Institutional Holders (2026 Q1)
6 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JANB. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Long Island Wealth Management, Inc. | 5.89% | 505,604 | $12.7M |
| 2 | KFG WEALTH MANAGEMENT, LLC | 2.18% | 670,689 | $16.8M |
| 3 | Uniting Wealth Partners, LLC | 1.96% | 367,003 | $9.2M |
| 4 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | 0.12% | 16,594 | $416K |
| 5 | Cornerstone Wealth Group, LLC | 0.05% | 30,481 | $802K |
| 6 | First Heartland Consultants, Inc. | 0.04% | 20,634 | $518K |
| 7 | Meridian Wealth Management, LLC | 0.01% | 9,768 | $245K |
| 8 | Atria Investments, Inc | 0.00% | 10,057 | $252K |
| 9 | DHJJ Financial Advisors, Ltd. | 0.00% | 40 | $1K |
| 10 | UBS Group AG | 0.00% | 1,038 | $26K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|