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Institutional Ownership · SEC Form 13F

Who owns NJAN


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

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

112
Institutional holders
4M
Shares held (tracked funds)

How the tape is positioned

19 tracked funds added or opened NJAN while 12 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

NJAN’s largest tracked holder by dollar value, Mutual Advisors, LLC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in NJAN 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 112 tracked filers holding NJAN, 35 increased or opened the position and 53 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 NJAN 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 3

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
  • CITADEL ADVISORS LLC$1M
  • Global Assets Advisory, LLC$980K

Full exits 8

  • Janney Montgomery Scott LLC$24M
  • PERSONAL CFO SOLUTIONS, LLC$8M
  • Cambridge Investment Research Advisors, Inc.$4M
  • Sunbelt Securities, Inc.$2M
  • HighTower Advisors, LLC$2M
  • VanWeelden Wealth Management, LLC$1,000K

Largest adds

  • NewEdge Advisors, LLC$24M
  • OSAIC HOLDINGS, INC.$5M
  • OLD MISSION CAPITAL LLC$5M
  • Mutual Advisors, LLC$2M
  • TRUIST FINANCIAL CORP$1M
  • MAI Capital Management$1M

Largest trims

  • Kestra Advisory Services, LLC$5M
  • AdvisorNet Financial, Inc$2M
  • Cetera Investment Advisers$1M
  • ENVESTNET ASSET MANAGEMENT INC$974K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
Mutual Advisors, LLC trimmed479,040$28M12.2%2026-Q2
NewEdge Advisors, LLC added414,401$24M10.5%2026-Q2
OSAIC HOLDINGS, INC. added413,182$24M10.5%2026-Q2
TRUIST FINANCIAL CORP added209,066$12M5.3%2026-Q2
Encompass More Asset Management trimmed181,118$11M4.6%2026-Q2
Cornerstone Wealth, LLC/TN added138,014$8M3.5%2026-Q2
MAI Capital Management added134,852$8M3.4%2026-Q2
Cetera Investment Advisers trimmed125,709$7M3.2%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed116,375$7M3.0%2026-Q2
Long Island Wealth Management, Inc. added114,409$7M2.9%2026-Q2
Kestra Advisory Services, LLC trimmed113,216$7M2.9%2026-Q2
RED CRANE WEALTH MANAGEMENT, LLC trimmed107,014$6M2.7%2026-Q2
OLD MISSION CAPITAL LLC added91,184$5M2.3%2026-Q2
LPL Financial LLC added89,804$5M2.3%2026-Q2
AdvisorNet Financial, Inc trimmed80,505$5M2.0%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added53,747$3M1.4%2026-Q2
Outlook Wealth Advisors, LLC added52,802$3M1.3%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed51,590$3M1.3%2026-Q2
Diligent Investors, LLC trimmed49,129$3M1.2%2026-Q2
Tradition Wealth Management, LLC trimmed48,631$3M1.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed39,306$2M1.0%2026-Q2
Crown Wealth Group, LLC38,337$2M1.0%2026-Q2
My Personal CFO, LLC36,000$2M0.9%2026-Q2
Forty-three Eighteen Advisors, LLC34,569$2M0.9%2026-Q2
DHJJ Financial Advisors, Ltd. trimmed33,995$2M0.9%2026-Q2
MML INVESTORS SERVICES, LLC added30,525$2M0.8%2026-Q2
Advus Financial Partners, LLC trimmed24,852$1M0.6%2026-Q2
CreativeOne Wealth, LLC added24,669$1M0.6%2026-Q2
BIP Wealth, LLC added24,515$1M0.6%2026-Q2
Triumph Capital Management trimmed23,471$1M0.6%2026-Q2
IFP Advisors, Inc added22,297$1M0.6%2026-Q2
Focus Financial Network, Inc. trimmed21,319$1M0.5%2026-Q2
CITADEL ADVISORS LLC added19,947$1M0.5%2026-Q2
JDM Financial Group LLC trimmed19,367$1M0.5%2026-Q2
FSA Advisors, Inc. trimmed17,623$1M0.4%2026-Q2
