Who owns IJAN (IJAN)
Which tracked institutional funds hold IJAN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IJAN 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 IJAN is one-sided between 2025-Q4 and 2026-Q1: 29 added or opened and 7 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
IJAN’s largest tracked holder by dollar value, Compass Advisory Group LLC, sizes it at 8.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IJAN 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 111 tracked filers holding IJAN, 69 increased or opened the position and 31 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 IJAN 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 14
- US BANCORP \DE\$7M
- Cornerstone Wealth, LLC/TN$5M
- Talon Private Wealth, LLC$2M
- RETIREMENT GUYS FORMULA LLC$1M
- SILVER OAK SECURITIES, INCORPORATED$1M
- VanWeelden Wealth Management, LLC$1M
Full exits 2
- WorthPointe, LLC$883K
- ALTFEST L J & CO INC$541K
Largest adds
- Compass Advisory Group LLC$23M
- BLAIR WILLIAM & CO/IL$5M
- Long Island Wealth Management, Inc.$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
- BIP Wealth, LLC$2M
- Kestra Advisory Services, LLC$1M
Largest trims
- Americana Partners, LLC$1M
- JPMORGAN CHASE & CO$905K
- NewEdge Advisors, LLC$570K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$555K
- WPWealth LLP$409K
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 |
|---|---|---|---|---|
| Compass Advisory Group LLC added | 832,806 | $30M | 14.9% | 2026-Q1 |
| Long Island Wealth Management, Inc. added | 510,484 | $19M | 9.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 339,221 | $12M | 6.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 182,617 | $7M | 3.3% | 2026-Q1 |
| US BANCORP \DE\ new | 180,728 | $7M | 3.2% | 2026-Q1 |
| BIP Wealth, LLC added | 143,126 | $5M | 2.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 135,828 | $5M | 2.4% | 2026-Q1 |
| Cornerstone Wealth, LLC/TN new | 127,879 | $5M | 2.3% | 2026-Q1 |
| HFG Wealth Management, LLC added | 113,792 | $4M | 2.0% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 111,746 | $4M | 2.0% | 2026-Q1 |
| Cetera Investment Advisers added | 111,096 | $4M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 108,531 | $4M | 1.9% | 2026-Q1 |
| RED CRANE WEALTH MANAGEMENT, LLC added | 107,137 | $4M | 1.9% | 2026-Q1 |
| HighTower Advisors, LLC added | 101,218 | $4M | 1.8% | 2026-Q1 |
| WPWealth LLP trimmed | 88,353 | $3M | 1.6% | 2026-Q1 |
| JDM Financial Group LLC | 82,989 | $3M | 1.5% | 2026-Q1 |
| BFI Wealth Solutions, LLC trimmed | 79,705 | $3M | 1.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 70,179 | $3M | 1.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 69,932 | $3M | 1.3% | 2026-Q1 |
| LPL Financial LLC added | 66,234 | $2M | 1.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 64,435 | $2M | 1.2% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC trimmed | 58,445 | $2M | 1.0% | 2026-Q1 |
| My Personal CFO, LLC | 56,630 | $2M | 1.0% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 51,909 | $2M | 0.9% | 2026-Q1 |
| Talon Private Wealth, LLC new | 51,909 | $2M | 0.9% | 2026-Q1 |
| Americana Partners, LLC trimmed | 46,884 | $2M | 0.8% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 46,722 | $2M | 0.8% | 2026-Q1 |
| PFG Advisors added | 44,779 | $2M | 0.8% | 2026-Q1 |
| IFP Advisors, Inc added | 43,020 | $2M | 0.8% | 2026-Q1 |
| CORRADO ADVISORS, LLC trimmed | 39,680 | $1M | 0.7% | 2026-Q1 |
| WEALTH ALLIANCE, LLC added | 37,331 | $1M | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 36,705 | $1M | 0.7% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 36,360 | $1M | 0.6% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 35,302 | $1M | 0.6% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. added | 34,596 | $1M | 0.6% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC trimmed | 33,344 | $1M | 0.6% | 2026-Q1 |
| RETIREMENT GUYS FORMULA LLC new | 29,514 | $1M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 29,374 | $1M | 0.5% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED new | 29,124 | $1M | 0.5% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 27,557 | $1M | 0.5% | 2026-Q1 |
| VanWeelden Wealth Management, LLC new | 28,226 | $1M | 0.5% | 2026-Q1 |
