ALIANZIM US EQ BFR20 JAN-USD JANW
$38.68
+0.0% 52w: $34.30 – $38.70
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data34.3036.5038.70
Jun 20, 2025 Jul 2, 2026
Institutional holders
87
+17 QoQ
13F value
$259.0M
+12.9% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JANW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| AMERICAN ASSET MANAGEMENT INC. | Wealth advisor | 1.1M | $40.1M | 34.8% | -2.1% |
| AE Wealth Management LLC | Wealth advisor | 1.0M | $37.0M | 0.2% | -0.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 588.1K | $21.5M | 0.0% | +3.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 422.1K | $15.4M | 0.0% | +8.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 294.8K | $10.8M | 0.0% | +5.8% |
| LPL Financial LLC | Bank broker | 277.1K | $10.1M | 0.0% | +10.3% |
| Cetera Investment Advisers | Wealth advisor | 259.2K | $9.5M | 0.0% | +12.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 231.4K | $8.4M | 0.0% | +24.3% |
| POM Investment Strategies, LLC | Wealth advisor | 208.8K | $7.6M | 9.5% | New |
| Wellment Financial | Wealth advisor | 149.4K | $5.5M | 6.7% | -0.4% |
| Allianz SE | Wealth advisor | 141.5K | $5.2M | 0.1% | +5559.8% |
| Advyzon Investment Management, LLC | Wealth advisor | 137.3K | $5.0M | 0.4% | +104.8% |
| BCGM Wealth Management, LLC | Wealth advisor | 124.4K | $4.5M | 1.1% | Held |
| Outlook Wealth Advisors, LLC | Wealth advisor | 117.6K | $4.3M | 1.0% | -50.3% |
| Compass Advisory Group LLC | Wealth advisor | 115.6K | $4.2M | 1.1% | -0.3% |
| Guardian Capital, LLC | Wealth advisor | 103.9K | $3.8M | 3.6% | +82.3% |
| Long Island Wealth Management, Inc. | Wealth advisor | 94.9K | $3.5M | 1.6% | -2.3% |
| Aegis Wealth Management, Inc. | Wealth advisor | 88.0K | $3.2M | 2.5% | +3.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 87.5K | $3.2M | 0.0% | +47.4% |
| World Investment Advisors | Wealth advisor | 81.0K | $3.0M | 0.0% | New |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 80.3K | $2.9M | 0.1% | +40.6% |
| Spire Wealth Management | Wealth advisor | 70.2K | $2.6M | 0.1% | +101.7% |
| Farther Finance Advisors, LLC | Wealth advisor | 63.1K | $2.3M | 0.0% | +2157.3% |
| Networth Advisors, LLC | Wealth advisor | 62.0K | $2.3M | 1.6% | -1.2% |
| IFP Advisors, Inc | Wealth advisor | 60.1K | $2.2M | 0.0% | +1.7% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 54.1K | $2.0M | 0.0% | +53.2% |
| Integrated Wealth Management | Wealth advisor | 52.9K | $1.9M | 2.2% | +17.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 48.3K | $1.8M | 0.0% | +26.4% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 47.0K | $1.7M | 0.1% | New |
| Joseph P. Lucia & Associates, LLC | Wealth advisor | 44.8K | $1.6M | 0.6% | +6.9% |
| Blue Water Asset Management | Wealth advisor | 44.5K | $1.6M | 0.6% | +2.0% |
| LeClair Wealth Partners LLC | Wealth advisor | 44.5K | $1.6M | 0.6% | New |
| OLD MISSION CAPITAL LLC | Wealth advisor | 44.3K | $1.6M | 0.0% | New |
| FSA Advisors, Inc. | Wealth advisor | 41.5K | $1.5M | 1.0% | +14.5% |
| Perennial Investment Advisors, LLC | Wealth advisor | 40.8K | $1.5M | 0.1% | New |
| Grantvest Financial Group LLC | Wealth advisor | 38.3K | $1.4M | 0.9% | -6.7% |
| Clear Point Advisors Inc. | Wealth advisor | 33.8K | $1.2M | 1.0% | +2.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 33.7K | $1.2M | 0.0% | New |
| Castle Rock Wealth Management, LLC | Other | 32.5K | $1.2M | 0.3% | -0.9% |
| Sigma Planning Corp | Wealth advisor | 31.9K | $1.2M | 0.0% | -2.8% |
| PFG Advisors | Wealth advisor | 30.9K | $1.1M | 0.1% | -57.6% |
| Midwest Financial Network, LLC | Wealth advisor | 29.2K | $1.1M | 0.8% | -18.3% |
| Westshore Wealth, LLC | Wealth advisor | 25.7K | $937K | 0.3% | New |
| SMART Wealth LLC | Wealth advisor | 24.0K | $877K | 0.3% | +34.9% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 23.8K | $869K | 0.0% | -2.1% |
| Blackston Financial Advisory Group, LLC | Wealth advisor | 23.5K | $857K | 0.5% | +2.3% |
| GTS FINANCIAL, LLC | Wealth advisor | 22.8K | $758K | 0.6% | — |
| Concurrent Investment Advisors, LLC | Wealth advisor | 20.2K | $738K | 0.0% | -1.5% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Wealth advisor | 19.7K | $720K | 0.1% | +7.0% |
| Arkadios Wealth Advisors | Wealth advisor | 17.6K | $643K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.