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-Q1 13F filings (latest filed 2026-05-18). 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
The tracked-fund tape on FJAN is one-sided between 2025-Q4 and 2026-Q1: 44 added or opened and 11 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
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 0.0% 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 2025-Q4 and 2026-Q1, across 159 tracked filers holding FJAN, 101 increased or opened the position and 44 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 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 13
- First International Bank of Israel Ltd.$10M
- Atria Investments, Inc$8M
- BAM Wealth Management, LLC$5M
- Private Advisor Group, LLC$4M
- Sigma Planning Corp$4M
- Keystone Wealth Services, LLC$3M
Full exits 3
- Foguth Wealth Management, LLC.$7M
- Main Street Financial Solutions, LLC$2M
- OLD MISSION CAPITAL LLC$1M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$19M
- Cetera Investment Advisers$17M
- Rockefeller Capital Management L.P.$13M
- CWM, LLC$10M
- Cambridge Investment Research Advisors, Inc.$3M
- CreativeOne Wealth, LLC$3M
Largest trims
- STEPHENS INC /AR/$13M
- RAYMOND JAMES FINANCIAL INC$7M
- TFB Advisors LLC$1M
- NewEdge Advisors, LLC$851K
- Strategic Blueprint, LLC$635K
- SMART Wealth LLC$401K
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 671,987 | $34M | 8.7% | 2026-Q1 |
| Cetera Investment Advisers added | 608,364 | $31M | 7.9% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 419,603 | $21M | 5.4% | 2026-Q1 |
| Brookstone Capital Management added | 316,622 | $16M | 4.1% | 2026-Q1 |
| CWM, LLC added | 294,205 | $15M | 3.8% | 2026-Q1 |
| LPL Financial LLC added | 282,417 | $14M | 3.7% | 2026-Q1 |
| ASSETMARK, INC added | 280,123 | $14M | 3.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 277,420 | $14M | 3.6% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 246,206 | $12M | 3.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 220,546 | $11M | 2.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 204,574 | $10M | 2.6% | 2026-Q1 |
| First International Bank of Israel Ltd. new | 190,000 | $10M | 2.5% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 181,913 | $9M | 2.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 162,908 | $8M | 2.1% | 2026-Q1 |
| Atria Investments, Inc added | 154,116 | $8M | 2.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 145,092 | $7M | 1.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 125,731 | $6M | 1.6% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 123,980 | $6M | 1.6% | 2026-Q1 |
| REAP Financial Group, LLC added | 122,181 | $6M | 1.6% | 2026-Q1 |
| SMART Wealth LLC trimmed | 107,597 | $5M | 1.4% | 2026-Q1 |
| BAM Wealth Management, LLC added | 90,857 | $5M | 1.2% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 90,283 | $5M | 1.2% | 2026-Q1 |
| Private Advisor Group, LLC new | 85,296 | $4M | 1.1% | 2026-Q1 |
| Plotkin Financial Advisors, LLC added | 79,110 | $4M | 1.0% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 70,796 | $4M | 0.9% | 2026-Q1 |
| Sigma Planning Corp new | 70,422 | $4M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC added | 70,100 | $4M | 0.9% | 2026-Q1 |
| Integrity Financial Corp /WA added | 68,039 | $3M | 0.9% | 2026-Q1 |
| Anfield Capital Management, LLC trimmed | 67,640 | $3M | 0.9% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 63,017 | $3M | 0.8% | 2026-Q1 |
| 1776 Wealth LLC added | 58,580 | $3M | 0.8% | 2026-Q1 |
| Keystone Wealth Services, LLC trimmed | 54,272 | $3M | 0.7% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 48,216 | $2M | 0.6% | 2026-Q1 |
| Independent Wealth Network Inc. trimmed | 47,240 | $2M | 0.6% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 47,234 | $2M | 0.6% | 2026-Q1 |
| Maia Wealth LLC trimmed | 46,397 | $2M | 0.6% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 40,207 | $2M | 0.5% | 2026-Q1 |
| Faithward Advisors, LLC trimmed | 37,978 | $2M | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 36,295 | $2M | 0.5% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 32,521 | $2M | 0.4% | 2026-Q1 |
| Integrated Advisors Network LLC added | 32,046 | $2M | 0.4% | 2026-Q1 |
