FJAN

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$55.15

+0.12 (+0.22%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding FJAN · 2026-Q1 methodology → sources →

159 holders

% of shares outstanding held

—

Shares held (13F)

7,696,357

Reporting holders

159

Top holders

largest 100 of 159 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	ENVESTNET ASSET MANAGEMENT INC	671,987671,987	$34M	—	ADD 132%
2	Cetera Investment Advisers	608,364608,364	$31M	—	ADD 131%
3	Rockefeller Capital Management L.P.	419,603419,603	$21M	—	ADD 157%
4	Brookstone Capital Management	316,622316,622	$16M	—	ADD 4%
5	CWM, LLC	294,205294,205	$15M	—	ADD 199%
6	LPL Financial LLC	282,417282,417	$14M	—	ADD 13%
7	ASSETMARK, INC	280,123280,123	$14M	—	ADD 11%
8	RAYMOND JAMES FINANCIAL INC	277,420277,420	$14M	—	TRIM -30%
9	Janney Montgomery Scott LLC	246,206246,206	$12M	—	—
10	COMMONWEALTH EQUITY SERVICES, LLC	220,546220,546	$11M	—	ADD 31%
11	MML INVESTORS SERVICES, LLC	204,574204,574	$10M	—	ADD 9%
12	First International Bank of Israel Ltd.	190,000190,000	$10M	—	NEW
13	U.S. Capital Wealth Advisors, LLC	181,913181,913	$9M	—	ADD 16%
14	Cambridge Investment Research Advisors, Inc.	162,908162,908	$8M	—	ADD 66%
15	Atria Investments, Inc	154,116154,116	$8M	—	NEW
16	Kestra Advisory Services, LLC	145,092145,092	$7M	—	ADD 45%
17	OSAIC HOLDINGS, INC.	125,731125,731	$6M	—	—
18	STEPHENS INC /AR/	123,980123,980	$6M	—	TRIM -67%
19	REAP Financial Group, LLC	122,181122,181	$6M	—	ADD 74%
20	SMART Wealth LLC	107,597107,597	$5M	—	TRIM -4%
21	BAM Wealth Management, LLC	90,85790,857	$5M	—	NEW
22	Bleakley Financial Group, LLC	90,28390,283	$5M	—	ADD 19%
23	Private Advisor Group, LLC	85,29685,296	$4M	—	NEW
24	Plotkin Financial Advisors, LLC	79,11079,110	$4M	—	ADD 6%
25	CreativeOne Wealth, LLC	70,79670,796	$4M	—	ADD 426%
26	Sigma Planning Corp	70,42270,422	$4M	—	NEW
27	HighTower Advisors, LLC	70,10070,100	$4M	—	ADD 90%
28	Integrity Financial Corp /WA	68,03968,039	$3M	—	ADD 64%
29	Anfield Capital Management, LLC	67,64067,640	$3M	—	TRIM -2%
30	MGO ONE SEVEN LLC	63,01763,017	$3M	—	ADD 204%
31	1776 Wealth LLC	58,58058,580	$3M	—	—
32	Keystone Wealth Services, LLC	54,27254,272	$3M	—	NEW
33	Sunbelt Securities, Inc.	48,21648,216	$2M	—	ADD 7%
34	Independent Wealth Network Inc.	47,24047,240	$2M	—	—
35	Prospera Financial Services Inc	47,23447,234	$2M	—	—
36	Maia Wealth LLC	46,39746,397	$2M	—	—
37	Apollon Wealth Management, LLC	40,20740,207	$2M	—	ADD 3%
38	Faithward Advisors, LLC	37,97837,978	$2M	—	—
39	HARBOUR INVESTMENTS, INC.	36,29536,295	$2M	—	ADD 86%
40	Avior Wealth Management, LLC	32,52132,521	$2M	—	—
41	Integrated Advisors Network LLC	32,04632,046	$2M	—	ADD 26%
42	FWG Investments, LLC.	31,97931,979	$2M	—	ADD 5%
43	Mutual Advisors, LLC	31,90131,901	$2M	—	ADD 107%
44	Steward Partners Investment Advisory, LLC	30,30230,302	$2M	—	ADD 98%
45	FOUNDERS FINANCIAL SECURITIES LLC	28,93328,933	$2M	—	ADD 9%
46	ROYAL BANK OF CANADA	29,57429,574	$1M	—	TRIM -7%
47	TRUIST FINANCIAL CORP	28,29428,294	$1M	—	ADD 14%
48	Tanglewood Legacy Advisors, LLC	28,16328,163	$1M	—	ADD 20%
49	AE Wealth Management LLC	27,39727,397	$1M	—	ADD 4%
50	Fragasso Financial Advisors Inc	26,13326,133	$1M	—	—
51	Signal Advisors Wealth, LLC	26,17026,170	$1M	—	ADD 228%
