Who owns DJUN (DJUN)
Which tracked institutional funds hold DJUN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DJUN company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
13 tracked funds added or opened DJUN while 9 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DJUN’s largest tracked holder by dollar value, Kestra Advisory Services, LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DJUN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 100 tracked filers holding DJUN, 28 increased or opened the position and 46 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DJUN between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- DIVERSIFY WEALTH MANAGEMENT, LLC$827K
- CITADEL ADVISORS LLC$827K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$704K
- VestGen Investment Management$626K
- GTS SECURITIES LLC$568K
Full exits 2
- Diversify Advisory Services, LLC$809K
- IMC-Chicago, LLC$645K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$8M
- Cetera Investment Advisers$4M
- Kestra Advisory Services, LLC$878K
- Signal Advisors Wealth, LLC$763K
- VestGen Advisors, LLC$737K
- CreativeOne Wealth, LLC$580K
Largest trims
- Concurrent Investment Advisors, LLC$2M
- CWM, LLC$930K
- COMMONWEALTH EQUITY SERVICES, LLC$692K
- OSAIC HOLDINGS, INC.$622K
- Integrity Financial Corp /WA$365K
- StoneX Group Inc.$323K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Kestra Advisory Services, LLC added | 242,623 | $11M | 8.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 240,690 | $11M | 8.9% | 2026-Q1 |
| Cetera Investment Advisers added | 154,776 | $7M | 5.7% | 2026-Q1 |
| VestGen Advisors, LLC added | 78,097 | $4M | 3.0% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 72,386 | $3M | 2.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 67,363 | $3M | 2.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 65,381 | $3M | 2.4% | 2026-Q1 |
| LPL Financial LLC added | 63,816 | $3M | 2.3% | 2026-Q1 |
| Wood Tarver Financial Group, LLC added | 53,007 | $2M | 1.9% | 2026-Q1 |
| CWM, LLC trimmed | 51,269 | $2M | 1.9% | 2026-Q1 |
| Ritter Daniher Financial Advisory LLC / DE trimmed | 49,570 | $2M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 46,118 | $2M | 1.7% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC | 39,341 | $2M | 1.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 38,109 | $2M | 1.4% | 2026-Q1 |
| Ignite Planners, LLC | 37,979 | $2M | 1.4% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 35,260 | $2M | 1.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 27,717 | $1M | 1.0% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 27,424 | $1M | 1.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 26,291 | $1M | 1.0% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 25,651 | $1M | 0.9% | 2026-Q1 |
| Kovack Advisors, Inc. | 25,517 | $1M | 0.9% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 25,147 | $1M | 0.9% | 2026-Q1 |
| Nova Wealth Management, Inc. trimmed | 23,921 | $1M | 0.9% | 2026-Q1 |
| AlphaStar Capital Management, LLC trimmed | 19,955 | $939K | 0.7% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 18,487 | $870K | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 18,173 | $855K | 0.7% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 17,001 | $827K | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 17,574 | $827K | 0.6% | 2026-Q1 |
| Apollon Wealth Management, LLC | 17,523 | $824K | 0.6% | 2026-Q1 |
| &PARTNERS | 16,655 | $783K | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 16,488 | $763K | 0.6% | 2026-Q1 |
| Buck Wealth Strategies, LLC | 15,407 | $725K | 0.6% | 2026-Q1 |
| Integrity Financial Corp /WA trimmed | 15,229 | $716K | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 14,960 | $704K | 0.6% | 2026-Q1 |
| Grantvest Financial Group LLC trimmed | 14,491 | $682K | 0.5% | 2026-Q1 |
| StoneX Group Inc. trimmed | 13,636 | $641K | 0.5% | 2026-Q1 |
| VestGen Investment Management added | 13,315 | $626K | 0.5% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 13,222 | $622K | 0.5% | 2026-Q1 |
| Clear Creek Financial Management, LLC trimmed | 12,116 | $570K | 0.4% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 12,076 | $568K | 0.4% | 2026-Q1 |
| Brookstone Capital Management trimmed | 11,708 | $551K | 0.4% | 2026-Q1 |
