Who owns PJAN
Which tracked institutional funds hold PJAN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PJAN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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
47 tracked funds added or opened PJAN while 30 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
PJAN’s largest tracked holder by dollar value, ALLIANCEBERNSTEIN L.P., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes PJAN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PJAN 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 282 tracked filers holding PJAN, 75 increased or opened the position and 155 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 PJAN 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 4
- Simplicity Wealth,LLC$2M
- Quantinno Capital Management LP$2M
- Schulz Wealth, LTD.$855K
- AXXCESS WEALTH MANAGEMENT, LLC$517K
Full exits 14
- Penserra Capital Management LLC$65M
- PERSONAL CFO SOLUTIONS, LLC$27M
- Janney Montgomery Scott LLC$11M
- CWM, LLC$11M
- WEST MICHIGAN ADVISORS, LLC$8M
- HighTower Advisors, LLC$7M
Largest adds
- Kestra Advisory Services, LLC$7M
- MML INVESTORS SERVICES, LLC$6M
- NewEdge Advisors, LLC$5M
- Sherry Group, Inc.$3M
- Arax Advisory Partners$3M
- LPL Financial LLC$2M
Largest trims
- Steward Partners Investment Advisory, LLC$98M
- Allworth Financial LP$29M
- Ascent Wealth Partners, LLC$7M
- ALLIANCEBERNSTEIN L.P.$6M
- US BANCORP \DE\$6M
- COMMONWEALTH EQUITY SERVICES, LLC$3M
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. trimmed | 3,664,225 | $169M | 18.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 1,178,429 | $58M | 6.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 737,979 | $37M | 4.0% | 2026-Q2 |
| Brookstone Capital Management trimmed | 672,229 | $33M | 3.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 671,766 | $33M | 3.7% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 592,986 | $29M | 3.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 579,032 | $29M | 3.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 529,237 | $26M | 2.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 507,846 | $25M | 2.8% | 2026-Q2 |
| Focus Partners Wealth trimmed | 475,325 | $24M | 2.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 472,274 | $23M | 2.6% | 2026-Q2 |
| Compass Advisory Group LLC added | 373,324 | $18M | 2.0% | 2026-Q2 |
| Southland Equity Partners LLC trimmed | 373,075 | $18M | 2.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 328,804 | $16M | 1.8% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 314,851 | $16M | 1.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 281,166 | $14M | 1.5% | 2026-Q2 |
| Bellwether Advisors, LLC trimmed | 280,308 | $14M | 1.5% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 222,380 | $11M | 1.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 212,274 | $11M | 1.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 184,751 | $9M | 1.0% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 181,561 | $9M | 1.0% | 2026-Q2 |
| AA Financial Advisors, LLC trimmed | 170,656 | $8M | 0.9% | 2026-Q2 |
| CoreCap Advisors, LLC added | 146,810 | $7M | 0.8% | 2026-Q2 |
| COFG Advisors, LLC trimmed | 146,219 | $7M | 0.8% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 143,967 | $7M | 0.8% | 2026-Q2 |
| MAI Capital Management added | 143,169 | $7M | 0.8% | 2026-Q2 |
| Forty-three Eighteen Advisors, LLC trimmed | 141,858 | $7M | 0.8% | 2026-Q2 |
| Range Financial Group LLC trimmed | 140,703 | $7M | 0.8% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 132,702 | $7M | 0.7% | 2026-Q2 |
| Blue Water Asset Management trimmed | 126,053 | $6M | 0.7% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 125,917 | $6M | 0.7% | 2026-Q2 |
| BFI Wealth Solutions, LLC added | 123,584 | $6M | 0.7% | 2026-Q2 |
| BCGM Wealth Management, LLC trimmed | 121,396 | $6M | 0.7% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC trimmed | 114,952 | $6M | 0.6% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 112,935 | $6M | 0.6% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 110,088 | $5M | 0.6% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 105,912 | $5M | 0.6% | 2026-Q2 |
| Long Island Wealth Management, Inc. added | 104,089 | $5M | 0.6% | 2026-Q2 |
