Who owns JANU (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-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 JANU is one-sided between 2025-Q4 and 2026-Q1: 7 added or opened and 2 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
JANU’s largest tracked holder by dollar value, Sterling Manor Financial, LLC, sizes it at 8.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.9pp 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 2025-Q4 and 2026-Q1, across 36 tracked filers holding JANU, 23 increased or opened the position and 9 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 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 2
- ENVESTNET ASSET MANAGEMENT INC$9M
- VanWeelden Wealth Management, LLC$6M
Full exits 1
- Allianz Investment Management LLC$6M
Largest adds
- Allianz SE$11M
- STEPHENS INC /AR/$2M
- Kestra Advisory Services, LLC$2M
- OSAIC HOLDINGS, INC.$433K
- OLD MISSION CAPITAL LLC$427K
Largest trims
- Sterling Manor Financial, LLC$4M
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 |
|---|---|---|---|---|
| Sterling Manor Financial, LLC trimmed | 518,639 | $14M | 16.2% | 2026-Q1 |
| Allianz SE added | 491,717 | $13M | 15.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 314,366 | $9M | 9.8% | 2026-Q1 |
| VanWeelden Wealth Management, LLC new | 226,897 | $6M | 7.1% | 2026-Q1 |
| Discipline Wealth Solutions, LLC added | 215,123 | $6M | 6.7% | 2026-Q1 |
| RFG Advisory, LLC added | 206,742 | $6M | 6.4% | 2026-Q1 |
| STEPHENS INC /AR/ added | 201,444 | $6M | 6.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 149,818 | $4M | 4.7% | 2026-Q1 |
| Authentikos Wealth Advisory, LLC trimmed | 96,340 | $3M | 3.0% | 2026-Q1 |
| USA FINANCIAL FORMULAS trimmed | 69,589 | $2M | 2.2% | 2026-Q1 |
| ARS Wealth Advisors Group, LLC trimmed | 53,034 | $1M | 1.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 40,127 | $1M | 1.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 35,254 | $964K | 1.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 30,967 | $846K | 1.0% | 2026-Q1 |
| Cetera Investment Advisers added | 26,401 | $722K | 0.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 23,646 | $646K | 0.7% | 2026-Q1 |
| Savant Capital, LLC trimmed | 22,307 | $610K | 0.7% | 2026-Q1 |
| Arax Advisory Partners added | 17,975 | $491K | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 16,090 | $440K | 0.5% | 2026-Q1 |
| Transcendent Capital Group LLC trimmed | 13,969 | $382K | 0.4% | 2026-Q1 |
| Aegis Wealth Management, Inc. added | 11,038 | $302K | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 10,425 | $285K | 0.3% | 2026-Q1 |
| Stratos Wealth Advisors, LLC new | 9,220 | $252K | 0.3% | 2026-Q1 |
| Grantvest Financial Group LLC new | 8,447 | $231K | 0.3% | 2026-Q1 |
| NBZ Investment Advisors LLC added | 8,415 | $230K | 0.3% | 2026-Q1 |
| Creative Planning | 8,029 | $219K | 0.3% | 2026-Q1 |
| Southland Equity Partners LLC | 7,885 | $216K | 0.2% | 2026-Q1 |
| Visionary Wealth Advisors | 7,864 | $215K | 0.2% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. | 6,625 | $181K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 6,522 | $178K | 0.2% | 2026-Q1 |
| FMR LLC new | 2,260 | $62K | 0.1% | 2026-Q1 |
| Sound Income Strategies, LLC new | 1,387 | $38K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 625 | $17K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 267 | $7K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 200 | $5K | 0.0% | 2026-Q1 |
| GeoWealth Management, LLC | 129 | $4K | 0.0% | 2026-Q1 |
| Allianz Investment Management LLC new | 216,484 | $6M | 6.9% | 2025-Q4 stale |
| Allianz Investment Management U.S. LLC trimmed | 92,041 | $3M | 2.9% | 2025-Q3 stale |
| CITADEL ADVISORS LLC new | 17,564 | $485K | 0.6% | 2025-Q3 stale |
| Consolidated Portfolio Review Corp new | 7,402 | $205K | 0.2% | 2025-Q3 stale |
| StoneX Group Inc. new | 8,375 | $204K | 0.2% | 2025-Q1 stale |
| UBS Group AG trimmed | 1,185 | $33K | 0.0% | 2025-Q4 stale |
| AE Wealth Management LLC | 112 | $3K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.