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-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
The tracked-fund tape on EJAN is one-sided between 2025-Q4 and 2026-Q1: 25 added or opened and 4 trimmed or exited — on balance accumulating.
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, Long Island Wealth Management, Inc., sizes it at 3.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.6pp 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 2025-Q4 and 2026-Q1, across 88 tracked filers holding EJAN, 54 increased or opened the position and 26 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 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 12
- ACCESS FINANCIAL SERVICES, INC.$7M
- Creative Planning$4M
- PERSONAL CFO SOLUTIONS, LLC$3M
- First Heartland Consultants, Inc.$2M
- Cornerstone Wealth, LLC/TN$2M
- PRIVATE CLIENT SERVICES, LLC$2M
Full exits 2
- SageView Advisory Group, LLC$4M
- Arete Wealth Advisors, LLC$666K
Largest adds
- RAYMOND JAMES FINANCIAL INC$1M
- ENVESTNET ASSET MANAGEMENT INC$757K
- COMMONWEALTH EQUITY SERVICES, LLC$704K
- Signal Advisors Wealth, LLC$537K
- Kestra Advisory Services, LLC$476K
- World Investment Advisors$423K
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$330K
- SIGNATUREFD, LLC$290K
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 |
|---|---|---|---|---|
| Long Island Wealth Management, Inc. added | 232,619 | $8M | 7.8% | 2026-Q1 |
| ACCESS FINANCIAL SERVICES, INC. new | 197,793 | $7M | 6.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 130,360 | $4M | 4.4% | 2026-Q1 |
| MBL Wealth, LLC added | 129,170 | $4M | 4.3% | 2026-Q1 |
| Creative Planning new | 118,318 | $4M | 4.0% | 2026-Q1 |
| CORRADO ADVISORS, LLC trimmed | 74,668 | $3M | 2.5% | 2026-Q1 |
| PERSONAL CFO SOLUTIONS, LLC trimmed | 74,162 | $3M | 2.5% | 2026-Q1 |
| Cetera Investment Advisers added | 72,906 | $2M | 2.4% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 71,287 | $2M | 2.4% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC trimmed | 61,644 | $2M | 2.1% | 2026-Q1 |
| Cornerstone Wealth, LLC/TN new | 55,672 | $2M | 1.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 56,291 | $2M | 1.9% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 54,645 | $2M | 1.8% | 2026-Q1 |
| PRIVATE CLIENT SERVICES, LLC added | 54,539 | $2M | 1.8% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 50,643 | $2M | 1.7% | 2026-Q1 |
| Talon Private Wealth, LLC new | 50,593 | $2M | 1.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 47,572 | $2M | 1.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 43,158 | $1M | 1.4% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 39,324 | $1M | 1.3% | 2026-Q1 |
| BFI Wealth Solutions, LLC added | 37,820 | $1M | 1.3% | 2026-Q1 |
| CWM, LLC added | 36,279 | $1M | 1.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 35,210 | $1M | 1.2% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 33,899 | $1M | 1.1% | 2026-Q1 |
| Liberty Atlantic Advisors LLC new | 33,730 | $1M | 1.1% | 2026-Q1 |
| JDM Financial Group LLC | 31,713 | $1M | 1.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 30,656 | $1M | 1.0% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 29,791 | $1M | 1.0% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 29,714 | $1M | 1.0% | 2026-Q1 |
| WPWealth LLP trimmed | 29,049 | $986K | 1.0% | 2026-Q1 |
| Compass Advisory Group LLC trimmed | 27,718 | $940K | 0.9% | 2026-Q1 |
| SIGNATUREFD, LLC trimmed | 27,469 | $932K | 0.9% | 2026-Q1 |
| My Personal CFO, LLC | 26,990 | $916K | 0.9% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC added | 25,512 | $866K | 0.9% | 2026-Q1 |
| Cape Investment Advisory, Inc. added | 24,915 | $845K | 0.8% | 2026-Q1 |
| IFP Advisors, Inc added | 23,482 | $797K | 0.8% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 21,960 | $745K | 0.7% | 2026-Q1 |
| HFG Wealth Management, LLC | 21,617 | $733K | 0.7% | 2026-Q1 |
| Legacy Capital Wealth Partners, LLC new | 20,884 | $709K | 0.7% | 2026-Q1 |
| Advisor OS, LLC new | 19,712 | $669K | 0.7% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 19,542 | $663K | 0.7% | 2026-Q1 |
