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Institutional Ownership · SEC Form 13F

Who owns 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-Q2 13F filings (latest filed 2026-08-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

113
Institutional holders
5M
Shares held (tracked funds)

How the tape is positioned

19 tracked funds added or opened GJAN while 18 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

GJAN’s largest tracked holder by dollar value, LPL Financial LLC, 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 GJAN more heavily than its largest holder by dollar value does.

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 2026-Q1 and 2026-Q2, across 113 tracked filers holding GJAN, 35 increased or opened the position and 67 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 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

  • Schulz Wealth, LTD.$7M
  • Ameritas Advisory Services, LLC$624K
  • FIDUCIARY FINANCIAL ADVISORS$593K

Full exits 12

  • Janney Montgomery Scott LLC$6M
  • Cambridge Investment Research Advisors, Inc.$4M
  • PRIVATE CLIENT SERVICES, LLC$4M
  • OGOREK ANTHONY JOSEPH /NY/ /ADV$3M
  • Anfield Capital Management, LLC$3M
  • Wood Tarver Financial Group, LLC$2M

Largest adds

  • LPL Financial LLC$22M
  • Arax Advisory Partners$3M
  • OSAIC HOLDINGS, INC.$3M
  • Farther Finance Advisors, LLC$2M
  • CITADEL ADVISORS LLC$970K
  • Cetera Investment Advisers$931K

Largest trims

  • Commonwealth Financial Services, LLC$29M
  • RAYMOND JAMES FINANCIAL INC$21M
  • Kestra Advisory Services, LLC$2M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
  • Americana Partners, LLC$1M
  • Midwest Financial Network, LLC$325K

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.

