Who owns JELM?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JELM from SEC Form 13F filings across 6 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 6 institutions disclosed 1.1M shares of JELM worth $28.3M; the largest disclosed holder is Marshall Financial Group, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
6
13F holders
$28.3M
value, 2026 filers
1.1M
shares disclosed
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of JELM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Marshall Financial Group, LLCNEW | 535,895 | $13.6M | 2.0% | — | new |
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLCNEW | 487,000 | $12.2M | 0.1% | — | new |
| 3 | Triad Wealth Partners, LLCNEW | 71,080 | $1.8M | 0.1% | — | new |
| 4 | Ankerstar Wealth, LLCNEW | 17,390 | $441,261 | 0.4% | — | new |
| 5 | Clear Creek Financial Management, LLCNEW | 12,924 | $326,968 | 0.0% | — | new |
| 6 | Capital Analysts, LLCNEW | 4,344 | $110 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.