Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Elevation Series Trust (JANZ)

32 + Investors. Track Smart Money conviction in JANZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — JANZ

Based on 32 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added JANZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
32 hedge funds hold JANZ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding JANZ is almost the same as a year ago (+1 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

16 buying14 selling
Last quarter: 16 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 3 → 1 → 19 → 5. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 38% entered in last year

■ 22% conviction (2yr+) ■ 41% medium ■ 38% new
Only 7 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~5 new funds/quarter

7 → 3 → 1 → 19 → 5 new funds/Q
New funds entering each quarter: 3 → 1 → 19 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 25% veterans, 41% new entrants

■ 25% veterans ■ 34% 1-2yr ■ 41% new
Of 32 current holders: 8 (25%) held 2+ years, 11 held 1–2 years, 13 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
1 of 32 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JANZ

In 2026 Q1, 16 hedge funds were net buyers of JANZ (5 opened a new position, 11 added to an existing one), while 14 reduced or exited (13 trimmed, 1 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 32.

Hedge Fund Ownership: JANZ

How many hedge funds hold JANZ — quarterly history vs. share price
Quarterly hedge fund ownership of JANZ vs. share price

Market Analysis: JANZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JANZ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Elevation Series Trust (JANZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JANZ has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
JANZ
+10.0%
SPY
+14.9%

JANZ outperformed SPY by -4.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
JANZ
-0.3%
SPY
+1.1%

Since the filing became public, JANZ outperformed SPY by -1.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: JANZ
32 + Investors

Track Smart Money conviction in JANZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 32 28 14.29%
13F Shares 2M 2M -3.15%
Total Value $56M $60M -6.57%
New Positions 5 19 -14
Increased Positions 11 4 +7
Closed Positions 1 3 -2
Reduced Positions 13 2 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JANZ

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

32 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JANZ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 JANZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Authentikos Wealth Advisory, LLC 5.92% 238,664 $8.8M
2 TrueMark Investments, LLC 1.89% 263,668 $9.7M
3 Wellment Financial 1.82% 39,986 $1.5M
4 POM Investment Strategies, LLC 1.45% 31,856 $1.2M
5 Integrated Wealth Management 0.81% 19,179 $705K
6 Centennial Advisors, LLC 0.45% 9,578 $352K
7 Howard Bailey Securities, LLC 0.39% 25,996 $956K
8 FWG Investments, LLC. 0.36% 15,534 $571K
9 Elevated Capital Advisors, LLC 0.30% 32,392 $1.2M
10 Networth Advisors, LLC 0.29% 11,179 $411K
11 B.O.S.S. Retirement Advisors, LLC 0.29% 25,495 $937K
12 FSA Advisors, Inc. 0.28% 11,669 $429K
13 SMART Wealth LLC 0.28% 26,244 $965K
14 Quest 10 Wealth Builders, Inc. 0.20% 6,157 $226K
15 Outlook Wealth Advisors, LLC 0.16% 17,847 $656K
16 Weaver Consulting Group 0.14% 16,250 $597K
17 LifeWealth Investments, LLC 0.14% 12,780 $470K
18 AE Wealth Management LLC 0.13% 665,679 $24.5M
19 Kingdom Financial Group LLC. 0.06% 5,271 $194K
20 Lloyd Advisory Services, LLC. 0.06% 5,271 $194K
21 Great Lakes Retirement, Inc. 0.05% 12,891 $474K
22 Csenge Advisory Group 0.01% 7,840 $288K
23 Capital Investment Advisory Services, LLC 0.01% 3,577 $131K
24 Key Capital Management, INC 0.01% 355 $13K
25 Old Mission Capital LLC 0.00% 6,641 $244K
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

Frequently Asked Questions — Elevation Series Trust (JANZ)

What does the Smart Money Trend signal show for JANZ?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added JANZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JANZ?

Slight buying edge — 53% buying: Last quarter: 16 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JANZ holders?

Smaller funds dominant — 0% AUM from top-100: 1 of 32 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JANZ?

Mostly new holders — 38% entered in last year: Only 7 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Elevation Series Trust (JANZ) following the 2026 Q1 hedge fund 13F filings?

As of today, JANZ has moved -0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -1.4%. Since the quarter end (March 31, 2026), JANZ has gained +10.0% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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