Who owns NJAN (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-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
19 tracked funds added or opened NJAN 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
NJAN’s largest tracked holder by dollar value, Mutual Advisors, LLC, sizes it at 0.6% 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 2025-Q4 and 2026-Q1, across 111 tracked filers holding NJAN, 66 increased or opened the position and 35 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 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 7
- Encompass More Asset Management$10M
- PERSONAL CFO SOLUTIONS, LLC$8M
- Cornerstone Wealth, LLC/TN$8M
- VanWeelden Wealth Management, LLC$1,000K
- SILVER OAK SECURITIES, INCORPORATED$695K
- JT Stratford LLC$633K
Full exits 4
- Global Assets Advisory, LLC$922K
- Cresset Asset Management, LLC$853K
- Clear Point Advisors Inc.$811K
- Orion Porfolio Solutions, LLC$708K
Largest adds
- Mutual Advisors, LLC$8M
- Kestra Advisory Services, LLC$7M
- MAI Capital Management$4M
- OSAIC HOLDINGS, INC.$1M
- Cetera Investment Advisers$1M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
Largest trims
- NewEdge Advisors, LLC$21M
- Tradition Wealth Management, LLC$3M
- AdvisorNet Financial, Inc$1M
- Janney Montgomery Scott LLC$871K
- Element Squared LLC$338K
- BCS Wealth Management$252K
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 |
|---|---|---|---|---|
| Mutual Advisors, LLC added | 484,461 | $26M | 10.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 452,190 | $24M | 9.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 370,541 | $20M | 7.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 224,054 | $12M | 4.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 206,933 | $11M | 4.4% | 2026-Q1 |
| Encompass More Asset Management new | 182,460 | $10M | 3.9% | 2026-Q1 |
| Cetera Investment Advisers added | 162,348 | $9M | 3.5% | 2026-Q1 |
| PERSONAL CFO SOLUTIONS, LLC added | 157,211 | $8M | 3.3% | 2026-Q1 |
| Cornerstone Wealth, LLC/TN new | 136,628 | $8M | 3.1% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 125,506 | $7M | 2.7% | 2026-Q1 |
| MAI Capital Management added | 125,427 | $7M | 2.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 119,106 | $6M | 2.5% | 2026-Q1 |
| Long Island Wealth Management, Inc. added | 112,785 | $6M | 2.4% | 2026-Q1 |
| RED CRANE WEALTH MANAGEMENT, LLC added | 107,244 | $6M | 2.3% | 2026-Q1 |
| LPL Financial LLC added | 77,914 | $4M | 1.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 69,547 | $4M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 61,726 | $3M | 1.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 54,402 | $3M | 1.2% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 51,129 | $3M | 1.1% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 49,920 | $3M | 1.1% | 2026-Q1 |
| Outlook Wealth Advisors, LLC added | 47,582 | $3M | 1.0% | 2026-Q1 |
| Crown Wealth Group, LLC trimmed | 38,337 | $2M | 0.8% | 2026-Q1 |
| My Personal CFO, LLC trimmed | 36,000 | $2M | 0.8% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 34,625 | $2M | 0.7% | 2026-Q1 |
| Forty-three Eighteen Advisors, LLC added | 34,569 | $2M | 0.7% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. added | 34,272 | $2M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 32,670 | $2M | 0.7% | 2026-Q1 |
| Triumph Capital Management trimmed | 30,041 | $2M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 27,810 | $1M | 0.6% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 24,435 | $1M | 0.5% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 23,905 | $1M | 0.5% | 2026-Q1 |
| Focus Financial Network, Inc. added | 23,860 | $1M | 0.5% | 2026-Q1 |
| IFP Advisors, Inc added | 20,449 | $1M | 0.4% | 2026-Q1 |
| JDM Financial Group LLC | 19,476 | $1M | 0.4% | 2026-Q1 |
| VanWeelden Wealth Management, LLC new | 18,736 | $1,000K | 0.4% | 2026-Q1 |
| FSA Advisors, Inc. added | 18,056 | $964K | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 17,565 | $947K | 0.4% | 2026-Q1 |
| PFG Advisors added | 17,278 | $922K | 0.4% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 16,504 | $881K | 0.4% | 2026-Q1 |
| AE Wealth Management LLC added | 15,661 | $836K | 0.3% | 2026-Q1 |
| CWC Advisors, LLC. added | 14,370 | $767K | 0.3% | 2026-Q1 |
