DaveManuel.com · Institutional Ownership · Who Owns It
EQUITY DEFI 2026 (AJAN)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
43
Reporting holders
$22.9M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.3M | 117,605 | 0.00% | 10q | +138.6%+$1.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 68,216 | 0.00% | 10q | -12.1%-$266.0K |
| OSAIC HOLDINGS, INC. | $1.6M | 56,485 | 0.00% | 10q | -2.3%-$37.3K |
| Cambridge Investment Research Advisors, Inc. | $1.4M | 50,918 | 0.00% | 10q | +100.9%+$725.2K |
| MML INVESTORS SERVICES, LLC | $1.1M | 39,991 | 0.00% | 10q | +0.5%+$5.8K |
| KFG WEALTH MANAGEMENT, LLC | $996.9K | 35,129 | 0.11% | 10q | HELD |
| RAYMOND JAMES FINANCIAL INC | $791.1K | 27,878 | 0.00% | 2q | -6.3%-$53.4K |
| Focus Partners Wealth | $685.0K | 24,137 | 0.00% | 9q | HELD |
| Mutual Advisors, LLC | $669.1K | 23,577 | 0.01% | 4q | -4.2%-$29.1K |
| HighTower Advisors, LLC | $654.7K | 23,070 | 0.00% | 10q | -2.0%-$13.1K |
| CAPTRUST FINANCIAL ADVISORS | $646.4K | 22,777 | 0.00% | 10q | +10.8%+$62.9K |
| Bernard Wealth Management Corp. | $638.8K | 22,509 | 0.24% | 7q | -2.2%-$14.5K |
| Cetera Investment Advisers | $599.5K | 21,125 | 0.00% | 10q | -3.9%-$24.1K |
| Kestra Advisory Services, LLC | $597.2K | 21,046 | 0.00% | 10q | -1.9%-$11.4K |
| Creative Planning | $583.9K | 20,576 | 0.00% | 2q | HELD |
| SageView Advisory Group, LLC | $583.9K | 20,576 | 0.02% | 9q | HELD |
| CoreCap Advisors, LLC | $569.9K | 20,083 | 0.02% | 10q | HELD |
| Balance Wealth Partners LLC | $529.7K | 18,665 | 0.14% | 6q | -2.8%-$15.0K |
| ENVESTNET ASSET MANAGEMENT INC | $496.5K | 17,496 | 0.00% | 10q | +7.7%+$35.6K |
| MILESTONE ASSET MANAGEMENT, LLC | $434.5K | 15,312 | 0.07% | 10q | HELD |
| OLD MISSION CAPITAL LLC | $377.1K | 13,290 | 0.01% | new | NEW |
| LPL Financial LLC | $373.8K | 13,173 | 0.00% | 4q | HELD |
| Integrity Advisory Solutions, LLC | $352.8K | 12,431 | 0.04% | new | NEW |
| Tradition Wealth Management, LLC | $337.8K | 11,903 | 0.02% | 2q | HELD |
| Fragasso Financial Advisors Inc | $303.2K | 10,683 | 0.02% | 2q | HELD |
| Merit Financial Group, LLC | $291.4K | 10,268 | 0.00% | 2q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $269.9K | 9,490 | 0.00% | new | NEW |
| Kingsview Wealth Management, LLC | $249.2K | 8,783 | 0.00% | 10q | -7.4%-$19.9K |
| Bullock Wealth Management Group | $241.0K | 8,492 | 0.10% | 4q | HELD |
| Three Seasons Wealth, LLC | $230.2K | 8,113 | 0.02% | 10q | HELD |
| EP Wealth Advisors, LLC | $176.6K | 6,222 | 0.00% | new | NEW |
| AE Wealth Management LLC | $168.3K | 5,931 | 0.00% | 7q | +19.1%+$27.0K |
| HARBOUR INVESTMENTS, INC. | $161.5K | 5,691 | 0.00% | 10q | +11.7%+$16.9K |
| GILL CAPITAL PARTNERS, LLC | $101.3K | 3,570 | 0.03% | 2q | HELD |
| Farther Finance Advisors, LLC | $101.1K | 3,561 | 0.00% | 7q | -26.0%-$35.5K |
| Keating Financial Advisory Services, Inc. | $44.9K | 1,581 | 0.01% | 3q | HELD |
| Benson Wealth Management INC | $44.8K | 1,579 | 0.05% | 3q | HELD |
| BARCLAYS PLC | $39.2K | 1,382 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $38.9K | 1,372 | 0.00% | 4q | +113.0%+$20.6K |
| Ashton Thomas Private Wealth, LLC | $32.7K | 1,154 | 0.00% | 2q | -13.8%-$5.2K |
| IFP Advisors, Inc | $19.9K | 700 | 0.00% | 8q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $5.9K | 208 | 0.00% | new | NEW |
| UBS Group AG | $2.4K | 83 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 12 | $4.2M | 148,368 | 1 | 2 | 4 | 0.0% |
| Q2 2026 | 43 | $22.9M | 806,831 | 7 | 8 | 12 | 0.0% |
| Q1 2026 | 42 | $20.4M | 736,926 | 9 | 12 | 9 | 0.0% |
| Q4 2025 | 40 | $20.1M | 721,628 | 3 | 3 | 16 | 0.0% |
| Q3 2025 | 43 | $24.2M | 880,159 | 6 | 3 | 20 | 0.0% |
| Q2 2025 | 43 | $28.1M | 1,040,135 | 1 | 7 | 16 | 0.0% |
| Q1 2025 | 42 | $26.5M | 1,006,756 | 2 | 3 | 18 | 0.0% |
| Q4 2024 | 48 | $31.6M | 1,204,571 | 4 | 4 | 17 | 0.0% |
| Q3 2024 | 46 | $29.1M | 1,115,099 | 4 | 7 | 14 | 0.0% |
| Q2 2024 | 46 | $35.4M | 1,399,064 | 13 | 10 | 10 | 0.0% |
| Q1 2024 | 40 | $23.6M | 949,859 | 40 | 0 | 0 | 0.0% |