Institutional Holders (2026 Q3)
135 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KJAN. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | PFS Partners, LLC | 8.95% | 483,485 | $22.0M |
| 2 | Long Island Wealth Management, Inc. | 8.57% | 482,098 | $22.0M |
| 3 | Compass Advisory Group LLC | 6.43% | 606,390 | $27.6M |
| 4 | BFI Wealth Solutions, LLC | 3.79% | 121,583 | $5.5M |
| 5 | Sherry Group, Inc. | 2.17% | 50,721 | $2.3M |
| 6 | Investment Management Corp /Va/ /Adv | 1.91% | 53,248 | $2.4M |
| 7 | Red Crane Wealth Management, LLC | 1.15% | 36,048 | $1.6M |
| 8 | Hofer & Associates. Inc | 1.15% | 36,048 | $1.6M |
| 9 | Miller Financial Services LLC | 0.88% | 25,453 | $1.2M |
| 10 | Wellington-Altus USA INC. | 0.67% | 27,600 | $1.3M |
| 11 | MBL Wealth, LLC | 0.61% | 222,144 | $10.1M |
| 12 | Berkshire Money Management, Inc. | 0.59% | 148,779 | $6.8M |
| 13 | FSA Advisors, Inc. | 0.55% | 27,829 | $1.3M |
| 14 | DHJJ Financial Advisors, Ltd. | 0.47% | 36,081 | $1.6M |
| 15 | Cornerstone Wealth, LLC/TN | 0.45% | 20,530 | $932K |
| 16 | Clear Point Advisors Inc. | 0.39% | 12,489 | $569K |
| 17 | Global Trust Wealth Management LLC | 0.34% | 10,300 | $469K |
| 18 | Weaver Consulting Group | 0.29% | 33,245 | $1.5M |
| 19 | First City Capital Management, Inc. | 0.26% | 11,670 | $532K |
| 20 | Lynx Capital Group Ltd /Adv | 0.22% | 12,235 | $557K |
| 21 | Crown Wealth Group, LLC | 0.21% | 18,762 | $855K |
| 22 | BCGM Wealth Management, LLC | 0.20% | 22,457 | $1.0M |
| 23 | Financial Network Wealth Advisors LLC | 0.20% | 4,476 | $204K |
| 24 | TopTier Wealth Management, LLC | 0.20% | 7,357 | $335K |
| 25 | Grantvest Financial Group LLC | 0.19% | 7,277 | $331K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|