Institutional Holders (2026 Q2)
126 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KJAN. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | PFS Partners, LLC | 9.12% | 493,805 | $22.5M |
| 2 | Long Island Wealth Management, Inc. | 8.97% | 476,337 | $21.7M |
| 3 | Compass Advisory Group LLC | 6.71% | 618,790 | $28.2M |
| 4 | BFI Wealth Solutions, LLC | 3.84% | 113,715 | $5.2M |
| 5 | Investment Management Corp /Va/ /Adv | 2.00% | 52,632 | $2.4M |
| 6 | Red Crane Wealth Management, LLC | 1.19% | 35,387 | $1.6M |
| 7 | Miller Financial Services LLC | 0.95% | 25,803 | $1.2M |
| 8 | MBL Wealth, LLC | 0.70% | 224,531 | $10.2M |
| 9 | Berkshire Money Management, Inc. | 0.62% | 148,779 | $6.8M |
| 10 | FSA Advisors, Inc. | 0.59% | 27,961 | $1.3M |
| 11 | DHJJ Financial Advisors, Ltd. | 0.48% | 36,440 | $1.7M |
| 12 | Cornerstone Wealth, LLC/TN | 0.47% | 20,517 | $938K |
| 13 | Lynx Capital Group Ltd /Adv | 0.40% | 15,899 | $545K |
| 14 | Red Reef Advisors LLC | 0.35% | 8,240 | $376K |
| 15 | Global Trust Wealth Management LLC | 0.32% | 10,300 | $470K |
| 16 | Weaver Consulting Group | 0.31% | 33,254 | $1.5M |
| 17 | Wealthgarden F.S. LLC | 0.29% | 11,144 | $509K |
| 18 | Sherry Group, Inc. | 0.29% | 9,285 | $294K |
| 19 | Faithward Advisors, LLC | 0.27% | 47,912 | $2.2M |
| 20 | First City Capital Management, Inc. | 0.26% | 11,670 | $533K |
| 21 | Crown Wealth Group, LLC | 0.22% | 18,762 | $856K |
| 22 | BCGM Wealth Management, LLC | 0.22% | 22,457 | $1.0M |
| 23 | Financial Network Wealth Advisors LLC | 0.21% | 4,476 | $204K |
| 24 | TopTier Wealth Management, LLC | 0.21% | 7,509 | $343K |
| 25 | Liberty Atlantic Advisors LLC | 0.20% | 5,993 | $273K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|