| CoreCap Advisors, LLC added | 14,294 | $763K | 0.3% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 13,860 | $740K | 0.3% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 13,567 | $724K | 0.3% | 2026-Q1 |
| GWN SECURITIES INC. added | 13,499 | $720K | 0.3% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED new | 13,030 | $695K | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 12,627 | $674K | 0.3% | 2026-Q1 |
| Liberty Atlantic Advisors LLC | 12,400 | $662K | 0.3% | 2026-Q1 |
| Berkshire Money Management, Inc. | 12,055 | $643K | 0.3% | 2026-Q1 |
| Phoenix Financial Ltd. trimmed | 12,060 | $642K | 0.3% | 2026-Q1 |
| JT Stratford LLC new | 11,861 | $633K | 0.3% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 10,560 | $564K | 0.2% | 2026-Q1 |
| Grantvest Financial Group LLC new | 10,078 | $538K | 0.2% | 2026-Q1 |
| CRA Financial Services, LLC added | 9,675 | $516K | 0.2% | 2026-Q1 |
| Brookstone Capital Management trimmed | 9,583 | $511K | 0.2% | 2026-Q1 |
| Faithward Advisors, LLC trimmed | 9,013 | $481K | 0.2% | 2026-Q1 |
| TrustBank new | 8,118 | $433K | 0.2% | 2026-Q1 |
| Advisor OS, LLC new | 7,989 | $426K | 0.2% | 2026-Q1 |
| Trek Financial, LLC trimmed | 7,694 | $411K | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC added | 400,587 | $401K | 0.2% | 2026-Q1 |
| Keystone Wealth Services, LLC added | 7,471 | $399K | 0.2% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. trimmed | 7,182 | $383K | 0.2% | 2026-Q1 |
| ALTFEST L J & CO INC | 7,056 | $377K | 0.2% | 2026-Q1 |
| Fortune Financial Group, Inc. added | 7,036 | $376K | 0.1% | 2026-Q1 |
| Cerity Partners LLC new | 6,637 | $354K | 0.1% | 2026-Q1 |
| Visionary Wealth Advisors | 6,317 | $337K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 6,168 | $329K | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC | 6,086 | $325K | 0.1% | 2026-Q1 |
| CORRADO ADVISORS, LLC trimmed | 5,948 | $317K | 0.1% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 5,778 | $308K | 0.1% | 2026-Q1 |
| Certified Advisory Corp added | 5,703 | $304K | 0.1% | 2026-Q1 |
| BCS Wealth Management trimmed | 5,372 | $287K | 0.1% | 2026-Q1 |
| Arlington Capital Management, Inc. added | 5,280 | $282K | 0.1% | 2026-Q1 |
| NWF Advisory Services Inc. | 5,248 | $280K | 0.1% | 2026-Q1 |
| Sigma Planning Corp added | 5,092 | $272K | 0.1% | 2026-Q1 |
| RESOLUTE WEALTH ADVISOR, INC. new | 5,058 | $270K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 4,946 | $264K | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 105,700 | $5M | 2.1% | 2025-Q2 stale |
| PRINCIPAL SECURITIES, INC. trimmed | 86,547 | $5M | 1.8% | 2025-Q3 stale |
| Gradient Investments LLC trimmed | 51,625 | $3M | 1.1% | 2025-Q3 stale |
| M Holdings Securities, Inc. added | 32,649 | $2M | 0.7% | 2025-Q2 stale |
| STEPHENS INC /AR/ trimmed | 34,255 | $2M | 0.6% | 2025-Q1 stale |
| Strategic Blueprint, LLC trimmed | 27,219 | $1M | 0.6% | 2025-Q3 stale |
| Global Assets Advisory, LLC | 16,784 | $922K | 0.4% | 2025-Q4 stale |
| Consolidated Portfolio Review Corp trimmed | 17,176 | $914K | 0.4% | 2025-Q3 stale |
| Cresset Asset Management, LLC | 15,525 | $853K | 0.3% | 2025-Q4 stale |
| Clear Point Advisors Inc. trimmed | 14,765 | $811K | 0.3% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,688 | $728K | 0.3% | 2025-Q3 stale |
| Orion Porfolio Solutions, LLC trimmed | 12,900 | $708K | 0.3% | 2025-Q4 stale |
| World Investment Advisors trimmed | 12,127 | $645K | 0.3% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 12,224 | $621K | 0.2% | 2025-Q2 stale |
| Collaborative Wealth Managment Inc. trimmed | 7,632 | $419K | 0.2% | 2025-Q4 stale |
| Arkadios Wealth Advisors trimmed | 7,331 | $403K | 0.2% | 2025-Q4 stale |
| GTS SECURITIES LLC | 7,099 | $378K | 0.2% | 2025-Q3 stale |
| TWO SIGMA SECURITIES, LLC new | 7,558 | $350K | 0.1% | 2025-Q1 stale |
| Helium Advisors LLC trimmed | 6,193 | $329K | 0.1% | 2025-Q3 stale |
| Main Street Financial Solutions, LLC trimmed | 5,460 | $300K | 0.1% | 2025-Q4 stale |
| Chris Bulman Inc trimmed | 6,148 | $285K | 0.1% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. | 5,434 | $276K | 0.1% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC added | 5,345 | $271K | 0.1% | 2025-Q2 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.