JANB Institutional Ownership & Shareholders
APTUS JANUARY BUFFER ETF (JANB) is currently held by 18 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $91.60M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of JANB tracked by InsiderSet, reporting ownership valued at approximately $29.30M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $29.14M, representing an estimated loss of -0.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed JANB value among the investors covered in this analysis. Major shareholders include Gradient Investments Llc, Kfg Wealth Management, Llc, Long Island Wealth Management, Inc., and several other long-term asset managers with concentrated positions in APTUS JANUARY BUFFER ETF (JANB).
This page ranks the largest institutional JANB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
18
Total Reported Value
$91.60M
Largest Holder
Gradient Investments Llc
Largest Position
$29.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
23
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 0.42% | 1,046,732 | $29,303,881 | $29,139,658 | -$164,223 | -0.56% | |
| Kfg Wealth Management, Llc | 2.15% | 708,391 | $19,831,843 | $19,720,685 | -$111,158 | -0.56% | |
| Long Island Wealth Management, Inc. | 5.76% | 526,999 | $14,753,653 | $14,670,967 | -$82,686 | -0.56% | |
| Uniting Wealth Partners, Llc | 2.08% | 375,780 | $10,232,489 | $10,461,227 | +$228,738 | +2.24% | |
| Integrated Wealth Concepts Llc | 0.04% | 232,025 | $6,318,041 | $6,459,274 | +$141,233 | +2.24% | |
| Aptus Capital Advisors, Llc | 0.03% | 152,175 | $4,143,725 | $4,236,354 | +$92,629 | +2.24% | |
| Guardian Wealth Advisors, Llc / Nc | 0.19% | 120,537 | $3,282,223 | $3,355,593 | +$73,370 | +2.24% | |
| Cornerstone Wealth Group, Llc | 0.04% | 26,955 | $754,621 | $750,392 | -$4,229 | -0.56% | |
| Susquehanna International Group, Llp | 0.00% | 24,749 | $673,915 | $688,980 | +$15,065 | +2.24% | |
| Blue Bell Private Wealth Management, Llc | 0.06% | 19,007 | $532,112 | $529,130 | -$2,982 | -0.56% | |
| Websterrogers Financial Advisors, Llc | 0.11% | 15,294 | $428,165 | $425,765 | -$2,400 | -0.56% | |
| Brown Financial Advisors | 0.11% | 12,003 | $326,842 | $334,148 | +$7,306 | +2.24% | |
| Kovack Advisors, Inc. | 0.01% | 10,568 | $287,779 | $294,199 | +$6,420 | +2.23% | |
| Meridian Wealth Management, Llc | 0.01% | 9,510 | $258,957 | $264,746 | +$5,789 | +2.24% | |
| Prime Capital Investment Advisors, Llc | 0.00% | 8,449 | $236,535 | $235,209 | -$1,326 | -0.56% | |
| Mattson Financial Services, Llc | 0.05% | 7,987 | $218,765 | $222,348 | +$3,583 | +1.64% | |
| Ubs Group Ag | 0.00% | 511 | $13,915 | $14,226 | +$311 | +2.23% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 40 | $1,120 | $1,114 | -$6 | -0.58% |
Frequently asked questions about JANB
Who are the largest institutional holders of JANB?
The largest institutional holders of JANB reported in the latest SEC Form 13F filings include Gradient Investments Llc, Kfg Wealth Management, Llc, Long Island Wealth Management, Inc., Uniting Wealth Partners, Llc, and Integrated Wealth Concepts Llc. InsiderSet ranks institutional holders by their latest reported JANB position.
What is JANB institutional ownership?
This page tracks JANB positions reported by institutional investment managers through SEC Form 13F. APTUS JANUARY BUFFER ETF (JANB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JANB?
InsiderSet currently tracks 18 institutional managers reporting JANB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JANB shareholders.
How much JANB stock do institutions own?
Institutional investment managers disclosed approximately $91.60M in JANB holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JANB institutional ownership last updated?
The latest JANB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JANB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JANB position after the reporting date.
Are institutions buying or selling JANB?
Institutional buying and selling can be analyzed by comparing JANB positions across consecutive 13F reporting periods. InsiderSet's JANB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JANB ownership changes.
How has JANB institutional ownership changed over time?
InsiderSet tracks JANB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.