IJAN

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$38.15

-0.08 (-0.22%)

USD · as of 2026-07-29 · marketstack

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

111 holders

% of shares outstanding held

—

Shares held (13F)

5,087,691

Reporting holders

111

Top holders

largest 100 of 111 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Compass Advisory Group LLC	832,806832,806	$30M	—	ADD 347%
2	Long Island Wealth Management, Inc.	510,484510,484	$19M	—	ADD 20%
3	BLAIR WILLIAM & CO/IL	339,221339,221	$12M	—	ADD 60%
4	COMMONWEALTH EQUITY SERVICES, LLC	182,617182,617	$7M	—	ADD 15%
5	US BANCORP \DE\	180,728180,728	$7M	—	NEW
6	BIP Wealth, LLC	143,126143,126	$5M	—	ADD 41%
7	OSAIC HOLDINGS, INC.	135,828135,828	$5M	—	ADD 4%
8	Cornerstone Wealth, LLC/TN	127,879127,879	$5M	—	NEW
9	HFG Wealth Management, LLC	113,792113,792	$4M	—	ADD 4%
10	AdvisorNet Financial, Inc	111,746111,746	$4M	—	—
11	Cetera Investment Advisers	111,096111,096	$4M	—	ADD 25%
12	ENVESTNET ASSET MANAGEMENT INC	108,531108,531	$4M	—	ADD 127%
13	RED CRANE WEALTH MANAGEMENT, LLC	107,137107,137	$4M	—	—
14	HighTower Advisors, LLC	101,218101,218	$4M	—	—
15	WPWealth LLP	88,35388,353	$3M	—	TRIM -12%
16	JDM Financial Group LLC	82,98982,989	$3M	—	—
17	BFI Wealth Solutions, LLC	79,70579,705	$3M	—	—
18	INDEPENDENT FINANCIAL GROUP, LLC	73,54173,541	$3M	—	—
19	HARBOUR INVESTMENTS, INC.	70,17970,179	$3M	—	ADD 42%
20	LPL Financial LLC	66,23466,234	$2M	—	ADD 9%
21	Kestra Advisory Services, LLC	64,43564,435	$2M	—	ADD 133%
22	Global Strategic Investment Solutions, LLC	58,44558,445	$2M	—	TRIM -8%
23	My Personal CFO, LLC	56,63056,630	$2M	—	—
24	Talon Private Wealth, LLC	51,90951,909	$2M	—	NEW
25	Signal Advisors Wealth, LLC	51,90951,909	$2M	—	ADD 19%
26	Americana Partners, LLC	46,88446,884	$2M	—	TRIM -45%
27	Triad Wealth Partners, LLC	46,72246,722	$2M	—	ADD 20%
28	PFG Advisors	44,77944,779	$2M	—	ADD 3%
29	IFP Advisors, Inc	43,02043,020	$2M	—	ADD 9%
30	CORRADO ADVISORS, LLC	39,68039,680	$1M	—	TRIM -3%
31	WEALTH ALLIANCE, LLC	37,33137,331	$1M	—	ADD 51%
32	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	36,70536,705	$1M	—	TRIM -29%
33	BENJAMIN EDWARDS INC	36,36036,360	$1M	—	ADD 5%
34	Diligent Investors, LLC	35,30235,302	$1M	—	—
35	DHJJ Financial Advisors, Ltd.	34,59634,596	$1M	—	ADD 5%
36	AssuredPartners Investment Advisors, LLC	33,34433,344	$1M	—	—
37	RETIREMENT GUYS FORMULA LLC	29,51429,514	$1M	—	NEW
38	TRUIST FINANCIAL CORP	29,37429,374	$1M	—	ADD 29%
39	SILVER OAK SECURITIES, INCORPORATED	29,12429,124	$1M	—	NEW
40	FOUNDERS FINANCIAL SECURITIES LLC	27,55727,557	$1M	—	ADD 19%
41	VanWeelden Wealth Management, LLC	28,22628,226	$1M	—	NEW
42	Creative Planning	27,62227,622	$1M	—	NEW
43	World Investment Advisors	26,22026,220	$951,255	—	ADD 3%
44	SUSQUEHANNA INTERNATIONAL GROUP, LLP	24,87524,875	$902,465	—	NEW
45	CWM, LLC	23,88923,889	$866,693	—	ADD 51%
46	Berger Financial Group, Inc	23,64323,643	$857,769	—	TRIM -6%
47	First Commonwealth Financial Corp /PA/	23,43723,437	$850,294	—	ADD 30%
48	Cypress Wealth Services, LLC	21,27421,274	$771,821	—	NEW
49	OneDigital Investment Advisors LLC	20,92420,924	$759,123	—	ADD 18%