| Mutual Advisors, LLC | 11,234 | $528K | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 10,082 | $474K | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 9,915 | $466K | 0.4% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 9,403 | $442K | 0.3% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 9,025 | $425K | 0.3% | 2026-Q1 |
| Santori & Peters, Inc. trimmed | 8,951 | $421K | 0.3% | 2026-Q1 |
| SOA Wealth Advisors, LLC. trimmed | 8,771 | $413K | 0.3% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 8,218 | $387K | 0.3% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 8,031 | $378K | 0.3% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 8,018 | $377K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 8,016 | $377K | 0.3% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new | 7,704 | $362K | 0.3% | 2026-Q1 |
| Sequent Planning LLC trimmed | 7,676 | $361K | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 7,598 | $357K | 0.3% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7,250 | $341K | 0.3% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 7,239 | $341K | 0.3% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC | 6,972 | $328K | 0.3% | 2026-Q1 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 6,813 | $316K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC | 6,551 | $308K | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 6,387 | $300K | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 6,379 | $300K | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6,032 | $284K | 0.2% | 2026-Q1 |
| LVZ, Inc. | 6,017 | $283K | 0.2% | 2026-Q1 |
| NewEdge Wealth, LLC | 5,989 | $282K | 0.2% | 2026-Q1 |
| Rehmann Capital Advisory Group | 5,618 | $264K | 0.2% | 2026-Q1 |
| OneAscent Financial Services LLC | 5,064 | $238K | 0.2% | 2026-Q1 |
| Per Stirling Capital Management, LLC. trimmed | 4,926 | $232K | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 4,842 | $228K | 0.2% | 2026-Q1 |
| ARBOR CAPITAL MANAGEMENT INC /ADV trimmed | 4,674 | $221K | 0.2% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC trimmed | 4,700 | $221K | 0.2% | 2026-Q1 |
| Chris Bulman Inc | 4,642 | $218K | 0.2% | 2026-Q1 |
| BIP Wealth, LLC | 4,628 | $218K | 0.2% | 2026-Q1 |
| Seros Financial, LLC new | 179,838 | $7M | 5.8% | 2025-Q1 stale |
| 1ST SOURCE BANK added | 90,357 | $4M | 3.3% | 2025-Q3 stale |
| Bison Wealth, LLC trimmed | 88,263 | $4M | 3.1% | 2025-Q2 stale |
| HICKORY ASSET MANAGEMENT, INC. added | 75,004 | $3M | 2.6% | 2025-Q2 stale |
| Foguth Wealth Management, LLC. trimmed | 50,469 | $2M | 1.7% | 2025-Q1 stale |
| EPG Wealth Management LLC | 36,000 | $2M | 1.2% | 2025-Q1 stale |
| FOUNDERS FINANCIAL SECURITIES LLC added | 33,968 | $1M | 1.1% | 2025-Q1 stale |
| Diversify Advisory Services, LLC | 17,000 | $809K | 0.6% | 2025-Q4 stale |
| IMC-Chicago, LLC new | 13,629 | $645K | 0.5% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 15,190 | $638K | 0.5% | 2025-Q1 stale |
| Schwallier Wealth Management LLC added | 14,645 | $615K | 0.5% | 2025-Q1 stale |
| Mission Financial Group, LLC | 12,512 | $589K | 0.5% | 2025-Q1 stale |
| WORLD EQUITY GROUP, INC. trimmed | 12,591 | $529K | 0.4% | 2025-Q1 stale |
| Virtue Capital Management, LLC added | 11,948 | $502K | 0.4% | 2025-Q1 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 9,901 | $416K | 0.3% | 2025-Q1 stale |
| Maltin Wealth Management, Inc. trimmed | 8,697 | $365K | 0.3% | 2025-Q1 stale |
| Gallagher Fiduciary Advisors, LLC new | 8,630 | $362K | 0.3% | 2025-Q1 stale |
| BlueChip Wealth Advisors LLC trimmed | 7,842 | $353K | 0.3% | 2025-Q2 stale |
| Lunt Capital Management, Inc. | 7,330 | $347K | 0.3% | 2025-Q4 stale |
| BRASS TAX WEALTH MANAGEMENT, INC trimmed | 7,357 | $342K | 0.3% | 2025-Q3 stale |
| Orion Porfolio Solutions, LLC added | 7,220 | $342K | 0.3% | 2025-Q4 stale |
| SILVER OAK SECURITIES, INCORPORATED | 7,330 | $330K | 0.3% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC added | 7,799 | $327K | 0.3% | 2025-Q1 stale |
| Avior Wealth Management, LLC trimmed | 6,709 | $312K | 0.2% | 2025-Q3 stale |
| Focus Financial Network, Inc. trimmed | 6,133 | $285K | 0.2% | 2025-Q3 stale |
| LifeWealth Investments, LLC trimmed | 5,002 | $233K | 0.2% | 2025-Q3 stale |
| Sage Capital Advisors,llc trimmed | 4,975 | $231K | 0.2% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.