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-Q2 13F filings (latest filed 2026-08-18). 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
15 tracked funds added or opened DJAN while 13 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, First International Bank of Israel Ltd., sizes it at 8.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.4pp 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 2026-Q1 and 2026-Q2, across 111 tracked filers holding DJAN, 35 increased or opened the position and 72 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 2026-Q1 and 2026-Q2 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 1
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
Full exits 7
- Jaffetilchin Investment Partners, LLC$51M
- CWM, LLC$12M
- Cambridge Investment Research Advisors, Inc.$3M
- Wood Tarver Financial Group, LLC$2M
- Janney Montgomery Scott LLC$1M
- JANE STREET GROUP, LLC$792K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$4M
- LPL Financial LLC$3M
- JPMORGAN CHASE & CO$2M
- First International Bank of Israel Ltd.$2M
- MML INVESTORS SERVICES, LLC$1M
- Cetera Investment Advisers$738K
Largest trims
- Per Stirling Capital Management, LLC.$9M
- Horizon Investments, LLC$2M
- SMART Wealth LLC$835K
- Brookstone Capital Management$490K
- TRUIST FINANCIAL CORP$394K
- Mariner, LLC$275K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| First International Bank of Israel Ltd. | 680,000 | $31M | 16.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 353,872 | $16M | 8.4% | 2026-Q2 |
| Brookstone Capital Management trimmed | 291,901 | $13M | 7.0% | 2026-Q2 |
| Cetera Investment Advisers added | 232,988 | $11M | 5.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 207,299 | $9M | 4.9% | 2026-Q2 |
| LPL Financial LLC added | 197,622 | $9M | 4.7% | 2026-Q2 |
| PRECEDENT WEALTH PARTNERS, LLC trimmed | 122,246 | $6M | 2.9% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 115,604 | $5M | 2.8% | 2026-Q2 |
| Advisory Services Network, LLC added | 105,691 | $5M | 2.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 104,532 | $5M | 2.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 94,572 | $4M | 2.3% | 2026-Q2 |
| IFP Advisors, Inc added | 91,376 | $4M | 2.2% | 2026-Q2 |
| SMART Wealth LLC trimmed | 90,896 | $4M | 2.2% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 85,525 | $4M | 2.0% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 85,525 | $4M | 2.0% | 2026-Q2 |
| Commonwealth Financial Services, LLC trimmed | 64,329 | $3M | 1.5% | 2026-Q2 |
| BEACON FINANCIAL GROUP trimmed | 62,673 | $3M | 1.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 55,829 | $3M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 51,130 | $2M | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 45,982 | $2M | 1.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 41,730 | $2M | 1.0% | 2026-Q2 |
| Strategic Blueprint, LLC added | 41,644 | $2M | 1.0% | 2026-Q2 |
| REAP Financial Group, LLC trimmed | 40,601 | $2M | 1.0% | 2026-Q2 |
| Spectrum Asset Management, Inc. (NB/CA) trimmed | 40,032 | $2M | 1.0% | 2026-Q2 |
| &PARTNERS trimmed | 38,154 | $2M | 0.9% | 2026-Q2 |
| Lionshead Wealth Management, LLC trimmed | 36,927 | $2M | 0.9% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 36,447 | $2M | 0.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 34,067 | $2M | 0.8% | 2026-Q2 |
| Comprehensive Financial Consultants Institutional, Inc. trimmed | 32,310 | $1M | 0.8% | 2026-Q2 |
| 1ST SOURCE BANK added | 26,544 | $1M | 0.6% | 2026-Q2 |
| Falcon Wealth Planning | 23,386 | $1M | 0.6% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 22,237 | $1M | 0.5% | 2026-Q2 |
| Kovack Advisors, Inc. added | 21,585 | $982K | 0.5% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 20,250 | $922K | 0.5% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 19,763 | $900K | 0.5% | 2026-Q2 |
| Integrity Financial Corp /WA trimmed | 19,608 | $893K | 0.5% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 19,361 | $881K | 0.5% | 2026-Q2 |
| Tanglewood Legacy Advisors, LLC | 19,340 | $880K | 0.5% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 18,680 | $850K | 0.4% | 2026-Q2 |
