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Institutions Holding JVAL (150 holders)

150 institutions currently hold JVAL, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
CWM, LLC$73.0M0.19%
CAPTRUST FINANCIAL ADVISORS$58.6M0.10%
Avidian Wealth Enterprises, LLC$57.9M1.83%
LPL Financial LLC$31.5M0.01%
BANK OF AMERICA CORP /DE/$27.3M0.00%
JPMORGAN CHASE & CO$27.3M0.00%
Thrivent Financial for Lutherans$19.2M0.04%
Mainsail Financial Group, LLC$19.1M7.95%
Goodman Advisory Group, LLC$18.4M4.77%
Atria Investments, Inc$10.4M0.12%
Cerity Partners LLC$8.6M0.01%
Apeiron RIA LLC$8.6M1.99%
COMMONWEALTH EQUITY SERVICES, LLC$8.6M0.01%
COLUMBIA ADVISORY PARTNERS LLC$8.0M5.10%
Cetera Investment Advisers$7.5M0.01%
MAGNOLIA CAPITAL ADVISORS LLC$7.5M1.48%
Mariner, LLC$7.2M0.01%
Planned Solutions, Inc.$7.1M2.31%
Kathmere Capital Management, LLC$6.6M0.41%
OSAIC HOLDINGS, INC.$6.6M0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.3M0.00%
RAYMOND JAMES FINANCIAL INC$5.8M0.00%
Orion Porfolio Solutions, LLC$5.7M0.05%
MORGAN STANLEY$5.0M0.00%
Oxinas Partners, LLC$4.4M2.00%
Auxano Advisors, LLC$3.3M0.65%
DAYMARK WEALTH PARTNERS, LLC$2.9M0.09%
INTRUST BANK NA$2.9M0.23%
BOYUM WEALTH ARCHITECTS LLC$2.7M1.13%
Ashton Thomas Private Wealth, LLC$2.6M0.06%
Confluence Wealth Services, Inc.$2.5M0.10%
EP Wealth Advisors, LLC$2.5M0.01%
Private Advisor Group, LLC$2.4M0.01%
FIRST CITIZENS BANK & TRUST CO$2.3M0.05%
Envestnet Portfolio Solutions, Inc.$2.2M0.01%
Gateway Wealth Partners, LLC$2.2M0.09%
FIFTH THIRD SECURITIES, INC.$2.1M0.13%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.9M0.00%
Sigma Planning Corp$1.9M0.05%
Integrated Wealth Concepts LLC$1.8M0.01%
Blue Trust, Inc.$1.8M0.02%
Gallacher Capital Management LLC$1.7M0.67%
Smartleaf Asset Management LLC$1.6M0.06%
SAGESPRING WEALTH PARTNERS, LLC$1.6M0.03%
5T Wealth, LLC$1.6M0.63%
ROYAL BANK OF CANADA$1.5M0.00%
CITADEL ADVISORS LLC$1.3M0.00%
THOROUGHBRED FINANCIAL SERVICES, LLC$1.3M0.08%
Jaffetilchin Investment Partners, LLC$1.3M0.08%
Cresset Asset Management, LLC$1.2M0.01%
CARY STREET PARTNERS FINANCIAL LLC$1.2M0.03%
Barnes Wealth Management Group, Inc$1.2M0.59%
Cobblestone Asset Management LLC$1.1M0.50%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.1M0.00%
CIBC Bancorp USA Inc.$1.0M0.00%
HUB Investment Partners, LLC$1.0M0.02%
HighTower Advisors, LLC$1.0M0.00%
MAI Capital Management$945.4K0.01%
Cambridge Investment Research Advisors, Inc.$923.0K0.00%
MN Wealth Advisors, LLC$902.1K0.44%
SCS Capital Management LLC$865.9K0.01%
ENVESTNET ASSET MANAGEMENT INC$815.0K0.00%
HARBOUR INVESTMENTS, INC.$767.5K0.01%
Retirement Planning Group, LLC$754.4K0.02%
Federation des caisses Desjardins du Quebec$665.4K0.00%
Regal Investment Advisors LLC$607.9K0.04%
Arkadios Wealth Advisors$599.4K0.01%
Addison Advisors LLC$593.2K0.13%
Patten Group, Inc.$569.6K0.10%
Composition Wealth, LLC$552.8K0.01%
MBL Wealth, LLC$537.5K0.04%
Howard Capital Management Inc.$525.9K0.01%
TRUIST FINANCIAL CORP$522.0K0.00%