JPMORGAN CHASE & CO added17,598$1M0.4%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC17,565$1M0.4%2026-Q2
PFG Advisors trimmed16,996$1M0.4%2026-Q2
Global Assets Advisory, LLC trimmed16,680$980K0.4%2026-Q2
CWC Advisors, LLC. trimmed14,226$840K0.4%2026-Q2
CREATIVE FINANCIAL DESIGNS INC /ADV added14,060$830K0.4%2026-Q2
AE Wealth Management LLC trimmed13,774$813K0.4%2026-Q2
GWN SECURITIES INC. added13,736$811K0.3%2026-Q2
BLAIR WILLIAM & CO/IL13,567$801K0.3%2026-Q2
CoreCap Advisors, LLC trimmed13,518$798K0.3%2026-Q2
Liberty Atlantic Advisors LLC12,400$732K0.3%2026-Q2
Berkshire Money Management, Inc.12,055$711K0.3%2026-Q2
Merit Financial Group, LLC trimmed12,017$709K0.3%2026-Q2
JT Stratford LLC11,861$700K0.3%2026-Q2
Phoenix Financial Ltd. trimmed10,810$637K0.3%2026-Q2
Stratos Wealth Advisors, LLC10,560$623K0.3%2026-Q2
CRA Financial Services, LLC9,675$571K0.2%2026-Q2
Brookstone Capital Management added9,633$569K0.2%2026-Q2
Faithward Advisors, LLC trimmed8,591$507K0.2%2026-Q2
Advisor OS, LLC7,989$472K0.2%2026-Q2
TrustBank trimmed7,938$469K0.2%2026-Q2
Simplicity Wealth,LLC new7,898$466K0.2%2026-Q2
Trek Financial, LLC added7,762$458K0.2%2026-Q2
Keystone Wealth Services, LLC7,471$441K0.2%2026-Q2
Keating Financial Advisory Services, Inc.7,182$424K0.2%2026-Q2
Fortune Financial Group, Inc.7,036$415K0.2%2026-Q2
Visionary Wealth Advisors trimmed6,296$372K0.2%2026-Q2
CAPTRUST FINANCIAL ADVISORS6,168$364K0.2%2026-Q2
MGO ONE SEVEN LLC6,086$359K0.2%2026-Q2
Cerity Partners LLC trimmed6,048$357K0.2%2026-Q2
CORRADO ADVISORS, LLC trimmed5,928$350K0.2%2026-Q2
Main Street Financial Solutions, LLC5,460$322K0.1%2026-Q2
BCS Wealth Management5,372$317K0.1%2026-Q2
Arlington Capital Management, Inc. trimmed5,255$310K0.1%2026-Q2
Certified Advisory Corp trimmed5,188$306K0.1%2026-Q2
Sigma Planning Corp5,092$301K0.1%2026-Q2
RESOLUTE WEALTH ADVISOR, INC.5,058$270K0.1%2026-Q2
HARBOUR INVESTMENTS, INC.4,946$292K0.1%2026-Q2
Arax Advisory Partners added4,845$286K0.1%2026-Q2
TopTier Wealth Management, LLC trimmed4,768$281K0.1%2026-Q2
Dynamic Advisor Solutions LLC4,735$279K0.1%2026-Q2
NWF Advisory Services Inc. trimmed4,590$271K0.1%2026-Q2
OneDigital Investment Advisors LLC4,526$267K0.1%2026-Q2
Valtinson Bruner Financial Planning LLC4,505$266K0.1%2026-Q2
Steward Partners Investment Advisory, LLC4,148$245K0.1%2026-Q2
Snowden Capital Advisors LLC4,135$244K0.1%2026-Q2
Element Squared LLC4,131$244K0.1%2026-Q2
Optimist Retirement Group LLC4,078$241K0.1%2026-Q2
WealthPlan Investment Management, LLC trimmed4,051$239K0.1%2026-Q2
ALTFEST L J & CO INC trimmed3,884$229K0.1%2026-Q2
RETIREMENT GUYS FORMULA LLC3,847$227K0.1%2026-Q2
Cambridge Advisors Inc. trimmed3,731$220K0.1%2026-Q2
Foundations Investment Advisors, LLC new3,641$215K0.1%2026-Q2
Vantage Point Financial LLC new3,524$208K0.1%2026-Q2
Retirement Planning Group, LLC new3,519$208K0.1%2026-Q2
Prime Capital Investment Advisors, LLC new3,497$206K0.1%2026-Q2
AXXCESS WEALTH MANAGEMENT, LLC new3,462$204K0.1%2026-Q2
FIFTH THIRD BANCORP2,851$168K0.1%2026-Q2
Regatta Research & Money Management new1,900$109K0.0%2026-Q2
LANARK FINANCIAL, INC. added1,547$91K0.0%2026-Q2
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,534$91K0.0%2026-Q2
Atlantic Private Wealth, LLC new1,000$59K0.0%2026-Q2
GILL CAPITAL PARTNERS, LLC872$51K0.0%2026-Q2
Integrated Wealth Concepts LLC new625$37K0.0%2026-Q2
Archer Investment Corp588$35K0.0%2026-Q2

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