Who owns GJUN
Which tracked institutional funds hold GJUN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GJUN company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-26). 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 GJUN while 15 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
GJUN’s largest tracked holder by dollar value, Cetera Investment Advisers, 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 GJUN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in GJUN 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 118 tracked filers holding GJUN, 36 increased or opened the position and 62 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 GJUN 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 4
- HRT FINANCIAL LP$1M
- Signal Advisors Wealth, LLC$821K
- KINTRA WEALTH, LLC$754K
- VestGen Investment Management$670K
Full exits 3
- Schulz Wealth, LTD.$2M
- Orion Porfolio Solutions, LLC$543K
- AIFG Consultants Ltd.$543K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$6M
- Cetera Investment Advisers$4M
- Atria Investments, Inc$1M
- Mariner, LLC$1M
- VestGen Advisors, LLC$774K
- CreativeOne Wealth, LLC$633K
Largest trims
- Keystone Wealth Services, LLC$4M
- Janney Montgomery Scott LLC$2M
- OSAIC HOLDINGS, INC.$2M
- Elevated Capital Advisors, LLC$2M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- Americana Partners, 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 |
|---|---|---|---|---|
| Cetera Investment Advisers added | 360,800 | $14M | 8.0% | 2026-Q1 |
| Mariner, LLC added | 268,630 | $11M | 6.0% | 2026-Q1 |
| Atria Investments, Inc added | 263,286 | $10M | 5.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 231,340 | $9M | 5.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 225,435 | $9M | 5.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 213,883 | $8M | 4.8% | 2026-Q1 |
| First International Bank of Israel Ltd. | 200,000 | $8M | 4.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 171,906 | $7M | 3.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 161,571 | $6M | 3.6% | 2026-Q1 |
| Focus Partners Wealth trimmed | 147,231 | $6M | 3.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 122,989 | $5M | 2.7% | 2026-Q1 |
| Avantra Family Wealth, Inc. added | 108,329 | $4M | 2.4% | 2026-Q1 |
| VestGen Advisors, LLC added | 95,057 | $4M | 2.2% | 2026-Q1 |
| Americana Partners, LLC trimmed | 94,476 | $4M | 2.1% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 92,385 | $4M | 2.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 69,975 | $3M | 1.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 49,670 | $2M | 1.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 47,339 | $2M | 1.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 44,179 | $2M | 1.0% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 43,262 | $2M | 1.0% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 42,341 | $2M | 0.9% | 2026-Q1 |
| NovaPoint Capital, LLC trimmed | 40,640 | $2M | 0.9% | 2026-Q1 |
| Keystone Wealth Services, LLC trimmed | 36,571 | $1M | 0.8% | 2026-Q1 |
| ACT Advisors, LLC. | 35,808 | $1M | 0.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 35,688 | $1M | 0.8% | 2026-Q1 |
| HRT FINANCIAL LP added | 32,470 | $1M | 0.7% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 32,131 | $1M | 0.7% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 32,002 | $1M | 0.7% | 2026-Q1 |
| CITY HOLDING CO | 31,100 | $1M | 0.7% | 2026-Q1 |
| Archer Investment Corp | 30,959 | $1M | 0.7% | 2026-Q1 |
| AdvisorNet Financial, Inc | 29,965 | $1M | 0.7% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 29,119 | $1M | 0.6% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC | 28,190 | $1M | 0.6% | 2026-Q1 |
| Nvest Financial, LLC | 27,341 | $1M | 0.6% | 2026-Q1 |
| Ignite Planners, LLC trimmed | 25,619 | $1M | 0.6% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 25,254 | $996K | 0.6% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 23,534 | $928K | 0.5% | 2026-Q1 |
| Icon Wealth Advisors, LLC trimmed | 21,935 | $892K | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 20,896 | $824K | 0.5% | 2026-Q1 |
| Signal Advisors Wealth, LLC new | 20,823 | $821K | 0.5% | 2026-Q1 |
