Who owns GJAN (GJAN)
Which tracked institutional funds hold GJAN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GJAN 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
32 tracked funds added or opened GJAN while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
GJAN’s largest tracked holder by dollar value, Commonwealth Financial Services, LLC, sizes it at 5.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GJAN 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 115 tracked filers holding GJAN, 71 increased or opened the position and 32 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 GJAN 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 8
- Americana Partners, LLC$4M
- PRIVATE CLIENT SERVICES, LLC$4M
- First Heartland Consultants, Inc.$4M
- OGOREK ANTHONY JOSEPH /NY/ /ADV$3M
- Arax Advisory Partners$3M
- Diligent Investors, LLC$941K
Full exits 3
- Schulz Wealth, LTD.$6M
- Sigma Planning Corp$4M
- IMC-Chicago, LLC$698K
Largest adds
- Commonwealth Financial Services, LLC$32M
- RAYMOND JAMES FINANCIAL INC$18M
- COMMONWEALTH EQUITY SERVICES, LLC$6M
- Kestra Advisory Services, LLC$5M
- OSAIC HOLDINGS, INC.$4M
- Stratos Wealth Advisors, LLC$4M
Largest trims
- REAP Financial Group, LLC$2M
- TRUIST FINANCIAL CORP$1M
- NewEdge Advisors, LLC$879K
- Janney Montgomery Scott LLC$388K
- NorthCrest Asset Manangement, LLC$333K
- Signature Equity Partners, LLC$298K
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 |
|---|---|---|---|---|
| Commonwealth Financial Services, LLC added | 866,349 | $36M | 11.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 818,617 | $34M | 10.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 452,039 | $19M | 5.9% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 436,310 | $18M | 5.7% | 2026-Q1 |
| Range Financial Group LLC added | 310,617 | $13M | 4.1% | 2026-Q1 |
| Cetera Investment Advisers added | 304,235 | $13M | 4.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 264,464 | $11M | 3.5% | 2026-Q1 |
| First International Bank of Israel Ltd. | 205,000 | $9M | 2.7% | 2026-Q1 |
| LPL Financial LLC added | 189,145 | $8M | 2.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 177,562 | $7M | 2.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 169,757 | $7M | 2.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 131,495 | $6M | 1.7% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 107,726 | $5M | 1.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 106,467 | $4M | 1.4% | 2026-Q1 |
| Americana Partners, LLC added | 99,882 | $4M | 1.3% | 2026-Q1 |
| PRIVATE CLIENT SERVICES, LLC new | 93,248 | $4M | 1.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 86,104 | $4M | 1.1% | 2026-Q1 |
| First Heartland Consultants, Inc. new | 85,328 | $4M | 1.1% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC added | 84,835 | $4M | 1.1% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 78,584 | $3M | 1.0% | 2026-Q1 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV new | 68,836 | $3M | 0.9% | 2026-Q1 |
| Anfield Capital Management, LLC trimmed | 68,702 | $3M | 0.9% | 2026-Q1 |
| Arax Advisory Partners new | 64,172 | $3M | 0.8% | 2026-Q1 |
| Wood Tarver Financial Group, LLC added | 49,770 | $2M | 0.6% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 49,377 | $2M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 45,374 | $2M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 39,536 | $2M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 38,461 | $2M | 0.5% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 36,909 | $2M | 0.5% | 2026-Q1 |
| CORRADO ADVISORS, LLC trimmed | 35,720 | $1M | 0.5% | 2026-Q1 |
| LifeWealth Investments, LLC | 35,295 | $1M | 0.5% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 35,223 | $1M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 33,651 | $1M | 0.4% | 2026-Q1 |
| Triumph Capital Management added | 30,172 | $1M | 0.4% | 2026-Q1 |
| Ignite Planners, LLC added | 29,300 | $1M | 0.4% | 2026-Q1 |
| CWM, LLC added | 29,099 | $1M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 27,999 | $1M | 0.4% | 2026-Q1 |
| Sequent Planning LLC added | 26,143 | $1M | 0.3% | 2026-Q1 |
| Mutual Advisors, LLC added | 25,273 | $1M | 0.3% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 24,603 | $1M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC | 24,041 | $1M | 0.3% | 2026-Q1 |
