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-Q1 13F filings (latest filed 2026-05-27). 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 JANW is one-sided between 2025-Q4 and 2026-Q1: 24 added or opened and 7 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
JANW’s largest tracked holder by dollar value, AMERICAN ASSET MANAGEMENT INC., sizes it at 34.8% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 34.7pp 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 2025-Q4 and 2026-Q1, across 86 tracked filers holding JANW, 53 increased or opened the position and 27 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 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 8
- POM Investment Strategies, LLC$8M
- Ausdal Financial Partners, Inc.$2M
- LeClair Wealth Partners LLC$2M
- OLD MISSION CAPITAL LLC$2M
- Perennial Investment Advisors, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
Full exits 2
- Allianz Investment Management LLC$4M
- Elevated Capital Advisors, LLC$1M
Largest adds
- Allianz SE$5M
- Advyzon Investment Management, LLC$3M
- Farther Finance Advisors, LLC$2M
- Guardian Capital, LLC$2M
- Kestra Advisory Services, LLC$2M
- Spire Wealth Management$1M
Largest trims
- Outlook Wealth Advisors, LLC$4M
- PFG Advisors$2M
- AMERICAN ASSET MANAGEMENT INC.$1M
- Lloyd Advisory Services, LLC.$837K
- AE Wealth Management LLC$591K
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 | 1,098,579 | $40M | 13.4% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 1,013,292 | $37M | 12.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 588,062 | $21M | 7.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 422,134 | $15M | 5.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 294,761 | $11M | 3.6% | 2026-Q1 |
| LPL Financial LLC added | 277,114 | $10M | 3.4% | 2026-Q1 |
| Cetera Investment Advisers added | 259,194 | $9M | 3.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 231,431 | $8M | 2.8% | 2026-Q1 |
| POM Investment Strategies, LLC new | 208,819 | $8M | 2.5% | 2026-Q1 |
| Wellment Financial trimmed | 149,405 | $5M | 1.8% | 2026-Q1 |
| Allianz SE added | 141,496 | $5M | 1.7% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 137,265 | $5M | 1.7% | 2026-Q1 |
| BCGM Wealth Management, LLC | 124,426 | $5M | 1.5% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 117,551 | $4M | 1.4% | 2026-Q1 |
| Compass Advisory Group LLC trimmed | 115,608 | $4M | 1.4% | 2026-Q1 |
| Guardian Capital, LLC added | 103,904 | $4M | 1.3% | 2026-Q1 |
| Long Island Wealth Management, Inc. trimmed | 94,923 | $3M | 1.2% | 2026-Q1 |
| Aegis Wealth Management, Inc. added | 87,982 | $3M | 1.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 87,521 | $3M | 1.1% | 2026-Q1 |
| World Investment Advisors trimmed | 80,982 | $3M | 1.0% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 80,301 | $3M | 1.0% | 2026-Q1 |
| Spire Wealth Management added | 70,244 | $3M | 0.9% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 63,136 | $2M | 0.8% | 2026-Q1 |
| Networth Advisors, LLC trimmed | 62,030 | $2M | 0.8% | 2026-Q1 |
| IFP Advisors, Inc added | 60,112 | $2M | 0.7% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 54,117 | $2M | 0.7% | 2026-Q1 |
| Integrated Wealth Management added | 52,854 | $2M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 48,344 | $2M | 0.6% | 2026-Q1 |
| Ausdal Financial Partners, Inc. new | 46,987 | $2M | 0.6% | 2026-Q1 |
| Joseph P. Lucia & Associates, LLC added | 44,755 | $2M | 0.5% | 2026-Q1 |
| Blue Water Asset Management added | 44,490 | $2M | 0.5% | 2026-Q1 |
| LeClair Wealth Partners LLC new | 44,490 | $2M | 0.5% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 44,302 | $2M | 0.5% | 2026-Q1 |
| FSA Advisors, Inc. added | 41,510 | $2M | 0.5% | 2026-Q1 |
| Perennial Investment Advisors, LLC new | 40,779 | $1M | 0.5% | 2026-Q1 |
| Grantvest Financial Group LLC trimmed | 38,320 | $1M | 0.5% | 2026-Q1 |
| Clear Point Advisors Inc. added | 33,782 | $1M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 33,738 | $1M | 0.4% | 2026-Q1 |
| Castle Rock Wealth Management, LLC trimmed | 32,514 | $1M | 0.4% | 2026-Q1 |
| Sigma Planning Corp trimmed | 31,937 | $1M | 0.4% | 2026-Q1 |
| PFG Advisors trimmed | 30,902 | $1M | 0.4% | 2026-Q1 |
| Westshore Wealth, LLC new | 25,680 | $937K | 0.3% | 2026-Q1 |
