Who owns FJUN
Which tracked institutional funds hold FJUN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FJUN company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-20). 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
16 tracked funds added or opened FJUN while 19 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
FJUN’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, 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 gap the other way — the median holder sizes FJUN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FJUN 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 146 tracked filers holding FJUN, 42 increased or opened the position and 78 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 FJUN 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 3
- Keystone Wealth Services, LLC$10M
- OLD MISSION CAPITAL LLC$2M
- VestGen Advisors, LLC$539K
Full exits 2
- Foguth Wealth Management, LLC.$5M
- NOVEM GROUP$790K
Largest adds
- Rockefeller Capital Management L.P.$3M
- Cetera Investment Advisers$3M
- Horizon Investments, LLC$2M
- Concurrent Investment Advisors, LLC$1M
- ASSETMARK, INC$1M
- Faithward Advisors, LLC$754K
Largest trims
- STEPHENS INC /AR/$3M
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- OSAIC HOLDINGS, INC.$2M
- RAYMOND JAMES FINANCIAL INC$2M
- ENVESTNET ASSET MANAGEMENT INC$1M
- NewEdge Advisors, LLC$1M
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC trimmed | 498,530 | $28M | 9.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 285,746 | $16M | 5.7% | 2026-Q1 |
| Cetera Investment Advisers added | 255,390 | $14M | 5.1% | 2026-Q1 |
| ASSETMARK, INC added | 248,333 | $14M | 4.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 204,051 | $12M | 4.1% | 2026-Q1 |
| CWM, LLC trimmed | 185,966 | $11M | 3.7% | 2026-Q1 |
| Keystone Wealth Services, LLC trimmed | 177,353 | $10M | 3.5% | 2026-Q1 |
| Legacy Capital Wealth Partners, LLC added | 147,530 | $8M | 2.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 134,797 | $8M | 2.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 130,930 | $7M | 2.6% | 2026-Q1 |
| Mariner, LLC added | 130,543 | $7M | 2.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 124,390 | $7M | 2.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 115,598 | $7M | 2.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 95,422 | $5M | 1.9% | 2026-Q1 |
| Atria Investments, Inc added | 94,511 | $5M | 1.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 69,740 | $4M | 1.4% | 2026-Q1 |
| Avantra Family Wealth, Inc. added | 68,317 | $4M | 1.4% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 67,901 | $4M | 1.4% | 2026-Q1 |
| Financial Guidance Group, Inc. trimmed | 67,853 | $4M | 1.4% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC trimmed | 65,984 | $4M | 1.3% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 63,596 | $4M | 1.3% | 2026-Q1 |
| Fragasso Financial Advisors Inc trimmed | 59,110 | $3M | 1.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 53,172 | $3M | 1.1% | 2026-Q1 |
| Horizon Investments, LLC added | 51,058 | $3M | 1.0% | 2026-Q1 |
| Faithward Advisors, LLC added | 75,176 | $3M | 1.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 49,591 | $3M | 1.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 49,351 | $3M | 1.0% | 2026-Q1 |
| FWG Investments, LLC. trimmed | 44,229 | $2M | 0.9% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 42,940 | $2M | 0.9% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 42,586 | $2M | 0.8% | 2026-Q1 |
| Quartz Partners, LLC added | 42,038 | $2M | 0.8% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 40,894 | $2M | 0.8% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 39,295 | $2M | 0.8% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC | 35,389 | $2M | 0.7% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 34,520 | $2M | 0.7% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 33,883 | $2M | 0.7% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 33,858 | $2M | 0.7% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 33,474 | $2M | 0.7% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 32,028 | $2M | 0.6% | 2026-Q1 |
| KINTRA WEALTH, LLC added | 29,572 | $2M | 0.6% | 2026-Q1 |
