JFB CONSTR HLDGS
CL A · CUSIP 46658E107
35
institutional holders
+2 vs Q1 2026
1.0m
shares reported held*
$5.0mreported value*
12 new
7 added
5 reduced
10 sold out
net bought ≈ $979.1k (+203.5k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $4.81.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2025 | 4 |
| Q2 2025 | 7 |
| Q3 2025 | 14 |
| Q4 2025 | 17 |
| Q1 2026 | 33 |
| Q2 2026 | 35 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2025 | 4 | 1 |
| Q3 2025 | 10 | 4 |
| Q4 2025 | 9 | 8 |
| Q1 2026 | 26 | 7 |
| Q2 2026 | 19 | 15 |
Biggest buyers
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +194.7k |
| CITADEL ADVISORS LLC | New | +40.7k |
| Engineers Gate Manager LP | New | +38.7k |
| DC Investments Management, LLC | New | +17.6k |
| NORTHERN TRUST CORP | New | +11.3k |
| INDEPENDENT FINANCIAL GROUP, LLC | New | +10.7k |
| BlackRock, Inc. | Added | +10.5k |
| FRANKLIN RESOURCES INC | New | +10.3k |
| Clear Creek Financial Management, LLC | New | +10.0k |
| Opal Wealth Advisors, LLC | New | +10.0k |
Biggest sellers
| 683 Capital Management, LLC | Sold out | -38.0k |
| UBS Group AG | Reduced | -33.3k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -21.8k |
| ROYAL BANK OF CANADA | Reduced | -18.7k |
| LPL Financial LLC | Reduced | -12.6k |
| Private Advisor Group, LLC | Sold out | -12.5k |
| 49 WEALTH MANAGEMENT, LLC | Sold out | -11.3k |
| Scientech Research LLC | Sold out | -10.3k |
| Tower Research Capital LLC (TRC) | Sold out | -5.3k |
| BARCLAYS PLC | Reduced | -2.4k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Basile Lisa Ann
13D · may seek influence
new · filed 2025-03-12
Stated purposeThe purpose of the transactions contemplated by the Contribution Agreement described in Item 3 above was so the Issuer could acquire the JFB Subsidiary as a subsidiary of the Issuer. The purpose of the reporting person's purchase of the Units in the Issuer's initial public offering described in Item 3 above was for personal investment purposes. Full filing |
65.6% |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 303.9k $1.5m | Added +194.7k |
| LPL Financial LLC 0.00% of their portfolio | 235.3k $1.1m | Reduced -12.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 98.2k $472.4k | Added +1.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 55.7k $268.1k | Added +1.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 40.7k $195.6k | New |
| Engineers Gate Manager LP 0.00% of their portfolio | 38.7k $186.3k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 30.1k $144.8k | Added +10 |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 29.6k $142.2k | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 22.4k $107.7k | Added +8.7k |
| BlackRock, Inc. 0.00% of their portfolio | 20.8k $100.0k | Added +10.5k |
| Advisory Services Network, LLC 0.00% of their portfolio | 20.0k $96.2k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 17.8k $85.5k | Added +6.5k |
| DC Investments Management, LLC 0.03% of their portfolio | 17.6k $84.5k | New |
| Herold Advisors, Inc. 0.01% of their portfolio | 15.0k $72.0k | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 11.3k $54.6k | New |
| MORGAN STANLEY 0.00% of their portfolio | 10.8k $51.9k | Reduced -500 |
| INDEPENDENT FINANCIAL GROUP, LLC 0.00% of their portfolio | 10.7k $51.5k | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 10.3k $49.4k | New |
| SMITH, MOORE & CO. 0.00% of their portfolio | 10.0k $48.1k | Unchanged |
| Clear Creek Financial Management, LLC 0.00% of their portfolio | 10.0k $48.1k | New |
| Opal Wealth Advisors, LLC 0.01% of their portfolio | 10.0k $48.1k | New |
| UBS Group AG 0.00% of their portfolio | 8.7k $41.8k | Reduced -33.3k |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio | 1.0k $4.8k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 945 $5.0k | Reduced -18.7k |
| Indiana Trust & Investment Management Co 0.00% of their portfolio | 800 $3.8k | Unchanged |
| Costello Asset Management, INC 0.00% of their portfolio | 800 $3.8k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 600 $2.8k | Unchanged |
| BARRETT & COMPANY, INC. 0.00% of their portfolio | 425 $2.0k | Unchanged |
| Security National Bank 0.00% of their portfolio | 400 $1.9k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 390 $1.9k | Reduced -2.4k |
| FINANCIAL CONSULATE, INC 0.00% of their portfolio | 250 $1.2k | New |
| Golden State Wealth Management, LLC 0.00% of their portfolio | 200 $962 | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 160 $769 | New |
| Strategic Wealth Partners, Ltd. 0.00% of their portfolio | 90 $433 | New |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 17 $82 | New |