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Institutional Ownership · SEC Form 13F

Who owns JANT (JANT)


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

48
Institutional holders
1,024,043
Shares held (tracked funds)

How the tape is positioned

8 tracked funds added or opened JANT while 3 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

JANT’s largest tracked holder by dollar value, FSR Wealth Management Ltd., sizes it at 6.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in JANT 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 48 tracked filers holding JANT, 24 increased or opened the position and 17 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 JANT 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.

Largest adds

  • Farther Finance Advisors, LLC$3M
  • COMMONWEALTH EQUITY SERVICES, LLC$812K
  • OSAIC HOLDINGS, INC.$528K
  • PANORAMIC INVESTMENT ADVISORS, LLC$470K
  • BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$350K
  • Kestra Advisory Services, LLC$292K

Largest trims

  • AE Wealth Management LLC$704K
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$522K
  • OLD MISSION CAPITAL LLC$317K

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).

FundSharesReported value% of valueQuarter
OSAIC HOLDINGS, INC. added111,534$4M6.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added104,451$4M6.1%2026-Q1
RFG Advisory, LLC added100,590$4M5.9%2026-Q1
Farther Finance Advisors, LLC added90,411$4M5.3%2026-Q1
LPL Financial LLC added78,935$3M4.6%2026-Q1
Cetera Investment Advisers added59,895$2M3.5%2026-Q1
Modern Wealth Management, LLC trimmed46,571$2M2.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added38,219$2M2.2%2026-Q1
Golden Reserve Retirement LLC added37,380$1M2.2%2026-Q1
AE Wealth Management LLC trimmed36,206$1M2.1%2026-Q1
Rothschild Wealth LLC added35,340$1M2.1%2026-Q1
PANORAMIC INVESTMENT ADVISORS, LLC added24,175$970K1.4%2026-Q1
Bison Wealth, LLC trimmed19,857$864K1.3%2026-Q1
Kestra Advisory Services, LLC added20,865$837K1.2%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added18,907$758K1.1%2026-Q1
CENTAURUS FINANCIAL, INC. added18,855$756K1.1%2026-Q1
Focus Financial Network, Inc. trimmed14,762$592K0.9%2026-Q1
OLD MISSION CAPITAL LLC trimmed14,172$569K0.8%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC added13,279$533K0.8%2026-Q1
MONEY CONCEPTS CAPITAL CORP trimmed12,286$493K0.7%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added11,491$461K0.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed11,211$450K0.7%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed10,371$416K0.6%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed9,955$399K0.6%2026-Q1
Arkadios Wealth Advisors added9,029$362K0.5%2026-Q1
Cambridge Investment Research Advisors, Inc. added7,917$318K0.5%2026-Q1
Great Lakes Retirement, Inc. trimmed7,619$306K0.4%2026-Q1
Nvest Financial, LLC added7,375$296K0.4%2026-Q1
NOVEM GROUP7,186$288K0.4%2026-Q1
Accurate Wealth Management, LLC added6,136$254K0.4%2026-Q1
Cassady Wealth & Retirement Planning, LLC trimmed5,807$249K0.4%2026-Q1
PARK AVENUE SECURITIES LLC trimmed5,691$228K0.3%2026-Q1
Aegis Wealth Management, Inc. added5,630$226K0.3%2026-Q1
Joseph P. Lucia & Associates, LLC trimmed5,099$205K0.3%2026-Q1
Spire Wealth Management new4,414$177K0.3%2026-Q1
Elevated Capital Advisors, LLC new3,500$140K0.2%2026-Q1
Allianz SE2,500$100K0.1%2026-Q1
JPMORGAN CHASE & CO trimmed2,137$84K0.1%2026-Q1
Kingdom Financial Group LLC. trimmed1,447$58K0.1%2026-Q1
Lloyd Advisory Services, LLC. trimmed1,447$58K0.1%2026-Q1
AdvisorNet Financial, Inc500$20K0.0%2026-Q1
IFP Advisors, Inc added400$16K0.0%2026-Q1
Financial Network Wealth Advisors LLC209$8K0.0%2026-Q1
Geneos Wealth Management Inc.90$4K0.0%2026-Q1
Avion Wealth78$3K0.0%2026-Q1
Quest 10 Wealth Builders, Inc.68$3K0.0%2026-Q1
HANTZ FINANCIAL SERVICES, INC. new36$1K0.0%2026-Q1
DHJJ Financial Advisors, Ltd.10$4020.0%2026-Q1
FSR Wealth Management Ltd. added129,744$5M7.2%2025-Q2 stale
SMART Wealth LLC trimmed116,907$4M6.5%2025-Q2 stale
FWG Investments, LLC. added105,929$4M5.9%2025-Q2 stale
Kaye Capital Management trimmed70,197$3M3.9%2025-Q2 stale
Gradient Investments LLC61,544$2M3.6%2025-Q3 stale
Gladstone Institutional Advisory LLC trimmed67,832$2M3.5%2025-Q1 stale
FSA Advisors, Inc. added31,633$1M1.8%2025-Q2 stale
Csenge Advisory Group added27,962$1M1.5%2025-Q2 stale
LifeWealth Investments, LLC added22,360$845K1.2%2025-Q2 stale
Atria Wealth Solutions, Inc. trimmed21,865$826K1.2%2025-Q2 stale
CITADEL ADVISORS LLC trimmed10,069$401K0.6%2025-Q3 stale
Siligmueller & Norvid Wealth Advisors LLC new8,874$353K0.5%2025-Q3 stale
B.O.S.S. Retirement Advisors, LLC trimmed8,320$314K0.5%2025-Q2 stale
Signal Advisors Wealth, LLC trimmed5,922$236K0.3%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC.5,976$226K0.3%2025-Q2 stale
HOWARD BAILEY SECURITIES, LLC new5,587$211K0.3%2025-Q2 stale
Elevation Wealth Management LLC new4,920$203K0.3%2025-Q4 stale
BARCLAYS PLC trimmed3,986$159K0.2%2025-Q3 stale
Allianz Investment Management U.S. LLC2,500$99K0.1%2025-Q3 stale
Lord & Richards Wealth Management, LLC new2,302$81K0.1%2025-Q1 stale
UBS Group AG trimmed199$8K0.0%2025-Q3 stale
Park Square Financial Group, LLC added179$7K0.0%2025-Q2 stale
WELLS FARGO & COMPANY/MN65$2K0.0%2025-Q1 stale
Transce3nd, LLC54$2K0.0%2025-Q2 stale
Capital A Wealth Management, LLC5$1760.0%2025-Q1 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

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