On this page, we present all of the funds holding NJAN from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding NJAN, with a link to that fund's top holdings. The next columns indicate the amount of NJAN stock held by each of the funds holding NJAN, followed by the NJAN position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 68 funds holding NJAN within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by GWM Advisors LLC. For more details on the positions held by GWM Advisors LLC (or by any of the other funds holding NJAN), click the fund name in the "Holder" column of the funds-holding-NJAN table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
GWM Advisors LLC | 441,197 | $18,740 | 12/31/2023 |
NJAN | 441,197 | $18,740 | 12/31/2023 |
SMI Advisory Services LLC | 348,698 | $15,147 | 03/31/2024 |
NJAN | 348,698 | $15,147 | 03/31/2024 |
AdvisorNet Financial Inc | 188,305 | $8,206 | 03/31/2024 |
NJAN | 188,305 | $8,206 | 03/31/2024 |
Advisor Group Holdings Inc. | 113,992 | $4,752 | 12/31/2023 |
NJAN | 113,992 | $4,752 | 12/31/2023 |
MAI Capital Management | 83,527 | $3,482 | 12/31/2023 |
NJAN | 83,527 | $3,482 | 12/31/2023 |
Retirement Guys Formula LLC | 56,932 | $2,373 | 12/31/2023 |
NJAN | 56,932 | $2,373 | 12/31/2023 |
RFG Advisory LLC | 53,638 | $2,338 | 03/31/2024 |
NJAN | 53,638 | $2,338 | 03/31/2024 |
Diligent Investors LLC | 44,450 | $1,853 | 12/31/2023 |
NJAN | 44,450 | $1,853 | 12/31/2023 |
Commonwealth Equity Services LLC | 43,700 | $1,822 | 12/31/2023 |
NJAN | 43,700 | $1,822 | 12/31/2023 |
Kestra Advisory Services LLC | 39,820 | $1,660 | 12/31/2023 |
NJAN | 39,820 | $1,660 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 37,836 | $1,649 | 03/31/2024 |
NJAN | 37,836 | $1,649 | 03/31/2024 |
My Personal CFO LLC | 39,000 | $1,626 | 12/31/2023 |
NJAN | 39,000 | $1,626 | 12/31/2023 |
Sunbelt Securities Inc. | 33,339 | $1,453 | 03/31/2024 |
NJAN | 33,339 | $1,453 | 03/31/2024 |
Crown Wealth Group LLC | 30,300 | $1,263 | 12/31/2023 |
NJAN | 30,300 | $1,263 | 12/31/2023 |
AE Wealth Management LLC | 27,422 | $1,167 | 12/31/2023 |
NJAN | 27,422 | $1,167 | 12/31/2023 |
Truist Financial Corp | 27,326 | $1,139 | 12/31/2023 |
NJAN | 27,326 | $1,139 | 12/31/2023 |
Cetera Investment Advisers | 21,467 | $895 | 12/31/2023 |
NJAN | 21,467 | $895 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 20,330 | $886 | 03/31/2024 |
NJAN | 20,330 | $886 | 03/31/2024 |
Janney Montgomery Scott LLC | 21,202 | $884 | 12/31/2023 |
NJAN | 21,202 | $884 | 12/31/2023 |
Cetera Advisor Networks LLC | 19,721 | $822 | 12/31/2023 |
NJAN | 19,721 | $822 | 12/31/2023 |
LPL Financial LLC | 19,489 | $812 | 12/31/2023 |
NJAN | 19,489 | $812 | 12/31/2023 |
Sugarloaf Wealth Management LLC | 17,728 | $739 | 12/31/2023 |
NJAN | 17,728 | $739 | 12/31/2023 |
CoreCap Advisors LLC | 17,503 | $730 | 12/31/2023 |
NJAN | 17,503 | $730 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 15,926 | $664 | 12/31/2023 |
NJAN | 15,926 | $664 | 12/31/2023 |
Lincoln National Corp | 14,496 | $604 | 12/31/2023 |
NJAN | 14,496 | $604 | 12/31/2023 |
Citadel Advisors LLC | 14,098 | $588 | 12/31/2023 |
NJAN | 14,098 | $588 | 12/31/2023 |
PFG Advisors | 13,393 | $558 | 12/31/2023 |
NJAN | 13,393 | $558 | 12/31/2023 |
Centaurus Financial Inc. | 13,241 | $552 | 12/31/2023 |
NJAN | 13,241 | $552 | 12/31/2023 |
M Holdings Securities Inc. | 12,594 | $525 | 12/31/2023 |
NJAN | 12,594 | $525 | 12/31/2023 |
Berkshire Money Management Inc. | 12,055 | $503 | 12/31/2023 |
NJAN | 12,055 | $503 | 12/31/2023 |
Strategic Blueprint LLC | 11,670 | $487 | 12/31/2023 |
NJAN | 11,670 | $487 | 12/31/2023 |
Castle Wealth Management LLC | 11,092 | $462 | 12/31/2023 |
