Institutional Holders (2026 Q1)
157 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FJAN. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | BAM Wealth Management, LLC | 3.43% | 90,857 | $4.6M |
| 2 | First International Bank of Israel Ltd. | 2.82% | 190,000 | $9.6M |
| 3 | Plotkin Financial Advisors, LLC | 2.00% | 79,110 | $4.0M |
| 4 | Integrity Financial Corp /WA | 1.71% | 68,039 | $3.4M |
| 5 | SMART Wealth LLC | 1.59% | 107,597 | $5.4M |
| 6 | REAP Financial Group, LLC | 1.22% | 122,181 | $6.2M |
| 7 | 1776 Wealth LLC | 1.16% | 58,580 | $3.0M |
| 8 | FWG Investments, LLC. | 1.02% | 31,979 | $1.6M |
| 9 | Anfield Capital Management, LLC | 0.94% | 67,640 | $3.4M |
| 10 | Independent Wealth Network Inc. | 0.71% | 47,240 | $2.4M |
| 11 | Midwest Financial Network, LLC | 0.70% | 17,586 | $887K |
| 12 | Foguth Wealth Management, LLC. | 0.62% | 96,939 | $5.4M |
| 13 | Keystone Wealth Services, LLC | 0.58% | 54,272 | $2.7M |
| 14 | VestGen Investment Management | 0.52% | 18,818 | $949K |
| 15 | Tanglewood Legacy Advisors, LLC | 0.51% | 28,163 | $1.4M |
| 16 | Mission Financial Group, LLC | 0.45% | 9,731 | $491K |
| 17 | Maia Wealth LLC | 0.40% | 46,397 | $2.3M |
| 18 | Grantvest Financial Group LLC | 0.32% | 9,938 | $501K |
| 19 | Chris Bulman Inc | 0.31% | 14,095 | $711K |
| 20 | Fsb Premier Wealth Management, INC. | 0.31% | 19,610 | $989K |
| 21 | Faithward Advisors, LLC | 0.27% | 37,978 | $1.9M |
| 22 | Pacific Excel Wealth Advisors, Inc. | 0.26% | 4,987 | $251K |
| 23 | TopTier Wealth Management, LLC | 0.23% | 7,546 | $380K |
| 24 | U.S. Capital Wealth Advisors, LLC | 0.23% | 181,913 | $9.2M |
| 25 | TFB Advisors LLC | 0.22% | 8,265 | $417K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|