Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
Holders:12
Total Value:$9,573,212
Total Shares:277,565
Institutional Ownership Trend
11 quarters
Holder Concentration
Across 12 13F filers
· Δ vs Jun 30, 2026
Top Holder
21.1%
−10.6 pts
Top 5
72.2%
+5.2 pts
Top 10
96.6%
+17.0 pts
HHI
1,286
Broadly held−164
Who Holds AMJB
Last 8 quarters through Sep 30, 2026 (filing window open)
Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory
records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book.
The quarter selector does not change this card.
Jun 30, 2026, the newest closed quarter:
73 filers,
like-for-like change +1.6%; actively managed books +2.0%; index-like books -5.5%.
Holder type
Share
Filers
Change
New
Exited
Registered adviser
20.1%
38
-0.4%
1
1
Adviser
0.1%
1
+8.0%
0
0
Bank
21.0%
8
-8.8%
2
1
Broker-dealer
4.2%
1
+4.2%
0
0
Holding company
14.0%
4
+4.6%
0
0
Unknown
40.5%
21
+7.8%
2
1
Style
Share
Filers
Change
New
Exited
Index-like
3.0%
2
-5.5%
0
0
Concentrated
5.9%
12
+7.7%
1
0
Diversified active
91.1%
59
+1.7%
4
2
Systematic-like
0.0%
0
—
0
0
Unknown
0.0%
0
-100.0%
0
1
Not measured
0.0%
0
—
0
0
Turnover
Share
Filers
Change
New
Exited
Low turnover
63.5%
60
-2.5%
3
2
Medium turnover
1.9%
4
+20.3%
0
1
High turnover
0.9%
3
+64.3%
1
0
Unknown
33.7%
6
+8.2%
1
0
Not measured
0.0%
0
—
0
0
Holding horizon
Share
Filers
Change
New
Exited
Short horizon
33.8%
7
+8.2%
1
0
Medium horizon
4.8%
8
-5.9%
0
1
Long horizon
60.1%
57
-1.7%
4
2
Unknown
1.3%
1
+37.4%
0
0
Not measured
0.0%
0
—
0
0
13F book size
Share
Filers
Change
New
Exited
Under $1B
10.1%
21
+6.6%
1
1
$1B to $10B
8.6%
18
-2.2%
1
1
$10B to $100B
57.5%
23
+5.2%
2
0
$100B or more
23.7%
11
-6.7%
1
1
Not measured
0.0%
0
—
0
0
Client base
Share
Filers
Change
New
Exited
Individuals and high net worth
17.5%
33
-0.9%
1
1
Pooled investment vehicles
0.0%
2
0.0%
0
0
Registered funds and BDCs
1.3%
1
-13.9%
0
0
Other investment advisers
1.2%
1
+34.1%
0
0
Diversified
0.1%
1
-4.5%
0
0
Insurance companies
0.0%
0
—
0
0
Unknown
79.9%
35
+2.1%
4
2
Private funds
Share
Filers
Change
New
Exited
Hedge funds
3.2%
5
-1.0%
0
0
Private equity funds
0.8%
3
+2.5%
0
0
Real estate funds
1.6%
3
+10.0%
0
0
Other private funds
2.9%
3
-9.9%
0
0
Mixed private funds
0.0%
1
0.0%
0
0
No private funds
11.6%
23
+1.0%
1
1
Securitized asset funds
0.0%
0
—
0
0
Private funds, type not stated
0.0%
0
—
0
0
Unknown
79.9%
35
+2.1%
4
2
Location
Share
Filers
Change
New
Exited
United States
99.5%
71
+1.6%
5
3
Outside the US
0.5%
2
+0.2%
0
0
The Sep 30, 2026 filing window is still open, so its
bar shows only the filers that have filed so far.
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out.
The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later
quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type
comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster
current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and
book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none
was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Excluded 1 holder with no observed 2026-03-31 13F.
Quarterly Activity
vs Jun 30, 2026
New
2
Increased
5
Decreased
1
Sold Out
0
Unchanged
4
New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.