NJAN | 11,092 | $462 | 12/31/2023 |
CRA Financial Services LLC | 10,585 | $461 | 03/31/2024 |
NJAN | 10,585 | $461 | 03/31/2024 |
ODonnell Financial Services LLC | 9,921 | $414 | 12/31/2023 |
NJAN | 9,921 | $414 | 12/31/2023 |
IFP Advisors Inc | 9,459 | $394 | 12/31/2023 |
NJAN | 9,459 | $394 | 12/31/2023 |
Collaborative Wealth Managment Inc. | 9,169 | $382 | 12/31/2023 |
NJAN | 9,169 | $382 | 12/31/2023 |
Arlington Capital Management Inc. | 8,942 | $373 | 12/31/2023 |
NJAN | 8,942 | $373 | 12/31/2023 |
Ambassador Advisors LLC | 8,470 | $362 | 12/31/2023 |
NJAN | 8,470 | $362 | 12/31/2023 |
HighTower Advisors LLC | 8,469 | $353 | 12/31/2023 |
NJAN | 8,469 | $353 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 8,364 | $349 | 12/31/2023 |
NJAN | 8,364 | $349 | 12/31/2023 |
Keystone Wealth Services LLC | 7,583 | $330 | 03/31/2024 |
NJAN | 7,583 | $330 | 03/31/2024 |
Envestnet Asset Management Inc. | 7,919 | $330 | 12/31/2023 |
NJAN | 7,919 | $330 | 12/31/2023 |
Brookstone Capital Management | 7,335 | $320 | 03/31/2024 |
NJAN | 7,335 | $320 | 03/31/2024 |
Long Island Wealth Management Inc. | 7,434 | $310 | 12/31/2023 |
NJAN | 7,434 | $310 | 12/31/2023 |
Focus Financial Network Inc. ADV | 7,405 | $309 | 12/31/2023 |
NJAN | 7,405 | $309 | 12/31/2023 |
Founders Financial Securities LLC | 6,812 | $297 | 03/31/2024 |
NJAN | 6,812 | $297 | 03/31/2024 |
BCS Wealth Management | 6,414 | $280 | 03/31/2024 |
NJAN | 6,414 | $280 | 03/31/2024 |
Captrust Financial Advisors | 6,601 | $275 | 12/31/2023 |
NJAN | 6,601 | $275 | 12/31/2023 |
Kingswood Wealth Advisors LLC | 6,042 | $263 | 03/31/2024 |
NJAN | 6,042 | $263 | 03/31/2024 |
Main Street Financial Solutions LLC | 6,300 | $263 | 12/31/2023 |
NJAN | 6,300 | $263 | 12/31/2023 |
Pensionmark Financial Group LLC | 6,277 | $262 | 12/31/2023 |
NJAN | 6,277 | $262 | 12/31/2023 |
Arete Wealth Advisors LLC | 5,913 | $247 | 12/31/2023 |
NJAN | 5,913 | $247 | 12/31/2023 |
Stratos Wealth Advisors LLC | 5,424 | $236 | 03/31/2024 |
NJAN | 5,424 | $236 | 03/31/2024 |
Comprehensive Financial Consultants Institutional Inc. | 5,490 | $229 | 12/31/2023 |
NJAN | 5,490 | $229 | 12/31/2023 |
Cetera Advisors LLC | 5,116 | $213 | 12/31/2023 |
NJAN | 5,116 | $213 | 12/31/2023 |
Compass Advisory Group LLC | 5,075 | $212 | 12/31/2023 |
NJAN | 5,075 | $212 | 12/31/2023 |
Pillar Wealth Advisors LLC | 5,062 | $211 | 12/31/2023 |
NJAN | 5,062 | $211 | 12/31/2023 |
Optimist Retirement Group LLC | 5,012 | $209 | 12/31/2023 |
NJAN | 5,012 | $209 | 12/31/2023 |
Global Trust Asset Management LLC | 2,900 | $126 | 03/31/2024 |
NJAN | 2,900 | $126 | 03/31/2024 |
Harbour Investments Inc. | 3,033 | $126 | 12/31/2023 |
NJAN | 3,033 | $126 | 12/31/2023 |
Principal Securities Inc. | 2,539 | $106 | 12/31/2023 |
NJAN | 2,539 | $106 | 12/31/2023 |
Blue Bell Private Wealth Management LLC | 1,834 | $76 | 12/31/2023 |
NJAN | 1,834 | $76 | 12/31/2023 |
Capital Analysts LLC | 1,537 | $64 | 12/31/2023 |
NJAN | 1,537 | $64 | 12/31/2023 |
NBC Securities Inc. | 729 | $31 | 03/31/2024 |
NJAN | 729 | $31 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 637 | $27 | 12/31/2023 |
NJAN | 637 | $27 | 12/31/2023 |
US Bancorp DE | 433 | $18 | 12/31/2023 |
NJAN | 433 | $18 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 300 | $13 | 12/31/2023 |
NJAN | 300 | $13 | 12/31/2023 |
Morgan Stanley | 220 | $9 | 12/31/2023 |
NJAN | 220 | $9 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
NJAN | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of NJAN
See Details: Top 10 Hedge Funds Holding NJAN
Also See: NJAN Holdings Changes
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