JANW

Institutional Ownership

Top 108 Institutional Holders
HolderSharesDateChange% Held
AMERICAN ASSET MANAGEMENT INC.1.07MJun 30, 26-30.92K12.04%
AE Wealth Management LLC1.04MJun 30, 26+24.97K11.71%
COMMONWEALTH EQUITY SERVICES, LLC576.59KJun 30, 26-11.47K6.50%
RAYMOND JAMES FINANCIAL INC461.95KJun 30, 26+39.82K5.21%
ADVISOR GROUP HOLDINGS, INC.313.34KJun 30, 26+18.58K3.53%
LPL Financial LLC267.03KJun 30, 26-10.08K3.01%
Cetera Investment Advisers260.21KJun 30, 26+1.01K2.93%
Advyzon Investment Management, LLC219.63KJun 30, 26+82.37K2.48%
POM Investment Strategies, LLC217.20KJun 30, 26+8.38K2.45%
Kestra Advisory Services, LLC176.06KJun 30, 26-55.37K1.99%
ALLIANZ SE174.01KJun 30, 26+32.52K1.96%
FSR Wealth Management Ltd.152.14KJun 30, 26+2.74K1.72%
Guardian Capital, LLC144.37KJun 30, 26+40.46K1.63%
BCGM Wealth Management, LLC124.43KJun 30, 26--1.40%
Outlook Wealth Advisors, LLC118.06KJun 30, 26+5091.33%
Compass Advisory Group LLC114.14KJun 30, 26-1.47K1.29%
ENVESTNET ASSET MANAGEMENT INC97.00KJun 30, 26+9.48K1.09%
Long Island Wealth Management, Inc.94.92KJun 30, 26--1.07%
Pensionmark Financial Group, LLC91.79KJun 30, 26+10.80K1.03%
Ausdal Financial Partners, Inc.88.99KJun 30, 26+42.00K1.00%
CENTAURUS FINANCIAL, INC.79.42KJun 30, 26-8860.90%
Spire Wealth Management69.66KJun 30, 26-5820.79%
Networth Advisors, LLC64.40KJun 30, 26+2.37K0.73%
GTS FINANCIAL, LLC61.53KJun 30, 26+38.70K0.69%
IFP Advisors, Inc59.92KJun 30, 26-1890.68%
Integrated Wealth Management58.14KJun 30, 26+5.28K0.66%
HARBOUR INVESTMENTS, INC.51.14KJun 30, 26-2.97K0.58%
Cambridge Investment Research Advisors, Inc.47.88KJun 30, 26-4690.54%
FSA Advisors, Inc.44.85KJun 30, 26+3.34K0.51%
Joseph P. Lucia & Associates, LLC44.76KJun 30, 26--0.50%
Aegis Wealth Management, Inc.44.68KJun 30, 26-43.30K0.50%
Blue Water Asset Management44.49KJun 30, 26--0.50%
Perennial Investment Advisors, LLC40.78KJun 30, 26--0.46%
Grantvest Financial Group LLC34.43KJun 30, 26-3.89K0.39%
SUSQUEHANNA INTERNATIONAL GROUP, LLP32.40KJun 30, 26-1.34K0.37%
Sigma Planning Corp31.79KJun 30, 26-1480.36%
Lloyd Advisory Services, LLC.29.91KJun 30, 26+26.34K0.34%
PFG Advisors27.40KJun 30, 26-3.50K0.31%
Midwest Financial Network, LLC25.64KJun 30, 26-3.54K0.29%
TOUNJIAN ADVISORY PARTNERS, LLC25.39KJun 30, 26+25.39K0.29%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24.72KJun 30, 26+9150.28%
Blackston Financial Advisory Group, LLC22.29KJun 30, 26-1.21K0.25%
Concurrent Investment Advisors, LLC19.52KJun 30, 26-7140.22%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC19.21KJun 30, 26-5260.22%
SMART Wealth LLC18.89KJun 30, 26-5.14K0.21%
Arkadios Wealth Advisors17.62KJun 30, 26--0.20%
Csenge Advisory Group15.56KJun 30, 26-2920.18%
PARK AVENUE SECURITIES LLC15.44KJun 30, 26+1360.17%
Mosley Wealth Management15.44KJun 30, 26+15.15K0.17%
Advus Financial Partners, LLC15.26KJun 30, 26--0.17%
BIP Wealth, LLC13.84KJun 30, 26-520.16%
Focus Financial Network, Inc.13.27KJun 30, 26-480.15%
