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Institutional Ownership · SEC Form 13F

Who owns JAPN


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

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

50
Institutional holders
2M
Shares held (tracked funds)

How the tape is positioned

5 tracked funds added or opened JAPN while 4 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

JAPN’s largest tracked holder by dollar value, ONE PLUS ONE WEALTH MANAGEMENT, LLC, sizes it at 7.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in JAPN 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 38 tracked filers holding JAPN, 28 increased or opened the position and 10 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 JAPN 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 2

  • INDEPENDENT FINANCIAL GROUP, LLC$1M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$639K

Full exits 1

  • HighTower Advisors, LLC$2M

Largest adds

  • WORLD EQUITY GROUP, INC.$553K
  • HORIZON KINETICS ASSET MANAGEMENT LLC$399K
  • OSAIC HOLDINGS, INC.$324K

Largest trims

  • ONE PLUS ONE WEALTH MANAGEMENT, LLC$1M
  • Pekin Hardy Strauss, Inc.$550K
  • GTS SECURITIES LLC$499K

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
ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed638,279$16M41.4%2026-Q2
HORIZON KINETICS ASSET MANAGEMENT LLC added244,972$6M14.0%2026-Q2
WORLD EQUITY GROUP, INC. added147,129$4M9.9%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC new39,444$1M2.6%2026-Q2
Pekin Hardy Strauss, Inc. trimmed29,665$667K1.7%2026-Q2
CMC Financial Group added25,030$666K1.7%2026-Q2
Dynamic Advisor Solutions LLC added27,084$609K1.5%2026-Q2
GTS SECURITIES LLC trimmed18,645$477K1.2%2026-Q2
CITADEL ADVISORS LLC added19,810$446K1.1%2026-Q2
DAVENPORT & Co LLC added19,707$443K1.1%2026-Q2
BARCLAYS PLC19,500$439K1.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed17,754$416K1.1%2026-Q2
BLI - Banque de Luxembourg Investments new18,000$407K1.0%2026-Q2
JANE STREET GROUP, LLC trimmed16,360$368K0.9%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new12,789$321K0.8%2026-Q2
Moors & Cabot, Inc. trimmed11,100$319K0.8%2026-Q2
OSAIC HOLDINGS, INC. added11,025$317K0.8%2026-Q2
Atlas Wealth Partners, LLC added12,350$278K0.7%2026-Q2
IMC-Chicago, LLC new12,207$251K0.6%2026-Q2
York GP, Ltd.10,000$225K0.6%2026-Q2
GROUP ONE TRADING LLC new9,653$199K0.5%2026-Q2
NewEdge Advisors, LLC new10,300$142K0.4%2026-Q2
SIMPLEX TRADING, LLC new4,189$86K0.2%2026-Q2
TD Waterhouse Canada Inc.2,567$58K0.1%2026-Q2
UBS Group AG trimmed2,387$49K0.1%2026-Q2
Steward Partners Investment Advisory, LLC trimmed1,332$30K0.1%2026-Q2
PNC Financial Services Group, Inc. new717$15K0.0%2026-Q2
ROYAL BANK OF CANADA added391$10K0.0%2026-Q2
IFP Advisors, Inc new362$9K0.0%2026-Q2
Elevated Capital Advisors, LLC new245$5K0.0%2026-Q2
WEST PACES ADVISORS INC. new212$5K0.0%2026-Q2
Larson Financial Group LLC new137$3K0.0%2026-Q2
Farther Finance Advisors, LLC trimmed78$2K0.0%2026-Q2
Tower Research Capital LLC (TRC) new51$1K0.0%2026-Q2
Strive Financial Group ,LLC new46$9470.0%2026-Q2
Allworth Financial LP new10$2060.0%2026-Q2
Federation des caisses Desjardins du Quebec new3$620.0%2026-Q2
Integrated Wealth Concepts LLC new1$190.0%2026-Q2
HighTower Advisors, LLC added80,780$2M4.6%2026-Q1 stale (1 quarter behind)
Hilltop National Bank1,580$36K0.1%2026-Q1 stale (1 quarter behind)
MORGAN STANLEY new282$6K0.0%2026-Q1 stale (1 quarter behind)
One Charles Private Wealth Services, LLC added49,175$1M3.2%2025-Q4 stale (2 quarters behind)
FLOW TRADERS U.S. LLC added23,726$493K1.2%2025-Q4 stale (2 quarters behind)
Janney Montgomery Scott LLC new17,048$438K1.1%2025-Q4 stale (2 quarters behind)
TABLEAUX LLC new11,166$33K0.1%2025-Q4 stale (2 quarters behind)
SCOTIA CAPITAL INC. added38,509$1M2.7%2025-Q3 stale (3 quarters behind)
Quantinno Capital Management LP new8,852$249K0.6%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.

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.

Learn how to read institutional ownership