| SYON CAPITAL LLC new | 18,341 | $622K | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 16,749 | $568K | 0.6% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 16,265 | $552K | 0.5% | 2026-Q1 |
| NorthCrest Asset Manangement, LLC trimmed | 16,206 | $549K | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC | 15,760 | $535K | 0.5% | 2026-Q1 |
| PFG Advisors added | 15,164 | $515K | 0.5% | 2026-Q1 |
| Cypress Wealth Services, LLC added | 14,161 | $480K | 0.5% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 13,773 | $479K | 0.5% | 2026-Q1 |
| World Investment Advisors added | 12,838 | $436K | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 28,951 | $432K | 0.4% | 2026-Q1 |
| Jacobi Capital Management LLC | 12,603 | $428K | 0.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 12,347 | $419K | 0.4% | 2026-Q1 |
| Occidental Asset Management, LLC new | 12,066 | $409K | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 11,568 | $393K | 0.4% | 2026-Q1 |
| Tradition Wealth Management, LLC | 10,610 | $360K | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 10,278 | $349K | 0.3% | 2026-Q1 |
| Arlington Capital Management, Inc. trimmed | 9,432 | $320K | 0.3% | 2026-Q1 |
| WEALTH ALLIANCE, LLC added | 9,396 | $319K | 0.3% | 2026-Q1 |
| Allworth Financial LP trimmed | 9,388 | $319K | 0.3% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 8,640 | $293K | 0.3% | 2026-Q1 |
| Opus Financial Solutions LLC trimmed | 8,621 | $293K | 0.3% | 2026-Q1 |
| WorthPointe, LLC trimmed | 8,237 | $279K | 0.3% | 2026-Q1 |
| Alaska Wealth Advisors, LLC new | 7,605 | $258K | 0.3% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 7,194 | $244K | 0.2% | 2026-Q1 |
| Berger Financial Group, Inc new | 7,157 | $243K | 0.2% | 2026-Q1 |
| Weaver Consulting Group | 7,071 | $240K | 0.2% | 2026-Q1 |
| Trek Financial, LLC trimmed | 6,898 | $234K | 0.2% | 2026-Q1 |
| NewCorp Financial Services, Inc. new | 6,892 | $234K | 0.2% | 2026-Q1 |
| Bedel Financial Consulting, Inc. | 6,224 | $211K | 0.2% | 2026-Q1 |
| Kathmere Capital Management, LLC | 6,203 | $210K | 0.2% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 5,928 | $201K | 0.2% | 2026-Q1 |
| Vantage Point Financial LLC new | 5,925 | $201K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 4,776 | $163K | 0.2% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 4,551 | $154K | 0.2% | 2026-Q1 |
| MAI Capital Management new | 3,813 | $129K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 3,442 | $117K | 0.1% | 2026-Q1 |
| Capital Analysts, LLC | 2,189 | $74K | 0.1% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 1,966 | $67K | 0.1% | 2026-Q1 |
| Whipplewood Advisors, LLC | 1,424 | $48K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 1,186 | $40K | 0.0% | 2026-Q1 |
| Financial Network Wealth Advisors LLC added | 1,008 | $34K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 849 | $29K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. added | 640 | $22K | 0.0% | 2026-Q1 |
| SageView Advisory Group, LLC added | 111,525 | $4M | 3.7% | 2025-Q4 stale |
| STEPHENS INC /AR/ trimmed | 119,009 | $4M | 3.5% | 2025-Q1 stale |
| Strategic Blueprint, LLC trimmed | 26,203 | $870K | 0.9% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 23,712 | $760K | 0.7% | 2025-Q2 stale |
| Belpointe Asset Management LLC trimmed | 21,724 | $721K | 0.7% | 2025-Q3 stale |
| Arete Wealth Advisors, LLC | 19,712 | $666K | 0.7% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 17,234 | $572K | 0.6% | 2025-Q3 stale |
| Consolidated Portfolio Review Corp trimmed | 16,122 | $535K | 0.5% | 2025-Q3 stale |
| Capasso Planning Partners LLC trimmed | 12,379 | $374K | 0.4% | 2025-Q1 stale |
| Clear Point Advisors Inc. | 10,691 | $361K | 0.4% | 2025-Q4 stale |
| ROVIN CAPITAL /UT/ /ADV added | 10,184 | $344K | 0.3% | 2025-Q4 stale |
| Faithward Advisors, LLC | 9,594 | $307K | 0.3% | 2025-Q2 stale |
| ALTFEST L J & CO INC trimmed | 8,900 | $301K | 0.3% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 8,120 | $269K | 0.3% | 2025-Q3 stale |
| MML INVESTORS SERVICES, LLC added | 7,651 | $259K | 0.3% | 2025-Q4 stale |
| AssuredPartners Investment Advisors, LLC trimmed | 7,841 | $237K | 0.2% | 2025-Q1 stale |
| WINNOW WEALTH LLC trimmed | 6,625 | $225K | 0.2% | 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.