Who owns FJP (FJP)
Which tracked institutional funds hold FJP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FJP company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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 FJP is one-sided between 2025-Q4 and 2026-Q1: 17 added or opened and 5 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
FJP’s largest tracked holder by dollar value, OSAIC HOLDINGS, INC., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FJP 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 87 tracked filers holding FJP, 53 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 FJP 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 2
- CoreCap Advisors, LLC$1M
- JANE STREET GROUP, LLC$720K
Full exits 3
- Coppell Advisory Solutions LLC$3M
- Concorde Asset Management, LLC$2M
- FLOW TRADERS U.S. LLC$1M
Largest adds
- OSAIC HOLDINGS, INC.$4M
- RAYMOND JAMES FINANCIAL INC$4M
- LPL Financial LLC$3M
- Gateway Wealth Partners, LLC$1M
- ENVESTNET ASSET MANAGEMENT INC$1M
- STIFEL FINANCIAL CORP$1M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- MORGAN STANLEY$582K
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 |
|---|---|---|---|---|
| OSAIC HOLDINGS, INC. added | 735,733 | $53M | 21.5% | 2026-Q1 |
| LPL Financial LLC added | 260,261 | $19M | 7.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 243,580 | $18M | 7.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 218,787 | $16M | 6.4% | 2026-Q1 |
| Cetera Investment Advisers added | 124,329 | $9M | 3.6% | 2026-Q1 |
| Rathbones Group PLC trimmed | 96,225 | $7M | 2.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 87,979 | $6M | 2.6% | 2026-Q1 |
| ASSETMARK, INC trimmed | 86,147 | $6M | 2.5% | 2026-Q1 |
| Holistic Financial Partners added | 69,247 | $5M | 2.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 58,937 | $4M | 1.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 54,012 | $4M | 1.6% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 37,752 | $3M | 1.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 37,644 | $3M | 1.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 37,144 | $3M | 1.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 36,162 | $3M | 1.1% | 2026-Q1 |
| Transamerica Financial Advisors, LLC trimmed | 26,820 | $2M | 0.8% | 2026-Q1 |
| Prospera Financial Services Inc added | 25,279 | $2M | 0.7% | 2026-Q1 |
| IFP Advisors, Inc added | 24,936 | $2M | 0.7% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 22,108 | $2M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 20,170 | $1M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 18,491 | $1M | 0.5% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 17,442 | $1M | 0.5% | 2026-Q1 |
| Atria Investments, Inc trimmed | 16,136 | $1M | 0.5% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 15,540 | $1M | 0.5% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 15,488 | $1M | 0.5% | 2026-Q1 |
| CoreCap Advisors, LLC added | 14,550 | $1M | 0.4% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 14,217 | $1M | 0.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 13,447 | $976K | 0.4% | 2026-Q1 |
| OneAscent Financial Services LLC trimmed | 12,723 | $924K | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 11,488 | $859K | 0.3% | 2026-Q1 |
| American Institute for Advanced Investment Management, LLP | 11,810 | $857K | 0.3% | 2026-Q1 |
| NewEdge Wealth, LLC added | 10,989 | $798K | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 10,525 | $764K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 9,911 | $720K | 0.3% | 2026-Q1 |
| Pacific Excel Wealth Advisors, Inc. added | 9,342 | $678K | 0.3% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 9,202 | $668K | 0.3% | 2026-Q1 |
| COTTONWOOD CAPITAL ADVISORS, LLC trimmed | 8,300 | $603K | 0.2% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC trimmed | 7,606 | $552K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 7,510 | $545K | 0.2% | 2026-Q1 |
