Institutional Holders (2026 Q1)
61 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JANW. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | AMERICAN ASSET MANAGEMENT INC. | 34.78% | 1,098,579 | $40.1M |
| 2 | Wellment Financial | 6.74% | 149,405 | $5.5M |
| 3 | Aegis Wealth Management, Inc. | 2.52% | 87,982 | $3.2M |
| 4 | Integrated Wealth Management | 2.21% | 52,854 | $1.9M |
| 5 | Long Island Wealth Management, Inc. | 1.61% | 94,923 | $3.5M |
| 6 | Networth Advisors, LLC | 1.60% | 62,030 | $2.3M |
| 7 | BCGM Wealth Management, LLC | 1.14% | 124,426 | $4.5M |
| 8 | Compass Advisory Group LLC | 1.13% | 115,608 | $4.2M |
| 9 | Outlook Wealth Advisors, LLC | 1.04% | 117,551 | $4.3M |
| 10 | FSA Advisors, Inc. | 1.00% | 41,510 | $1.5M |
| 11 | Clear Point Advisors Inc. | 0.96% | 33,782 | $1.2M |
| 12 | LeClair Wealth Partners LLC | 0.56% | 44,490 | $1.6M |
| 13 | Blue Water Asset Management | 0.56% | 44,490 | $1.6M |
| 14 | Blackston Financial Advisory Group, LLC | 0.54% | 23,492 | $857K |
| 15 | Stirlingshire Investments, Inc. | 0.36% | 11,200 | $409K |
| 16 | Castle Rock Wealth Management, LLC | 0.26% | 32,514 | $1.2M |
| 17 | SMART Wealth LLC | 0.26% | 24,027 | $877K |
| 18 | Quest 10 Wealth Builders, Inc. | 0.17% | 5,467 | $199K |
| 19 | LifeWealth Investments, LLC | 0.09% | 8,563 | $312K |
| 20 | Spire Wealth Management | 0.09% | 70,244 | $2.6M |
| 21 | EVOLUTION WEALTH MANAGEMENT INC. | 0.07% | 2,644 | $96K |
| 22 | PFG Advisors | 0.05% | 30,902 | $1.1M |
| 23 | DHJJ Financial Advisors, Ltd. | 0.05% | 4,115 | $150K |
| 24 | RIA Advisory Group LLC | 0.05% | 5,640 | $206K |
| 25 | World Investment Advisors | 0.05% | 80,982 | $3.0M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|