Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

118
Institutional holders
4M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Cetera Investment Advisers added360,800$14M8.0%2026-Q1
Mariner, LLC added268,630$11M6.0%2026-Q1
Atria Investments, Inc added263,286$10M5.9%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed231,340$9M5.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added225,435$9M5.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed213,883$8M4.8%2026-Q1
First International Bank of Israel Ltd.200,000$8M4.5%2026-Q1
Kestra Advisory Services, LLC added171,906$7M3.8%2026-Q1
LPL Financial LLC trimmed161,571$6M3.6%2026-Q1
Focus Partners Wealth trimmed147,231$6M3.3%2026-Q1
OSAIC HOLDINGS, INC. trimmed122,989$5M2.7%2026-Q1
Avantra Family Wealth, Inc. added108,329$4M2.4%2026-Q1
VestGen Advisors, LLC added95,057$4M2.2%2026-Q1
Americana Partners, LLC trimmed94,476$4M2.1%2026-Q1
Sunbelt Securities, Inc. trimmed92,385$4M2.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS added69,975$3M1.6%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed49,670$2M1.1%2026-Q1
Foundations Investment Advisors, LLC added47,339$2M1.1%2026-Q1
Arkadios Wealth Advisors added44,179$2M1.0%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added43,262$2M1.0%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added42,341$2M0.9%2026-Q1
NovaPoint Capital, LLC trimmed40,640$2M0.9%2026-Q1
Keystone Wealth Services, LLC trimmed36,571$1M0.8%2026-Q1
ACT Advisors, LLC.35,808$1M0.8%2026-Q1
TRUIST FINANCIAL CORP added35,688$1M0.8%2026-Q1
HRT FINANCIAL LP added32,470$1M0.7%2026-Q1
Diligent Investors, LLC trimmed32,131$1M0.7%2026-Q1
CreativeOne Wealth, LLC added32,002$1M0.7%2026-Q1
CITY HOLDING CO31,100$1M0.7%2026-Q1
Archer Investment Corp30,959$1M0.7%2026-Q1
AdvisorNet Financial, Inc29,965$1M0.7%2026-Q1
Triad Wealth Partners, LLC added29,119$1M0.6%2026-Q1
Tanglewood Legacy Advisors, LLC28,190$1M0.6%2026-Q1
Nvest Financial, LLC27,341$1M0.6%2026-Q1
Ignite Planners, LLC trimmed25,619$1M0.6%2026-Q1
Integrated Wealth Concepts LLC trimmed25,254$996K0.6%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed23,534$928K0.5%2026-Q1
Icon Wealth Advisors, LLC trimmed21,935$892K0.5%2026-Q1
CITADEL ADVISORS LLC added20,896$824K0.5%2026-Q1
Signal Advisors Wealth, LLC new20,823$821K0.5%2026-Q1
Sequent Planning LLC trimmed20,781$819K0.5%2026-Q1
MML INVESTORS SERVICES, LLC added20,371$803K0.5%2026-Q1
Wood Tarver Financial Group, LLC trimmed19,541$770K0.4%2026-Q1
KINTRA WEALTH, LLC new19,116$754K0.4%2026-Q1
Ausdal Financial Partners, Inc. trimmed17,378$685K0.4%2026-Q1
VestGen Investment Management new16,998$670K0.4%2026-Q1
Integrity Financial Corp /WA15,284$602K0.3%2026-Q1
Harvest Investment Services, LLC trimmed15,284$602K0.3%2026-Q1
ROYAL BANK OF CANADA trimmed14,913$588K0.3%2026-Q1
Janney Montgomery Scott LLC trimmed14,443$569K0.3%2026-Q1