FundSharesReported value% of valueQuarter
LPL Financial LLC added670,809$30M12.5%2026-Q2
OSAIC HOLDINGS, INC. added479,367$22M9.0%2026-Q2
REAP Financial Group, LLC trimmed423,037$19M7.9%2026-Q2
Cetera Investment Advisers trimmed303,873$14M5.7%2026-Q2
Range Financial Group LLC trimmed297,530$13M5.6%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed296,910$13M5.6%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed257,080$12M4.8%2026-Q2
First International Bank of Israel Ltd.205,000$9M3.8%2026-Q2
Commonwealth Financial Services, LLC trimmed173,392$8M3.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed163,293$7M3.1%2026-Q2
Schulz Wealth, LTD. added145,960$7M2.7%2026-Q2
Arax Advisory Partners added129,046$6M2.4%2026-Q2
Kestra Advisory Services, LLC trimmed119,702$5M2.2%2026-Q2
Stratos Wealth Advisors, LLC trimmed107,086$5M2.0%2026-Q2
TRUIST FINANCIAL CORP added86,926$4M1.6%2026-Q2
Tanglewood Legacy Advisors, LLC trimmed84,702$4M1.6%2026-Q2
First Heartland Consultants, Inc. trimmed84,569$4M1.6%2026-Q2
HBW ADVISORY SERVICES LLC trimmed76,520$3M1.4%2026-Q2
Americana Partners, LLC trimmed67,456$3M1.3%2026-Q2
CITADEL ADVISORS LLC added52,866$2M1.0%2026-Q2
Concurrent Investment Advisors, LLC added49,507$2M0.9%2026-Q2
Farther Finance Advisors, LLC added43,331$2M0.8%2026-Q2
MML INVESTORS SERVICES, LLC trimmed39,239$2M0.7%2026-Q2
FOUNDERS FINANCIAL SECURITIES LLC added39,119$2M0.7%2026-Q2
Mariner, LLC trimmed37,861$2M0.7%2026-Q2
Midwest Financial Network, LLC trimmed35,233$2M0.7%2026-Q2
CORRADO ADVISORS, LLC trimmed34,848$2M0.7%2026-Q2
LifeWealth Investments, LLC trimmed34,828$2M0.7%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed34,623$2M0.6%2026-Q2
Triumph Capital Management added30,328$1M0.6%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed28,729$484K0.2%2026-Q2
Ignite Planners, LLC trimmed27,890$1M0.5%2026-Q2
Steward Partners Investment Advisory, LLC trimmed27,299$1M0.5%2026-Q2
Mutual Advisors, LLC added25,350$1M0.5%2026-Q2
Diligent Investors, LLC22,451$1M0.4%2026-Q2
HARBOUR INVESTMENTS, INC. trimmed21,195$954K0.4%2026-Q2
NewEdge Advisors, LLC added20,405$919K0.4%2026-Q2
Pinnacle Financial Partners, Inc. trimmed20,348$916K0.4%2026-Q2
Sequent Planning LLC trimmed20,040$902K0.4%2026-Q2
CreativeOne Wealth, LLC trimmed19,937$898K0.4%2026-Q2
Harvest Investment Services, LLC added19,298$869K0.4%2026-Q2
NorthCrest Asset Manangement, LLC trimmed18,066$816K0.3%2026-Q2
Signal Advisors Wealth, LLC trimmed17,662$795K0.3%2026-Q2
MILESTONE ASSET MANAGEMENT, LLC trimmed16,737$754K0.3%2026-Q2
Keystone Wealth Services, LLC15,786$711K0.3%2026-Q2
LVZ, Inc.15,681$706K0.3%2026-Q2
Keating Financial Advisory Services, Inc. trimmed15,237$686K0.3%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed14,681$661K0.3%2026-Q2
Ameritas Advisory Services, LLC added13,860$624K0.3%2026-Q2
FIDUCIARY FINANCIAL ADVISORS new13,176$593K0.2%2026-Q2
Sanctuary Advisors, LLC trimmed12,820$577K0.2%2026-Q2
Modern Wealth Management, LLC12,785$576K0.2%2026-Q2
FSB PREMIER WEALTH MANAGEMENT, INC. trimmed12,369$557K0.2%2026-Q2
MGO ONE SEVEN LLC12,277$553K0.2%2026-Q2
CROSSPOINT FINANCIAL, LLC11,360$511K0.2%2026-Q2
Gallagher Fiduciary Advisors, LLC11,164$503K0.2%2026-Q2
MAI Capital Management11,154$502K0.2%2026-Q2
ROYAL BANK OF CANADA11,067$498K0.2%2026-Q2
McKinley Carter Wealth Services, Inc. added10,921$492K0.2%2026-Q2
NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed10,360$466K0.2%2026-Q2
Synergy Asset Management, LLC added10,177$458K0.2%2026-Q2
Quad-Cities Investment Group, LLC trimmed9,807$442K0.2%2026-Q2
Cornerstone Wealth, LLC/TN9,235$418K0.2%2026-Q2
Main Street Financial Solutions, LLC9,072$408K0.2%2026-Q2
CoreCap Advisors, LLC added8,841$398K0.2%2026-Q2
AE Wealth Management LLC added8,735$393K0.2%2026-Q2
JPMORGAN CHASE & CO added8,281$371K0.2%2026-Q2
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC8,245$371K0.2%2026-Q2
Integrity Financial Corp /WA trimmed8,236$371K0.2%2026-Q2
Grantvest Financial Group LLC trimmed8,057$363K0.2%2026-Q2
Advisory Services Network, LLC7,967$359K0.1%2026-Q2
Kestra Investment Management, LLC new7,785$351K0.1%2026-Q2
Avidian Wealth Enterprises, LLC7,564$341K0.1%2026-Q2
BCGM Wealth Management, LLC7,107$320K0.1%2026-Q2
Rockefeller Capital Management L.P.7,000$315K0.1%2026-Q2
UPTICK PARTNERS, LLC trimmed6,836$308K0.1%2026-Q2
Summit Financial Wealth Advisors, LLC trimmed6,792$306K0.1%2026-Q2
Global Retirement Partners, LLC6,750$304K0.1%2026-Q2
Noble Wealth Management PBC trimmed6,584$296K0.1%2026-Q2
TOUNJIAN ADVISORY PARTNERS, LLC new6,136$276K0.1%2026-Q2
Arkadios Wealth Advisors5,948$268K0.1%2026-Q2
Kovack Advisors, Inc. trimmed5,909$266K0.1%2026-Q2
JANE STREET GROUP, LLC trimmed5,617$253K0.1%2026-Q2
Archer Investment Corp trimmed5,483$247K0.1%2026-Q2
UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed5,268$237K0.1%2026-Q2
MBE Wealth Management, LLC5,205$234K0.1%2026-Q2
StoneX Group Inc. new4,845$218K0.1%2026-Q2
FWG Investments, LLC. new4,637$209K0.1%2026-Q2
NWF Advisory Services Inc. trimmed4,600$207K0.1%2026-Q2
Foundations Investment Advisors, LLC new4,590$207K0.1%2026-Q2
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed4,580$206K0.1%2026-Q2
Per Stirling Capital Management, LLC. new4,485$202K0.1%2026-Q2
Valtinson Bruner Financial Planning LLC new4,482$202K0.1%2026-Q2
BARCLAYS PLC added4,447$200K0.1%2026-Q2
Integrated Wealth Concepts LLC trimmed4,400$198K0.1%2026-Q2
Signature Equity Partners, LLC trimmed4,343$196K0.1%2026-Q2
Benson Wealth Management INC trimmed3,642$164K0.1%2026-Q2
UBS Group AG added3,422$154K0.1%2026-Q2
MORGAN STANLEY2,547$115K0.0%2026-Q2
DHJJ Financial Advisors, Ltd.2,255$102K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership