Who owns JANW
Which tracked institutional funds hold JANW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JANW company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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
21 tracked funds added or opened JANW while 9 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
JANW’s largest tracked holder by dollar value, AMERICAN ASSET MANAGEMENT INC., sizes it at 33.7% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 33.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JANW 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 85 tracked filers holding JANW, 32 increased or opened the position and 41 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 JANW 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
- TOUNJIAN ADVISORY PARTNERS, LLC$982K
Full exits 5
- CENTAURUS FINANCIAL, INC.$3M
- Cambridge Investment Research Advisors, Inc.$2M
- LeClair Wealth Partners LLC$2M
- Clear Point Advisors Inc.$1M
- PARK AVENUE SECURITIES LLC$558K
Largest adds
- Advyzon Investment Management, LLC$3M
- AE Wealth Management LLC$3M
- RAYMOND JAMES FINANCIAL INC$2M
- Guardian Capital, LLC$2M
- Ausdal Financial Partners, Inc.$2M
- Allianz SE$2M
Largest trims
- Kestra Advisory Services, LLC$2M
- Aegis Wealth Management, Inc.$1M
- OLD MISSION CAPITAL LLC$1M
- Westshore Wealth, LLC$511K
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 |
|---|---|---|---|---|
| AMERICAN ASSET MANAGEMENT INC. trimmed | 1,067,663 | $41M | 13.2% | 2026-Q2 |
| AE Wealth Management LLC added | 1,038,260 | $40M | 12.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 576,590 | $22M | 7.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 461,955 | $18M | 5.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 313,343 | $12M | 3.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 267,032 | $10M | 3.3% | 2026-Q2 |
| Cetera Investment Advisers added | 260,206 | $10M | 3.2% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 219,635 | $8M | 2.7% | 2026-Q2 |
| POM Investment Strategies, LLC added | 217,199 | $8M | 2.7% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 176,060 | $7M | 2.2% | 2026-Q2 |
| Allianz SE added | 174,013 | $7M | 2.2% | 2026-Q2 |
| Wellment Financial added | 152,142 | $6M | 1.9% | 2026-Q2 |
| Guardian Capital, LLC added | 144,365 | $6M | 1.8% | 2026-Q2 |
| BCGM Wealth Management, LLC | 124,426 | $5M | 1.5% | 2026-Q2 |
| Outlook Wealth Advisors, LLC added | 118,060 | $5M | 1.5% | 2026-Q2 |
| Compass Advisory Group LLC trimmed | 114,139 | $4M | 1.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 97,001 | $4M | 1.2% | 2026-Q2 |
| Long Island Wealth Management, Inc. | 94,923 | $4M | 1.2% | 2026-Q2 |
| World Investment Advisors added | 91,787 | $4M | 1.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 88,988 | $3M | 1.1% | 2026-Q2 |
| Spire Wealth Management trimmed | 69,662 | $3M | 0.9% | 2026-Q2 |
| Networth Advisors, LLC added | 64,401 | $2M | 0.8% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 64,009 | $2M | 0.8% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 59,923 | $2M | 0.7% | 2026-Q2 |
| Integrated Wealth Management added | 58,136 | $2M | 0.7% | 2026-Q2 |
| GTS FINANCIAL, LLC added | 61,531 | $2M | 0.7% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 51,143 | $2M | 0.6% | 2026-Q2 |
| FSA Advisors, Inc. added | 44,851 | $2M | 0.6% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC | 44,755 | $2M | 0.6% | 2026-Q2 |
| Aegis Wealth Management, Inc. trimmed | 44,680 | $2M | 0.6% | 2026-Q2 |
| Blue Water Asset Management | 44,490 | $2M | 0.6% | 2026-Q2 |
| Perennial Investment Advisors, LLC | 40,779 | $2M | 0.5% | 2026-Q2 |
| Grantvest Financial Group LLC trimmed | 34,428 | $1M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 32,401 | $1M | 0.4% | 2026-Q2 |
| Sigma Planning Corp trimmed | 31,789 | $1M | 0.4% | 2026-Q2 |
| Castle Rock Wealth Management, LLC trimmed | 31,422 | $1M | 0.4% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 29,911 | $1M | 0.4% | 2026-Q2 |
| PFG Advisors trimmed | 27,402 | $1M | 0.3% | 2026-Q2 |
| Midwest Financial Network, LLC trimmed | 25,636 | $991K | 0.3% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 25,393 | $982K | 0.3% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 24,724 | $956K | 0.3% | 2026-Q2 |
