Who owns FJAN
Which tracked institutional funds hold FJAN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FJAN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
22 tracked funds added or opened FJAN while 15 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
FJAN’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes FJAN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FJAN 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 149 tracked filers holding FJAN, 45 increased or opened the position and 91 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 FJAN 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 3
- Arax Advisory Partners$10M
- FSA WEALTH PARTNERS, INC.$8M
- Mission Financial Group, LLC$518K
Full exits 11
- CWM, LLC$15M
- Janney Montgomery Scott LLC$12M
- U.S. Capital Wealth Advisors, LLC$9M
- Cambridge Investment Research Advisors, Inc.$8M
- HighTower Advisors, LLC$4M
- Anfield Capital Management, LLC$3M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$3M
- OSAIC HOLDINGS, INC.$3M
- ASSETMARK, INC$2M
- Rockefeller Capital Management L.P.$2M
- MML INVESTORS SERVICES, LLC$2M
- LPL Financial LLC$2M
Largest trims
- Prospera Financial Services Inc$1M
- Kestra Advisory Services, LLC$1M
- Private Advisor Group, LLC$1M
- SMART Wealth LLC$623K
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC trimmed | 664,850 | $37M | 9.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 585,819 | $32M | 8.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 418,817 | $23M | 6.3% | 2026-Q2 |
| ASSETMARK, INC added | 298,006 | $16M | 4.5% | 2026-Q2 |
| LPL Financial LLC added | 290,433 | $16M | 4.3% | 2026-Q2 |
| Brookstone Capital Management trimmed | 289,553 | $16M | 4.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 255,931 | $14M | 3.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 220,455 | $12M | 3.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 212,519 | $12M | 3.2% | 2026-Q2 |
| First International Bank of Israel Ltd. | 190,000 | $10M | 2.8% | 2026-Q2 |
| Arax Advisory Partners new | 189,959 | $10M | 2.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 163,756 | $9M | 2.4% | 2026-Q2 |
| FSA WEALTH PARTNERS, INC. new | 149,325 | $8M | 2.2% | 2026-Q2 |
| Atria Investments, Inc trimmed | 139,976 | $8M | 2.1% | 2026-Q2 |
| REAP Financial Group, LLC trimmed | 118,734 | $7M | 1.8% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 116,623 | $6M | 1.7% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 107,682 | $6M | 1.6% | 2026-Q2 |
| Foguth Wealth Management, LLC. trimmed | 93,841 | $5M | 1.4% | 2026-Q2 |
| SMART Wealth LLC trimmed | 87,156 | $5M | 1.3% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 86,166 | $5M | 1.3% | 2026-Q2 |
| BAM Wealth Management, LLC trimmed | 79,832 | $4M | 1.2% | 2026-Q2 |
| Plotkin Financial Advisors, LLC added | 79,135 | $4M | 1.2% | 2026-Q2 |
| Sigma Planning Corp added | 70,514 | $4M | 1.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 68,347 | $4M | 1.0% | 2026-Q2 |
| Integrity Financial Corp /WA trimmed | 64,797 | $4M | 1.0% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 59,548 | $3M | 0.9% | 2026-Q2 |
| 1776 Wealth LLC | 58,580 | $3M | 0.9% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 57,360 | $3M | 0.9% | 2026-Q2 |
| Keystone Wealth Services, LLC trimmed | 53,052 | $3M | 0.8% | 2026-Q2 |
| Independent Wealth Network Inc. trimmed | 45,593 | $3M | 0.7% | 2026-Q2 |
| Maia Wealth LLC trimmed | 45,356 | $2M | 0.7% | 2026-Q2 |
| Apollon Wealth Management, LLC | 40,207 | $2M | 0.6% | 2026-Q2 |
| Faithward Advisors, LLC trimmed | 37,496 | $2M | 0.6% | 2026-Q2 |
| Main Street Financial Solutions, LLC trimmed | 37,063 | $2M | 0.6% | 2026-Q2 |
| Strategic Blueprint, LLC added | 35,970 | $2M | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 33,890 | $2M | 0.5% | 2026-Q2 |
| Avior Wealth Management, LLC added | 32,658 | $2M | 0.5% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 32,505 | $2M | 0.5% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 32,376 | $2M | 0.5% | 2026-Q2 |
| Integrated Advisors Network LLC trimmed | 31,943 | $2M | 0.5% | 2026-Q2 |
