Who owns KJAN (KJAN)
Which tracked institutional funds hold KJAN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KJAN 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
18 tracked funds added or opened KJAN while 10 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
KJAN’s largest tracked holder by dollar value, Compass Advisory Group LLC, sizes it at 6.9% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 6.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in KJAN 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 127 tracked filers holding KJAN, 66 increased or opened the position and 44 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 KJAN 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 5
- VanWeelden Wealth Management, LLC$1M
- Advisor OS, LLC$869K
- Cornerstone Wealth, LLC/TN$859K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$564K
- RETIREMENT GUYS FORMULA LLC$530K
Full exits 2
- Arete Wealth Advisors, LLC$848K
- WorthPointe, LLC$708K
Largest adds
- Compass Advisory Group LLC$14M
- Kestra Advisory Services, LLC$2M
- BLAIR WILLIAM & CO/IL$2M
- Long Island Wealth Management, Inc.$2M
- ENVESTNET ASSET MANAGEMENT INC$1M
- BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$1M
Largest trims
- Sherry Group, Inc.$3M
- Brookstone Capital Management$2M
- HighTower Advisors, LLC$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- NewEdge Advisors, LLC$605K
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 |
|---|---|---|---|---|
| Compass Advisory Group LLC added | 615,077 | $26M | 10.5% | 2026-Q1 |
| PFS Partners, LLC trimmed | 506,405 | $21M | 8.7% | 2026-Q1 |
| Long Island Wealth Management, Inc. added | 472,994 | $20M | 8.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 234,257 | $10M | 4.0% | 2026-Q1 |
| MBL Wealth, LLC added | 221,463 | $9M | 3.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 216,854 | $9M | 3.7% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 177,539 | $7M | 3.0% | 2026-Q1 |
| Cetera Investment Advisers added | 167,247 | $7M | 2.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 160,124 | $7M | 2.7% | 2026-Q1 |
| Berkshire Money Management, Inc. | 149,379 | $6M | 2.6% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 118,450 | $5M | 2.0% | 2026-Q1 |
| BFI Wealth Solutions, LLC added | 113,217 | $5M | 1.9% | 2026-Q1 |
| LPL Financial LLC added | 105,743 | $4M | 1.8% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 89,675 | $4M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 77,086 | $3M | 1.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 67,109 | $3M | 1.2% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 63,294 | $3M | 1.1% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 62,861 | $3M | 1.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 52,041 | $2M | 0.9% | 2026-Q1 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV added | 51,739 | $2M | 0.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 48,544 | $2M | 0.8% | 2026-Q1 |
| Faithward Advisors, LLC added | 47,935 | $2M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 43,682 | $2M | 0.7% | 2026-Q1 |
| Wood Tarver Financial Group, LLC trimmed | 43,648 | $2M | 0.7% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. added | 36,576 | $2M | 0.6% | 2026-Q1 |
| IFP Advisors, Inc added | 36,066 | $2M | 0.6% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 35,700 | $1M | 0.6% | 2026-Q1 |
| JT Stratford LLC added | 33,560 | $1M | 0.6% | 2026-Q1 |
| Weaver Consulting Group added | 33,254 | $1M | 0.6% | 2026-Q1 |
| RED CRANE WEALTH MANAGEMENT, LLC trimmed | 31,965 | $1M | 0.5% | 2026-Q1 |
| Fragasso Financial Advisors Inc trimmed | 31,055 | $1M | 0.5% | 2026-Q1 |
| Capital Analysts, LLC added | 30,817 | $1M | 0.5% | 2026-Q1 |
| JDM Financial Group LLC | 30,733 | $1M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 29,765 | $1M | 0.5% | 2026-Q1 |
| FSA Advisors, Inc. added | 29,111 | $1M | 0.5% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 27,106 | $1M | 0.5% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 27,009 | $1M | 0.5% | 2026-Q1 |
| Miller Financial Services LLC added | 26,910 | $1M | 0.5% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC trimmed | 26,545 | $1M | 0.5% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 25,872 | $1M | 0.4% | 2026-Q1 |