50	OLD MISSION CAPITAL LLC	19,70019,700	$714,716	—	NEW
51	GOLDMAN SACHS GROUP INC	19,18919,189	$696,177	—	NEW
52	NewCorp Financial Services, Inc.	18,95118,951	$687,542	—	TRIM -8%
53	Private Advisor Group, LLC	18,46518,465	$669,909	—	—
54	Cerity Partners LLC	17,85017,850	$647,598	—	NEW
55	GILL CAPITAL PARTNERS, LLC	15,67615,676	$568,725	—	NEW
56	Sunbelt Securities, Inc.	14,07514,075	$510,645	—	ADD 7%
57	ACCESS FINANCIAL SERVICES, INC.	13,97513,975	$507,013	—	NEW
58	PFS Partners, LLC	13,96413,964	$506,614	—	ADD 191%
59	Ausdal Financial Partners, Inc.	13,34813,348	$484,265	—	—
60	WEALTHGARDEN F.S. LLC	13,13813,138	$476,663	—	ADD 105%
61	Janney Montgomery Scott LLC	12,49812,498	$453,000	—	ADD 5%
62	Cambridge Investment Research Advisors, Inc.	11,23911,239	$408,000	—	ADD 31%
63	VESTIA PERSONAL WEALTH ADVISORS	10,59810,598	$384,494	—	—
64	WealthPlan Investment Management, LLC	10,56710,567	$383,371	—	—
65	Opus Financial Solutions LLC	10,48610,486	$380,432	—	TRIM -3%
66	Vantage Point Financial LLC	10,02710,027	$363,780	—	ADD 36%
67	Advisor OS, LLC	10,02110,021	$363,562	—	NEW
68	Snowden Capital Advisors LLC	9,5169,516	$345,240	—	—
69	Allworth Financial LP	9,4809,480	$343,935	—	TRIM -11%
70	Rothschild Wealth LLC	9,4059,405	$341,213	—	—
71	Tradition Wealth Management, LLC	9,4029,402	$341,105	—	ADD 3%
72	Foundations Investment Advisors, LLC	9,0449,044	$328,116	—	NEW
73	Focus Partners Wealth	8,7318,731	$316,761	—	ADD 11%
74	SIGNATUREFD, LLC	8,6548,654	$313,967	—	—
75	Stratos Wealth Advisors, LLC	7,9577,957	$288,680	—	NEW
76	BCGM Wealth Management, LLC	7,8777,877	$285,778	—	—
77	Kathmere Capital Management, LLC	7,6317,631	$276,853	—	—
78	Compass Ion Advisors, LLC	7,3007,300	$264,844	—	—
79	CYPRESS FINANCIAL PLANNING LLC	7,2557,255	$263,211	—	NEW
80	Visionary Wealth Advisors	7,2187,218	$261,870	—	—
81	Jacobi Capital Management LLC	6,9876,987	$253,489	—	—
82	Straight Path Wealth Management	6,8676,867	$249,135	—	ADD 4%
83	First Heartland Consultants, Inc.	6,4596,459	$234,333	—	NEW
84	CoreCap Advisors, LLC	6,4196,419	$232,881	—	—
85	Forvis Mazars Wealth Advisors, LLC	6,3066,306	$228,782	—	TRIM -22%
86	Cardinal Point Capital Management ULC	6,1006,100	$221,308	—	—
87	BCS Wealth Management	5,7765,776	$209,552	—	TRIM -52%
88	Ascent Group, LLC	5,6665,666	$205,562	—	TRIM -7%
89	Atlantic Private Wealth, LLC	5,4005,400	$195,912	—	NEW
90	Financial Network Wealth Advisors LLC	4,6494,649	$168,666	—	ADD 41%
91	AE Wealth Management LLC	4,4324,432	$160,793	—	ADD 19%
92	PNC FINANCIAL SERVICES GROUP, INC.	4,2864,286	$155,496	—	—
93	Whipplewood Advisors, LLC	2,7602,760	$100,133	—	—
94	Farther Finance Advisors, LLC	2,2752,275	$82,992	—	TRIM -11%
95	NBC SECURITIES, INC.	2,2102,210	$80,178	—	ADD 23%
96	BANK OF MONTREAL /CAN/	1,6001,600	$58,048	—	—
97	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	1,5001,500	$54,420	—	NEW
98	Physician Wealth Advisors, Inc.	1,4001,400	$50,792	—	NEW
99	MAI Capital Management	1,3511,351	$49,015	—	NEW
100	EverSource Wealth Advisors, LLC	1,2181,218	$44,189	—	—

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

Compass Advisory Group LLC

436K

498K

509K

183K

186K

833K

$30M

Long Island Wealth Management, Inc.

