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Funds Holding NJAN

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.

HolderAmountPosition Size
($ in 1000's)
 As of
GWM Advisors LLC441,197$18,740 12/31/2023
     NJAN441,197$18,740 12/31/2023
SMI Advisory Services LLC348,698$15,147 03/31/2024
     NJAN348,698$15,147 03/31/2024
AdvisorNet Financial Inc188,305$8,206 03/31/2024
     NJAN188,305$8,206 03/31/2024
Advisor Group Holdings Inc.113,992$4,752 12/31/2023
     NJAN113,992$4,752 12/31/2023
MAI Capital Management83,527$3,482 12/31/2023
     NJAN83,527$3,482 12/31/2023
Retirement Guys Formula LLC56,932$2,373 12/31/2023
     NJAN56,932$2,373 12/31/2023
RFG Advisory LLC53,638$2,338 03/31/2024
     NJAN53,638$2,338 03/31/2024
Diligent Investors LLC44,450$1,853 12/31/2023
     NJAN44,450$1,853 12/31/2023
Commonwealth Equity Services LLC43,700$1,822 12/31/2023
     NJAN43,700$1,822 12/31/2023
Kestra Advisory Services LLC39,820$1,660 12/31/2023
     NJAN39,820$1,660 12/31/2023
DHJJ Financial Advisors Ltd.37,836$1,649 03/31/2024
     NJAN37,836$1,649 03/31/2024
My Personal CFO LLC39,000$1,626 12/31/2023
     NJAN39,000$1,626 12/31/2023
Sunbelt Securities Inc.33,339$1,453 03/31/2024
     NJAN33,339$1,453 03/31/2024
Crown Wealth Group LLC30,300$1,263 12/31/2023
     NJAN30,300$1,263 12/31/2023
AE Wealth Management LLC27,422$1,167 12/31/2023
     NJAN27,422$1,167 12/31/2023
Truist Financial Corp27,326$1,139 12/31/2023
     NJAN27,326$1,139 12/31/2023
Cetera Investment Advisers21,467$895 12/31/2023
     NJAN21,467$895 12/31/2023
Wealth Enhancement Advisory Services LLC20,330$886 03/31/2024
     NJAN20,330$886 03/31/2024
Janney Montgomery Scott LLC21,202$884 12/31/2023
     NJAN21,202$884 12/31/2023
Cetera Advisor Networks LLC19,721$822 12/31/2023
     NJAN19,721$822 12/31/2023
LPL Financial LLC19,489$812 12/31/2023
     NJAN19,489$812 12/31/2023
Sugarloaf Wealth Management LLC17,728$739 12/31/2023
     NJAN17,728$739 12/31/2023
CoreCap Advisors LLC17,503$730 12/31/2023
     NJAN17,503$730 12/31/2023
Cambridge Investment Research Advisors Inc.15,926$664 12/31/2023
     NJAN15,926$664 12/31/2023
Lincoln National Corp14,496$604 12/31/2023
     NJAN14,496$604 12/31/2023
Citadel Advisors LLC14,098$588 12/31/2023
     NJAN14,098$588 12/31/2023
PFG Advisors13,393$558 12/31/2023
     NJAN13,393$558 12/31/2023
Centaurus Financial Inc.13,241$552 12/31/2023
     NJAN13,241$552 12/31/2023
M Holdings Securities Inc.12,594$525 12/31/2023
     NJAN12,594$525 12/31/2023
Berkshire Money Management Inc.12,055$503 12/31/2023
     NJAN12,055$503 12/31/2023
Strategic Blueprint LLC11,670$487 12/31/2023
     NJAN11,670$487 12/31/2023
Castle Wealth Management LLC11,092$462 12/31/2023
     NJAN11,092$462 12/31/2023
CRA Financial Services LLC10,585$461 03/31/2024
     NJAN10,585$461 03/31/2024
ODonnell Financial Services LLC9,921$414 12/31/2023