| WEALTH ALLIANCE, LLC added | 25,732 | $1M | 0.4% | 2026-Q1 |
| VanWeelden Wealth Management, LLC new | 24,434 | $1M | 0.4% | 2026-Q1 |
| Brookstone Capital Management trimmed | 23,808 | $993K | 0.4% | 2026-Q1 |
| BCGM Wealth Management, LLC | 22,457 | $937K | 0.4% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 21,465 | $896K | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 20,861 | $870K | 0.4% | 2026-Q1 |
| Advisor OS, LLC new | 20,836 | $869K | 0.4% | 2026-Q1 |
| Cornerstone Wealth, LLC/TN new | 19,589 | $859K | 0.4% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ added | 18,925 | $790K | 0.3% | 2026-Q1 |
| Crown Wealth Group, LLC added | 18,762 | $783K | 0.3% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 18,430 | $769K | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC | 18,114 | $756K | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA | 17,659 | $737K | 0.3% | 2026-Q1 |
| Cresset Asset Management, LLC added | 16,550 | $690K | 0.3% | 2026-Q1 |
| GWN SECURITIES INC. added | 15,326 | $639K | 0.3% | 2026-Q1 |
| World Investment Advisors trimmed | 15,213 | $635K | 0.3% | 2026-Q1 |
| Global Trust Wealth Management LLC | 13,840 | $577K | 0.2% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 13,579 | $567K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,518 | $564K | 0.2% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 13,167 | $549K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 12,860 | $537K | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 12,802 | $534K | 0.2% | 2026-Q1 |
| RETIREMENT GUYS FORMULA LLC new | 12,709 | $530K | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 12,454 | $520K | 0.2% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 12,405 | $518K | 0.2% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 12,024 | $502K | 0.2% | 2026-Q1 |
| First City Capital Management, Inc. | 11,670 | $487K | 0.2% | 2026-Q1 |
| Trek Financial, LLC trimmed | 11,222 | $468K | 0.2% | 2026-Q1 |
| WEALTHGARDEN F.S. LLC trimmed | 11,144 | $465K | 0.2% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 10,730 | $448K | 0.2% | 2026-Q1 |
| Visionary Wealth Advisors | 10,672 | $445K | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 10,485 | $437K | 0.2% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 9,859 | $411K | 0.2% | 2026-Q1 |
| RED REEF ADVISORS LLC added | 9,427 | $393K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 9,252 | $386K | 0.2% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 8,986 | $375K | 0.2% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC | 8,906 | $372K | 0.2% | 2026-Q1 |
| TrustBank new | 8,705 | $363K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 8,655 | $361K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC | 8,555 | $357K | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ added | 429,752 | $15M | 6.3% | 2025-Q1 stale |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 118,999 | $4M | 1.7% | 2025-Q1 stale |
| MGO ONE SEVEN LLC trimmed | 65,064 | $2M | 1.0% | 2025-Q1 stale |
| Marcum Wealth, LLC added | 57,818 | $2M | 0.8% | 2025-Q1 stale |
| Strategic Blueprint, LLC trimmed | 49,995 | $2M | 0.8% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 29,734 | $1M | 0.5% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 26,457 | $992K | 0.4% | 2025-Q2 stale |
| Bullseye Investment Management, LLC | 27,155 | $971K | 0.4% | 2025-Q3 stale |
| GTS SECURITIES LLC added | 23,890 | $964K | 0.4% | 2025-Q3 stale |
| Belpointe Asset Management LLC trimmed | 22,122 | $893K | 0.4% | 2025-Q3 stale |
| Arete Wealth Advisors, LLC | 20,475 | $848K | 0.3% | 2025-Q4 stale |
| WorthPointe, LLC trimmed | 17,090 | $708K | 0.3% | 2025-Q4 stale |
| ACAS, LLC added | 17,073 | $666K | 0.3% | 2025-Q2 stale |
| Clear Point Advisors Inc. trimmed | 12,004 | $497K | 0.2% | 2025-Q4 stale |
| UBS Group AG trimmed | 11,833 | $478K | 0.2% | 2025-Q3 stale |
| Main Street Financial Solutions, LLC | 9,700 | $402K | 0.2% | 2025-Q4 stale |
| CORRADO ADVISORS, LLC | 9,782 | $395K | 0.2% | 2025-Q3 stale |
| BCS Wealth Management added | 9,316 | $386K | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 10,014 | $377K | 0.2% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 8,890 | $359K | 0.1% | 2025-Q3 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.