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-Q2 13F filings (latest filed 2026-08-19). 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
41 tracked funds added or opened FJUN while 15 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 150 tracked filers holding FJUN, 78 increased or opened the position and 68 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 2026-Q1 and 2026-Q2 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 9
- BAM Wealth Management, LLC$6M
- Arax Advisory Partners$3M
- NORTHEAST PLANNING ASSOCIATES, INC. / NH /$2M
- INTEGRITY ALLIANCE, LLC.$1M
- Gallagher Fiduciary Advisors, LLC$1M
- WEALTHGARDEN F.S. LLC$748K
Full exits 8
- CWM, LLC$11M
- Cambridge Investment Research Advisors, Inc.$5M
- U.S. Capital Wealth Advisors, LLC$2M
- Janney Montgomery Scott LLC$1M
- Ignite Planners, LLC$921K
- CENTAURUS FINANCIAL, INC.$825K
Largest adds
- Atria Investments, Inc$10M
- Cetera Investment Advisers$9M
- LPL Financial LLC$8M
- ENVESTNET ASSET MANAGEMENT INC$5M
- CreativeOne Wealth, LLC$3M
- ASSETMARK, INC$2M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- Horizon Investments, LLC$1M
- Faithward Advisors, LLC$1M
- Envestnet Portfolio Solutions, Inc.$795K
- CITIZENS FINANCIAL GROUP INC/RI$626K
- ROYAL BANK OF CANADA$321K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 560,836 | $34M | 10.6% | 2026-Q2 |
| Cetera Investment Advisers added | 390,534 | $23M | 7.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 297,435 | $18M | 5.6% | 2026-Q2 |
| ASSETMARK, INC added | 272,104 | $16M | 5.1% | 2026-Q2 |
| Atria Investments, Inc added | 250,168 | $15M | 4.7% | 2026-Q2 |
| LPL Financial LLC added | 243,513 | $15M | 4.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 202,177 | $12M | 3.8% | 2026-Q2 |
| Keystone Wealth Services, LLC trimmed | 176,510 | $11M | 3.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 160,253 | $10M | 3.0% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC added | 150,577 | $9M | 2.8% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 132,079 | $8M | 2.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 120,643 | $7M | 2.3% | 2026-Q2 |
| Mariner, LLC trimmed | 118,687 | $7M | 2.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 93,057 | $6M | 1.8% | 2026-Q2 |
| BAM Wealth Management, LLC new | 92,263 | $6M | 1.7% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 71,442 | $4M | 1.3% | 2026-Q2 |
| Avantra Family Wealth, Inc. added | 68,796 | $4M | 1.3% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 68,550 | $4M | 1.3% | 2026-Q2 |
| Financial Guidance Group, Inc. trimmed | 67,603 | $4M | 1.3% | 2026-Q2 |
| REAP Financial Group, LLC added | 66,920 | $4M | 1.3% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC trimmed | 65,191 | $4M | 1.2% | 2026-Q2 |
| Foguth Wealth Management, LLC. trimmed | 64,841 | $4M | 1.2% | 2026-Q2 |
| Fragasso Financial Advisors Inc trimmed | 58,699 | $4M | 1.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 53,661 | $3M | 1.0% | 2026-Q2 |
| FWG Investments, LLC. added | 49,426 | $3M | 0.9% | 2026-Q2 |
| Arax Advisory Partners new | 49,202 | $3M | 0.9% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 43,126 | $3M | 0.8% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 42,839 | $3M | 0.8% | 2026-Q2 |
| Quartz Partners, LLC added | 42,824 | $3M | 0.8% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 38,473 | $2M | 0.7% | 2026-Q2 |
| Tanglewood Legacy Advisors, LLC added | 37,590 | $2M | 0.7% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 37,548 | $2M | 0.7% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 35,631 | $2M | 0.7% | 2026-Q2 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / new | 35,163 | $2M | 0.6% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 33,711 | $2M | 0.6% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 32,747 | $2M | 0.6% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 32,728 | $2M | 0.6% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 32,053 | $2M | 0.6% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 31,865 | $2M | 0.6% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 30,448 | $2M | 0.6% | 2026-Q2 |