190K

224K

413K

425K

510K

$19M

BLAIR WILLIAM & CO/IL

241K

222K

141K

140K

212K

339K

$12M

COMMONWEALTH EQUITY SERVICES, LLC

113K

104K

160K

158K

183K

$7M

US BANCORP \DE\

—

181K

$7M

BIP Wealth, LLC

—

101K

143K

$5M

OSAIC HOLDINGS, INC.

80K

114K

139K

129K

131K

136K

$5M

Cornerstone Wealth, LLC/TN

—

128K

$5M

HFG Wealth Management, LLC

137K

131K

125K

109K

114K

$4M

AdvisorNet Financial, Inc

133K

132K

113K

112K

$4M

Cetera Investment Advisers

52K

85K

79K

90K

89K

111K

$4M

ENVESTNET ASSET MANAGEMENT INC

36K

34K

43K

46K

48K

109K

$4M

RED CRANE WEALTH MANAGEMENT, LLC

91K

92K

95K

96K

106K

107K

$4M

HighTower Advisors, LLC

100K

98K

325K

101K

$4M

WPWealth LLP

108K

109K

107K

100K

88K

$3M

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	111	5,087,691	—	$184M
2025-Q4	92	3,465,850	—	$125M
2025-Q3	91	3,265,022	—	$115M
2025-Q2	95	3,992,637	—	$136M
2025-Q1	93	4,075,812	—	$130M
2024-Q4	86	3,787,623	—	$115M
2024-Q3	88	3,977,356	—	$131M
2024-Q2	85	4,586,788	—	$144M
2024-Q1	82	4,730,174	—	$147M
2023-Q4	72	3,385,199	—	$103M
2023-Q3	60	2,596,279

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 IJAN · 2026-Q1 methodology → sources →

111 holders

% of shares outstanding held

—

Shares held (13F)

