Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns JANB (JANB)


Which tracked institutional funds hold JANB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JANB 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.

18
Institutional holders
2,236,849
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on JANB is one-sided between 2025-Q4 and 2026-Q1: 10 added or opened and 0 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

JANB’s largest tracked holder by dollar value, KFG WEALTH MANAGEMENT, LLC, sizes it at 2.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in JANB 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 18 tracked filers holding JANB, 17 increased or opened the position and 1 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 JANB 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 6

  • Long Island Wealth Management, Inc.$13M
  • Uniting Wealth Partners, LLC$9M
  • Integrated Wealth Concepts LLC$6M
  • OLD MISSION CAPITAL LLC$1M
  • Cornerstone Wealth Group, LLC$802K
  • First Heartland Consultants, Inc.$518K

Largest adds

  • KFG WEALTH MANAGEMENT, LLC$6M
  • Aptus Capital Advisors, LLC$1M
  • GUARDIAN WEALTH ADVISORS, LLC / NC$945K
  • Kovack Advisors, Inc.$530K

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.

FundSharesReported value% of valueQuarter
KFG WEALTH MANAGEMENT, LLC added670,689$17M30.0%2026-Q1
Long Island Wealth Management, Inc. new505,604$13M22.6%2026-Q1
Uniting Wealth Partners, LLC new367,003$9M16.4%2026-Q1
Integrated Wealth Concepts LLC new240,225$6M10.7%2026-Q1
Aptus Capital Advisors, LLC added136,276$3M6.1%2026-Q1
GUARDIAN WEALTH ADVISORS, LLC / NC added120,537$3M5.4%2026-Q1
OLD MISSION CAPITAL LLC new40,848$1M1.8%2026-Q1
Cornerstone Wealth Group, LLC new30,481$802K1.4%2026-Q1
Kovack Advisors, Inc. added21,136$530K0.9%2026-Q1
First Heartland Consultants, Inc. new20,634$518K0.9%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed19,060$478K0.9%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP new18,148$455K0.8%2026-Q1
WEBSTERROGERS FINANCIAL ADVISORS, LLC new16,594$416K0.7%2026-Q1
Atria Investments, Inc new10,057$252K0.4%2026-Q1
Meridian Wealth Management, LLC new9,768$245K0.4%2026-Q1
CITADEL ADVISORS LLC new8,711$219K0.4%2026-Q1
UBS Group AG added1,038$26K0.0%2026-Q1
DHJJ Financial Advisors, Ltd. new40$1K0.0%2026-Q1

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