GOLDMAN SACHS GROUP INC$500.8K0.00%
WealthPlan Investment Management, LLC$459.1K0.03%
Perigon Wealth Management, LLC$416.9K0.01%
Triad Wealth Partners, LLC$393.7K0.03%
Alesco Advisors, LLC, An ESL Co$392.6K0.01%
COOPER/HAIMS ADVISORS, LLC$376.7K0.18%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$369.3K0.00%
Janney Montgomery Scott LLC$363.0K0.00%
OneDigital Investment Advisors LLC$358.9K0.00%
Kestra Advisory Services, LLC$355.0K0.00%
Soltis Investment Advisors LLC$350.5K0.02%
CHILTON INVESTMENT CO INC.$345.1K0.01%
CoreCap Advisors, LLC$313.8K0.01%
RWA WEALTH PARTNERS, LLC$312.2K0.00%
American Trust$300.4K0.03%
Burk Holdings LLC$291.0K0.12%
Merited Wealth, LLC$276.2K0.23%
Ascent Group, LLC$262.7K0.01%
Advisory Services Network, LLC$260.9K0.00%
GTS SECURITIES LLC$251.3K0.01%
Equitable Holdings, Inc.$249.9K0.00%
Goodwin Investment Advisory$243.6K0.29%
MARINO, STRAM & ASSOCIATES LLC$243.0K0.04%
Spire Wealth Management$242.6K0.01%
3Chopt Investment Partners, LLC$242.3K0.06%
Monetary Solutions, Ltd$239.7K0.23%
BNB Wealth Management, LLC$236.0K0.15%
Park Edge Advisors, LLC$232.1K0.05%
FMR LLC$231.2K0.00%
Elevation Wealth Management LLC$231.0K0.21%
Campbell Deegan Wealth Management, LLC$229.8K0.18%
INDEPENDENT FINANCIAL GROUP, LLC$229.6K0.01%
Accredited Investors Inc.$227.1K0.01%
Strategic Blueprint, LLC$222.8K0.01%
Wealthspire Advisors, LLC$210.7K0.00%
Anson Capital, Inc.$210.1K0.14%
AVAII WEALTH MANAGEMENT, LLC$209.5K0.07%
Berger Financial Group, Inc$209.0K0.01%
SUMMIT WEALTH & RETIREMENT PLANNING, INC.$204.4K0.05%
Independent Advisor Alliance$203.8K0.00%
TopTier Wealth Management, LLC$199.7K0.12%
Geneos Wealth Management Inc.$155.4K0.00%
FIFTH THIRD BANCORP$140.0K0.00%
Lavaca Capital LLC$124.9K0.02%
Capital Analysts, LLC$116.0K0.00%
United Community Bank$102.7K0.03%
NBC SECURITIES, INC.$79.9K0.01%
SIMA Wealth Partners, LLC$79.2K0.06%
Farther Finance Advisors, LLC$77.7K0.00%
Park Place Capital Corp$57.7K0.01%
AE Wealth Management LLC$56.1K0.00%
Qube Research & Technologies Ltd$50.9K0.00%
PRIVATE TRUST CO NA$49.3K0.00%
Lodestone Wealth Management LLC$49.0K0.02%
ASSETMARK, INC$47.0K0.00%
TWIN PEAKS WEALTH ADVISORS, LLC$46.9K0.01%
FIRST HORIZON CORP$46.9K0.00%
IFP Advisors, Inc$42.4K0.00%
NewEdge Advisors, LLC$41.8K0.00%
WHITTIER TRUST CO OF NEVADA INC$37.1K0.00%
Realta Investment Advisors$29.3K0.01%
Aptus Capital Advisors, LLC$28.2K0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC$23.4K0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$20.4K0.01%
UBS Group AG$14.7K0.00%
Covestor Ltd$13.0K0.01%
ROTHSCHILD INVESTMENT LLC$10.6K0.00%
MV CAPITAL MANAGEMENT, INC.$7.5K0.00%
Steward Partners Investment Advisory, LLC$7.0K0.00%
Triumph Capital Management$6.4K0.00%
Greykasell Wealth Strategies, Inc.$4.8K0.00%
Allworth Financial LP$4.3K0.00%
NBT BANK N A /NY$4.2K0.00%
Versant Capital Management, Inc$2.2K0.00%
SIMPLEX TRADING, LLC$1.7K0.00%
ATWOOD & PALMER INC$1.5K0.00%
Root Financial Partners, LLC$977.00.00%