5,087,691

Reporting holders

111

Top holders

largest 100 of 111 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Compass Advisory Group LLC	832,806832,806	$30M	—	ADD 347%
2	Long Island Wealth Management, Inc.	510,484510,484	$19M	—	ADD 20%
3	BLAIR WILLIAM & CO/IL	339,221339,221	$12M	—	ADD 60%
4	COMMONWEALTH EQUITY SERVICES, LLC	182,617182,617	$7M	—	ADD 15%
5	US BANCORP \DE\	180,728180,728	$7M	—	NEW
6	BIP Wealth, LLC	143,126143,126	$5M	—	ADD 41%
7	OSAIC HOLDINGS, INC.	135,828135,828	$5M	—	ADD 4%
8	Cornerstone Wealth, LLC/TN	127,879127,879	$5M	—	NEW
9	HFG Wealth Management, LLC	113,792113,792	$4M	—	ADD 4%
10	AdvisorNet Financial, Inc	111,746111,746	$4M	—	—
11	Cetera Investment Advisers	111,096111,096	$4M	—	ADD 25%
12	ENVESTNET ASSET MANAGEMENT INC	108,531108,531	$4M	—	ADD 127%
13	RED CRANE WEALTH MANAGEMENT, LLC	107,137107,137	$4M	—	—
14	HighTower Advisors, LLC	101,218101,218	$4M	—	—
15	WPWealth LLP	88,35388,353	$3M	—	TRIM -12%
16	JDM Financial Group LLC	82,98982,989	$3M	—	—
17	BFI Wealth Solutions, LLC	79,70579,705	$3M	—	—
18	INDEPENDENT FINANCIAL GROUP, LLC	73,54173,541	$3M	—	—
19	HARBOUR INVESTMENTS, INC.	70,17970,179	$3M	—	ADD 42%
20	LPL Financial LLC	66,23466,234	$2M	—	ADD 9%
21	Kestra Advisory Services, LLC	64,43564,435	$2M	—	ADD 133%
22	Global Strategic Investment Solutions, LLC	58,44558,445	$2M	—	TRIM -8%
23	My Personal CFO, LLC	56,63056,630	$2M	—	—
24	Talon Private Wealth, LLC	51,90951,909	$2M	—	NEW
25	Signal Advisors Wealth, LLC	51,90951,909	$2M	—	ADD 19%
26	Americana Partners, LLC	46,88446,884	$2M	—	TRIM -45%
27	Triad Wealth Partners, LLC	46,72246,722	$2M	—	ADD 20%
28	PFG Advisors	44,77944,779	$2M	—	ADD 3%
29	IFP Advisors, Inc	43,02043,020	$2M	—	ADD 9%
30	CORRADO ADVISORS, LLC	39,68039,680	$1M	—	TRIM -3%
31	WEALTH ALLIANCE, LLC	37,33137,331	$1M	—	ADD 51%
32	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	36,70536,705	$1M	—	TRIM -29%
33	BENJAMIN EDWARDS INC	36,36036,360	$1M	—	ADD 5%
34	Diligent Investors, LLC	35,30235,302	$1M	—	—
35	DHJJ Financial Advisors, Ltd.	34,59634,596	$1M	—	ADD 5%
36	AssuredPartners Investment Advisors, LLC	33,34433,344	$1M	—	—
37	RETIREMENT GUYS FORMULA LLC	29,51429,514	$1M	—	NEW
38	TRUIST FINANCIAL CORP	29,37429,374	$1M	—	ADD 29%
39	SILVER OAK SECURITIES, INCORPORATED	29,12429,124	$1M	—	NEW
40	FOUNDERS FINANCIAL SECURITIES LLC	27,55727,557	$1M	—	ADD 19%
41	VanWeelden Wealth Management, LLC	28,22628,226	$1M	—	NEW
42	Creative Planning	27,62227,622	$1M	—	NEW
43	World Investment Advisors	26,22026,220	$951,255	—	ADD 3%
44	SUSQUEHANNA INTERNATIONAL GROUP, LLP	24,87524,875	$902,465	—	NEW
45	CWM, LLC	23,88923,889	$866,693	—	ADD 51%
46	Berger Financial Group, Inc	23,64323,643	$857,769	—	TRIM -6%
47	First Commonwealth Financial Corp /PA/	23,43723,437	$850,294	—	ADD 30%
48	Cypress Wealth Services, LLC	21,27421,274	$771,821	—	NEW
49	OneDigital Investment Advisors LLC	20,92420,924	$759,123	—	ADD 18%
50	OLD MISSION CAPITAL LLC	19,70019,700	$714,716	—	NEW
51	GOLDMAN SACHS GROUP INC	19,18919,189	$696,177	—	NEW
52	NewCorp Financial Services, Inc.	18,95118,951	$687,542	—	TRIM -8%
53	Private Advisor Group, LLC	18,46518,465	$669,909	—	—
54	Cerity Partners LLC	17,85017,850	$647,598	—	NEW
55	GILL CAPITAL PARTNERS, LLC	15,67615,676	$568,725	—	NEW
56	Sunbelt Securities, Inc.	14,07514,075	$510,645	—	ADD 7%
57	ACCESS FINANCIAL SERVICES, INC.	13,97513,975	$507,013	—	NEW
58	PFS Partners, LLC	13,96413,964	$506,614	—	ADD 191%
59	Ausdal Financial Partners, Inc.	13,34813,348	$484,265	—	—
60	WEALTHGARDEN F.S. LLC	13,13813,138	$476,663	—	ADD 105%
61	Janney Montgomery Scott LLC	12,49812,498	$453,000	—	ADD 5%
62	Cambridge Investment Research Advisors, Inc.	11,23911,239	$408,000	—	ADD 31%
63	VESTIA PERSONAL WEALTH ADVISORS	10,59810,598	$384,494	—	—
64	WealthPlan Investment Management, LLC	10,56710,567	$383,371	—	—
65	Opus Financial Solutions LLC	10,48610,486	$380,432	—	TRIM -3%
66	Vantage Point Financial LLC	10,02710,027	$363,780	—	ADD 36%
67	Advisor OS, LLC	10,02110,021	$363,562	—	NEW
68	Snowden Capital Advisors LLC	9,5169,516	$345,240	—	—
69	Allworth Financial LP	9,4809,480	$343,935	—	TRIM -11%
70	Rothschild Wealth LLC	9,4059,405	$341,213	—	—
71	Tradition Wealth Management, LLC	9,4029,402	$341,105	—	ADD 3%
72	Foundations Investment Advisors, LLC	9,0449,044	$328,116	—	NEW
73	Focus Partners Wealth	8,7318,731	$316,761	—	ADD 11%
74	SIGNATUREFD, LLC	8,6548,654	$313,967	—	—
75	Stratos Wealth Advisors, LLC	7,9577,957	$288,680	—	NEW
76	BCGM Wealth Management, LLC	7,8777,877	$285,778	—	—
77	Kathmere Capital Management, LLC	7,6317,631	$276,853	—	—
78	Compass Ion Advisors, LLC	7,3007,300	$264,844	—	—
79	CYPRESS FINANCIAL PLANNING LLC	7,2557,255	$263,211	—	NEW
80	Visionary Wealth Advisors	7,2187,218	$261,870	—	—
81	Jacobi Capital Management LLC	6,9876,987	$253,489	—	—
82	Straight Path Wealth Management	6,8676,867	$249,135	—	ADD 4%
83	First Heartland Consultants, Inc.	6,4596,459	$234,333	—	NEW
84	CoreCap Advisors, LLC	6,4196,419	$232,881	—	—
85	Forvis Mazars Wealth Advisors, LLC	6,3066,306	$228,782	—	TRIM -22%
86	Cardinal Point Capital Management ULC	6,1006,100	$221,308	—	—
87	BCS Wealth Management	5,7765,776	$209,552	—	TRIM -52%
88	Ascent Group, LLC	5,6665,666	$205,562	—	TRIM -7%
89	Atlantic Private Wealth, LLC	5,4005,400	$195,912	—	NEW
90	Financial Network Wealth Advisors LLC	4,6494,649	$168,666	—	ADD 41%
91	AE Wealth Management LLC	4,4324,432	$160,793	—	ADD 19%
92	PNC FINANCIAL SERVICES GROUP, INC.	4,2864,286	$155,496	—	—
93	Whipplewood Advisors, LLC	2,7602,760	$100,133	—	—
94	Farther Finance Advisors, LLC	2,2752,275	$82,992	—	TRIM -11%
95	NBC SECURITIES, INC.	2,2102,210	$80,178	—	ADD 23%
96	BANK OF MONTREAL /CAN/	1,6001,600	$58,048	—	—
97	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	1,5001,500	$54,420	—	NEW
98	Physician Wealth Advisors, Inc.	1,4001,400	$50,792	—	NEW
99	MAI Capital Management	1,3511,351	$49,015	—	NEW
100	EverSource Wealth Advisors, LLC	1,2181,218	$44,189	—	—