| SMART Wealth LLC added | 24,027 | $877K | 0.3% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 23,809 | $869K | 0.3% | 2026-Q1 |
| Blackston Financial Advisory Group, LLC added | 23,492 | $857K | 0.3% | 2026-Q1 |
| GTS FINANCIAL, LLC new | 22,836 | $758K | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 20,231 | $738K | 0.2% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 19,739 | $720K | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors | 17,622 | $643K | 0.2% | 2026-Q1 |
| Csenge Advisory Group added | 15,850 | $578K | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 15,304 | $558K | 0.2% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 13,894 | $507K | 0.2% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 13,315 | $486K | 0.2% | 2026-Q1 |
| Signal Advisors Wealth, LLC trimmed | 12,705 | $463K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 11,324 | $413K | 0.1% | 2026-Q1 |
| Triad Wealth Partners, LLC new | 11,238 | $410K | 0.1% | 2026-Q1 |
| Stirlingshire Investments, Inc. added | 11,200 | $409K | 0.1% | 2026-Q1 |
| Modern Wealth Management, LLC | 10,750 | $394K | 0.1% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 10,765 | $393K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 10,060 | $367K | 0.1% | 2026-Q1 |
| Moors & Cabot, Inc. added | 9,150 | $334K | 0.1% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC new | 8,605 | $320K | 0.1% | 2026-Q1 |
| LifeWealth Investments, LLC trimmed | 8,563 | $312K | 0.1% | 2026-Q1 |
| Rothschild Wealth LLC | 8,386 | $306K | 0.1% | 2026-Q1 |
| ST GERMAIN D J CO INC new | 8,124 | $296K | 0.1% | 2026-Q1 |
| PANORAMIC INVESTMENT ADVISORS, LLC new | 7,970 | $291K | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC new | 7,864 | $287K | 0.1% | 2026-Q1 |
| Wealthquest Corp | 7,540 | $279K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 6,707 | $245K | 0.1% | 2026-Q1 |
| NBC SECURITIES, INC. added | 6,260 | $228K | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC | 5,870 | $214K | 0.1% | 2026-Q1 |
| RIA Advisory Group LLC | 5,640 | $206K | 0.1% | 2026-Q1 |
| Quest 10 Wealth Builders, Inc. trimmed | 5,467 | $199K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 4,123 | $150K | 0.1% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 4,115 | $150K | 0.1% | 2026-Q1 |
| Lloyd Advisory Services, LLC. trimmed | 3,574 | $130K | 0.0% | 2026-Q1 |
| B.O.S.S. Retirement Advisors, LLC added | 199,928 | $7M | 2.3% | 2025-Q2 stale |
| HOWARD BAILEY SECURITIES, LLC added | 121,116 | $4M | 1.4% | 2025-Q2 stale |
| McElhenny Sheffield Capital Management, LLC new | 20,257 | $4M | 1.4% | 2025-Q2 stale |
| Allianz Investment Management LLC new | 102,451 | $4M | 1.3% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 101,302 | $4M | 1.2% | 2025-Q2 stale |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 85,030 | $3M | 0.9% | 2025-Q2 stale |
| Great Lakes Retirement, Inc. trimmed | 74,445 | $3M | 0.9% | 2025-Q2 stale |
| Authentikos Wealth Advisory, LLC added | 61,965 | $2M | 0.7% | 2025-Q1 stale |
| Gradient Investments LLC | 52,357 | $2M | 0.6% | 2025-Q3 stale |
| Kaye Capital Management trimmed | 34,191 | $1M | 0.4% | 2025-Q2 stale |
| Elevated Capital Advisors, LLC added | 29,095 | $1M | 0.4% | 2025-Q4 stale |
| Lord & Richards Wealth Management, LLC added | 29,629 | $984K | 0.3% | 2025-Q1 stale |
| Virtue Capital Management, LLC new | 28,591 | $949K | 0.3% | 2025-Q1 stale |
| Consolidated Portfolio Review Corp | 24,861 | $898K | 0.3% | 2025-Q3 stale |
| Kingsview Wealth Management, LLC trimmed | 22,320 | $780K | 0.3% | 2025-Q2 stale |
| StoneX Group Inc. new | 21,970 | $730K | 0.2% | 2025-Q1 stale |
| Park Square Financial Group, LLC added | 20,017 | $699K | 0.2% | 2025-Q2 stale |
| Envestnet Portfolio Solutions, Inc. trimmed | 17,411 | $608K | 0.2% | 2025-Q2 stale |
| Strategic Blueprint, LLC trimmed | 16,683 | $603K | 0.2% | 2025-Q3 stale |
| JPMORGAN CHASE & CO added | 11,127 | $402K | 0.1% | 2025-Q3 stale |
| HRT FINANCIAL LP new | 9,944 | $359K | 0.1% | 2025-Q3 stale |
| Diversify Advisory Services, LLC | 8,520 | $303K | 0.1% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 5,945 | $208K | 0.1% | 2025-Q2 stale |
| Transce3nd, LLC trimmed | 4,071 | $142K | 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.