JAGX · Jaguar Health, Inc. · Holdings

$2.58 -0.05 (-1.81%)

Market Cap

$1.81M

689,107

Volume · Oct 20 265.7K Avg daily vol (3 sessions) 557.43K

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.

Use institutional holdings through the 13F API or MCP → See every holder of JAGX: 13F, 13D and 13G, insiders and funds →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.

Quarter:

Holders: 9

Total Value: $2,274

Total Shares: 5,582

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 8 13F filers

Top Holder

100.0%

of institutional value

Top 5

100.0%

of institutional value

Top 10

100.0%

of institutional value

HHI

10,000

Highly concentrated

Who Holds JAGX

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: 7 filers, like-for-like change -27.4%; actively managed books +27.0%; index-like books -100.0%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	0.0%	0	-100.0%	0	1
Bank	76.5%	4	+25.3%	1	0
Non-US	1.5%	1	+10.0%	0	0
Holding company	0.0%	0	—	0	0
Broker-dealer	0.0%	0	—	0	0
Unknown	21.9%	2	+34.5%	0	2

Style	Share	Filers	Change	New	Exited
Systematic-like	21.8%	1	+171.9%	0	1
Diversified active	78.2%	6	+10.5%	1	1
Index-like	0.0%	0	-100.0%	0	1
Concentrated	0.0%	0	—	0	0
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	2.1%	3	-96.5%	0	1
Medium turnover	76.1%	3	+25.5%	1	0
High turnover	21.8%	1	+34.8%	0	2
Unknown	0.0%	0	—	0	0
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Medium horizon	1.5%	1	+10.0%	0	0
Long horizon	98.5%	6	-19.0%	1	1
Short horizon	0.0%	0	—	0	0
Unknown	0.0%	0	-100.0%	0	2
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
$1B to $10B	23.5%	3	+145.6%	0	1
$10B to $100B	0.0%	0	-100.0%	0	1
$100B or more	76.5%	4	-36.3%	1	1
Under $1B	0.0%	0	—	0	0
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	0.0%	0	—	0	0
Registered funds and BDCs	0.0%	0	-100.0%	0	1
Unknown	100.0%	7	+27.0%	1	2

Private funds	Share	Filers	Change	New	Exited
No private funds	0.0%	0	-100.0%	0	1
Hedge funds	0.0%	0	—	0	0
Unknown	100.0%	7	+27.0%	1	2

Location	Share	Filers	Change	New	Exited
United States	21.9%	2	-70.9%	0	3
Outside the US	78.1%	5	+25.0%	1	0

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

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.

Conviction and Crowding

8 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

0.000% of filers hold it in their top 10

Mar 31, 2026: 0

Holders above 5%

median weight 0.000%

Mar 31, 2026: 0

Crowding

—

the issuer has more than one class of common stock, so its count is the total across classes

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

the issuer has more than one class of common stock, so its count is the total across classes

Top 10 holders

100.0%

of 13F shares, Herfindahl 0.611

Active holders

+27.2%

like-for-like share change of active filers

5% stakes on record

0 13D, 3 13G (0 institutional, 3 passive, 0 exempt)

How long holders have held it value-weighted 2.0 quarters

Under 1 year 100.0% 1 to 3 years 0.000% 3 years or more 0.000% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Shareholder Targets

13F filers that own its peers but not JAGX, quarter ended Jun 30, 2026

JAGX has no holder-overlap peers, so these filers hold the largest Healthcare stocks: LLY, JNJ, ABBV, UNH, MRK, TMO, AMGN, AZN, GILD, ABT, ISRG, VRTX, CVS, DHR, SYK, BMY, PFE, MDT, MCK, ELV. 6,282 filers in all.

#	Filer	In peers	Of book	Largest peers
1	BlackRock, Inc. Holding company, Index-like	$399,992,110,610 20 held	6.12%	LLY, JNJ, ABBV
2	VANGUARD CAPITAL MANAGEMENT LLC Registered adviser, Index-like	$308,266,564,827 20 held	6.57%	LLY, JNJ, ABBV
3	STATE STREET CORP Bank, Index-like	$222,713,276,889 20 held	6.58%	LLY, JNJ, ABBV
4	VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser, Diversified active	$116,012,260,024 20 held	5.22%	LLY, JNJ, ABBV
5	GEODE CAPITAL MANAGEMENT, LLC Registered adviser, Index-like	$112,944,926,328 19 held	6.00%	LLY, JNJ, ABBV
6	LILLY ENDOWMENT INC Unknown, Unknown	$108,400,867,760 1 held	100.0%	LLY
7	FMR LLC Holding company, Diversified active	$102,008,860,554 20 held	4.52%	LLY, UNH, GILD
8	JPMORGAN CHASE & CO Bank, Diversified active	$92,751,126,760 20 held	5.64%	LLY, JNJ, ABBV
9	MORGAN STANLEY Holding company, Index-like	$91,022,115,433 20 held	5.28%	LLY, JNJ, ABBV
10	Capital World Investors Adviser, Diversified active	$89,827,396,720 14 held	10.6%	LLY, VRTX, UNH

Fund Ownership of JAGX by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0.03% of shares outstanding.

Fund type	Of shares outstanding	Change	Shares	Funds
Index funds	0.03%	+0.03 pp	209	3
Index ETFs	0.00%	0.00 pp	0	0
Active ETFs	0.00%	0.00 pp	0	0
Active funds	0.00%	0.00 pp	0	0
Unclassified	0.00%	0.00 pp	0	0
All registered funds	0.03%	+0.03 pp	209	3

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 1 Bank 4 Non-US 1 Unknown 3

Showing 9 of 9

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Farther Finance Advisors, LLC

$2,259

99.34%

251

WELLS FARGO & COMPANY/MN

$15

0.66%