Who owns DJAN
Which tracked institutional funds hold DJAN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DJAN company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-21). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
27 tracked funds added or opened DJAN while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DJAN’s largest tracked holder by dollar value, Jaffetilchin Investment Partners, LLC, sizes it at 3.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 3.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DJAN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 122 tracked filers holding DJAN, 68 increased or opened the position and 40 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DJAN between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- First International Bank of Israel Ltd.$29M
- Spectrum Asset Management, Inc. (NB/CA)$2M
- Apollon Wealth Management, LLC$1M
- 1ST SOURCE BANK$1M
- Falcon Wealth Planning$995K
- OneDigital Investment Advisors LLC$850K
Full exits 2
- Westwood Wealth Management$2M
- IMC-Chicago, LLC$590K
Largest adds
- Jaffetilchin Investment Partners, LLC$19M
- RAYMOND JAMES FINANCIAL INC$4M
- Horizon Investments, LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$3M
- Cetera Investment Advisers$2M
- LPL Financial LLC$2M
Largest trims
- PRECEDENT WEALTH PARTNERS, LLC$3M
- Keystone Wealth Services, LLC$1M
- Spire Wealth Management$1M
- Farther Finance Advisors, LLC$860K
- Kestra Advisory Services, LLC$802K
- Per Stirling Capital Management, LLC.$649K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC added | 1,207,202 | $51M | 19.4% | 2026-Q1 |
| First International Bank of Israel Ltd. new | 680,000 | $29M | 10.9% | 2026-Q1 |
| Brookstone Capital Management added | 323,977 | $14M | 5.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 294,071 | $13M | 4.7% | 2026-Q1 |
| CWM, LLC added | 281,130 | $12M | 4.5% | 2026-Q1 |
| Cetera Investment Advisers added | 232,030 | $10M | 3.7% | 2026-Q1 |
| Per Stirling Capital Management, LLC. trimmed | 216,843 | $9M | 3.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 196,692 | $8M | 3.2% | 2026-Q1 |
| Horizon Investments, LLC added | 149,230 | $6M | 2.4% | 2026-Q1 |
| LPL Financial LLC added | 142,789 | $6M | 2.3% | 2026-Q1 |
| PRECEDENT WEALTH PARTNERS, LLC trimmed | 124,440 | $5M | 2.0% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 121,652 | $5M | 2.0% | 2026-Q1 |
| SMART Wealth LLC trimmed | 116,934 | $5M | 1.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 114,426 | $5M | 1.8% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 105,273 | $4M | 1.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 99,524 | $4M | 1.6% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 91,061 | $4M | 1.5% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 75,974 | $3M | 1.2% | 2026-Q1 |
| Commonwealth Financial Services, LLC added | 71,527 | $3M | 1.1% | 2026-Q1 |
| BEACON FINANCIAL GROUP added | 68,730 | $3M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 66,066 | $3M | 1.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 55,802 | $2M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 53,497 | $2M | 0.9% | 2026-Q1 |
| Wood Tarver Financial Group, LLC added | 49,244 | $2M | 0.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 45,718 | $2M | 0.7% | 2026-Q1 |
| REAP Financial Group, LLC added | 44,328 | $2M | 0.7% | 2026-Q1 |
| Spectrum Asset Management, Inc. (NB/CA) trimmed | 40,692 | $2M | 0.7% | 2026-Q1 |
| &PARTNERS added | 39,154 | $2M | 0.6% | 2026-Q1 |
| Lionshead Wealth Management, LLC trimmed | 37,255 | $2M | 0.6% | 2026-Q1 |
| Comprehensive Financial Consultants Institutional, Inc. added | 36,948 | $2M | 0.6% | 2026-Q1 |
| Strategic Blueprint, LLC added | 35,907 | $2M | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 33,573 | $1M | 0.5% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 28,259 | $1M | 0.5% | 2026-Q1 |
| 1ST SOURCE BANK added | 26,454 | $1M | 0.4% | 2026-Q1 |
| Falcon Wealth Planning new | 23,386 | $995K | 0.4% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 22,483 | $956K | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 20,665 | $879K | 0.3% | 2026-Q1 |
| Kovack Advisors, Inc. added | 20,506 | $875K | 0.3% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. | 20,400 | $868K | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC new | 19,983 | $850K | 0.3% | 2026-Q1 |