52	Ignite Planners, LLC	25,27525,275	$1M	—	ADD 6%
53	OPPENHEIMER & CO INC	24,37424,374	$1M	—	—
54	PARK AVENUE SECURITIES LLC	23,75723,757	$1M	—	ADD 132%
55	Synergy Asset Management, LLC	23,12823,128	$1M	—	TRIM -17%
56	MONEY CONCEPTS CAPITAL CORP	22,84222,842	$1M	—	ADD 16%
57	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	22,45522,455	$1M	—	ADD 91%
58	UNITED CAPITAL FINANCIAL ADVISORS, LLC	22,17222,172	$1M	—	ADD 60%
59	VestGen Advisors, LLC	20,05820,058	$1M	—	NEW
60	CENTAURUS FINANCIAL, INC.	21,01421,014	$1M	—	ADD 19%
61	Marshall Financial Group, LLC	20,67720,677	$1M	—	—
62	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	20,07420,074	$1M	—	ADD 105%
63	FSB PREMIER WEALTH MANAGEMENT, INC.	19,61019,610	$988,540	—	ADD 10%
64	Harvest Investment Services, LLC	19,25119,251	$970,443	—	TRIM -2%
65	VestGen Investment Management	18,81818,818	$948,615	—	NEW
66	Foundations Investment Advisors, LLC	18,57918,579	$936,567	—	ADD 237%
67	Arkadios Wealth Advisors	17,78417,784	$896,492	—	TRIM -3%
68	Strategic Blueprint, LLC	17,52017,520	$883,183	—	TRIM -40%
69	KINTRA WEALTH, LLC	16,97716,977	$855,811	—	—
70	Prosperity Consulting Group, LLC	16,91416,914	$852,635	—	TRIM -14%
71	Gallagher Fiduciary Advisors, LLC	16,52316,523	$832,945	—	NEW
72	GREAT VALLEY ADVISOR GROUP, INC.	15,56615,566	$785,000	—	ADD 12%
73	PNC FINANCIAL SERVICES GROUP, INC.	15,43915,439	$778,280	—	ADD 111%
74	Concurrent Investment Advisors, LLC	15,18015,180	$765,233	—	ADD 139%
75	KESTRA PRIVATE WEALTH SERVICES, LLC	15,00515,005	$756,402	—	TRIM -9%
76	RFG Advisory, LLC	14,84614,846	$748,387	—	ADD 11%
77	Oakmont Advisory Group, LLC	14,78914,789	$745,501	—	NEW
78	CoreCap Advisors, LLC	14,37214,372	$724,493	—	—
79	Chris Bulman Inc	14,09514,095	$710,529	—	ADD 252%
80	Savvy Advisors, Inc.	14,06414,064	$708,966	—	ADD 71%
81	INSIGNEO ADVISORY SERVICES, LLC	14,04914,049	$708,210	—	ADD 20%
82	Patriot Financial Group Insurance Agency, LLC	13,88013,880	$699,690	—	NEW
83	Outlook Wealth Advisors, LLC	13,67913,679	$689,558	—	NEW
84	Mariner, LLC	12,95112,951	$652,860	—	TRIM -11%
85	OneDigital Investment Advisors LLC	12,68112,681	$639,249	—	ADD 2%
86	DHJJ Financial Advisors, Ltd.	12,62512,625	$636,427	—	ADD 23%
87	WORLD EQUITY GROUP, INC.	11,77711,777	$593,677	—	NEW
88	Ameritas Advisory Services, LLC	11,77611,776	$593,628	—	ADD 9%
89	KINGSWOOD WEALTH ADVISORS, LLC	11,41011,410	$575,178	—	ADD 58%
90	McKinley Carter Wealth Services, Inc.	11,14511,145	$561,820	—	ADD 41%
91	NOVEM GROUP	11,13011,130	$561,063	—	ADD 10%
92	CREATIVE FINANCIAL DESIGNS INC /ADV	10,85610,856	$547,251	—	TRIM -4%
93	Sanctuary Advisors, LLC	10,41810,418	$525,171	—	ADD 59%
94	Keating Financial Advisory Services, Inc.	10,40510,405	$524,516	—	ADD 9%
95	Archer Investment Corp	10,28610,286	$518,517	—	—
96	NBC SECURITIES, INC.	10,13510,135	$510,905	—	ADD 53%
97	Grantvest Financial Group LLC	9,9389,938	$500,975	—	—
98	Advisory Services Network, LLC	9,6839,683	$488,115	—	ADD 94%
99	Clearstead Advisors, LLC	9,5599,559	$481,870	—	NEW
100	Csenge Advisory Group	8,9948,994	$453,388	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ENVESTNET ASSET MANAGEMENT INC

216K

777K

827K

866K

290K

672K

$34M

Cetera Investment Advisers

121K

447K

466K

473K

263K

608K

$31M

Rockefeller Capital Management L.P.

