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Institutional Ownership · SEC Form 13F

Who owns JANZ


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

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

32
Institutional holders
2M
Shares held (tracked funds)

How the tape is positioned

2 tracked funds added or opened JANZ while 5 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

JANZ’s largest tracked holder by dollar value, AE Wealth Management LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes JANZ more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in JANZ 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 32 tracked filers holding JANZ, 16 increased or opened the position and 14 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 JANZ 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 1

  • POM Investment Strategies, LLC$1M

Largest adds

  • Elevated Capital Advisors, LLC$719K

Largest trims

  • Lloyd Advisory Services, LLC.$4M
  • Outlook Wealth Advisors, LLC$697K
  • AE Wealth Management LLC$581K
  • Authentikos Wealth Advisory, LLC$493K
  • TrueMark Investments, LLC$290K

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
AE Wealth Management LLC added665,679$24M43.3%2026-Q1
TrueMark Investments, LLC added263,668$10M17.1%2026-Q1
Authentikos Wealth Advisory, LLC trimmed238,664$9M15.5%2026-Q1
Wellment Financial trimmed39,986$1M2.6%2026-Q1
Elevated Capital Advisors, LLC added32,392$1M2.1%2026-Q1
POM Investment Strategies, LLC new31,856$1M2.1%2026-Q1
SMART Wealth LLC trimmed26,244$965K1.7%2026-Q1
HOWARD BAILEY SECURITIES, LLC trimmed25,996$956K1.7%2026-Q1
B.O.S.S. Retirement Advisors, LLC trimmed25,495$937K1.7%2026-Q1
Integrated Wealth Management added19,179$705K1.2%2026-Q1
Outlook Wealth Advisors, LLC trimmed17,847$656K1.2%2026-Q1
Weaver Consulting Group added16,250$597K1.1%2026-Q1
FWG Investments, LLC. added15,534$571K1.0%2026-Q1
Great Lakes Retirement, Inc. trimmed12,891$474K0.8%2026-Q1
LifeWealth Investments, LLC trimmed12,780$470K0.8%2026-Q1
FSA Advisors, Inc. new11,669$429K0.8%2026-Q1
Networth Advisors, LLC trimmed11,179$411K0.7%2026-Q1
Centennial Advisors, LLC trimmed9,578$352K0.6%2026-Q1
Csenge Advisory Group added7,840$288K0.5%2026-Q1
OLD MISSION CAPITAL LLC trimmed6,641$244K0.4%2026-Q1
Quest 10 Wealth Builders, Inc. added6,157$226K0.4%2026-Q1
Kingdom Financial Group LLC. trimmed5,271$194K0.3%2026-Q1
Lloyd Advisory Services, LLC. trimmed5,271$194K0.3%2026-Q1
Capital Investment Advisory Services, LLC added3,577$131K0.2%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed879$32K0.1%2026-Q1
Aptus Capital Advisors, LLC856$31K0.1%2026-Q1
Key Capital Management, INC added355$13K0.0%2026-Q1
Decker Retirement Planning Inc. added196$7K0.0%2026-Q1
UBS Group AG added53$2K0.0%2026-Q1
OSAIC HOLDINGS, INC. new35$1K0.0%2026-Q1
DHJJ Financial Advisors, Ltd.30$1K0.0%2026-Q1
ASSETMARK, INC10$3680.0%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new17,901$681K1.2%2025-Q3 stale
GOLDMAN SACHS GROUP INC new6,037$230K0.4%2025-Q4 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.

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