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

Compass Advisory Group LLC

436K

498K

509K

183K

186K

833K

$30M

Long Island Wealth Management, Inc.

190K

224K

413K

425K

510K

$19M

BLAIR WILLIAM & CO/IL

241K

222K

141K

140K

212K

339K

$12M

COMMONWEALTH EQUITY SERVICES, LLC

113K

104K

160K

158K

183K

$7M

US BANCORP \DE\

—

181K

$7M

BIP Wealth, LLC

—

101K

143K

$5M

OSAIC HOLDINGS, INC.

80K

114K

139K

129K

131K

136K

$5M

Cornerstone Wealth, LLC/TN

—

128K

$5M

HFG Wealth Management, LLC

137K

131K

125K

109K

114K

$4M

AdvisorNet Financial, Inc

133K

132K

113K

112K

$4M

Cetera Investment Advisers

52K

85K

79K

90K

89K

111K

$4M

ENVESTNET ASSET MANAGEMENT INC

36K

34K

43K

46K

48K

109K

$4M

RED CRANE WEALTH MANAGEMENT, LLC

91K

92K

95K

96K

106K

107K

$4M

HighTower Advisors, LLC

100K

98K

325K

101K

$4M

WPWealth LLP

108K

109K

107K

100K

88K

$3M

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	111	5,087,691	—	$184M
2025-Q4	92	3,465,850	—	$125M
2025-Q3	91	3,265,022	—	$115M
2025-Q2	95	3,992,637	—	$136M
2025-Q1	93	4,075,812	—	$130M
2024-Q4	86	3,787,623	—	$115M
2024-Q3	88	3,977,356	—	$131M
2024-Q2	85	4,586,788	—	$144M
2024-Q1	82	4,730,174	—	$147M
2023-Q4	72	3,385,199	—	$103M
2023-Q3	60	2,596,279

Short interest has its own tab now — open SI →

IJAN☆

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

Top holders

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

Institutional footprint by quarter

IJAN