Among active 13F managers last quarter, 1 opened and 6 added, while 9 reduced; the largest holder to move was Mutual Advisors, LLC (−0.0%).
62 tracked 13F filers disclose a position in ZJAN as of the latest SEC 13F filings, a combined $47.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NewEdge Advisors, LLC | 312K | $8.7M | ▲+14% Added · +39K sh | Q2 2026 | |
| 2 | Archer Investment Corp | 118K | $3.3M | —Held | Q2 2026 | |
| 3 | Jane Street Group, LLC | 82K | $2.2M | ▲New +82K sh | Q1 2026 | |
| 4 | Mutual Advisors, LLC | 81K | $2.3M | ▼~0% Reduced · −19 sh | Q2 2026 | |
| 5 | Osaic Holdings, Inc. | 77K | $2.1M | ▲+128% Added · +43K sh | Q1 2026 | |
| 6 | Commonwealth Equity Services, LLC | 69K | $1.9M | ▲+44% Added · +21K sh | Q1 2026 | |
| 7 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 55K | $1.5M | ▼−17% Reduced · −11K sh | Q2 2026 | |
| 8 | HighTower Advisors, LLC | 51K | $1.4M | ▲+22% Added · +9K sh | Q1 2026 | |
| 9 | Raymond James Financial Inc | 50K | $1.4M | ▼−10% Reduced · −6K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | 48K | $1.3M | ▲+98% Added · +24K sh | Q1 2026 | |
| 11 | Envestnet Asset Management Inc | 48K | $1.3M | ▲+201% Added · +32K sh | Q1 2026 | |
| 12 | Lineweaver Wealth Advisors, LLC | 41K | $1.2M | —Held | Q2 2026 | |
| 13 | Cerity Partners LLC | 39K | $1.1M | —Held | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | 37K | $1.0M | ▼−61% Reduced · −57K sh | Q2 2026 | |
| 15 | Caliber Wealth Management, LLC / KS | 37K | $1.0M | —Held | Q2 2026 | |
| 16 | Cypress Wealth Services, LLC | 35K | $991K | ▲+57% Added · +13K sh | Q2 2026 | |
| 17 | Insight Wealth Partners, LLC | 35K | $975K | —Held | Q2 2026 | |
| 18 | KFG Wealth Management, LLC | 35K | $974K | —Held | Q2 2026 | |
| 19 | AE Wealth Management LLC | 27K | $728K | ▲+55% Added · +9K sh | Q1 2026 | |
| 20 | Central Valley Advisors, LLC | 22K | $628K | ▼−7.1% Reduced · −2K sh | Q2 2026 | |
| 21 | Old Mission Capital LLC | 22K | $596K | ▲+34% Added · +6K sh | Q1 2026 | |
| 22 | MML Investors Services, LLC | 21K | $578K | ▼−1.2% Reduced · −252 sh | Q2 2026 | |
| 23 | Kelly Financial Group LLC | 20K | $547K | —Held | Q2 2026 | |
| 24 | Tradition Wealth Management, LLC | 19K | $541K | —Held | Q2 2026 | |
| 25 | Farther Finance Advisors, LLC | 19K | $513K | ▼−2.9% Reduced · −571 sh | Q1 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, 1 fund opened a new position in ZJAN and 6 added to an existing one, while 9 reduced. 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 | Their position there |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 31 funds | $2.1B |
| Ishares Core S&P 500 ETFIVV | 30 funds | $4.9B |
| Apple IncAAPL | 30 funds | $4.0B |
| Microsoft CorpMSFT | 30 funds | $2.4B |
| Nvidia CorpNVDA | 29 funds | $5.6B |
| Invesco QQQ Trust Series 1QQQ | 29 funds | $1.7B |
| Meta Platforms Inc-Class AMETA | 29 funds | $1.5B |
| JPMorgan Chase & CoJPM | 29 funds | $1.3B |
| Tesla IncTSLA | 29 funds | $1.2B |
| Johnson & JohnsonJNJ | 29 funds | $837.4M |
| Walmart IncWMT | 29 funds | $702.3M |
| Caterpillar IncCAT | 29 funds | $545.9M |
Ranked by how many of ZJAN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ZJAN.
| Class | 13F holders | Value held |
|---|---|---|
| ZFEBmc | 94 funds | $83.9M |
| ZMARmc | 82 funds | $50.5M |
| ZDEKmc | 77 funds | $64.0M |
| ZJUNmc | 73 funds | $63.3M |
| ZSEPmc | 71 funds | $85.3M |
| ZNOVmc | 68 funds | $54.2M |
| ZOCTmc | 66 funds | $61.8M |
| KDECmc | 63 funds | $63.2M |
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 ZJAN
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/ZJAN/capital-change-brief"
Use Arkolith's capital_change_brief for ZJAN. 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 ZJAN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.