113 tracked 13F filers disclose a position in UJAN as of the latest SEC 13F filings, a combined $188.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Talon Private Wealth, LLC | $35.9M | 845K | ▼−1.5% Reduced · −13K sh | Q1 2026 | |
| 2 | Sonoma Allocations LLC | $17.6M | 387K | ▼−5.6% Reduced · −23K sh | Q2 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $8.6M | 203K | ▲+279% Added · +149K sh | Q1 2026 | |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 189K | ▲+4.9% Added · +9K sh | Q1 2026 | |
| 5 | Campbell Deegan Wealth Management, LLC | $8.1M | 178K | ▲+19% Added · +28K sh | Q2 2026 | |
| 6 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.8M | 150K | ▲+5.5% Added · +8K sh | Q2 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $5.1M | 120K | ▲+18% Added · +18K sh | Q1 2026 | |
| 8 | CWM, LLC | $4.9M | 114K | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 9 | Strategic Blueprint, LLC | $5.0M | 110K | ▼−0.2% Reduced · −239 sh | Q2 2026 | |
| 10 | TRUIST FINANCIAL CORP | $3.8M | 89K | ▼−0.3% Reduced · −231 sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $3.8M | 89K | ▲+23% Added · +17K sh | Q1 2026 | |
| 12 | Clearstead Advisors, LLC | $3.6M | 80K | ▲+0.2% Added · +130 sh | Q2 2026 | |
| 13 | Berkshire Money Management, Inc. | $3.6M | 80K | —Held | Q2 2026 | |
| 14 | Spire Wealth Management | $3.3M | 77K | ▲+93% Added · +37K sh | Q1 2026 | |
| 15 | Prairie Wealth Advisors, Inc. | $2.8M | 66K | ▲New +66K sh | Q3 2025 | |
| 16 | LPL Financial LLC | $2.7M | 65K | ▼−12% Reduced · −9K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $2.5M | 58K | ▼−2.7% Reduced · −2K sh | Q1 2026 | |
| 18 | Lantz Financial LLC | $2.5M | 55K | ▼−0.7% Reduced · −395 sh | Q2 2026 | |
| 19 | Orion Porfolio Solutions, LLC | $2.3M | 54K | ▲+7.7% Added · +4K sh | Q1 2026 | |
| 20 | IMG Wealth Management, Inc. | $2.3M | 50K | ▲+1.2% Added · +581 sh | Q2 2026 | |
| 21 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $2.1M | 50K | ▲+10% Added · +5K sh | Q1 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 49K | ▲New +49K sh | Q1 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $2.2M | 49K | ▲+36% Added · +13K sh | Q2 2026 | |
| 24 | Allworth Financial LP | $2.1M | 48K | ▼−2.0% Reduced · −982 sh | Q1 2026 | |
| 25 | Advus Financial Partners, LLC | $2.2M | 47K | ▼−3.6% Reduced · −2K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in UJAN and 16 added to an existing one, while 19 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 57 funds | $5.0B |
| NVIDIA CORPNVDA | 56 funds | $4.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 56 funds | $2.9B |
| MICROSOFT CORPMSFT | 55 funds | $2.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 55 funds | $2.2B |
| AMAZON.COM INCAMZN | 55 funds | $2.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 54 funds | $2.0B |
| ALPHABET INC-CL AGOOGL | 54 funds | $2.0B |
| ALPHABET INC-CL CGOOG | 54 funds | $1.3B |
| JOHNSON & JOHNSONJNJ | 54 funds | $915.6M |
| VANGUARD S&P 500 ETFVOO | 53 funds | $4.0B |
| BROADCOM INCAVGO | 53 funds | $1.5B |
Ranked by how many of UJAN's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PJANmc | 270 funds | $1.0B |
| PJULmc | 246 funds | $688.6M |
| POCTmc | 232 funds | $682.6M |
| PFEBmc | 215 funds | $584.5M |
| PAPRmc | 213 funds | $575.7M |
| PDECmc | 208 funds | $645.4M |
| PSEPmc | 203 funds | $570.1M |
| PAUGmc | 198 funds | $617.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for UJAN
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UJAN/capital-change-brief"
Use Arkolith's capital_change_brief for UJAN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for UJAN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.