JANB Institutional Ownership
ETF Series Solutions - Aptus January Buffer ETF
1W: +0.1%
1M: +1.0%
YTD: +0.8%
$28.08
+0.11 (+0.38%)
Weekly Expected Move ±0.7%
$28
$28
$28
$28
$29
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — JANB
22
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
89M
Total Invested
4
New Positions
5
Increased
10
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (22 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC NEW | 1,040,916 | 29M | — | +0.0% | 1Q | SEC ↗ |
| 2 | KFG WEALTH MANAGEMENT, LLC | 686,892 | 19M | +16,203 | +2.4% | 3Q | SEC ↗ |
| 3 | Long Island Wealth Management, Inc. | 510,249 | 14M | +4,645 | +0.9% | 2Q | SEC ↗ |
| 4 | Uniting Wealth Partners, LLC | 375,780 | 11M | +8,777 | +2.4% | 2Q | SEC ↗ |
| 5 | Integrated Wealth Concepts LLC | 232,025 | 7M | -8,200 | -3.4% | 2Q | SEC ↗ |
| 6 | Aptus Capital Advisors, LLC | 152,175 | 4M | +15,899 | +11.7% | 3Q | SEC ↗ |
| 7 | GUARDIAN WEALTH ADVISORS, LLC / NC | 120,537 | 3M | — | +0.0% | 3Q | SEC ↗ |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,749 | 695K | +6,601 | +36.4% | 2Q | SEC ↗ |
| 9 | Cornerstone Wealth Group, LLC | 24,127 | 677K | -6,354 | -20.8% | 2Q | SEC ↗ |
| 10 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 19,007 | 534K | -53 | -0.3% | 3Q | SEC ↗ |
| 11 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | 16,594 | 466K | — | +0.0% | 2Q | SEC ↗ |
| 12 | First Heartland Consultants, Inc. | 12,383 | 348K | -8,251 | -40.0% | 2Q | SEC ↗ |
| 13 | Brown Financial Advisors NEW | 12,003 | 337K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Kovack Advisors, Inc. | 10,568 | 297K | -10,568 | -50.0% | 3Q | SEC ↗ |
| 15 | Meridian Wealth Management, LLC | 9,510 | 267K | -258 | -2.6% | 2Q | SEC ↗ |
| 16 | Mattson Financial Services, LLC NEW | 7,987 | 224K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Paladin Wealth, LLC NEW | 7,463 | 210K | — | +0.0% | 1Q | SEC ↗ |
| 18 | UBS Group AG | 511 | 14K | -527 | -50.8% | 3Q | SEC ↗ |
| 19 | DHJJ Financial Advisors, Ltd. | 40 | 1K | — | +0.0% | 2Q | SEC ↗ |
| 20 | OLD MISSION CAPITAL LLC | 0 | 0K | -40,848 | -100.0% | 1Q | SEC ↗ |
| 21 | CITADEL ADVISORS LLC | 0 | 0K | -8,711 | -100.0% | 1Q | SEC ↗ |
| 22 | Atria Investments, Inc | 0 | 0K | -10,057 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Gradient Investments LLC | 1,040,916 | 29M |
| Brown Financial Advisors | 12,003 | 337K |
| Mattson Financial Services, LLC | 7,987 | 224K |
| Paladin Wealth, LLC | 7,463 | 210K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 40,848 | 1M |
| Atria Investments, Inc | 10,057 | 282K |
| CITADEL ADVISORS LLC | 8,711 | 245K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | +16,203 | +2.4% | 686,892 |
| Aptus Capital Advisors, LLC | +15,899 | +11.7% | 152,175 |
| Uniting Wealth Partners, LLC | +8,777 | +2.4% | 375,780 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +6,601 | +36.4% | 24,749 |
| Long Island Wealth Management, Inc. | +4,645 | +0.9% | 510,249 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kovack Advisors, Inc. | -10,568 | -50.0% | 10,568 |
| First Heartland Consultants, Inc. | -8,251 | -40.0% | 12,383 |
| Integrated Wealth Concepts LLC | -8,200 | -3.4% | 232,025 |
| Cornerstone Wealth Group, LLC | -6,354 | -20.8% | 24,127 |
| UBS Group AG | -527 | -50.8% | 511 |
| Meridian Wealth Management, LLC | -258 | -2.6% | 9,510 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | -53 | -0.3% | 19,007 |