23K

26K

52K

25K

163K

420K

$21M

Brookstone Capital Management

397K

386K

373K

358K

306K

317K

$16M

CWM, LLC

97K

114K

109K

105K

98K

294K

$15M

LPL Financial LLC

162K

169K

210K

233K

250K

282K

$14M

ASSETMARK, INC

105K

146K

194K

220K

252K

280K

$14M

RAYMOND JAMES FINANCIAL INC

379K

571K

583K

576K

396K

277K

$14M

Janney Montgomery Scott LLC

225K

237K

244K

247K

245K

246K

$12M

COMMONWEALTH EQUITY SERVICES, LLC

178K

246K

231K

205K

169K

221K

$11M

MML INVESTORS SERVICES, LLC

159K

199K

174K

177K

188K

205K

$10M

First International Bank of Israel Ltd.

—

190K

$10M

U.S. Capital Wealth Advisors, LLC

—

155K

156K

158K

157K

182K

$9M

Cambridge Investment Research Advisors, Inc.

115K

218K

205K

123K

98K

163K

$8M

Atria Investments, Inc

119K

32K

45K

120K

—

154K

$8M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	159	7,696,357	—	$387M
2025-Q4	144	5,605,438	—	$290M
2025-Q3	140	7,027,242	—	$352M
2025-Q2	143	7,817,131	—	$372M
2025-Q1	147	7,295,145	—	$324M
2024-Q4	120	4,924,616	—	$226M
2024-Q3	118	5,677,276	—	$254M
2024-Q2	123	6,795,013	—	$295M
2024-Q1	119	7,792,728	—	$327M
2023-Q4	86	3,863,913	—	$154M
2023-Q3	79	3,995,333

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding FJAN · 2026-Q1 methodology → sources →

159 holders

% of shares outstanding held

—

Shares held (13F)