| Diligent Investors, LLC added | 22,451 | $941K | 0.3% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 22,362 | $937K | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 22,352 | $937K | 0.3% | 2026-Q1 |
| NorthCrest Asset Manangement, LLC trimmed | 21,770 | $916K | 0.3% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. trimmed | 21,307 | $893K | 0.3% | 2026-Q1 |
| Signal Advisors Wealth, LLC trimmed | 18,519 | $776K | 0.2% | 2026-Q1 |
| MILESTONE ASSET MANAGEMENT, LLC trimmed | 16,739 | $702K | 0.2% | 2026-Q1 |
| Keystone Wealth Services, LLC added | 15,786 | $662K | 0.2% | 2026-Q1 |
| LVZ, Inc. added | 15,681 | $657K | 0.2% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 15,271 | $640K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC new | 14,526 | $609K | 0.2% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC added | 14,006 | $587K | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 13,969 | $585K | 0.2% | 2026-Q1 |
| Catalina Capital Group, LLC | 13,115 | $550K | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC | 12,785 | $538K | 0.2% | 2026-Q1 |
| Quad-Cities Investment Group, LLC added | 12,588 | $528K | 0.2% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. added | 12,385 | $519K | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 12,277 | $515K | 0.2% | 2026-Q1 |
| Capital Analysts, LLC trimmed | 11,642 | $488K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 11,601 | $486K | 0.2% | 2026-Q1 |
| Kovack Advisors, Inc. new | 11,363 | $477K | 0.1% | 2026-Q1 |
| CROSSPOINT FINANCIAL, LLC new | 11,360 | $476K | 0.1% | 2026-Q1 |
| Gallagher Fiduciary Advisors, LLC added | 11,164 | $468K | 0.1% | 2026-Q1 |
| MAI Capital Management added | 11,154 | $467K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 11,067 | $464K | 0.1% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. added | 10,615 | $445K | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10,540 | $442K | 0.1% | 2026-Q1 |
| Cornerstone Wealth, LLC/TN new | 9,235 | $406K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 31,269 | $400K | 0.1% | 2026-Q1 |
| Noble Wealth Management PBC trimmed | 8,938 | $375K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 8,687 | $364K | 0.1% | 2026-Q1 |
| Harvest Investment Services, LLC | 8,616 | $361K | 0.1% | 2026-Q1 |
| Grantvest Financial Group LLC trimmed | 8,522 | $357K | 0.1% | 2026-Q1 |
| Integrity Financial Corp /WA added | 8,497 | $356K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 8,350 | $350K | 0.1% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 8,245 | $346K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 7,967 | $334K | 0.1% | 2026-Q1 |
| Synergy Asset Management, LLC trimmed | 7,869 | $330K | 0.1% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC added | 7,564 | $317K | 0.1% | 2026-Q1 |
| BCGM Wealth Management, LLC | 7,107 | $298K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 7,000 | $293K | 0.1% | 2026-Q1 |
| Summit Financial Wealth Advisors, LLC new | 6,992 | $293K | 0.1% | 2026-Q1 |
| UPTICK PARTNERS, LLC added | 6,850 | $287K | 0.1% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC new | 6,733 | $282K | 0.1% | 2026-Q1 |
| Archer Investment Corp added | 6,202 | $260K | 0.1% | 2026-Q1 |
| Bison Wealth, LLC trimmed | 550,716 | $22M | 6.9% | 2025-Q2 stale |
| Schulz Wealth, LTD. trimmed | 129,031 | $6M | 1.7% | 2025-Q4 stale |
| Foguth Wealth Management, LLC. new | 128,794 | $5M | 1.6% | 2025-Q2 stale |
| SAGESPRING WEALTH PARTNERS, LLC added | 122,505 | $5M | 1.5% | 2025-Q2 stale |
| Sigma Planning Corp trimmed | 98,254 | $4M | 1.3% | 2025-Q4 stale |
| Corus Family Wealth Advisors trimmed | 94,395 | $4M | 1.2% | 2025-Q3 stale |
| GRIES FINANCIAL LLC trimmed | 32,134 | $1M | 0.4% | 2025-Q3 stale |
| SYNOVUS FINANCIAL CORP added | 26,688 | $1M | 0.3% | 2025-Q3 stale |
| Ferguson Shapiro LLC | 21,400 | $892K | 0.3% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC added | 21,350 | $853K | 0.3% | 2025-Q2 stale |
| IMC-Chicago, LLC new | 16,312 | $698K | 0.2% | 2025-Q4 stale |
| Integrated Wealth Concepts LLC | 12,764 | $532K | 0.2% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. added | 10,065 | $379K | 0.1% | 2025-Q1 stale |
| Global Retirement Partners, LLC | 6,750 | $289K | 0.1% | 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.