165,000 | -$25,050 | -13.18% | |
| Xtx Topco Ltd | 0.00% | 16,076 | $189,375 | $176,836 | -$12,539 | -6.62% | |
| Mills Wealth Advisors Llc | 0.05% | 12,823 | $161,565 | $141,053 | -$20,512 | -12.70% | |
| Sanctuary Advisors, Llc | 0.00% | 12,300 | $144,894 | $135,300 | -$9,594 | -6.62% | |
| Wells Fargo & Company/Mn | 0.00% | 10,292 | $121,240 | $113,212 | -$8,028 | -6.62% | |
| North Ground Capital | 0.14% | 10,000 | $117,800 | $110,000 | -$7,800 | -6.62% | |
| Osaic Holdings, Inc. | 0.00% | 9,184 | $108,253 | $101,024 | -$7,229 | -6.68% | |
| Pnc Financial Services Group, Inc. | 0.00% | 6,055 | $71,328 | $66,605 | -$4,723 | -6.62% | |
| Colonial Trust Advisors | 0.00% | 5,649 | $66,545 | $62,139 | -$4,406 | -6.62% | |
| Cwm, Llc | 0.00% | 4,506 | $49,115 | $49,566 | +$451 | +0.92% |
Frequently asked questions about JOF
Who are the largest institutional holders of JOF?
The largest institutional holders of JOF reported in the latest SEC Form 13F filings include Allspring Global Investments Holdings, Llc, Lazard Asset Management Llc, City Of London Investment Management Co Ltd, 1607 Capital Partners, Llc, and Saba Capital Management, L.P.. InsiderSet ranks institutional holders by their latest reported JOF position.
What is JOF institutional ownership?
This page tracks JOF positions reported by institutional investment managers through SEC Form 13F. JAPAN SMALLER CAPITALIZATION (JOF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JOF?
InsiderSet currently tracks 58 institutional managers reporting JOF 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 JOF shareholders.
How much JOF stock do institutions own?
Institutional investment managers disclosed approximately $241.36M in JOF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JOF institutional ownership last updated?
The latest JOF 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 JOF 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 JOF position after the reporting date.
Are institutions buying or selling JOF?
Institutional buying and selling can be analyzed by comparing JOF positions across consecutive 13F reporting periods. InsiderSet's JOF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JOF ownership changes.
How has JOF institutional ownership changed over time?
InsiderSet tracks JOF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.