Who owns JANU
Which tracked institutional funds hold JANU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JANU company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
7 tracked funds added or opened JANU while 7 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
JANU’s largest tracked holder by dollar value, Allianz SE, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JANU 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 29 tracked filers holding JANU, 12 increased or opened the position and 19 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 JANU 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 1
- USA FINANCIAL FORMULAS$2M
Full exits 5
- Sterling Manor Financial, LLC$14M
- VanWeelden Wealth Management, LLC$6M
- Authentikos Wealth Advisory, LLC$3M
- USA FINANCIAL FORMULAS$2M
- OLD MISSION CAPITAL LLC$964K
Largest adds
- Allianz SE$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- RFG Advisory, LLC$777K
- Discipline Wealth Solutions, LLC$751K
- STEPHENS INC /AR/$523K
- CREATIVE FINANCIAL DESIGNS INC /ADV$364K
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$5M
- OSAIC HOLDINGS, INC.$300K
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 |
|---|---|---|---|---|
| Allianz SE added | 503,347 | $15M | 16.5% | 2026-Q2 |
| Discipline Wealth Solutions, LLC added | 220,084 | $7M | 7.2% | 2026-Q2 |
| RFG Advisory, LLC added | 213,359 | $6M | 7.0% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 200,115 | $6M | 6.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 142,663 | $4M | 4.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 118,730 | $4M | 3.9% | 2026-Q2 |
| USA FINANCIAL FORMULAS new | 78,383 | $2M | 2.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 75,132 | $2M | 2.5% | 2026-Q2 |
| ARS Wealth Advisors Group, LLC | 53,034 | $2M | 1.7% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 40,158 | $1M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 36,601 | $1M | 1.2% | 2026-Q2 |
| Cetera Investment Advisers added | 26,829 | $808K | 0.9% | 2026-Q2 |
| Arax Advisory Partners added | 24,335 | $733K | 0.8% | 2026-Q2 |
| Savant Capital, LLC trimmed | 22,225 | $670K | 0.7% | 2026-Q2 |
| Transcendent Capital Group LLC trimmed | 12,860 | $387K | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 12,602 | $380K | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 12,083 | $364K | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 9,362 | $282K | 0.3% | 2026-Q2 |
| Stratos Wealth Advisors, LLC | 9,220 | $278K | 0.3% | 2026-Q2 |
| Grantvest Financial Group LLC | 8,447 | $255K | 0.3% | 2026-Q2 |
| NBZ Investment Advisors LLC | 8,415 | $254K | 0.3% | 2026-Q2 |
| Creative Planning | 8,029 | $242K | 0.3% | 2026-Q2 |
| Southland Equity Partners LLC | 7,885 | $238K | 0.3% | 2026-Q2 |
| Visionary Wealth Advisors | 7,864 | $237K | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 5,849 | $176K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 4,642 | $140K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 2,940 | $88K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc | 625 | $19K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 267 | $8K | 0.0% | 2026-Q2 |
| Sterling Manor Financial, LLC trimmed | 518,639 | $14M | 15.4% | 2026-Q1 stale (1 quarter behind) |
| VanWeelden Wealth Management, LLC new | 226,897 | $6M | 6.7% | 2026-Q1 stale (1 quarter behind) |
| Authentikos Wealth Advisory, LLC trimmed | 96,340 | $3M | 2.9% | 2026-Q1 stale (1 quarter behind) |
| USA FINANCIAL FORMULAS trimmed | 69,589 | $2M | 2.1% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC added | 35,254 | $964K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Aegis Wealth Management, Inc. added | 11,038 | $302K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. | 6,625 | $181K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| FMR LLC new | 2,260 | $62K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC new | 1,387 | $38K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BARCLAYS PLC trimmed | 200 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GeoWealth Management, LLC | 129 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Allianz Investment Management LLC new | 216,484 | $6M | 6.6% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 1,185 | $33K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Allianz Investment Management U.S. LLC trimmed | 92,041 | $3M | 2.8% | 2025-Q3 stale (3 quarters behind) |
| CITADEL ADVISORS LLC new | 17,564 | $485K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Consolidated Portfolio Review Corp new | 7,402 | $205K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| AE Wealth Management LLC | 112 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.