Jacob Forward ETFJFWDETF
13F holders, Q2 2024 (June 30)4holders +2
2new positions
0sold out
$10.02avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Jacob Forward ETF (JFWD) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were Susquehanna International Group, LLP ($186K), Royal Bank of Canada ($120K) and EverSource Wealth Advisors, LLC ($1K).
- Company
- Jacob Forward ETF
- CUSIP
- 469785703
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $186K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 19,354 shares bought, net +19,354 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Susquehanna International Group, LLP | 0.00% | New | 18,529 | $186K |
| Royal Bank of Canada | 0.00% | Add +7.4% | 11,967 | $120K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 100 | $1K |
| UBS Group AG | 0.00% | New | 1 | $10 |
"% of holder's portfolio" is JFWD's weight in each manager's 13F, not the share of Jacob Forward ETF the manager owns.