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Institutional Ownership · SEC Form 13F

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.

127
Institutional holders
5,197,137
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Compass Advisory Group LLC added615,077$26M10.5%2026-Q1
PFS Partners, LLC trimmed506,405$21M8.7%2026-Q1
Long Island Wealth Management, Inc. added472,994$20M8.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed234,257$10M4.0%2026-Q1
MBL Wealth, LLC added221,463$9M3.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed216,854$9M3.7%2026-Q1
BLAIR WILLIAM & CO/IL added177,539$7M3.0%2026-Q1
Cetera Investment Advisers added167,247$7M2.9%2026-Q1
Kestra Advisory Services, LLC added160,124$7M2.7%2026-Q1
Berkshire Money Management, Inc.149,379$6M2.6%2026-Q1
PRINCIPAL SECURITIES, INC. added118,450$5M2.0%2026-Q1
BFI Wealth Solutions, LLC added113,217$5M1.9%2026-Q1
LPL Financial LLC added105,743$4M1.8%2026-Q1
AdvisorNet Financial, Inc added89,675$4M1.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added77,086$3M1.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed67,109$3M1.2%2026-Q1
Pallas Capital Advisors LLC trimmed63,294$3M1.1%2026-Q1
Sunbelt Securities, Inc. added62,861$3M1.1%2026-Q1
TRUIST FINANCIAL CORP added52,041$2M0.9%2026-Q1
INVESTMENT MANAGEMENT CORP /VA/ /ADV added51,739$2M0.9%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed48,544$2M0.8%2026-Q1
Faithward Advisors, LLC added47,935$2M0.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added43,682$2M0.7%2026-Q1
Wood Tarver Financial Group, LLC trimmed43,648$2M0.7%2026-Q1
DHJJ Financial Advisors, Ltd. added36,576$2M0.6%2026-Q1
IFP Advisors, Inc added36,066$2M0.6%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed35,700$1M0.6%2026-Q1
JT Stratford LLC added33,560$1M0.6%2026-Q1
Weaver Consulting Group added33,254$1M0.6%2026-Q1
RED CRANE WEALTH MANAGEMENT, LLC trimmed31,965$1M0.5%2026-Q1
Fragasso Financial Advisors Inc trimmed31,055$1M0.5%2026-Q1
Capital Analysts, LLC added30,817$1M0.5%2026-Q1
JDM Financial Group LLC30,733$1M0.5%2026-Q1
Janney Montgomery Scott LLC added29,765$1M0.5%2026-Q1
FSA Advisors, Inc. added29,111$1M0.5%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added27,106$1M0.5%2026-Q1
OneDigital Investment Advisors LLC added27,009$1M0.5%2026-Q1
Miller Financial Services LLC added26,910$1M0.5%2026-Q1
AssuredPartners Investment Advisors, LLC trimmed26,545$1M0.5%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added25,872$1M0.4%2026-Q1
WEALTH ALLIANCE, LLC added25,732$1M0.4%2026-Q1
VanWeelden Wealth Management, LLC new24,434$1M0.4%2026-Q1
Brookstone Capital Management trimmed23,808$993K0.4%2026-Q1
BCGM Wealth Management, LLC22,457$937K0.4%2026-Q1
HBW ADVISORY SERVICES LLC added21,465$896K0.4%2026-Q1
HighTower Advisors, LLC trimmed20,861$870K0.4%2026-Q1
Advisor OS, LLC new20,836$869K0.4%2026-Q1
Cornerstone Wealth, LLC/TN new19,589$859K0.4%2026-Q1
First Commonwealth Financial Corp /PA/ added18,925$790K0.3%2026-Q1
Crown Wealth Group, LLC added18,762$783K0.3%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed18,430$769K0.3%2026-Q1
Advisory Services Network, LLC18,114$756K0.3%2026-Q1
ROYAL BANK OF CANADA17,659$737K0.3%2026-Q1
Cresset Asset Management, LLC added16,550$690K0.3%2026-Q1
GWN SECURITIES INC. added15,326$639K0.3%2026-Q1
World Investment Advisors trimmed15,213$635K0.3%2026-Q1
Global Trust Wealth Management LLC13,840$577K0.2%2026-Q1
First Heartland Consultants, Inc. added13,579$567K0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed13,518$564K0.2%2026-Q1
BIP Wealth, LLC trimmed13,167$549K0.2%2026-Q1
MML INVESTORS SERVICES, LLC added12,860$537K0.2%2026-Q1
Foundations Investment Advisors, LLC added12,802$534K0.2%2026-Q1
RETIREMENT GUYS FORMULA LLC new12,709$530K0.2%2026-Q1
Merit Financial Group, LLC trimmed12,454$520K0.2%2026-Q1
Tradition Wealth Management, LLC trimmed12,405$518K0.2%2026-Q1
Diligent Investors, LLC trimmed12,024$502K0.2%2026-Q1
First City Capital Management, Inc.11,670$487K0.2%2026-Q1
Trek Financial, LLC trimmed11,222$468K0.2%2026-Q1
WEALTHGARDEN F.S. LLC trimmed11,144$465K0.2%2026-Q1
Koshinski Asset Management, Inc. added10,730$448K0.2%2026-Q1
Visionary Wealth Advisors10,672$445K0.2%2026-Q1
Apollon Wealth Management, LLC added10,485$437K0.2%2026-Q1
Forvis Mazars Wealth Advisors, LLC trimmed9,859$411K0.2%2026-Q1
RED REEF ADVISORS LLC added9,427$393K0.2%2026-Q1
HARBOUR INVESTMENTS, INC. added9,252$386K0.2%2026-Q1
Keating Financial Advisory Services, Inc. added8,986$375K0.2%2026-Q1
Valtinson Bruner Financial Planning LLC8,906$372K0.2%2026-Q1
TrustBank new8,705$363K0.1%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV8,655$361K0.1%2026-Q1
Private Advisor Group, LLC8,555$357K0.1%2026-Q1
STEPHENS INC /AR/ added429,752$15M6.3%2025-Q1 stale
CARY STREET PARTNERS FINANCIAL LLC trimmed118,999$4M1.7%2025-Q1 stale
MGO ONE SEVEN LLC trimmed65,064$2M1.0%2025-Q1 stale
Marcum Wealth, LLC added57,818$2M0.8%2025-Q1 stale
Strategic Blueprint, LLC trimmed49,995$2M0.8%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC. added29,734$1M0.5%2025-Q2 stale
JANE STREET GROUP, LLC added26,457$992K0.4%2025-Q2 stale
Bullseye Investment Management, LLC27,155$971K0.4%2025-Q3 stale
GTS SECURITIES LLC added23,890$964K0.4%2025-Q3 stale
Belpointe Asset Management LLC trimmed22,122$893K0.4%2025-Q3 stale
Arete Wealth Advisors, LLC20,475$848K0.3%2025-Q4 stale
WorthPointe, LLC trimmed17,090$708K0.3%2025-Q4 stale
ACAS, LLC added17,073$666K0.3%2025-Q2 stale
Clear Point Advisors Inc. trimmed12,004$497K0.2%2025-Q4 stale
UBS Group AG trimmed11,833$478K0.2%2025-Q3 stale
Main Street Financial Solutions, LLC9,700$402K0.2%2025-Q4 stale
CORRADO ADVISORS, LLC9,782$395K0.2%2025-Q3 stale
BCS Wealth Management added9,316$386K0.2%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed10,014$377K0.2%2025-Q2 stale
CITADEL ADVISORS LLC added8,890$359K0.1%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.

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