7,696,357

Reporting holders

159

Top holders

largest 100 of 159 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	ENVESTNET ASSET MANAGEMENT INC	671,987671,987	$34M	—	ADD 132%
2	Cetera Investment Advisers	608,364608,364	$31M	—	ADD 131%
3	Rockefeller Capital Management L.P.	419,603419,603	$21M	—	ADD 157%
4	Brookstone Capital Management	316,622316,622	$16M	—	ADD 4%
5	CWM, LLC	294,205294,205	$15M	—	ADD 199%
6	LPL Financial LLC	282,417282,417	$14M	—	ADD 13%
7	ASSETMARK, INC	280,123280,123	$14M	—	ADD 11%
8	RAYMOND JAMES FINANCIAL INC	277,420277,420	$14M	—	TRIM -30%
9	Janney Montgomery Scott LLC	246,206246,206	$12M	—	—
10	COMMONWEALTH EQUITY SERVICES, LLC	220,546220,546	$11M	—	ADD 31%
11	MML INVESTORS SERVICES, LLC	204,574204,574	$10M	—	ADD 9%
12	First International Bank of Israel Ltd.	190,000190,000	$10M	—	NEW
13	U.S. Capital Wealth Advisors, LLC	181,913181,913	$9M	—	ADD 16%
14	Cambridge Investment Research Advisors, Inc.	162,908162,908	$8M	—	ADD 66%
15	Atria Investments, Inc	154,116154,116	$8M	—	NEW
16	Kestra Advisory Services, LLC	145,092145,092	$7M	—	ADD 45%
17	OSAIC HOLDINGS, INC.	125,731125,731	$6M	—	—
18	STEPHENS INC /AR/	123,980123,980	$6M	—	TRIM -67%
19	REAP Financial Group, LLC	122,181122,181	$6M	—	ADD 74%
20	SMART Wealth LLC	107,597107,597	$5M	—	TRIM -4%
21	BAM Wealth Management, LLC	90,85790,857	$5M	—	NEW
22	Bleakley Financial Group, LLC	90,28390,283	$5M	—	ADD 19%
23	Private Advisor Group, LLC	85,29685,296	$4M	—	NEW
24	Plotkin Financial Advisors, LLC	79,11079,110	$4M	—	ADD 6%
25	CreativeOne Wealth, LLC	70,79670,796	$4M	—	ADD 426%
26	Sigma Planning Corp	70,42270,422	$4M	—	NEW
27	HighTower Advisors, LLC	70,10070,100	$4M	—	ADD 90%
28	Integrity Financial Corp /WA	68,03968,039	$3M	—	ADD 64%
29	Anfield Capital Management, LLC	67,64067,640	$3M	—	TRIM -2%
30	MGO ONE SEVEN LLC	63,01763,017	$3M	—	ADD 204%
31	1776 Wealth LLC	58,58058,580	$3M	—	—
32	Keystone Wealth Services, LLC	54,27254,272	$3M	—	NEW
33	Sunbelt Securities, Inc.	48,21648,216	$2M	—	ADD 7%
34	Independent Wealth Network Inc.	47,24047,240	$2M	—	—
35	Prospera Financial Services Inc	47,23447,234	$2M	—	—
36	Maia Wealth LLC	46,39746,397	$2M	—	—
37	Apollon Wealth Management, LLC	40,20740,207	$2M	—	ADD 3%
38	Faithward Advisors, LLC	37,97837,978	$2M	—	—
39	HARBOUR INVESTMENTS, INC.	36,29536,295	$2M	—	ADD 86%
40	Avior Wealth Management, LLC	32,52132,521	$2M	—	—
41	Integrated Advisors Network LLC	32,04632,046	$2M	—	ADD 26%
42	FWG Investments, LLC.	31,97931,979	$2M	—	ADD 5%
43	Mutual Advisors, LLC	31,90131,901	$2M	—	ADD 107%
44	Steward Partners Investment Advisory, LLC	30,30230,302	$2M	—	ADD 98%
45	FOUNDERS FINANCIAL SECURITIES LLC	28,93328,933	$2M	—	ADD 9%
46	ROYAL BANK OF CANADA	29,57429,574	$1M	—	TRIM -7%
47	TRUIST FINANCIAL CORP	28,29428,294	$1M	—	ADD 14%
48	Tanglewood Legacy Advisors, LLC	28,16328,163	$1M	—	ADD 20%
49	AE Wealth Management LLC	27,39727,397	$1M	—	ADD 4%
50	Fragasso Financial Advisors Inc	26,13326,133	$1M	—	—
51	Signal Advisors Wealth, LLC	26,17026,170	$1M	—	ADD 228%
52	Ignite Planners, LLC	25,27525,275	$1M	—	ADD 6%
53	OPPENHEIMER & CO INC	24,37424,374	$1M	—	—
54	PARK AVENUE SECURITIES LLC	23,75723,757	$1M	—	ADD 132%
55	Synergy Asset Management, LLC	23,12823,128	$1M	—	TRIM -17%
56	MONEY CONCEPTS CAPITAL CORP	22,84222,842	$1M	—	ADD 16%
57	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	22,45522,455	$1M	—	ADD 91%
58	UNITED CAPITAL FINANCIAL ADVISORS, LLC	22,17222,172	$1M	—	ADD 60%
59	VestGen Advisors, LLC	20,05820,058	$1M	—	NEW
60	CENTAURUS FINANCIAL, INC.	21,01421,014	$1M	—	ADD 19%
61	Marshall Financial Group, LLC	20,67720,677	$1M	—	—
62	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	20,07420,074	$1M	—	ADD 105%
63	FSB PREMIER WEALTH MANAGEMENT, INC.	19,61019,610	$988,540	—	ADD 10%
64	Harvest Investment Services, LLC	19,25119,251	$970,443	—	TRIM -2%
65	VestGen Investment Management	18,81818,818	$948,615	—	NEW
66	Foundations Investment Advisors, LLC	18,57918,579	$936,567	—	ADD 237%
67	Arkadios Wealth Advisors	17,78417,784	$896,492	—	TRIM -3%
68	Strategic Blueprint, LLC	17,52017,520	$883,183	—	TRIM -40%
69	KINTRA WEALTH, LLC	16,97716,977	$855,811	—	—
70	Prosperity Consulting Group, LLC	16,91416,914	$852,635	—	TRIM -14%
71	Gallagher Fiduciary Advisors, LLC	16,52316,523	$832,945	—	NEW
72	GREAT VALLEY ADVISOR GROUP, INC.	15,56615,566	$785,000	—	ADD 12%
73	PNC FINANCIAL SERVICES GROUP, INC.	15,43915,439	$778,280	—	ADD 111%
74	Concurrent Investment Advisors, LLC	15,18015,180	$765,233	—	ADD 139%
75	KESTRA PRIVATE WEALTH SERVICES, LLC	15,00515,005	$756,402	—	TRIM -9%
76	RFG Advisory, LLC	14,84614,846	$748,387	—	ADD 11%
77	Oakmont Advisory Group, LLC	14,78914,789	$745,501	—	NEW
78	CoreCap Advisors, LLC	14,37214,372	$724,493	—	—
79	Chris Bulman Inc	14,09514,095	$710,529	—	ADD 252%
80	Savvy Advisors, Inc.	14,06414,064	$708,966	—	ADD 71%
81	INSIGNEO ADVISORY SERVICES, LLC	14,04914,049	$708,210	—	ADD 20%
82	Patriot Financial Group Insurance Agency, LLC	13,88013,880	$699,690	—	NEW
83	Outlook Wealth Advisors, LLC	13,67913,679	$689,558	—	NEW
84	Mariner, LLC	12,95112,951	$652,860	—	TRIM -11%
85	OneDigital Investment Advisors LLC	12,68112,681	$639,249	—	ADD 2%
86	DHJJ Financial Advisors, Ltd.	12,62512,625	$636,427	—	ADD 23%
87	WORLD EQUITY GROUP, INC.	11,77711,777	$593,677	—	NEW
88	Ameritas Advisory Services, LLC	11,77611,776	$593,628	—	ADD 9%
89	KINGSWOOD WEALTH ADVISORS, LLC	11,41011,410	$575,178	—	ADD 58%
90	McKinley Carter Wealth Services, Inc.	11,14511,145	$561,820	—	ADD 41%
91	NOVEM GROUP	11,13011,130	$561,063	—	ADD 10%
92	CREATIVE FINANCIAL DESIGNS INC /ADV	10,85610,856	$547,251	—	TRIM -4%
93	Sanctuary Advisors, LLC	10,41810,418	$525,171	—	ADD 59%
94	Keating Financial Advisory Services, Inc.	10,40510,405	$524,516	—	ADD 9%
95	Archer Investment Corp	10,28610,286	$518,517	—	—
96	NBC SECURITIES, INC.	10,13510,135	$510,905	—	ADD 53%
97	Grantvest Financial Group LLC	9,9389,938	$500,975	—	—
98	Advisory Services Network, LLC	9,6839,683	$488,115	—	ADD 94%
99	Clearstead Advisors, LLC	9,5599,559	$481,870	—	NEW
100	Csenge Advisory Group	8,9948,994	$453,388	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ENVESTNET ASSET MANAGEMENT INC

