JANU Institutional Ownership & Shareholders
ALLIANZIM US BF15 UNCAP JAN (JANU) is currently held by 30 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $72.51M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sterling Manor Financial, Llc is currently the largest disclosed institutional shareholder of JANU tracked by InsiderSet, reporting ownership valued at approximately $15.56M 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 $15.37M, representing an estimated loss of -1.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed JANU value among the investors covered in this analysis. Major shareholders include Sterling Manor Financial, Llc, Allianz Se, Discipline Wealth Solutions, Llc, and several other long-term asset managers with concentrated positions in ALLIANZIM US BF15 UNCAP JAN (JANU).
This page ranks the largest institutional JANU 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
30
Total Reported Value
$72.51M
Largest Holder
Sterling Manor Financial, Llc
Largest Position
$15.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sterling Manor Financial, Llc | 9.00% | 510,742 | $15,555,214 | $15,373,334 | -$181,880 | -1.17% | |
| Allianz Se | 0.16% | 503,347 | $15,165,845 | $15,150,745 | -$15,100 | -0.10% | |
| Discipline Wealth Solutions, Llc | 0.60% | 228,354 | $6,954,792 | $6,873,455 | -$81,337 | -1.17% | |
| Rfg Advisory, Llc | 0.10% | 213,359 | $6,428,507 | $6,422,106 | -$6,401 | -0.10% | |
| Stephens Inc | 0.07% | 200,115 | $6,029,465 | $6,023,462 | -$6,004 | -0.10% | |
| Kestra Advisory Services, Llc | 0.01% | 142,663 | $4,298,436 | $4,294,156 | -$4,280 | -0.10% | |
| Envestnet Asset Management Inc | 0.00% | 118,730 | $3,577,335 | $3,573,773 | -$3,562 | -0.10% | |
| Usa Financial Formulas | 0.50% | 83,942 | $2,556,554 | $2,526,654 | -$29,900 | -1.17% | |
| Susquehanna International Group, Llp | 0.00% | 75,132 | $2,263,727 | $2,261,473 | -$2,254 | -0.10% | |
| Ars Wealth Advisors Group, Llc | 0.12% | 53,034 | $1,615,214 | $1,596,323 | -$18,891 | -1.17% | |
| Creative Financial Designs Inc | 0.06% | 40,158 | $1,209,961 | $1,208,756 | -$1,205 | -0.10% | |
| Commonwealth Equity Services, Llc | 0.00% | 36,601 | $1,102,790 | $1,101,690 | -$1,100 | -0.10% | |
| Cetera Investment Advisers | 0.00% | 26,829 | $808,358 | $807,553 | -$805 | -0.10% | |
| Arax Advisory Partners | 0.00% | 24,335 | $733,215 | $732,484 | -$732 | -0.10% | |
| Savant Capital, Llc | 0.00% | 22,225 | $669,640 | $668,973 | -$668 | -0.10% | |
| Farther Finance Advisors, Llc | 0.00% | 21,285 | $648,260 | $640,679 | -$7,582 | -1.17% | |
| Mml Investors Services, Llc | 0.00% | 12,602 | $379,698 | $379,320 | -$378 | -0.10% | |
| Raymond James Financial Inc | 0.00% | 12,083 | $364,061 | $363,698 | -$363 | -0.10% | |
| Stratos Wealth Advisors, Llc | 0.02% | 9,220 | $277,799 | $277,522 | -$277 | -0.10% | |
| Transcendent Capital Group Llc | 0.11% | 8,815 | $268,471 | $265,332 | -$3,140 | -1.17% | |
| Grantvest Financial Group Llc | 0.15% | 8,447 | $257,264 | $254,255 | -$3,009 | -1.17% | |
| Nbz Investment Advisors Llc | 0.10% | 8,415 | $256,289 | $253,292 | -$2,998 | -1.17% | |
| Visionary Wealth Advisors | 0.01% | 7,864 | $236,943 | $236,706 | -$237 | -0.10% | |
| Southland Equity Partners Llc | 0.04% | 7,211 | $219,620 | $217,051 | -$2,569 | -1.17% | |
| Centaurus Financial, Inc. | 0.01% | 6,625 | $200,000 | $199,413 | -$588 | -0.29% | |
| Harbour Investments, Inc. | 0.00% | 5,849 | $176,230 | $176,055 | -$175 | -0.10% | |
| Osaic Holdings, Inc. | 0.00% | 4,642 | $139,860 | $139,724 | -$136 | -0.10% | |
| Jpmorgan Chase & Co | 0.00% | 2,940 | $87,759 | $88,494 | +$735 | +0.84% | |
| Ifp Advisors, Inc | 0.00% | 725 | $22,081 | $21,823 | -$259 | -1.17% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 267 | $8,045 | $8,037 | -$8 | -0.10% |
Frequently asked questions about JANU
Who are the largest institutional holders of JANU?
The largest institutional holders of JANU reported in the latest SEC Form 13F filings include Sterling Manor Financial, Llc, Allianz Se, Discipline Wealth Solutions, Llc, Rfg Advisory, Llc, and Stephens Inc. InsiderSet ranks institutional holders by their latest reported JANU position.
What is JANU institutional ownership?
This page tracks JANU positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM US BF15 UNCAP JAN (JANU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JANU?
InsiderSet currently tracks 30 institutional managers reporting JANU 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 JANU shareholders.
How much JANU stock do institutions own?
Institutional investment managers disclosed approximately $72.51M in JANU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JANU institutional ownership last updated?
The latest JANU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 JANU 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 JANU position after the reporting date.
Are institutions buying or selling JANU?
Institutional buying and selling can be analyzed by comparing JANU positions across consecutive 13F reporting periods. InsiderSet's JANU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JANU ownership changes.
How has JANU institutional ownership changed over time?
InsiderSet tracks JANU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.