     NJAN9,921$414 12/31/2023
IFP Advisors Inc9,459$394 12/31/2023
     NJAN9,459$394 12/31/2023
Collaborative Wealth Managment Inc.9,169$382 12/31/2023
     NJAN9,169$382 12/31/2023
Arlington Capital Management Inc.8,942$373 12/31/2023
     NJAN8,942$373 12/31/2023
Ambassador Advisors LLC8,470$362 12/31/2023
     NJAN8,470$362 12/31/2023
HighTower Advisors LLC8,469$353 12/31/2023
     NJAN8,469$353 12/31/2023
Raymond James Financial Services Advisors Inc.8,364$349 12/31/2023
     NJAN8,364$349 12/31/2023
Keystone Wealth Services LLC7,583$330 03/31/2024
     NJAN7,583$330 03/31/2024
Envestnet Asset Management Inc.7,919$330 12/31/2023
     NJAN7,919$330 12/31/2023
Brookstone Capital Management7,335$320 03/31/2024
     NJAN7,335$320 03/31/2024
Long Island Wealth Management Inc.7,434$310 12/31/2023
     NJAN7,434$310 12/31/2023
Focus Financial Network Inc. ADV7,405$309 12/31/2023
     NJAN7,405$309 12/31/2023
Founders Financial Securities LLC6,812$297 03/31/2024
     NJAN6,812$297 03/31/2024
BCS Wealth Management6,414$280 03/31/2024
     NJAN6,414$280 03/31/2024
Captrust Financial Advisors6,601$275 12/31/2023
     NJAN6,601$275 12/31/2023
Kingswood Wealth Advisors LLC6,042$263 03/31/2024
     NJAN6,042$263 03/31/2024
Main Street Financial Solutions LLC6,300$263 12/31/2023
     NJAN6,300$263 12/31/2023
Pensionmark Financial Group LLC6,277$262 12/31/2023
     NJAN6,277$262 12/31/2023
Arete Wealth Advisors LLC5,913$247 12/31/2023
     NJAN5,913$247 12/31/2023
Stratos Wealth Advisors LLC5,424$236 03/31/2024
     NJAN5,424$236 03/31/2024
Comprehensive Financial Consultants Institutional Inc.5,490$229 12/31/2023
     NJAN5,490$229 12/31/2023
Cetera Advisors LLC5,116$213 12/31/2023
     NJAN5,116$213 12/31/2023
Compass Advisory Group LLC5,075$212 12/31/2023
     NJAN5,075$212 12/31/2023
Pillar Wealth Advisors LLC5,062$211 12/31/2023
     NJAN5,062$211 12/31/2023
Optimist Retirement Group LLC5,012$209 12/31/2023
     NJAN5,012$209 12/31/2023
Global Trust Asset Management LLC2,900$126 03/31/2024
     NJAN2,900$126 03/31/2024
Harbour Investments Inc.3,033$126 12/31/2023
     NJAN3,033$126 12/31/2023
Principal Securities Inc.2,539$106 12/31/2023
     NJAN2,539$106 12/31/2023
Blue Bell Private Wealth Management LLC1,834$76 12/31/2023
     NJAN1,834$76 12/31/2023
Capital Analysts LLC1,537$64 12/31/2023
     NJAN1,537$64 12/31/2023
NBC Securities Inc.729$31 03/31/2024
     NJAN729$31 03/31/2024
Steward Partners Investment Advisory LLC637$27 12/31/2023
     NJAN637$27 12/31/2023
US Bancorp DE433$18 12/31/2023
     NJAN433$18 12/31/2023
Creative Financial Designs Inc. ADV300$13 12/31/2023
     NJAN300$13 12/31/2023
Morgan Stanley220$9 12/31/2023
     NJAN220$9 12/31/2023
Proequities Inc.0$0 12/31/2023
     NJAN0$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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