| Sequent Planning LLC trimmed | 20,781 | $819K | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 20,371 | $803K | 0.5% | 2026-Q1 |
| Wood Tarver Financial Group, LLC trimmed | 19,541 | $770K | 0.4% | 2026-Q1 |
| KINTRA WEALTH, LLC new | 19,116 | $754K | 0.4% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 17,378 | $685K | 0.4% | 2026-Q1 |
| VestGen Investment Management new | 16,998 | $670K | 0.4% | 2026-Q1 |
| Integrity Financial Corp /WA | 15,284 | $602K | 0.3% | 2026-Q1 |
| Harvest Investment Services, LLC trimmed | 15,284 | $602K | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 14,913 | $588K | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 14,443 | $569K | 0.3% | 2026-Q1 |
| Santori & Peters, Inc. | 14,070 | $555K | 0.3% | 2026-Q1 |
| Gallagher Fiduciary Advisors, LLC added | 13,958 | $550K | 0.3% | 2026-Q1 |
| Mutual Advisors, LLC | 13,599 | $536K | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 13,341 | $526K | 0.3% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 12,881 | $508K | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 22,392 | $488K | 0.3% | 2026-Q1 |
| MAI Capital Management trimmed | 11,714 | $462K | 0.3% | 2026-Q1 |
| BFI Wealth Solutions, LLC trimmed | 11,230 | $445K | 0.3% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC | 10,880 | $429K | 0.2% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. | 10,484 | $413K | 0.2% | 2026-Q1 |
| NORDEN GROUP LLC trimmed | 10,165 | $401K | 0.2% | 2026-Q1 |
| NorthCrest Asset Manangement, LLC trimmed | 10,059 | $398K | 0.2% | 2026-Q1 |
| Brookstone Capital Management trimmed | 9,827 | $387K | 0.2% | 2026-Q1 |
| UPTICK PARTNERS, LLC | 9,820 | $387K | 0.2% | 2026-Q1 |
| CoreCap Advisors, LLC added | 9,394 | $370K | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 8,976 | $354K | 0.2% | 2026-Q1 |
| Summit Financial Wealth Advisors, LLC trimmed | 8,127 | $320K | 0.2% | 2026-Q1 |
| Catalina Capital Group, LLC | 8,110 | $320K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC new | 7,901 | $311K | 0.2% | 2026-Q1 |
| Quad-Cities Investment Group, LLC trimmed | 7,825 | $308K | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ | 7,665 | $302K | 0.2% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 7,660 | $302K | 0.2% | 2026-Q1 |
| Arax Advisory Partners new | 7,659 | $302K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,655 | $302K | 0.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 7,648 | $301K | 0.2% | 2026-Q1 |
| 1776 Wealth LLC | 7,560 | $298K | 0.2% | 2026-Q1 |
| Prosperity Financial Group, Inc. trimmed | 7,520 | $296K | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 7,499 | $296K | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC | 7,468 | $294K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc | 7,391 | $291K | 0.2% | 2026-Q1 |
| Crusonia Wealth Advisors LLC | 7,275 | $287K | 0.2% | 2026-Q1 |
| Chris Bulman Inc trimmed | 7,256 | $286K | 0.2% | 2026-Q1 |
| Noble Wealth Management PBC trimmed | 74,127 | $3M | 1.5% | 2025-Q1 stale |
| Schulz Wealth, LTD. | 56,646 | $2M | 1.3% | 2025-Q4 stale |
| EPG Wealth Management LLC | 39,300 | $1M | 0.8% | 2025-Q1 stale |
| JANE STREET GROUP, LLC trimmed | 34,914 | $1M | 0.7% | 2025-Q2 stale |
| BlueChip Wealth Advisors LLC trimmed | 34,444 | $1M | 0.7% | 2025-Q2 stale |
| AMERIPRISE FINANCIAL INC trimmed | 27,800 | $978K | 0.6% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 14,571 | $548K | 0.3% | 2025-Q2 stale |
| Orion Porfolio Solutions, LLC added | 13,714 | $543K | 0.3% | 2025-Q4 stale |
| AIFG Consultants Ltd. | 13,700 | $543K | 0.3% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 15,126 | $532K | 0.3% | 2025-Q1 stale |
| Bison Wealth, LLC trimmed | 13,153 | $495K | 0.3% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 12,668 | $478K | 0.3% | 2025-Q2 stale |
| Global Retirement Partners, LLC trimmed | 11,800 | $467K | 0.3% | 2025-Q4 stale |
| ORG Partners LLC | 11,500 | $432K | 0.2% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC | 10,245 | $406K | 0.2% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 10,833 | $381K | 0.2% | 2025-Q1 stale |
| GRIES FINANCIAL LLC trimmed | 8,330 | $324K | 0.2% | 2025-Q3 stale |
| JPMORGAN CHASE & CO added | 8,926 | $314K | 0.2% | 2025-Q1 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.