216K

777K

827K

866K

290K

672K

$34M

Cetera Investment Advisers

121K

447K

466K

473K

263K

608K

$31M

Rockefeller Capital Management L.P.

23K

26K

52K

25K

163K

420K

$21M

Brookstone Capital Management

397K

386K

373K

358K

306K

317K

$16M

CWM, LLC

97K

114K

109K

105K

98K

294K

$15M

LPL Financial LLC

162K

169K

210K

233K

250K

282K

$14M

ASSETMARK, INC

105K

146K

194K

220K

252K

280K

$14M

RAYMOND JAMES FINANCIAL INC

379K

571K

583K

576K

396K

277K

$14M

Janney Montgomery Scott LLC

225K

237K

244K

247K

245K

246K

$12M

COMMONWEALTH EQUITY SERVICES, LLC

178K

246K

231K

205K

169K

221K

$11M

MML INVESTORS SERVICES, LLC

159K

199K

174K

177K

188K

205K

$10M

First International Bank of Israel Ltd.

—

190K

$10M

U.S. Capital Wealth Advisors, LLC

—

155K

156K

158K

157K

182K

$9M

Cambridge Investment Research Advisors, Inc.

115K

218K

205K

123K

98K

163K

$8M

Atria Investments, Inc

119K

32K

45K

120K

—

154K

$8M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	159	7,696,357	—	$387M
2025-Q4	144	5,605,438	—	$290M
2025-Q3	140	7,027,242	—	$352M
2025-Q2	143	7,817,131	—	$372M
2025-Q1	147	7,295,145	—	$324M
2024-Q4	120	4,924,616	—	$226M
2024-Q3	118	5,677,276	—	$254M
2024-Q2	123	6,795,013	—	$295M
2024-Q1	119	7,792,728	—	$327M
2023-Q4	86	3,863,913	—	$154M
2023-Q3	79	3,995,333

Short interest has its own tab now — open SI →

FJAN☆

Institutional ownership· 13F filers holding FJAN · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding FJAN · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

FJAN