| Creative Planning new | 27,622 | $1M | 0.5% | 2026-Q1 |
| World Investment Advisors added | 26,220 | $951K | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 24,875 | $902K | 0.4% | 2026-Q1 |
| CWM, LLC added | 23,889 | $867K | 0.4% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 23,643 | $858K | 0.4% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ added | 23,437 | $850K | 0.4% | 2026-Q1 |
| Cypress Wealth Services, LLC trimmed | 21,274 | $772K | 0.4% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 20,924 | $759K | 0.4% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 19,700 | $715K | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 19,189 | $696K | 0.3% | 2026-Q1 |
| NewCorp Financial Services, Inc. trimmed | 18,951 | $688K | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC | 18,465 | $670K | 0.3% | 2026-Q1 |
| Cerity Partners LLC new | 17,850 | $648K | 0.3% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC added | 15,676 | $569K | 0.3% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 14,075 | $511K | 0.3% | 2026-Q1 |
| ACCESS FINANCIAL SERVICES, INC. new | 13,975 | $507K | 0.2% | 2026-Q1 |
| PFS Partners, LLC added | 13,964 | $507K | 0.2% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 13,348 | $484K | 0.2% | 2026-Q1 |
| WEALTHGARDEN F.S. LLC added | 13,138 | $477K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 12,498 | $453K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 11,239 | $408K | 0.2% | 2026-Q1 |
| VESTIA PERSONAL WEALTH ADVISORS | 10,598 | $384K | 0.2% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 10,567 | $383K | 0.2% | 2026-Q1 |
| Opus Financial Solutions LLC trimmed | 10,486 | $380K | 0.2% | 2026-Q1 |
| Vantage Point Financial LLC added | 10,027 | $364K | 0.2% | 2026-Q1 |
| Advisor OS, LLC new | 10,021 | $364K | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC | 9,516 | $345K | 0.2% | 2026-Q1 |
| Allworth Financial LP trimmed | 9,480 | $344K | 0.2% | 2026-Q1 |
| Rothschild Wealth LLC | 9,405 | $341K | 0.2% | 2026-Q1 |
| Tradition Wealth Management, LLC added | 9,402 | $341K | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC new | 9,044 | $328K | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 8,731 | $317K | 0.2% | 2026-Q1 |
| SIGNATUREFD, LLC | 8,654 | $314K | 0.2% | 2026-Q1 |
| Stratos Wealth Advisors, LLC trimmed | 7,957 | $289K | 0.1% | 2026-Q1 |
| BCGM Wealth Management, LLC | 7,877 | $286K | 0.1% | 2026-Q1 |
| Kathmere Capital Management, LLC | 7,631 | $277K | 0.1% | 2026-Q1 |
| Compass Ion Advisors, LLC | 7,300 | $265K | 0.1% | 2026-Q1 |
| CYPRESS FINANCIAL PLANNING LLC added | 7,255 | $263K | 0.1% | 2026-Q1 |
| Visionary Wealth Advisors | 7,218 | $262K | 0.1% | 2026-Q1 |
| Heck Capital Advisors, LLC trimmed | 242,436 | $9M | 4.2% | 2025-Q3 stale |
| Strategic Blueprint, LLC trimmed | 85,318 | $3M | 1.5% | 2025-Q3 stale |
| MACROVIEW INVESTMENT MANAGEMENT LLC added | 47,032 | $2M | 0.7% | 2025-Q1 stale |
| Brookstone Capital Management trimmed | 38,360 | $1M | 0.6% | 2025-Q1 stale |
| Chris Bulman Inc trimmed | 36,146 | $1M | 0.6% | 2025-Q1 stale |
| WorthPointe, LLC added | 24,417 | $883K | 0.4% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 19,529 | $668K | 0.3% | 2025-Q2 stale |
| Belpointe Asset Management LLC trimmed | 17,323 | $610K | 0.3% | 2025-Q3 stale |
| ALTFEST L J & CO INC trimmed | 14,957 | $541K | 0.3% | 2025-Q4 stale |
| Lantz Financial LLC added | 13,554 | $490K | 0.2% | 2025-Q4 stale |
| Siligmueller & Norvid Wealth Advisors LLC trimmed | 12,816 | $436K | 0.2% | 2025-Q2 stale |
| Capasso Planning Partners LLC trimmed | 12,738 | $407K | 0.2% | 2025-Q1 stale |
| Arlington Capital Management, Inc. trimmed | 11,518 | $405K | 0.2% | 2025-Q3 stale |
| MGO ONE SEVEN LLC | 10,300 | $362K | 0.2% | 2025-Q3 stale |
| SageView Advisory Group, LLC trimmed | 10,007 | $362K | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 9,735 | $352K | 0.2% | 2025-Q4 stale |
| Arete Wealth Advisors, LLC | 9,607 | $347K | 0.2% | 2025-Q4 stale |
| Freedom Investment Management, Inc. trimmed | 7,592 | $267K | 0.1% | 2025-Q3 stale |
| JANE STREET GROUP, LLC trimmed | 8,189 | $262K | 0.1% | 2025-Q1 stale |
| Kingsview Wealth Management, LLC trimmed | 7,218 | $254K | 0.1% | 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.