Who owns IJUN
Which tracked institutional funds hold IJUN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IJUN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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
The tracked-fund tape on IJUN is one-sided between 2026-Q1 and 2026-Q2: 15 added or opened and 3 trimmed or exited — on balance accumulating.
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
IJUN’s largest tracked holder by dollar value, ACCESS FINANCIAL SERVICES, INC., sizes it at 4.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IJUN 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 63 tracked filers holding IJUN, 49 increased or opened the position and 8 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 IJUN 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 6
- ACCESS FINANCIAL SERVICES, INC.$13M
- SYON CAPITAL LLC$2M
- Atlantic Private Wealth, LLC$1M
- Diligent Investors, LLC$712K
- Collaborative Wealth Managment Inc.$563K
- Private Advisor Group, LLC$501K
Full exits 1
- SeaCrest Wealth Management, LLC$1M
Largest adds
- OSAIC HOLDINGS, INC.$1M
- LPL Financial LLC$1M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- Cetera Investment Advisers$852K
- CORRADO ADVISORS, LLC$583K
- NewEdge Advisors, LLC$373K
Largest trims
- Americana Partners, LLC$520K
- RED CRANE WEALTH MANAGEMENT, LLC$312K
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 |
|---|---|---|---|---|
| ACCESS FINANCIAL SERVICES, INC. added | 415,535 | $13M | 18.7% | 2026-Q2 |
| Cetera Investment Advisers added | 87,771 | $3M | 4.0% | 2026-Q2 |
| CORRADO ADVISORS, LLC added | 81,435 | $3M | 3.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 78,659 | $2M | 3.5% | 2026-Q2 |
| Berger Financial Group, Inc added | 63,797 | $2M | 2.9% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 63,347 | $2M | 2.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 58,557 | $2M | 2.6% | 2026-Q2 |
| SYON CAPITAL LLC new | 52,514 | $2M | 2.4% | 2026-Q2 |
| LPL Financial LLC added | 51,386 | $2M | 2.3% | 2026-Q2 |
| Atlantic Private Wealth, LLC added | 42,788 | $1M | 1.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 37,731 | $1M | 1.7% | 2026-Q2 |
| WPWealth LLP | 34,099 | $1M | 1.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 31,188 | $972K | 1.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 26,517 | $827K | 1.2% | 2026-Q2 |
| Advus Financial Partners, LLC added | 25,254 | $787K | 1.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 24,286 | $757K | 1.1% | 2026-Q2 |
| First Commonwealth Financial Corp /PA/ added | 23,880 | $745K | 1.1% | 2026-Q2 |
| Diligent Investors, LLC new | 22,834 | $712K | 1.0% | 2026-Q2 |
| Focus Partners Wealth added | 22,293 | $695K | 1.0% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 18,384 | $573K | 0.8% | 2026-Q2 |
| Collaborative Wealth Managment Inc. new | 18,060 | $563K | 0.8% | 2026-Q2 |
| Americana Partners, LLC trimmed | 17,928 | $559K | 0.8% | 2026-Q2 |
| PFG Advisors added | 17,611 | $549K | 0.8% | 2026-Q2 |
| Cornerstone Wealth, LLC/TN added | 16,300 | $511K | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC new | 16,070 | $501K | 0.7% | 2026-Q2 |
| Pathstone Holdings, LLC new | 15,969 | $498K | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 15,833 | $494K | 0.7% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 14,439 | $450K | 0.7% | 2026-Q2 |
| MAI Capital Management added | 13,248 | $413K | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 12,754 | $398K | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC | 12,352 | $385K | 0.6% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC added | 12,035 | $375K | 0.5% | 2026-Q2 |
| OneDigital Investment Advisors LLC | 11,400 | $355K | 0.5% | 2026-Q2 |
| IFP Advisors, Inc added | 11,259 | $351K | 0.5% | 2026-Q2 |
| Phoenix Wealth Advisors | 10,964 | $342K | 0.5% | 2026-Q2 |
| Cerity Partners LLC new | 10,685 | $333K | 0.5% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. added | 10,469 | $326K | 0.5% | 2026-Q2 |
| KFG WEALTH MANAGEMENT, LLC added | 10,374 | $323K | 0.5% | 2026-Q2 |
| Annis Gardner Whiting Capital Advisors, LLC | 10,325 | $322K | 0.5% | 2026-Q2 |
| PFS Partners, LLC | 10,279 | $320K | 0.5% | 2026-Q2 |
| COFG Advisors, LLC new | 10,222 | $319K | 0.5% | 2026-Q2 |
| Trek Financial, LLC new | 10,211 | $318K | 0.5% | 2026-Q2 |
| RED CRANE WEALTH MANAGEMENT, LLC trimmed | 9,879 | $308K | 0.4% | 2026-Q2 |
| WEALTH ALLIANCE, LLC new | 9,318 | $291K | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 9,217 | $287K | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 9,056 | $282K | 0.4% | 2026-Q2 |
| CYPRESS FINANCIAL PLANNING LLC added | 8,806 | $275K | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA | 8,667 | $270K | 0.4% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC new | 8,624 | $269K | 0.4% | 2026-Q2 |
| Belpointe Asset Management LLC added | 8,172 | $255K | 0.4% | 2026-Q2 |
| Main Street Financial Solutions, LLC new | 7,995 | $249K | 0.4% | 2026-Q2 |
| William Mack & Associates, Inc. | 7,046 | $220K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 6,897 | $215K | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP new | 6,462 | $201K | 0.3% | 2026-Q2 |
| Helium Advisors LLC new | 6,420 | $200K | 0.3% | 2026-Q2 |
| CoreCap Advisors, LLC | 5,197 | $162K | 0.2% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 3,420 | $107K | 0.2% | 2026-Q2 |
| Noble Wealth Management PBC | 3,250 | $101K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 2,750 | $86K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc new | 2,139 | $67K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,000 | $31K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 650 | $20K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 347 | $11K | 0.0% | 2026-Q2 |
| SeaCrest Wealth Management, LLC | 50,020 | $1M | 2.1% | 2026-Q1 stale (1 quarter behind) |
| Global Wealth Strategies & Associates | 1,130 | $33K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 890 | $26K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC | 549 | $16K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 246 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SageView Advisory Group, LLC added | 256,618 | $7M | 10.8% | 2025-Q4 stale (2 quarters behind) |
| COMMONS CAPITAL, LLC added | 51,556 | $2M | 2.2% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 25,000 | $731K | 1.1% | 2025-Q4 stale (2 quarters behind) |
| BCS Wealth Management new | 12,418 | $363K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| WEALTHGARDEN F.S. LLC trimmed | 9,908 | $296K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| HighTower Advisors, LLC | 9,003 | $263K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Farther Finance Advisors, LLC | 1,000 | $29K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Sigma Planning Corp trimmed | 54,690 | $2M | 2.2% | 2025-Q3 stale (3 quarters behind) |
| Worth Financial Advisory Group, LLC trimmed | 19,545 | $555K | 0.8% | 2025-Q3 stale (3 quarters behind) |
| Arlington Capital Management, Inc. trimmed | 14,386 | $409K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| CITADEL ADVISORS LLC added | 13,590 | $386K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Kovitz Investment Group Partners, LLC trimmed | 10,967 | $311K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Bright Futures Wealth Management, LLC. trimmed | 7,784 | $221K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Perigon Wealth Management, LLC | 7,498 | $213K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| JPMORGAN CHASE & CO new | 1,120 | $32K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC new | 866 | $25K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| IHT Wealth Management, LLC new | 36,983 | $1M | 1.5% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.