Institutional Holders (2026 Q1)
84 + 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 | POM Investment Strategies, LLC | 9.46% | 208,819 | $7.6M |
| 3 | Wellment Financial | 6.74% | 149,405 | $5.5M |
| 4 | Guardian Capital, LLC | 3.63% | 103,904 | $3.8M |
| 5 | Aegis Wealth Management, Inc. | 2.52% | 87,982 | $3.2M |
| 6 | Integrated Wealth Management | 2.21% | 52,854 | $1.9M |
| 7 | Long Island Wealth Management, Inc. | 1.61% | 94,923 | $3.5M |
| 8 | Networth Advisors, LLC | 1.60% | 62,030 | $2.3M |
| 9 | BCGM Wealth Management, LLC | 1.14% | 124,426 | $4.5M |
| 10 | Compass Advisory Group LLC | 1.13% | 115,608 | $4.2M |
| 11 | Outlook Wealth Advisors, LLC | 1.04% | 117,551 | $4.3M |
| 12 | FSA Advisors, Inc. | 1.00% | 41,510 | $1.5M |
| 13 | Clear Point Advisors Inc. | 0.96% | 33,782 | $1.2M |
| 14 | Grantvest Financial Group LLC | 0.90% | 38,320 | $1.4M |
| 15 | Midwest Financial Network, LLC | 0.85% | 29,179 | $1.1M |
| 16 | Gts Financial, LLC | 0.60% | 22,836 | $758K |
| 17 | Joseph P. Lucia & Associates, LLC | 0.58% | 44,755 | $1.6M |
| 18 | Blue Water Asset Management | 0.56% | 44,490 | $1.6M |
| 19 | LeClair Wealth Partners LLC | 0.56% | 44,490 | $1.6M |
| 20 | Blackston Financial Advisory Group, LLC | 0.54% | 23,492 | $857K |
| 21 | Advyzon Investment Management, LLC | 0.45% | 137,265 | $5.0M |
| 22 | Stirlingshire Investments, Inc. | 0.36% | 11,200 | $409K |
| 23 | Westshore Wealth, LLC | 0.33% | 25,680 | $937K |
| 24 | Castle Rock Wealth Management, LLC | 0.26% | 32,514 | $1.2M |
| 25 | SMART Wealth LLC | 0.26% | 24,027 | $877K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|