| Blackston Financial Advisory Group, LLC trimmed | 22,285 | $862K | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 19,517 | $755K | 0.2% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 19,213 | $743K | 0.2% | 2026-Q2 |
| SMART Wealth LLC trimmed | 18,885 | $730K | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors | 17,622 | $682K | 0.2% | 2026-Q2 |
| Csenge Advisory Group trimmed | 15,558 | $602K | 0.2% | 2026-Q2 |
| Mosley Wealth Management added | 15,438 | $597K | 0.2% | 2026-Q2 |
| Advus Financial Partners, LLC | 15,256 | $590K | 0.2% | 2026-Q2 |
| BIP Wealth, LLC trimmed | 13,842 | $535K | 0.2% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 13,267 | $513K | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 12,506 | $484K | 0.2% | 2026-Q2 |
| Advisory Solutions Group, LLC new | 12,235 | $473K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 11,824 | $457K | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 11,269 | $436K | 0.1% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 11,105 | $434K | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 11,165 | $432K | 0.1% | 2026-Q2 |
| Westshore Wealth, LLC trimmed | 11,012 | $426K | 0.1% | 2026-Q2 |
| Stirlingshire Investments, Inc. trimmed | 10,858 | $420K | 0.1% | 2026-Q2 |
| Moors & Cabot, Inc. trimmed | 8,750 | $338K | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC | 8,605 | $333K | 0.1% | 2026-Q2 |
| Rothschild Wealth LLC | 8,386 | $324K | 0.1% | 2026-Q2 |
| ST GERMAIN D J CO INC | 8,124 | $314K | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 7,994 | $309K | 0.1% | 2026-Q2 |
| PANORAMIC INVESTMENT ADVISORS, LLC | 7,970 | $308K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC | 7,864 | $304K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC | 6,707 | $259K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 6,260 | $242K | 0.1% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 6,179 | $242K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC | 5,870 | $227K | 0.1% | 2026-Q2 |
| FWG Investments, LLC. new | 5,642 | $218K | 0.1% | 2026-Q2 |
| RIA Advisory Group LLC | 5,640 | $218K | 0.1% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. trimmed | 5,422 | $210K | 0.1% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 4,115 | $159K | 0.1% | 2026-Q2 |
| Kingdom Financial Group LLC. | 3,574 | $138K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 3,362 | $130K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA | 3,226 | $125K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 3,148 | $122K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 2,138 | $83K | 0.0% | 2026-Q2 |
| Innovative Asset Advisors Group, LLC new | 1,978 | $76K | 0.0% | 2026-Q2 |
| Key Capital Management, INC added | 1,669 | $65K | 0.0% | 2026-Q2 |
| Decker Retirement Planning Inc. | 666 | $26K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 236 | $9K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 189 | $7K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 95 | $4K | 0.0% | 2026-Q2 |
| CENTAURUS FINANCIAL, INC. added | 80,301 | $3M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 48,344 | $2M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| LeClair Wealth Partners LLC new | 44,490 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Clear Point Advisors Inc. added | 33,782 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Allianz Investment Management LLC new | 102,451 | $4M | 1.2% | 2025-Q4 stale (2 quarters behind) |
| Elevated Capital Advisors, LLC added | 29,095 | $1M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Gradient Investments LLC | 52,357 | $2M | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Consolidated Portfolio Review Corp | 24,861 | $898K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| B.O.S.S. Retirement Advisors, LLC added | 199,928 | $7M | 2.2% | 2025-Q2 stale (4 quarters behind) |
| HOWARD BAILEY SECURITIES, LLC added | 121,116 | $4M | 1.4% | 2025-Q2 stale (4 quarters behind) |
| McElhenny Sheffield Capital Management, LLC new | 20,257 | $4M | 1.3% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 101,302 | $4M | 1.1% | 2025-Q2 stale (4 quarters behind) |
| Great Lakes Retirement, Inc. trimmed | 74,445 | $3M | 0.8% | 2025-Q2 stale (4 quarters behind) |
| Kaye Capital Management trimmed | 34,191 | $1M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Kingsview Wealth Management, LLC trimmed | 22,320 | $780K | 0.2% | 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.