| Keystone Wealth Services, LLC trimmed | 18,080 | $823K | 0.4% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC trimmed | 16,350 | $744K | 0.4% | 2026-Q2 |
| Buck Wealth Strategies, LLC | 15,782 | $718K | 0.4% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 14,487 | $659K | 0.3% | 2026-Q2 |
| Per Stirling Capital Management, LLC. trimmed | 13,947 | $635K | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 13,816 | $629K | 0.3% | 2026-Q2 |
| LifeWealth Investments, LLC trimmed | 13,571 | $618K | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 13,385 | $609K | 0.3% | 2026-Q2 |
| RFG Advisory, LLC added | 13,385 | $609K | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 13,255 | $603K | 0.3% | 2026-Q2 |
| Sequent Planning LLC trimmed | 12,482 | $568K | 0.3% | 2026-Q2 |
| Camelot Portfolios, LLC | 12,400 | $564K | 0.3% | 2026-Q2 |
| VICUS CAPITAL added | 12,255 | $558K | 0.3% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 11,473 | $522K | 0.3% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11,000 | $501K | 0.3% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 10,947 | $498K | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 10,844 | $494K | 0.3% | 2026-Q2 |
| ACT Advisors, LLC. | 10,618 | $483K | 0.3% | 2026-Q2 |
| Grantvest Financial Group LLC | 9,941 | $453K | 0.2% | 2026-Q2 |
| Ignite Planners, LLC trimmed | 9,904 | $451K | 0.2% | 2026-Q2 |
| Nova Wealth Management, Inc. trimmed | 9,640 | $439K | 0.2% | 2026-Q2 |
| Cottage Street Advisors LLC trimmed | 9,431 | $429K | 0.2% | 2026-Q2 |
| Main Street Financial Solutions, LLC trimmed | 9,396 | $428K | 0.2% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 9,380 | $427K | 0.2% | 2026-Q2 |
| Schwallier Wealth Management LLC trimmed | 8,704 | $396K | 0.2% | 2026-Q2 |
| Castleview Partners, LLC trimmed | 8,506 | $387K | 0.2% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC | 8,492 | $387K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 7,736 | $352K | 0.2% | 2026-Q2 |
| Prosperity Consulting Group, LLC | 7,673 | $349K | 0.2% | 2026-Q2 |
| JDM Financial Group LLC | 7,640 | $348K | 0.2% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 7,416 | $338K | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC | 7,198 | $328K | 0.2% | 2026-Q2 |
| Santori & Peters, Inc. | 7,137 | $325K | 0.2% | 2026-Q2 |
| WETZEL INVESTMENT ADVISORS, INC. trimmed | 6,986 | $318K | 0.2% | 2026-Q2 |
| Mayfair Advisory Group, LLC | 6,947 | $316K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 6,846 | $312K | 0.2% | 2026-Q2 |
| CASCADE INVESTMENT GROUP, INC. trimmed | 6,770 | $308K | 0.2% | 2026-Q2 |
| Mission Financial Group, LLC trimmed | 6,448 | $294K | 0.2% | 2026-Q2 |
| Ballast Rock Private Wealth LLC | 5,851 | $266K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 5,817 | $265K | 0.1% | 2026-Q2 |
| Kercheville Advisors, LLC | 5,700 | $259K | 0.1% | 2026-Q2 |
| WINNACLE WEALTH LLC trimmed | 5,683 | $259K | 0.1% | 2026-Q2 |
| LexAurum Advisors, LLC added | 5,632 | $256K | 0.1% | 2026-Q2 |
| LVZ, Inc. | 5,351 | $244K | 0.1% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 5,325 | $242K | 0.1% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 5,171 | $235K | 0.1% | 2026-Q2 |
| RiverTree Advisors, LLC | 5,160 | $235K | 0.1% | 2026-Q2 |
| Sigma Planning Corp new | 5,002 | $228K | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 4,772 | $217K | 0.1% | 2026-Q2 |
| StoneX Group Inc. trimmed | 4,724 | $215K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 4,646 | $212K | 0.1% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC new | 4,580 | $209K | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 3,690 | $168K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 2,818 | $128K | 0.1% | 2026-Q2 |
| MTM Investment Management, LLC trimmed | 2,785 | $127K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC | 2,500 | $114K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. trimmed | 2,414 | $110K | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 2,400 | $109K | 0.1% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 2,387 | $109K | 0.1% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 1,650 | $75K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 1,642 | $75K | 0.0% | 2026-Q2 |
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.