Who owns JUNT
Which tracked institutional funds hold JUNT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JUNT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 JUNT is one-sided between 2026-Q1 and 2026-Q2: 15 added or opened and 5 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
JUNT’s largest tracked holder by dollar value, AE Wealth Management LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JUNT 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 47 tracked filers holding JUNT, 38 increased or opened the position and 10 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 JUNT 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 8
- Authentikos Wealth Advisory, LLC$10M
- FWG Investments, LLC.$4M
- Wellment Financial$3M
- SMART Wealth LLC$3M
- Richmond Brothers, Inc.$2M
- Quest 10 Wealth Builders, Inc.$974K
Full exits 2
- OLD MISSION CAPITAL LLC$1M
- Avise Financial Cooperative, Inc.$513K
Largest adds
- AE Wealth Management LLC$47M
- LPL Financial LLC$4M
- OSAIC HOLDINGS, INC.$3M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- Lloyd Advisory Services, LLC.$897K
- RAYMOND JAMES FINANCIAL INC$767K
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$1M
- Cetera Investment Advisers$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$657K
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 |
|---|---|---|---|---|
| AE Wealth Management LLC added | 1,246,333 | $47M | 48.4% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC new | 254,440 | $10M | 9.9% | 2026-Q2 |
| LPL Financial LLC added | 131,293 | $5M | 5.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 114,521 | $4M | 4.4% | 2026-Q2 |
| FWG Investments, LLC. new | 96,468 | $4M | 3.7% | 2026-Q2 |
| Wellment Financial new | 82,030 | $3M | 3.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 79,880 | $3M | 3.1% | 2026-Q2 |
| SMART Wealth LLC new | 74,836 | $3M | 2.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 74,343 | $3M | 2.9% | 2026-Q2 |
| Richmond Brothers, Inc. new | 52,590 | $2M | 2.0% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. new | 25,779 | $974K | 1.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 25,732 | $972K | 1.0% | 2026-Q2 |
| FSA Advisors, Inc. new | 25,332 | $957K | 1.0% | 2026-Q2 |
| Nvest Financial, LLC added | 24,818 | $938K | 1.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 19,749 | $746K | 0.8% | 2026-Q2 |
| Golden Reserve Retirement LLC new | 18,600 | $703K | 0.7% | 2026-Q2 |
| PANORAMIC INVESTMENT ADVISORS, LLC added | 16,350 | $618K | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 12,580 | $475K | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 11,244 | $425K | 0.4% | 2026-Q2 |
| Csenge Advisory Group new | 10,494 | $397K | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 10,317 | $390K | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 7,894 | $298K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,128 | $269K | 0.3% | 2026-Q2 |
| First Heartland Consultants, Inc. new | 7,077 | $267K | 0.3% | 2026-Q2 |
| Focus Financial Network, Inc. added | 6,791 | $257K | 0.3% | 2026-Q2 |
| Foundations Investment Advisors, LLC new | 6,576 | $249K | 0.3% | 2026-Q2 |
| Accurate Wealth Management, LLC new | 6,040 | $230K | 0.2% | 2026-Q2 |
| LifeWealth Investments, LLC new | 5,844 | $221K | 0.2% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC new | 5,388 | $204K | 0.2% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 5,008 | $189K | 0.2% | 2026-Q2 |
| Allianz SE | 5,000 | $189K | 0.2% | 2026-Q2 |
| Kingdom Financial Group LLC. added | 3,848 | $145K | 0.1% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3,563 | $135K | 0.1% | 2026-Q2 |
| Mosley Wealth Management new | 3,431 | $130K | 0.1% | 2026-Q2 |
| Spire Wealth Management trimmed | 2,133 | $81K | 0.1% | 2026-Q2 |
| Barnes Dennig Private Wealth Management LLC trimmed | 2,133 | $81K | 0.1% | 2026-Q2 |
| Decker Retirement Planning Inc. new | 1,924 | $73K | 0.1% | 2026-Q2 |
| Networth Advisors, LLC new | 1,814 | $69K | 0.1% | 2026-Q2 |
| Key Capital Management, INC new | 1,195 | $45K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 1,000 | $38K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 878 | $33K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc | 700 | $26K | 0.0% | 2026-Q2 |
| Elevated Capital Advisors, LLC new | 681 | $26K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 221 | $8K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 170 | $6K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC new | 135 | $5K | 0.0% | 2026-Q2 |
| Montgomery Financial Services LLC new | 63 | $2K | 0.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 35,521 | $1M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Avise Financial Cooperative, Inc. | 14,268 | $513K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. | 2,973 | $107K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| BARCLAYS PLC trimmed | 2,881 | $104K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 137 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Kestra Advisory Services, LLC new | 2,574 | $94K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| JPMORGAN CHASE & CO | 380 | $14K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Atria Wealth Solutions, Inc. added | 27,743 | $945K | 1.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: Allianz Investment Management U.S. LLC (last filed 2025-Q3, 5,000 shares) reconciles to its 1 current affiliate (5,000 shares) — 0.000% apart.
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.