| FWG Investments, LLC. added | 31,979 | $2M | 0.4% | 2026-Q1 |
| Mutual Advisors, LLC added | 31,901 | $2M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 30,302 | $2M | 0.4% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 28,933 | $2M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 29,574 | $1M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 28,294 | $1M | 0.4% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC added | 28,163 | $1M | 0.4% | 2026-Q1 |
| AE Wealth Management LLC added | 27,397 | $1M | 0.4% | 2026-Q1 |
| Fragasso Financial Advisors Inc added | 26,133 | $1M | 0.3% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 26,170 | $1M | 0.3% | 2026-Q1 |
| Ignite Planners, LLC added | 25,275 | $1M | 0.3% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 24,374 | $1M | 0.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 23,757 | $1M | 0.3% | 2026-Q1 |
| Synergy Asset Management, LLC trimmed | 23,128 | $1M | 0.3% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 22,842 | $1M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 22,455 | $1M | 0.3% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 22,172 | $1M | 0.3% | 2026-Q1 |
| VestGen Advisors, LLC new | 20,058 | $1M | 0.3% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 21,014 | $1M | 0.3% | 2026-Q1 |
| Marshall Financial Group, LLC | 20,677 | $1M | 0.3% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 20,074 | $1M | 0.3% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. added | 19,610 | $989K | 0.3% | 2026-Q1 |
| Harvest Investment Services, LLC trimmed | 19,251 | $970K | 0.2% | 2026-Q1 |
| VestGen Investment Management added | 18,818 | $949K | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 18,579 | $937K | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 17,784 | $896K | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 17,520 | $883K | 0.2% | 2026-Q1 |
| KINTRA WEALTH, LLC | 16,977 | $856K | 0.2% | 2026-Q1 |
| Prosperity Consulting Group, LLC trimmed | 16,914 | $853K | 0.2% | 2026-Q1 |
| Gallagher Fiduciary Advisors, LLC added | 16,523 | $833K | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 15,566 | $785K | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 15,439 | $778K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 15,180 | $765K | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 15,005 | $756K | 0.2% | 2026-Q1 |
| RFG Advisory, LLC added | 14,846 | $748K | 0.2% | 2026-Q1 |
| Oakmont Advisory Group, LLC new | 14,789 | $746K | 0.2% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 14,372 | $724K | 0.2% | 2026-Q1 |
| Chris Bulman Inc added | 14,095 | $711K | 0.2% | 2026-Q1 |
| Savvy Advisors, Inc. added | 14,064 | $709K | 0.2% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC added | 14,049 | $708K | 0.2% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC new | 13,880 | $700K | 0.2% | 2026-Q1 |
| Outlook Wealth Advisors, LLC new | 13,679 | $690K | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 12,951 | $653K | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 12,681 | $639K | 0.2% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. added | 12,625 | $636K | 0.2% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. added | 11,777 | $594K | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 11,776 | $594K | 0.2% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 11,410 | $575K | 0.1% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. added | 11,145 | $562K | 0.1% | 2026-Q1 |
| NOVEM GROUP added | 11,130 | $561K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 10,856 | $547K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 10,418 | $525K | 0.1% | 2026-Q1 |
| Foguth Wealth Management, LLC. trimmed | 125,808 | $7M | 1.7% | 2025-Q4 stale |
| Semus Wealth Partners LLC | 69,524 | $3M | 0.8% | 2025-Q2 stale |
| NEW WAVE WEALTH ADVISORS LLC new | 53,888 | $2M | 0.6% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 46,679 | $2M | 0.6% | 2025-Q3 stale |
| Main Street Financial Solutions, LLC trimmed | 38,653 | $2M | 0.5% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 24,674 | $1M | 0.3% | 2025-Q4 stale |
| McCarthy & Cox added | 16,977 | $851K | 0.2% | 2025-Q3 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.