OLD MISSION CAPITAL LLC12.51KJun 30, 26-31.80K0.14%
Advisory Solutions Group, LLC12.23KJun 30, 26+12.23K0.14%
MML INVESTORS SERVICES, LLC11.82KJun 30, 26+5000.13%
Signal Advisors Wealth, LLC11.27KJun 30, 26-1.44K0.13%
Koshinski Asset Management, Inc.11.16KJun 30, 26+4000.13%
Triad Wealth Partners, LLC11.11KJun 30, 26-1330.13%
Westshore Wealth, LLC11.01KJun 30, 26-14.67K0.12%
Stirlingshire Investments, Inc.10.86KJun 30, 26-3420.12%
Moors & Cabot, Inc.8.75KJun 30, 26-4000.10%
FOUNDERS FINANCIAL SECURITIES LLC8.61KJun 30, 26--0.10%
Sentinus, LLC8.39KJun 30, 26--0.09%
ST GERMAIN D J CO INC8.12KJun 30, 26--0.09%
Modern Wealth Management, LLC7.99KJun 30, 26-2.76K0.09%
PANORAMIC INVESTMENT ADVISORS, LLC7.97KJun 30, 26--0.09%
AMERIPRISE FINANCIAL INC7.86KJun 30, 26--0.09%
INDEPENDENT FINANCIAL GROUP, LLC6.71KJun 30, 26--0.08%
NBC SECURITIES, INC.6.26KJun 30, 26--0.07%
COMPASS FINANCIAL MANAGEMENT LLC6.18KJun 30, 26+6.18K0.07%
CreativeOne Wealth, LLC5.87KJun 30, 26--0.07%
Family Wealth Group, LLC5.64KJun 30, 26+5.64K0.06%
RIA Advisory Group LLC5.64KJun 30, 26--0.06%
Quest 10 Wealth Builders, Inc.5.42KJun 30, 26-450.06%
DHJJ Financial Advisors, Ltd.4.12KJun 30, 26--0.05%
Kingdom Financial Group LLC.3.57KJun 30, 26--0.04%
CREATIVE FINANCIAL DESIGNS INC /ADV3.36KJun 30, 26-7610.04%
ROYAL BANK OF CANADA3.23KJun 30, 26--0.04%
EVOLUTION WEALTH MANAGEMENT INC.3.15KJun 30, 26+5040.04%
FIFTH THIRD BANCORP2.14KJun 30, 26--0.02%
Innovative Asset Advisors Group, LLC1.98KJun 30, 26+1.98K0.02%
Key Capital Management, INC1.67KJun 30, 26+4730.02%
Decker Retirement Planning Inc.666Jun 30, 26--0.01%
IFG Advisory, LLC236Jun 30, 26+2360.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO189Jun 30, 26+1890.00%
ASSETMARK, INC95Jun 30, 26--0.00%
Clear Point Advisors Inc.--Jun 30, 26-33.78K--
GeoWealth Management, LLC--Jun 30, 26-2.32K--
CITADEL ADVISORS LLC--Jun 30, 26-10.06K--
Wealthquest Corp--Jun 30, 26-7.54K--
UBS Group AG--Jun 30, 26-346--
LeClair Wealth Partners LLC--Jun 30, 26-44.49K--
LifeWealth Investments, LLC--Jun 30, 26-8.56K--
ALLIANZ INVESTMENT MANAGEMENT LLC102.45KDec 31, 25+102.45K1.16%
COMERICA BANK2.14KDec 31, 25--0.02%
Allianz Investment Management U.S. LLC2.50KSep 30, 25--0.03%
Pineridge Advisors LLC--Sep 30, 25-78--
Atria Wealth Solutions, Inc.101.30KJun 30, 25-3.25K1.14%
Kaye Capital Management34.19KJun 30, 25-41.56K0.39%
Capital A Wealth Management, LLC75Jun 30, 25-1.34K0.00%
RAYMOND JAMES & ASSOCIATES215.59KSep 30, 24+6032.43%
Raymond James Financial Services Advisors, Inc.205.58KSep 30, 24+5.65K2.32%
Aspire Wealth Management Corp313Sep 30, 24+3130.00%
Epic Trust Investment Advisors, LLC30.49KJun 30, 24-7510.34%
Cetera Advisor Networks LLC193.28KMar 31, 24+40.45K2.18%
Cetera Advisors LLC62.55KMar 31, 24+42.12K0.71%
WEALTHSOURCE PARTNERS, LLC15.45KDec 31, 23-4000.17%
American Portfolios Advisors49.60KSep 30, 22-2.20K0.56%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.