| FWG Investments, LLC. trimmed | 31,355 | $2M | 0.5% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 30,589 | $2M | 0.5% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 30,528 | $2M | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 30,051 | $2M | 0.4% | 2026-Q2 |
| Harvest Investment Services, LLC added | 29,816 | $2M | 0.4% | 2026-Q2 |
| AE Wealth Management LLC added | 27,887 | $2M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 27,716 | $2M | 0.4% | 2026-Q2 |
| Tanglewood Legacy Advisors, LLC trimmed | 27,503 | $2M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 27,207 | $1M | 0.4% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 26,325 | $1M | 0.4% | 2026-Q2 |
| Ignite Planners, LLC added | 25,283 | $1M | 0.4% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 24,744 | $1M | 0.4% | 2026-Q2 |
| Fragasso Financial Advisors Inc trimmed | 24,638 | $1M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 21,700 | $1M | 0.3% | 2026-Q2 |
| Marshall Financial Group, LLC | 20,677 | $1M | 0.3% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 20,456 | $1M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 19,783 | $1M | 0.3% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 19,593 | $1M | 0.3% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 18,654 | $1M | 0.3% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 18,582 | $1M | 0.3% | 2026-Q2 |
| VestGen Investment Management trimmed | 18,086 | $996K | 0.3% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 17,454 | $961K | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 17,246 | $950K | 0.3% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 17,222 | $949K | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 17,169 | $946K | 0.3% | 2026-Q2 |
| KINTRA WEALTH, LLC | 16,977 | $959K | 0.3% | 2026-Q2 |
| Synergy Asset Management, LLC trimmed | 16,877 | $930K | 0.3% | 2026-Q2 |
| RFG Advisory, LLC added | 16,729 | $922K | 0.2% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC trimmed | 15,405 | $849K | 0.2% | 2026-Q2 |
| Outlook Wealth Advisors, LLC added | 15,264 | $839K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 15,230 | $839K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 15,195 | $837K | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 15,005 | $827K | 0.2% | 2026-Q2 |
| CoreCap Advisors, LLC added | 14,741 | $812K | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 14,052 | $774K | 0.2% | 2026-Q2 |
| Midwest Financial Network, LLC trimmed | 13,883 | $765K | 0.2% | 2026-Q2 |
| Prosperity Consulting Group, LLC trimmed | 13,708 | $755K | 0.2% | 2026-Q2 |
| Mariner, LLC added | 13,628 | $751K | 0.2% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC trimmed | 12,804 | $705K | 0.2% | 2026-Q2 |
| Chris Bulman Inc trimmed | 12,625 | $696K | 0.2% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 12,580 | $693K | 0.2% | 2026-Q2 |
| TFB Advisors LLC added | 12,415 | $684K | 0.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 12,225 | $673K | 0.2% | 2026-Q2 |
| NOVEM GROUP added | 11,905 | $656K | 0.2% | 2026-Q2 |
| McKinley Carter Wealth Services, Inc. | 11,145 | $614K | 0.2% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 11,110 | $612K | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 10,925 | $602K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC | 10,418 | $574K | 0.2% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. trimmed | 10,341 | $570K | 0.2% | 2026-Q2 |
| Archer Investment Corp | 10,286 | $567K | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 9,874 | $544K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. trimmed | 9,829 | $541K | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC | 9,559 | $527K | 0.1% | 2026-Q2 |
| Grantvest Financial Group LLC trimmed | 9,499 | $523K | 0.1% | 2026-Q2 |
| Mission Financial Group, LLC trimmed | 9,406 | $518K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 8,997 | $495K | 0.1% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC | 8,833 | $487K | 0.1% | 2026-Q2 |
| Luken Investment Analytics, LLC | 8,800 | $485K | 0.1% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. trimmed | 8,701 | $479K | 0.1% | 2026-Q2 |
| Accel Wealth Management | 8,588 | $473K | 0.1% | 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.