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-Q2 13F filings (latest filed 2026-08-26). 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
28 tracked funds added or opened GJUN while 17 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
GJUN’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL 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 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 2026-Q1 and 2026-Q2, across 127 tracked filers holding GJUN, 68 increased or opened the position and 52 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 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 7
- BAM Wealth Management, LLC$4M
- Schulz Wealth, LTD.$2M
- GREAT VALLEY ADVISOR GROUP, INC.$1M
- Range Financial Group LLC$1M
- Global Retirement Partners, LLC$898K
- Strategic Blueprint, LLC$750K
Full exits 7
- Sunbelt Securities, Inc.$4M
- Cambridge Investment Research Advisors, Inc.$2M
- ACT Advisors, LLC.$1M
- HRT FINANCIAL LP$1M
- Wood Tarver Financial Group, LLC$770K
- ROYAL BANK OF CANADA$588K
Largest adds
- RAYMOND JAMES FINANCIAL INC$21M
- OSAIC HOLDINGS, INC.$13M
- ENVESTNET ASSET MANAGEMENT INC$11M
- LPL Financial LLC$9M
- Atria Investments, Inc$7M
- Cetera Investment Advisers$6M
Largest trims
- Americana Partners, LLC$2M
- CAPTRUST FINANCIAL ADVISORS$1M
- NATIONS FINANCIAL GROUP INC, /IA/ /ADV$971K
- NovaPoint Capital, LLC$868K
- Kestra Advisory Services, LLC$645K
- VestGen Investment Management$461K
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 725,061 | $30M | 12.4% | 2026-Q2 |
| Cetera Investment Advisers added | 492,470 | $20M | 8.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 474,211 | $20M | 8.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 429,079 | $18M | 7.3% | 2026-Q2 |
| Atria Investments, Inc added | 424,651 | $17M | 7.2% | 2026-Q2 |
| LPL Financial LLC added | 375,220 | $15M | 6.4% | 2026-Q2 |
| Mariner, LLC trimmed | 263,272 | $11M | 4.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 238,641 | $10M | 4.1% | 2026-Q2 |
| First International Bank of Israel Ltd. | 200,000 | $8M | 3.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 148,862 | $6M | 2.5% | 2026-Q2 |
| Focus Partners Wealth trimmed | 141,194 | $6M | 2.4% | 2026-Q2 |
| Avantra Family Wealth, Inc. added | 108,930 | $4M | 1.9% | 2026-Q2 |
| MAI Capital Management added | 105,248 | $4M | 1.8% | 2026-Q2 |
| BAM Wealth Management, LLC new | 104,305 | $4M | 1.8% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 86,666 | $4M | 1.5% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 84,174 | $3M | 1.4% | 2026-Q2 |
| Schulz Wealth, LTD. trimmed | 55,886 | $2M | 1.0% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 45,688 | $2M | 0.8% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 45,627 | $2M | 0.8% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 43,979 | $2M | 0.7% | 2026-Q2 |
| Tanglewood Legacy Advisors, LLC added | 43,132 | $2M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 41,341 | $616K | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 39,784 | $2M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 36,627 | $2M | 0.6% | 2026-Q2 |
| Keystone Wealth Services, LLC trimmed | 36,071 | $1M | 0.6% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC added | 35,913 | $1M | 0.6% | 2026-Q2 |
| Archer Investment Corp added | 35,535 | $1M | 0.6% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. new | 35,099 | $1M | 0.6% | 2026-Q2 |
| Diligent Investors, LLC added | 34,481 | $1M | 0.6% | 2026-Q2 |
| Range Financial Group LLC new | 33,091 | $1M | 0.6% | 2026-Q2 |
| Americana Partners, LLC trimmed | 32,256 | $1M | 0.5% | 2026-Q2 |
| CITY HOLDING CO | 31,100 | $1M | 0.5% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 30,122 | $1M | 0.5% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 29,814 | $1M | 0.5% | 2026-Q2 |
| Nvest Financial, LLC | 27,341 | $1M | 0.5% | 2026-Q2 |
| NorthCrest Asset Manangement, LLC added | 26,558 | $1M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 25,302 | $1M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 25,146 | $1M | 0.4% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 23,198 | $956K | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 23,111 | $952K | 0.4% | 2026-Q2 |