| Triad Wealth Partners, LLC trimmed | 7,169 | $520K | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 6,865 | $498K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 5,891 | $428K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,083 | $369K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 5,060 | $367K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC new | 4,735 | $344K | 0.1% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC trimmed | 4,246 | $308K | 0.1% | 2026-Q1 |
| BlueChip Wealth Advisors LLC added | 4,075 | $296K | 0.1% | 2026-Q1 |
| Pinnacle Family Advisors, LLC trimmed | 3,742 | $272K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 3,658 | $266K | 0.1% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 3,643 | $265K | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 3,621 | $263K | 0.1% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 3,438 | $250K | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 3,239 | $235K | 0.1% | 2026-Q1 |
| ABLE Financial Group, LLC trimmed | 3,225 | $234K | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 3,197 | $232K | 0.1% | 2026-Q1 |
| BFI Infinity Ltd. new | 2,968 | $215K | 0.1% | 2026-Q1 |
| NOVEM GROUP new | 2,934 | $213K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC new | 2,845 | $207K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 2,890 | $205K | 0.1% | 2026-Q1 |
| PURSUE WEALTH PARTNERS LLC new | 2,803 | $203K | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC new | 1,517 | $110K | 0.0% | 2026-Q1 |
| TSFG, LLC added | 1,328 | $96K | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC new | 1,014 | $74K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC added | 952 | $71K | 0.0% | 2026-Q1 |
| Synergy Investment Management, LLC trimmed | 733 | $53K | 0.0% | 2026-Q1 |
| REAP Financial Group, LLC added | 723 | $53K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 500 | $36K | 0.0% | 2026-Q1 |
| FMR LLC added | 420 | $30K | 0.0% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. added | 394 | $29K | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC added | 370 | $28K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 334 | $24K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 307 | $22K | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 283 | $20K | 0.0% | 2026-Q1 |
| Signature Equity Partners, LLC trimmed | 245 | $18K | 0.0% | 2026-Q1 |
| My Portfolio Guide, LLC new | 166 | $12K | 0.0% | 2026-Q1 |
| CWM, LLC added | 165 | $12K | 0.0% | 2026-Q1 |
| CW Advisors, LLC added | 723,322 | $43M | 17.3% | 2025-Q2 stale |
| Coppell Advisory Solutions LLC added | 42,869 | $3M | 1.2% | 2025-Q4 stale |
| GTS SECURITIES LLC new | 33,121 | $2M | 0.8% | 2025-Q2 stale |
| Concorde Asset Management, LLC added | 25,327 | $2M | 0.7% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 27,735 | $2M | 0.7% | 2025-Q2 stale |
| Good Life Advisors, LLC trimmed | 24,364 | $1M | 0.6% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC trimmed | 17,846 | $1M | 0.5% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 16,033 | $879K | 0.4% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 9,341 | $512K | 0.2% | 2025-Q1 stale |
| BAROMETER CAPITAL MANAGEMENT INC. trimmed | 3,400 | $275K | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC trimmed | 4,010 | $269K | 0.1% | 2025-Q4 stale |
| Pine Valley Investments Ltd Liability Co added | 3,970 | $267K | 0.1% | 2025-Q4 stale |
| CIBC WORLD MARKET INC. new | 4,400 | $241K | 0.1% | 2025-Q1 stale |
| Traction Financial Partners, LLC new | 3,910 | $234K | 0.1% | 2025-Q2 stale |
| Compound Planning, Inc. trimmed | 3,609 | $216K | 0.1% | 2025-Q2 stale |
| PFG Advisors trimmed | 3,141 | $205K | 0.1% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. added | 2,315 | $151K | 0.1% | 2025-Q3 stale |
| WELLS FARGO & COMPANY/MN | 2,000 | $130K | 0.1% | 2025-Q3 stale |
| TUCKER ASSET MANAGEMENT LLC trimmed | 1,915 | $129K | 0.1% | 2025-Q4 stale |
| Moser Wealth Advisors, LLC new | 1,180 | $70K | 0.0% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 856 | $58K | 0.0% | 2025-Q4 stale |
| Wilmington Savings Fund Society, FSB | 500 | $34K | 0.0% | 2025-Q4 stale |
| NATIONAL BANK OF CANADA /FI/ | 500 | $30K | 0.0% | 2025-Q2 stale |
| NBC SECURITIES, INC. | 375 | $22K | 0.0% | 2025-Q2 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.