| Integrity Financial Corp /WA trimmed | 29,165 | $2M | 0.6% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI | 26,875 | $2M | 0.5% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 26,821 | $2M | 0.5% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. trimmed | 26,596 | $2M | 0.5% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 25,774 | $1M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 25,611 | $1M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 24,913 | $1M | 0.5% | 2026-Q1 |
| Apollon Wealth Management, LLC | 22,576 | $1M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 22,539 | $1M | 0.4% | 2026-Q1 |
| Prosperity Consulting Group, LLC | 20,601 | $1M | 0.4% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 20,008 | $1M | 0.4% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 18,190 | $1M | 0.4% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. | 17,801 | $1M | 0.4% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 17,770 | $1M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,220 | $973K | 0.3% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 17,095 | $966K | 0.3% | 2026-Q1 |
| MGO ONE SEVEN LLC | 16,968 | $959K | 0.3% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 16,719 | $945K | 0.3% | 2026-Q1 |
| Ignite Planners, LLC trimmed | 16,300 | $921K | 0.3% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 15,502 | $876K | 0.3% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. | 14,593 | $825K | 0.3% | 2026-Q1 |
| RFG Advisory, LLC added | 13,428 | $759K | 0.3% | 2026-Q1 |
| SOA Wealth Advisors, LLC. trimmed | 12,996 | $734K | 0.3% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 12,833 | $725K | 0.3% | 2026-Q1 |
| Grantvest Financial Group LLC trimmed | 12,618 | $713K | 0.3% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 12,148 | $690K | 0.2% | 2026-Q1 |
| SWMG, LLC | 12,178 | $688K | 0.2% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 11,788 | $666K | 0.2% | 2026-Q1 |
| Camelot Portfolios, LLC trimmed | 11,479 | $649K | 0.2% | 2026-Q1 |
| Plotkin Financial Advisors, LLC | 10,509 | $594K | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 10,372 | $586K | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 10,356 | $585K | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC | 10,291 | $581K | 0.2% | 2026-Q1 |
| VestGen Advisors, LLC new | 9,078 | $539K | 0.2% | 2026-Q1 |
| Archer Investment Corp trimmed | 9,474 | $535K | 0.2% | 2026-Q1 |
| LEGACY SOLUTIONS, LLC trimmed | 9,443 | $534K | 0.2% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 9,426 | $533K | 0.2% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 9,250 | $523K | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 9,214 | $521K | 0.2% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 9,145 | $517K | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 8,864 | $501K | 0.2% | 2026-Q1 |
| VestGen Investment Management added | 8,556 | $483K | 0.2% | 2026-Q1 |
| Brookstone Capital Management trimmed | 8,335 | $471K | 0.2% | 2026-Q1 |
| CENTRAL VALLEY ADVISORS, LLC trimmed | 7,925 | $448K | 0.2% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 7,602 | $430K | 0.2% | 2026-Q1 |
| Sigma Planning Corp | 7,396 | $418K | 0.1% | 2026-Q1 |
| TFB Advisors LLC trimmed | 7,370 | $416K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 7,331 | $414K | 0.1% | 2026-Q1 |
| Foguth Wealth Management, LLC. trimmed | 89,372 | $5M | 1.8% | 2025-Q4 stale |
| McCarthy & Cox trimmed | 29,572 | $2M | 0.6% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 29,618 | $1M | 0.5% | 2025-Q1 stale |
| KMG FIDUCIARY PARTNERS, LLC | 25,046 | $1M | 0.5% | 2025-Q3 stale |
| AMERIPRISE FINANCIAL INC trimmed | 24,206 | $1M | 0.4% | 2025-Q1 stale |
| Lion Street Advisors, LLC | 23,093 | $864K | 0.3% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ added | 17,000 | $848K | 0.3% | 2025-Q1 stale |
| NOVEM GROUP trimmed | 13,849 | $790K | 0.3% | 2025-Q4 stale |
| EPG Wealth Management LLC | 15,250 | $761K | 0.3% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 13,440 | $752K | 0.3% | 2025-Q3 stale |
| WORLD EQUITY GROUP, INC. added | 10,741 | $536K | 0.2% | 2025-Q1 stale |
| United Advisor Group, LLC trimmed | 8,255 | $443K | 0.2% | 2025-Q2 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.