| Icon Wealth Advisors, LLC | 21,935 | $903K | 0.4% | 2026-Q2 |
| Global Retirement Partners, LLC added | 21,800 | $898K | 0.4% | 2026-Q2 |
| Ignite Planners, LLC trimmed | 21,156 | $871K | 0.4% | 2026-Q2 |
| Mutual Advisors, LLC added | 20,150 | $830K | 0.3% | 2026-Q2 |
| KINTRA WEALTH, LLC trimmed | 18,750 | $789K | 0.3% | 2026-Q2 |
| Strategic Blueprint, LLC added | 18,219 | $750K | 0.3% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 18,031 | $743K | 0.3% | 2026-Q2 |
| NovaPoint Capital, LLC trimmed | 17,822 | $734K | 0.3% | 2026-Q2 |
| Brookstone Capital Management added | 17,571 | $724K | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 17,545 | $723K | 0.3% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 16,947 | $698K | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 16,666 | $686K | 0.3% | 2026-Q2 |
| Madrona Financial Services, LLC new | 16,047 | $661K | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 15,415 | $635K | 0.3% | 2026-Q2 |
| Arax Advisory Partners added | 15,318 | $631K | 0.3% | 2026-Q2 |
| Harvest Investment Services, LLC trimmed | 14,350 | $591K | 0.2% | 2026-Q2 |
| Santori & Peters, Inc. | 14,070 | $580K | 0.2% | 2026-Q2 |
| Sequent Planning LLC trimmed | 13,596 | $560K | 0.2% | 2026-Q2 |
| UPTICK PARTNERS, LLC added | 12,455 | $513K | 0.2% | 2026-Q2 |
| REAP Financial Group, LLC trimmed | 12,431 | $512K | 0.2% | 2026-Q2 |
| PKS Advisory Services, LLC added | 11,737 | $483K | 0.2% | 2026-Q2 |
| Integrity Financial Corp /WA trimmed | 11,584 | $477K | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 11,459 | $472K | 0.2% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. new | 11,283 | $465K | 0.2% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC | 10,880 | $448K | 0.2% | 2026-Q2 |
| NEW WAVE WEALTH ADVISORS LLC new | 10,782 | $444K | 0.2% | 2026-Q2 |
| BFI Wealth Solutions, LLC trimmed | 10,708 | $441K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 10,499 | $432K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 9,782 | $403K | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 9,627 | $397K | 0.2% | 2026-Q2 |
| NORDEN GROUP LLC trimmed | 9,585 | $395K | 0.2% | 2026-Q2 |
| CoreCap Advisors, LLC added | 9,562 | $394K | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 9,231 | $380K | 0.2% | 2026-Q2 |
| StoneX Group Inc. added | 7,960 | $327K | 0.1% | 2026-Q2 |
| Prosperity Financial Group, Inc. added | 7,933 | $327K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 7,839 | $323K | 0.1% | 2026-Q2 |
| Quad-Cities Investment Group, LLC | 7,825 | $322K | 0.1% | 2026-Q2 |
| Summit Financial Wealth Advisors, LLC trimmed | 7,714 | $318K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ | 7,665 | $316K | 0.1% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7,660 | $316K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 7,647 | $315K | 0.1% | 2026-Q2 |
| 1776 Wealth LLC | 7,560 | $311K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 7,316 | $301K | 0.1% | 2026-Q2 |
| Crusonia Wealth Advisors LLC | 7,275 | $300K | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 6,869 | $283K | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 6,868 | $283K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC | 6,750 | $278K | 0.1% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. added | 6,697 | $276K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ new | 6,611 | $272K | 0.1% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. added | 6,548 | $270K | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 6,104 | $251K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 6,048 | $249K | 0.1% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. trimmed | 5,778 | $238K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 5,747 | $237K | 0.1% | 2026-Q2 |
| Cornell Pochily Investment Advisors, Inc. trimmed | 5,720 | $236K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 5,550 | $229K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 5,335 | $220K | 0.1% | 2026-Q2 |
| Castle Rock Wealth Management, LLC | 5,138 | $212K | 0.1% | 2026-Q2 |
| Commonwealth Financial Services, LLC new | 5,093 | $210K | 0.1% | 2026-Q2 |
| Chris Bulman Inc trimmed | 5,091 | $210K | 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.