JELD-WEN Holding, Inc. (JELD) — Institutional Holders, Q2 2026 (page 2)
148 institutional investment managers reported a JELD position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $106.5M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 148. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
JELD 13F holders ranked 101–148 of 148
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Aaron Wealth Advisors#101 · 14,574 sh | 14,574 | $21.9K | — | 0.0% |
| 102 | DDD Partners#102 · 12,850 sh | 12,850 | $19.3K | <0.01% | New |
| 103 | MAI Capital Management#103 · 12,346 sh | 12,346 | $18.5K | <0.01% | +1369.8% |
| 104 | Proficio Capital Partners#104 · 12,322 sh | 12,322 | $18.5K | <0.01% | New |
| 105 | StoneX Group#105 · 11,434 sh | 11,434 | $18.3K | <0.01% | New |
| 106 | HB Wealth Management#106 · 11,978 sh | 11,978 | $18.0K | — | -37.5% |
| 107 | SG Americas Securities#107 · 11,196 sh | 11,196 | $17.0K | 0.00% | -59.6% |
| 108 | Krilogy Financial#108 · 10,879 sh | 10,879 | $16.3K | — | New |
| 109 | Focus Partners Advisor Solutions#109 · 10,172 sh | 10,172 | $15.3K | <0.01% | New |
| 110 | NorthCrest Asset Manangement#110 · 10,033 sh | 10,033 | $12.4K | — | New |
| 111 | Integrated Wealth Concepts#111 · 8,168 sh | 8,168 | $12.3K | <0.01% | New |
| 112 | Allworth Financial#112 · 6,840 sh | 6,840 | $10.3K | 0.00% | +894.2% |
| 113 | EverSource Wealth Advisors#113 · 6,273 sh | 6,273 | $9.4K | <0.01% | +391.2% |
| 114 | Essential Partners#114 · 4,947 sh | 4,947 | $7.4K | — | -54.7% |
| 115 | SIGNATUREFD#115 · 3,612 sh | 3,612 | $5.4K | — | 0.0% |
| 116 | NATIONAL BANK OF CANADA#116 · 3,520 sh | 3,520 | $5.3K | 0.00% | New |
| 117 | Performa Ltd (US)#117 · 3,350 sh | 3,350 | $5.0K | <0.01% | -52.1% |
| 118 | Bernard Wealth Management#118 · 2,022 sh | 2,022 | $3.0K | <0.01% | 0.0% |
| 119 | Silver Grove Financial Group#119 · 2,000 sh | 2,000 | $3.0K | <0.01% | New |
| 120 | Farther Finance Advisors#120 · 1,748 sh | 1,748 | $2.6K | — | +155.6% |
| 121 | CoreCap Advisors#121 · 1,113 sh | 1,113 | $1.7K | — | 0.0% |
| 122 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#122 · 1,100 sh | 1,100 | $1.6K | 0.00% | New |
| 123 | Bogart Wealth#123 · 1,092 sh | 1,092 | $1.6K | <0.01% | New |
| 124 | JONES FINANCIAL COMPANIES LLLP#124 · 1,050 sh | 1,050 | $1.5K | 0.00% | +950.0% |
| 125 | GAMMA Investing#125 · 807 sh | 807 | $1.2K | — | +203.4% |
| 126 | ROTHSCHILD INVESTMENT#126 · 787 sh | 787 | $1.2K | 0.00% | +41.5% |
| 127 | WELLS FARGO & COMPANY#127 · 754 sh | 754 | $1.1K | 0.00% | -97.7% |
| 128 | SJS Investment Consulting#128 · 725 sh | 725 | $1.1K | — | +4164.7% |
| 129 | PNC FINANCIAL SERVICES GROUP#129 · 666 sh | 666 | $999.00 | 0.00% | -98.3% |
| 130 | MassMutual Private Wealth & , FSB#130 · 548 sh | 548 | $822.00 | — | 0.0% |
| 131 | Fortitude Family Office#131 · 370 sh | 370 | $555.00 | — | New |
| 132 | Wealth Enhancement Services#132 · 364 sh | 364 | $546.00 | — | New |
| 133 | Rialto Wealth Management#133 · 362 sh | 362 | $543.00 | <0.01% | New |
| 134 | Bare Financial Services#134 · 355 sh | 355 | $533.00 | <0.01% | New |
| 135 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#135 · 351 sh | 351 | $523.00 | 0.00% | 0.0% |
| 136 | IFP Advisors#136 · 332 sh | 332 | $498.00 | — | +12.9% |
| 137 | Kilter Group#137 · 330 sh | 330 | $495.00 | <0.01% | -0.6% |
| 138 | Clearstead Advisors#138 · 317 sh | 317 | $476.00 | 0.00% | New |
| 139 | True Wealth Design#139 · 290 sh | 290 | $435.00 | — | New |
| 140 | Lodestone Wealth Management#140 · 161 sh | 161 | $242.00 | — | 0.0% |
| 141 | Transamerica Financial Advisors#141 · 85 sh | 85 | $127.00 | 0.00% | 0.0% |
| 142 | JPL Wealth Management#142 · 77 sh | 77 | $116.00 | 0.00% | New |
| 143 | FIFTH THIRD BANCORP#143 · 38 sh | 38 | $57.00 | 0.00% | 0.0% |
| 144 | Global Retirement Partners#144 · 6 sh | 6 | $9.00 | 0.00% | — |
| 145 | SBI Securities , Ltd.#145 · 5 sh | 5 | $8.00 | — | 0.0% |
| 146 | HUNTINGTON NATIONAL BANK#146 · 1 sh | 1 | $2.00 | 0.00% | 0.0% |
| 147 | Avion Wealth#147 · 333 sh | 333 | $0.00 | 0.00% | New |
| 148 | Covestor Ltd#148 · 104 sh | 104 | $0.00 | 0.00% | +235.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.