INV E D PRT ETF - 2Y T JAN27 (TJAN) Institutional Ownership Changes & 13F Activity
INV E D PRT ETF - 2Y T JAN27 (TJAN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Brookstone Capital Management, Hightower Advisors, Llc, Old Mission Capital Llc, Raymond James Financial Inc, and Commonwealth Equity Services, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | Buy | +36,262 | — | 36,262 | $991.05K | Q4 2025 | Feb 18, 2026 |
| Old Mission Capital Llc | Buy | +47,333 | — | 47,333 | $1.29M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +8,534 | — | 8,534 | $233.24K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +7,490 | — | 7,490 | $204.70K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +5,254 | — | 5,254 | $143.59K | Q4 2025 | Feb 17, 2026 |
| Mml Investors Services, Llc | Buy | +12,964 | — | 12,964 | $354.31K | Q4 2025 | Feb 13, 2026 |
| Creativeone Wealth, Llc | Buy | +7,380 | — | 7,380 | $201.70K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +6,050 | — | 6,050 | $165.35K | Q4 2025 | Feb 13, 2026 |
| Barclays Plc | Buy | +2,921 | — | 2,921 | $79.83K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +34,931 | — | 34,931 | $954.67K | Q4 2025 | Feb 12, 2026 |
| Tradition Wealth Management, Llc | Buy | +32,753 | — | 32,753 | $895.15K | Q4 2025 | Feb 11, 2026 |
| Atlantic Private Wealth, Llc | Buy | +24,500 | — | 24,500 | $669.59K | Q4 2025 | Feb 11, 2026 |
| Lpl Financial Llc | Buy | +8,558 | — | 8,558 | $233.89K | Q4 2025 | Feb 11, 2026 |
| Gill Capital Partners, Llc | Buy | +28,254 | — | 28,254 | $772.19K | Q4 2025 | Feb 10, 2026 |
| Harbour Investments, Inc. | Buy | +171 | — | 171 | $4.68K | Q4 2025 | Feb 09, 2026 |
| Hightower Advisors, Llc | Buy | +63,479 | — | 63,479 | $1.73M | Q4 2025 | Feb 06, 2026 |
| Ifp Advisors, Inc | Buy | +3,100 | — | 3,100 | $84.72K | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +14,176 | — | 14,176 | $387.00K | Q4 2025 | Feb 05, 2026 |
| Mutual Advisors, Llc | Buy | +25,017 | — | 25,017 | $683.72K | Q4 2025 | Feb 02, 2026 |
| Ubs Group Ag | Buy | +2,009 | — | 2,009 | $54.91K | Q4 2025 | Jan 29, 2026 |
| Cwm, Llc | Buy | +2,653 | — | 2,653 | $73.00K | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, Llc | Buy | +3,249 | — | 3,249 | $88.80K | Q4 2025 | Jan 23, 2026 |
| Triad Wealth Partners, Llc | Buy | +13,297 | — | 13,297 | $363.41K | Q4 2025 | Jan 22, 2026 |
| Brookstone Capital Management | Buy | +169,075 | — | 169,075 | $4.62M | Q4 2025 | Jan 15, 2026 |
| Cypress Wealth Services, Llc | Buy | +30,599 | — | 30,599 | $836.28K | Q4 2025 | Jan 14, 2026 |
| Smi Advisory Services, Llc | Buy | +26,563 | — | 26,563 | $728.09K | Q4 2025 | Jan 13, 2026 |
Frequently asked questions about TJAN activity
Which institutional owners are buying TJAN?
Institutional owners buying TJAN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TJAN activity?
"Buy" means an investor increased their reported position in TJAN compared to the prior reporting period. This reflects growing exposure to INV E D PRT ETF - 2Y T JAN27 (TJAN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TJAN increasing?
Institutional interest in TJAN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.