| Integrity Financial Corp /WA trimmed | 28,708 | $2M | 0.5% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 28,184 | $2M | 0.5% | 2026-Q2 |
| Faithward Advisors, LLC trimmed | 28,170 | $2M | 0.5% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 27,300 | $2M | 0.5% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 27,300 | $2M | 0.5% | 2026-Q2 |
| McKinley Carter Wealth Services, Inc. added | 27,103 | $2M | 0.5% | 2026-Q2 |
| Strategic Blueprint, LLC added | 25,892 | $2M | 0.5% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 25,791 | $2M | 0.5% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 23,286 | $1M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 21,406 | $1M | 0.4% | 2026-Q2 |
| Prosperity Consulting Group, LLC | 20,601 | $1M | 0.4% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 19,665 | $1M | 0.4% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. new | 18,766 | $1M | 0.4% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 18,551 | $1M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 18,069 | $1M | 0.3% | 2026-Q2 |
| Brookstone Capital Management added | 17,467 | $1M | 0.3% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC added | 17,251 | $1M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 15,893 | $953K | 0.3% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. added | 15,797 | $947K | 0.3% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 15,502 | $929K | 0.3% | 2026-Q2 |
| RFG Advisory, LLC added | 15,162 | $909K | 0.3% | 2026-Q2 |
| Mutual Advisors, LLC added | 15,050 | $902K | 0.3% | 2026-Q2 |
| Modern Wealth Management, LLC added | 15,005 | $900K | 0.3% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 14,890 | $893K | 0.3% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 14,520 | $870K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,297 | $797K | 0.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 13,238 | $794K | 0.2% | 2026-Q2 |
| CoreCap Advisors, LLC added | 13,136 | $788K | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. added | 12,938 | $776K | 0.2% | 2026-Q2 |
| SOA Wealth Advisors, LLC. trimmed | 12,660 | $759K | 0.2% | 2026-Q2 |
| Grantvest Financial Group LLC trimmed | 12,553 | $753K | 0.2% | 2026-Q2 |
| WEALTHGARDEN F.S. LLC new | 12,476 | $748K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 12,315 | $744K | 0.2% | 2026-Q2 |
| SWMG, LLC | 12,178 | $734K | 0.2% | 2026-Q2 |
| Csenge Advisory Group new | 12,021 | $721K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 11,446 | $686K | 0.2% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. added | 11,434 | $685K | 0.2% | 2026-Q2 |
| TFB Advisors LLC added | 11,399 | $683K | 0.2% | 2026-Q2 |
| Camelot Portfolios, LLC trimmed | 11,212 | $672K | 0.2% | 2026-Q2 |
| Plotkin Financial Advisors, LLC | 10,509 | $630K | 0.2% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. trimmed | 9,970 | $598K | 0.2% | 2026-Q2 |
| Archer Investment Corp trimmed | 9,408 | $564K | 0.2% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. trimmed | 9,309 | $558K | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 9,168 | $550K | 0.2% | 2026-Q2 |
| BECK CAPITAL MANAGEMENT, LLC added | 8,738 | $524K | 0.2% | 2026-Q2 |
| ERn Financial, LLC new | 8,211 | $492K | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 7,952 | $477K | 0.2% | 2026-Q2 |
| LEGACY SOLUTIONS, LLC trimmed | 7,845 | $470K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 7,577 | $454K | 0.1% | 2026-Q2 |
| Sigma Planning Corp | 7,396 | $443K | 0.1% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC | 6,840 | $410K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 6,755 | $405K | 0.1% | 2026-Q2 |
| UPTICK PARTNERS, LLC added | 6,740 | $404K | 0.1% | 2026-Q2 |
| StoneX Group Inc. new | 6,607 | $395K | 0.1% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 6,478 | $388K | 0.1% | 2026-Q2 |
| World Investment Advisors added | 6,237 | $374K | 0.1% | 2026-Q2 |
| Maltin Wealth Management, Inc. added | 6,229 | $373K | 0.1% | 2026-Q2 |
| AdviceOne Advisory Services, LLC | 6,174 | $370K | 0.1% | 2026-Q2 |
| LEIGH BALDWIN & CO., LLC added | 6,068 | $364K | 0.1% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 6,024 | $361K | 0.1% | 2026-Q2 |
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.