TJAN Institutional Ownership & Shareholders
INV E D PRT ETF - 2Y T JAN27 (TJAN) is currently held by 23 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $13.38M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Brookstone Capital Management is currently the largest disclosed institutional shareholder of TJAN tracked by InsiderSet, reporting ownership valued at approximately $4.70M 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 $4.71M, representing an estimated gain of +0.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed TJAN value among the investors covered in this analysis. Major shareholders include Brookstone Capital Management, Commonwealth Equity Services, Llc, Tradition Wealth Management, Llc, and several other long-term asset managers with concentrated positions in INV E D PRT ETF - 2Y T JAN27 (TJAN).
This page ranks the largest institutional TJAN 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
23
Total Reported Value
$13.38M
Largest Holder
Brookstone Capital Management
Largest Position
$4.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 0.05% | 163,966 | $4,695,166 | $4,713,203 | +$18,037 | +0.38% | |
| Commonwealth Equity Services, Llc | 0.00% | 34,931 | $982,980 | $1,004,092 | +$21,112 | +2.15% | |
| Tradition Wealth Management, Llc | 0.06% | 32,651 | $918,822 | $938,553 | +$19,731 | +2.15% | |
| Gill Capital Partners, Llc | 0.22% | 28,254 | $809,053 | $812,161 | +$3,108 | +0.38% | |
| Mutual Advisors, Llc | 0.01% | 25,017 | $703,996 | $719,114 | +$15,118 | +2.15% | |
| Atlantic Private Wealth, Llc | 0.42% | 24,500 | $689,447 | $704,253 | +$14,806 | +2.15% | |
| Raymond James Financial Inc | 0.00% | 21,127 | $594,528 | $607,296 | +$12,768 | +2.15% | |
| Cypress Wealth Services, Llc | 0.07% | 20,528 | $589,158 | $590,077 | +$919 | +0.16% | |
| Old Mission Capital Llc | 0.01% | 19,874 | $559,268 | $571,278 | +$12,010 | +2.15% | |
| Smi Advisory Services, Llc | 0.09% | 18,817 | $540,361 | $540,895 | +$534 | +0.10% | |
| Triad Wealth Partners, Llc | 0.02% | 13,075 | $374,403 | $375,841 | +$1,438 | +0.38% | |
| Cetera Investment Advisers | 0.00% | 12,978 | $365,210 | $373,053 | +$7,843 | +2.15% | |
| Mml Investors Services, Llc | 0.00% | 12,929 | $363,831 | $371,644 | +$7,813 | +2.15% | |
| Susquehanna International Group, Llp | 0.00% | 9,915 | $279,015 | $285,007 | +$5,992 | +2.15% | |
| Citadel Advisors Llc | 0.00% | 7,731 | $217,556 | $222,228 | +$4,672 | +2.15% | |
| Lpl Financial Llc | 0.00% | 7,578 | $213,250 | $217,830 | +$4,580 | +2.15% | |
| Barclays Plc | 0.00% | 5,229 | $147,148 | $150,308 | +$3,160 | +2.15% | |
| Osaic Holdings, Inc. | 0.00% | 4,021 | $113,147 | $115,584 | +$2,437 | +2.15% | |
| Farther Finance Advisors, Llc | 0.00% | 3,249 | $93,035 | $93,393 | +$358 | +0.38% | |
| Cwm, Llc | 0.00% | 2,653 | $71,894 | $76,260 | +$4,366 | +6.07% | |
| Ifp Advisors, Inc | 0.00% | 2,100 | $60,134 | $60,365 | +$231 | +0.38% | |
| Harbour Investments, Inc. | 0.00% | 80 | $2,251 | $2,300 | +$49 | +2.16% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 7,121 | $200 | $204,693 | +$204,493 | +102246.57% |
Frequently asked questions about TJAN
Who are the largest institutional holders of TJAN?
The largest institutional holders of TJAN reported in the latest SEC Form 13F filings include Brookstone Capital Management, Commonwealth Equity Services, Llc, Tradition Wealth Management, Llc, Gill Capital Partners, Llc, and Mutual Advisors, Llc. InsiderSet ranks institutional holders by their latest reported TJAN position.
What is TJAN institutional ownership?
This page tracks TJAN positions reported by institutional investment managers through SEC Form 13F. INV E D PRT ETF - 2Y T JAN27 (TJAN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TJAN?
InsiderSet currently tracks 23 institutional managers reporting TJAN 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 TJAN shareholders.
How much TJAN stock do institutions own?
Institutional investment managers disclosed approximately $13.38M in TJAN holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TJAN institutional ownership last updated?
The latest TJAN 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 TJAN 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 TJAN position after the reporting date.
Are institutions buying or selling TJAN?
Institutional buying and selling can be analyzed by comparing TJAN positions across consecutive 13F reporting periods. InsiderSet's TJAN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TJAN ownership changes.
How has TJAN institutional ownership changed over time?
InsiderSet tracks TJAN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.