| JDM Financial Group LLC trimmed | 103,549 | $5M | 0.6% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 100,807 | $5M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 99,923 | $5M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 99,096 | $5M | 0.5% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 84,590 | $4M | 0.5% | 2026-Q2 |
| First Commonwealth Financial Corp /PA/ trimmed | 82,914 | $4M | 0.5% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 82,643 | $4M | 0.5% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 80,757 | $4M | 0.4% | 2026-Q2 |
| Fortune Financial Group, Inc. trimmed | 80,602 | $4M | 0.4% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 79,693 | $4M | 0.4% | 2026-Q2 |
| Ascent Wealth Partners, LLC trimmed | 79,642 | $4M | 0.4% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 79,577 | $4M | 0.4% | 2026-Q2 |
| MTM FINANCIAL GROUP, LLC added | 79,195 | $4M | 0.4% | 2026-Q2 |
| Hardworking Capital Advisors, LLC trimmed | 78,293 | $4M | 0.4% | 2026-Q2 |
| CRA Financial Services, LLC | 75,612 | $4M | 0.4% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. trimmed | 75,131 | $4M | 0.4% | 2026-Q2 |
| Sherry Group, Inc. added | 73,910 | $3M | 0.4% | 2026-Q2 |
| Crown Wealth Group, LLC trimmed | 70,230 | $3M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 66,903 | $3M | 0.4% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 65,657 | $3M | 0.4% | 2026-Q2 |
| Diligent Investors, LLC trimmed | 64,777 | $3M | 0.4% | 2026-Q2 |
| Cassady Wealth & Retirement Planning, LLC added | 62,910 | $3M | 0.3% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 60,816 | $3M | 0.3% | 2026-Q2 |
| Arax Advisory Partners added | 59,593 | $3M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 59,107 | $3M | 0.3% | 2026-Q2 |
| WEALTH ALLIANCE, LLC trimmed | 58,633 | $3M | 0.3% | 2026-Q2 |
| EVERMAY WEALTH MANAGEMENT LLC trimmed | 56,881 | $3M | 0.3% | 2026-Q2 |
| Liberty Atlantic Advisors LLC trimmed | 54,706 | $3M | 0.3% | 2026-Q2 |
| World Investment Advisors trimmed | 51,190 | $3M | 0.3% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 50,899 | $3M | 0.3% | 2026-Q2 |
| CORRADO ADVISORS, LLC trimmed | 50,402 | $2M | 0.3% | 2026-Q2 |
| Simplicity Wealth,LLC new | 48,843 | $2M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP new | 47,433 | $2M | 0.3% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 46,195 | $2M | 0.3% | 2026-Q2 |
| CITY HOLDING CO trimmed | 45,170 | $2M | 0.2% | 2026-Q2 |
| FSA Advisors, Inc. trimmed | 44,123 | $2M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 43,847 | $2M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 43,784 | $2M | 0.2% | 2026-Q2 |
| Nikulski Financial, Inc. trimmed | 43,350 | $2M | 0.2% | 2026-Q2 |
| Cornerstone Wealth, LLC/TN added | 42,575 | $2M | 0.2% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 41,084 | $2M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 41,053 | $2M | 0.2% | 2026-Q2 |
| Integrity Advisory Solutions, LLC trimmed | 40,482 | $2M | 0.2% | 2026-Q2 |
| Koshinski Asset Management, Inc. trimmed | 40,111 | $2M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC added | 39,966 | $2M | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 39,908 | $2M | 0.2% | 2026-Q2 |
| Atria Investments, Inc trimmed | 39,734 | $2M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors added | 39,365 | $2M | 0.2% | 2026-Q2 |
| RED CRANE WEALTH MANAGEMENT, LLC | 38,110 | $2M | 0.2% | 2026-Q2 |
| Element Squared LLC | 37,821 | $2M | 0.2% | 2026-Q2 |
| Trek Financial, LLC trimmed | 36,954 | $2M | 0.2% | 2026-Q2 |
| Orion Capital Management LLC trimmed | 36,898 | $2M | 0.2% | 2026-Q2 |
| Jessup Wealth Management, Inc trimmed | 35,869 | $2M | 0.2% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 35,225 | $2M | 0.2% | 2026-Q2 |
| Lineweaver Wealth Advisors, LLC trimmed | 34,624 | $2M | 0.2% | 2026-Q2 |
| Pacific Park Financial, Inc. trimmed | 34,297 | $2M | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 33,982 | $2M | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 33,469 | $2M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 33,169 | $2M | 0.2% | 2026-Q2 |
| TopTier Wealth Management, LLC trimmed | 32,724 | $2M | 0.2% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 32,618 | $2M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 0 | $5M | 0.6% | 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.
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.