Santori & Peters, Inc.14,070$555K0.3%2026-Q1
Gallagher Fiduciary Advisors, LLC added13,958$550K0.3%2026-Q1
Mutual Advisors, LLC13,599$536K0.3%2026-Q1
Steward Partners Investment Advisory, LLC trimmed13,341$526K0.3%2026-Q1
REAP Financial Group, LLC trimmed12,881$508K0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed22,392$488K0.3%2026-Q1
MAI Capital Management trimmed11,714$462K0.3%2026-Q1
BFI Wealth Solutions, LLC trimmed11,230$445K0.3%2026-Q1
Robertson Stephens Wealth Management, LLC10,880$429K0.2%2026-Q1
CENTAURUS FINANCIAL, INC.10,484$413K0.2%2026-Q1
NORDEN GROUP LLC trimmed10,165$401K0.2%2026-Q1
NorthCrest Asset Manangement, LLC trimmed10,059$398K0.2%2026-Q1
Brookstone Capital Management trimmed9,827$387K0.2%2026-Q1
UPTICK PARTNERS, LLC9,820$387K0.2%2026-Q1
CoreCap Advisors, LLC added9,394$370K0.2%2026-Q1
OLD MISSION CAPITAL LLC trimmed8,976$354K0.2%2026-Q1
Summit Financial Wealth Advisors, LLC trimmed8,127$320K0.2%2026-Q1
Catalina Capital Group, LLC8,110$320K0.2%2026-Q1
Concurrent Investment Advisors, LLC new7,901$311K0.2%2026-Q1
Quad-Cities Investment Group, LLC trimmed7,825$308K0.2%2026-Q1
STEPHENS INC /AR/7,665$302K0.2%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed7,660$302K0.2%2026-Q1
Arax Advisory Partners new7,659$302K0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed7,655$302K0.2%2026-Q1
AE Wealth Management LLC trimmed7,648$301K0.2%2026-Q1
1776 Wealth LLC7,560$298K0.2%2026-Q1
Prosperity Financial Group, Inc. trimmed7,520$296K0.2%2026-Q1
SILVER OAK SECURITIES, INCORPORATED added7,499$296K0.2%2026-Q1
MGO ONE SEVEN LLC7,468$294K0.2%2026-Q1
IFP Advisors, Inc7,391$291K0.2%2026-Q1
Crusonia Wealth Advisors LLC7,275$287K0.2%2026-Q1
Chris Bulman Inc trimmed7,256$286K0.2%2026-Q1
Noble Wealth Management PBC trimmed74,127$3M1.5%2025-Q1 stale
Schulz Wealth, LTD.56,646$2M1.3%2025-Q4 stale
EPG Wealth Management LLC39,300$1M0.8%2025-Q1 stale
JANE STREET GROUP, LLC trimmed34,914$1M0.7%2025-Q2 stale
BlueChip Wealth Advisors LLC trimmed34,444$1M0.7%2025-Q2 stale
AMERIPRISE FINANCIAL INC trimmed27,800$978K0.6%2025-Q1 stale
AVANTAX ADVISORY SERVICES, INC. added14,571$548K0.3%2025-Q2 stale
Orion Porfolio Solutions, LLC added13,714$543K0.3%2025-Q4 stale
AIFG Consultants Ltd.13,700$543K0.3%2025-Q4 stale
TOWNSQUARE CAPITAL LLC trimmed15,126$532K0.3%2025-Q1 stale
Bison Wealth, LLC trimmed13,153$495K0.3%2025-Q2 stale
Atria Wealth Solutions, Inc. trimmed12,668$478K0.3%2025-Q2 stale
Global Retirement Partners, LLC trimmed11,800$467K0.3%2025-Q4 stale
ORG Partners LLC11,500$432K0.2%2025-Q2 stale
AXXCESS WEALTH MANAGEMENT, LLC10,245$406K0.2%2025-Q4 stale
Orion Portfolio Solutions, LLC trimmed10,833$381K0.2%2025-Q1 stale
GRIES FINANCIAL LLC trimmed8,330$324K0.2%2025-Q3 stale
JPMORGAN CHASE & CO added8,926$314K0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership