Who owns EJAN
Which tracked institutional funds hold EJAN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EJAN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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
12 tracked funds added or opened EJAN while 11 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
EJAN’s largest tracked holder by dollar value, Allworth Financial LP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EJAN 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 89 tracked filers holding EJAN, 38 increased or opened the position and 41 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 EJAN 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
- JANE STREET GROUP, LLC$3M
Full exits 7
- PERSONAL CFO SOLUTIONS, LLC$3M
- PRIVATE CLIENT SERVICES, LLC$2M
- Talon Private Wealth, LLC$2M
- CWM, LLC$1M
- Sunbelt Securities, Inc.$1M
- Cambridge Investment Research Advisors, Inc.$568K
Largest adds
- Allworth Financial LP$8M
- HARBOUR INVESTMENTS, INC.$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$819K
- Cape Investment Advisory, Inc.$586K
- Arlington Capital Management, Inc.$554K
- Long Island Wealth Management, Inc.$543K
Largest trims
- RAYMOND JAMES FINANCIAL INC$891K
- Kestra Advisory Services, LLC$470K
- HFG Wealth Management, LLC$403K
- SIGNATUREFD, LLC$261K
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 |
|---|---|---|---|---|
| Allworth Financial LP added | 237,210 | $9M | 7.5% | 2026-Q2 |
| Long Island Wealth Management, Inc. added | 234,341 | $8M | 7.4% | 2026-Q2 |
| ACCESS FINANCIAL SERVICES, INC. trimmed | 197,501 | $7M | 6.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 136,423 | $5M | 4.3% | 2026-Q2 |
| MBL Wealth, LLC added | 132,021 | $5M | 4.2% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 113,323 | $4M | 3.6% | 2026-Q2 |
| Creative Planning trimmed | 113,323 | $4M | 3.6% | 2026-Q2 |
| CORRADO ADVISORS, LLC trimmed | 73,236 | $3M | 2.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 71,331 | $3M | 2.3% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 69,636 | $3M | 2.2% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 69,367 | $2M | 2.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 61,542 | $2M | 2.0% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC trimmed | 58,339 | $2M | 1.9% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 56,641 | $2M | 1.8% | 2026-Q2 |
| Cornerstone Wealth, LLC/TN added | 56,921 | $2M | 1.8% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 53,465 | $2M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 50,798 | $2M | 1.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 50,485 | $2M | 1.6% | 2026-Q2 |
| BFI Wealth Solutions, LLC added | 49,286 | $2M | 1.6% | 2026-Q2 |
| Cape Investment Advisory, Inc. added | 39,762 | $1M | 1.3% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 37,644 | $1M | 1.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 33,920 | $1M | 1.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 33,653 | $1M | 1.1% | 2026-Q2 |
| Diligent Investors, LLC trimmed | 33,399 | $1M | 1.1% | 2026-Q2 |
| Liberty Atlantic Advisors LLC trimmed | 33,128 | $1M | 1.1% | 2026-Q2 |
| JDM Financial Group LLC trimmed | 31,535 | $1M | 1.0% | 2026-Q2 |
| AdvisorNet Financial, Inc | 29,714 | $1M | 0.9% | 2026-Q2 |
| My Personal CFO, LLC | 26,990 | $972K | 0.9% | 2026-Q2 |
| WPWealth LLP trimmed | 25,965 | $935K | 0.8% | 2026-Q2 |
| Compass Advisory Group LLC trimmed | 25,946 | $934K | 0.8% | 2026-Q2 |
| LPL Financial LLC added | 25,674 | $924K | 0.8% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC | 25,512 | $918K | 0.8% | 2026-Q2 |
| IFP Advisors, Inc added | 25,213 | $908K | 0.8% | 2026-Q2 |
| Arlington Capital Management, Inc. added | 24,285 | $874K | 0.8% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 21,960 | $790K | 0.7% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC | 20,884 | $752K | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 20,118 | $724K | 0.6% | 2026-Q2 |
| Advisor OS, LLC | 19,712 | $710K | 0.6% | 2026-Q2 |
| BIP Wealth, LLC trimmed | 19,096 | $687K | 0.6% | 2026-Q2 |
| SIGNATUREFD, LLC trimmed | 18,648 | $671K | 0.6% | 2026-Q2 |
| SYON CAPITAL LLC trimmed | 18,205 | $655K | 0.6% | 2026-Q2 |
| NorthCrest Asset Manangement, LLC trimmed | 16,128 | $577K | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 15,921 | $573K | 0.5% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 15,623 | $562K | 0.5% | 2026-Q2 |
| PFG Advisors trimmed | 14,991 | $540K | 0.5% | 2026-Q2 |
| Cypress Wealth Services, LLC | 14,161 | $510K | 0.4% | 2026-Q2 |
| Jacobi Capital Management LLC | 12,603 | $454K | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 28,390 | $441K | 0.4% | 2026-Q2 |
| Advus Financial Partners, LLC trimmed | 12,104 | $436K | 0.4% | 2026-Q2 |
| Occidental Asset Management, LLC | 12,066 | $434K | 0.4% | 2026-Q2 |
| World Investment Advisors trimmed | 11,918 | $428K | 0.4% | 2026-Q2 |
| Simplicity Wealth,LLC new | 11,265 | $406K | 0.4% | 2026-Q2 |
| Berger Financial Group, Inc added | 10,831 | $390K | 0.3% | 2026-Q2 |
| Tradition Wealth Management, LLC trimmed | 10,548 | $380K | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 10,430 | $375K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 9,413 | $339K | 0.3% | 2026-Q2 |
| WEALTH ALLIANCE, LLC | 9,396 | $338K | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 9,235 | $332K | 0.3% | 2026-Q2 |
| HFG Wealth Management, LLC trimmed | 9,173 | $330K | 0.3% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 8,934 | $322K | 0.3% | 2026-Q2 |
| WorthPointe, LLC trimmed | 7,859 | $283K | 0.2% | 2026-Q2 |
| Vantage Point Financial LLC added | 7,749 | $279K | 0.2% | 2026-Q2 |
| Alaska Wealth Advisors, LLC | 7,605 | $274K | 0.2% | 2026-Q2 |
| Trek Financial, LLC added | 7,172 | $258K | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 7,160 | $258K | 0.2% | 2026-Q2 |
| NewCorp Financial Services, Inc. added | 7,127 | $257K | 0.2% | 2026-Q2 |
| Weaver Consulting Group | 7,071 | $255K | 0.2% | 2026-Q2 |
| Bedel Financial Consulting, Inc. | 6,224 | $224K | 0.2% | 2026-Q2 |
| Kathmere Capital Management, LLC | 6,203 | $223K | 0.2% | 2026-Q2 |
| Straight Path Wealth Management new | 6,018 | $217K | 0.2% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5,928 | $213K | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. new | 5,861 | $211K | 0.2% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. added | 4,587 | $165K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 3,449 | $124K | 0.1% | 2026-Q2 |
| Atlantic Private Wealth, LLC new | 2,397 | $86K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 1,966 | $71K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC | 1,186 | $43K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 1,075 | $39K | 0.0% | 2026-Q2 |
| Financial Network Wealth Advisors LLC | 1,008 | $36K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 849 | $31K | 0.0% | 2026-Q2 |
| Regatta Research & Money Management new | 709 | $26K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 708 | $25K | 0.0% | 2026-Q2 |
| Beacon Financial Strategies CORP new | 484 | $17K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 340 | $12K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 272 | $10K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 236 | $8K | 0.0% | 2026-Q2 |
| RED REEF ADVISORS LLC | 211 | $8K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 206 | $7K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC | 150 | $5K | 0.0% | 2026-Q2 |
| PERSONAL CFO SOLUTIONS, LLC new | 74,162 | $3M | 2.2% | 2026-Q1 stale (1 quarter behind) |
| PRIVATE CLIENT SERVICES, LLC new | 54,539 | $2M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| Talon Private Wealth, LLC new | 50,593 | $2M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 36,279 | $1M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. added | 29,791 | $1M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 16,749 | $568K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Arete Wealth Advisors, LLC | 19,712 | $666K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Strategic Blueprint, LLC trimmed | 26,203 | $870K | 0.8% | 2025-Q3 stale (3 quarters behind) |
| Belpointe Asset Management LLC trimmed | 21,724 | $721K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Consolidated Portfolio Review Corp trimmed | 16,122 | $535K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 23,712 | $760K | 0.7% | 2025-Q2 stale (4 quarters behind) |
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.