| Integrity Financial Corp /WA added | 19,792 | $842K | 0.3% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC added | 19,340 | $823K | 0.3% | 2026-Q1 |
| Keystone Wealth Services, LLC trimmed | 18,918 | $805K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 18,633 | $792K | 0.3% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC trimmed | 17,150 | $729K | 0.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 15,873 | $675K | 0.3% | 2026-Q1 |
| Buck Wealth Strategies, LLC added | 15,782 | $671K | 0.3% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 14,160 | $602K | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 14,089 | $599K | 0.2% | 2026-Q1 |
| LifeWealth Investments, LLC trimmed | 13,769 | $586K | 0.2% | 2026-Q1 |
| Sequent Planning LLC added | 12,527 | $533K | 0.2% | 2026-Q1 |
| Camelot Portfolios, LLC | 12,400 | $527K | 0.2% | 2026-Q1 |
| RFG Advisory, LLC added | 12,272 | $522K | 0.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 11,917 | $507K | 0.2% | 2026-Q1 |
| Cottage Street Advisors LLC added | 11,624 | $494K | 0.2% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 11,479 | $488K | 0.2% | 2026-Q1 |
| VICUS CAPITAL trimmed | 11,009 | $468K | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11,000 | $468K | 0.2% | 2026-Q1 |
| ACT Advisors, LLC. | 10,618 | $452K | 0.2% | 2026-Q1 |
| Ignite Planners, LLC added | 10,369 | $441K | 0.2% | 2026-Q1 |
| Oakmont Advisory Group, LLC new | 10,001 | $425K | 0.2% | 2026-Q1 |
| Grantvest Financial Group LLC added | 9,941 | $423K | 0.2% | 2026-Q1 |
| Nova Wealth Management, Inc. added | 9,902 | $421K | 0.2% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC new | 9,446 | $402K | 0.2% | 2026-Q1 |
| Schwallier Wealth Management LLC added | 8,747 | $372K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC new | 8,696 | $370K | 0.1% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 8,615 | $366K | 0.1% | 2026-Q1 |
| Castleview Partners, LLC added | 8,507 | $362K | 0.1% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC | 8,492 | $361K | 0.1% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC | 8,135 | $346K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 7,814 | $332K | 0.1% | 2026-Q1 |
| Prosperity Consulting Group, LLC | 7,673 | $326K | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC | 7,642 | $325K | 0.1% | 2026-Q1 |
| JDM Financial Group LLC | 7,640 | $325K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC new | 7,198 | $306K | 0.1% | 2026-Q1 |
| Santori & Peters, Inc. trimmed | 7,137 | $304K | 0.1% | 2026-Q1 |
| WETZEL INVESTMENT ADVISORS, INC. trimmed | 7,086 | $301K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 7,023 | $300K | 0.1% | 2026-Q1 |
| Mayfair Advisory Group, LLC | 6,947 | $295K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 6,846 | $291K | 0.1% | 2026-Q1 |
| CASCADE INVESTMENT GROUP, INC. trimmed | 6,822 | $290K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 6,765 | $288K | 0.1% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 6,704 | $285K | 0.1% | 2026-Q1 |
| Maia Wealth LLC new | 54,358 | $2M | 0.8% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC added | 54,241 | $2M | 0.8% | 2025-Q1 stale |
| Bison Wealth, LLC trimmed | 44,750 | $2M | 0.7% | 2025-Q2 stale |
| Westwood Wealth Management new | 39,315 | $2M | 0.6% | 2025-Q4 stale |
| BRASS TAX WEALTH MANAGEMENT, INC | 23,063 | $972K | 0.4% | 2025-Q3 stale |
| TOUNJIAN ADVISORY PARTNERS, LLC | 20,000 | $759K | 0.3% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,205 | $694K | 0.3% | 2025-Q2 stale |
| IMC-Chicago, LLC new | 13,588 | $590K | 0.2% | 2025-Q4 stale |
| Signal Advisors Wealth, LLC trimmed | 13,721 | $553K | 0.2% | 2025-Q2 stale |
| Main Street Financial Solutions, LLC | 10,216 | $444K | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 8,714 | $351K | 0.1% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC new | 9,235 | $351K | 0.1% | 2025-Q1 stale |
| UPTICK PARTNERS, LLC | 8,315 | $350K | 0.1% | 2025-Q3 stale |
| WT Wealth Management new | 8,333 | $316K | 0.1% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. new | 8,281 | $314K | 0.1% | 2025-Q1 stale |
| Mission Financial Group, LLC added | 7,198 | $306K | 0.1% | 2025-Q1 stale |
| Foguth Wealth Management, LLC. trimmed | 6,502 | $282K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.