Who owns JUNW
Which tracked institutional funds hold JUNW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JUNW company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
3 tracked funds added or opened JUNW while 8 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
JUNW’s largest tracked holder by dollar value, Gradient Investments LLC, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JUNW 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 38 tracked filers holding JUNW, 9 increased or opened the position and 19 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 JUNW 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 1
- JPMORGAN CHASE & CO$614K
Full exits 2
- Allianz Investment Management LLC$4M
- Global Retirement Partners, LLC$599K
Largest adds
- Allianz SE$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$537K
Largest trims
- Elevated Capital Advisors, LLC$3M
- OLD MISSION CAPITAL LLC$787K
- Spire Wealth Management$468K
- OSAIC HOLDINGS, INC.$429K
- Kestra Advisory Services, LLC$338K
- COMMONWEALTH EQUITY SERVICES, LLC$302K
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 |
|---|---|---|---|---|
| AMERICAN ASSET MANAGEMENT INC. trimmed | 172,754 | $6M | 6.0% | 2026-Q1 |
| Allianz SE added | 159,439 | $5M | 5.5% | 2026-Q1 |
| LPL Financial LLC added | 121,360 | $4M | 4.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 120,344 | $4M | 4.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 102,312 | $3M | 3.5% | 2026-Q1 |
| Cetera Investment Advisers added | 83,484 | $3M | 2.9% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 68,747 | $2M | 2.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 62,868 | $2M | 2.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 53,559 | $2M | 1.9% | 2026-Q1 |
| Spire Wealth Management trimmed | 38,001 | $1M | 1.3% | 2026-Q1 |
| Farther Finance Advisors, LLC | 35,450 | $1M | 1.2% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC | 19,376 | $646K | 0.7% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 19,181 | $640K | 0.7% | 2026-Q1 |
| World Investment Advisors trimmed | 18,900 | $630K | 0.7% | 2026-Q1 |
| Grantvest Financial Group LLC trimmed | 18,759 | $626K | 0.6% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. | 18,585 | $620K | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 18,641 | $614K | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 16,408 | $547K | 0.6% | 2026-Q1 |
| Barnes Dennig Private Wealth Management LLC | 15,809 | $527K | 0.5% | 2026-Q1 |
| Stonebridge Financial Group, LLC / MO | 12,800 | $427K | 0.4% | 2026-Q1 |
| Castle Rock Wealth Management, LLC | 11,816 | $395K | 0.4% | 2026-Q1 |
| Aspire Capital Advisors LLC trimmed | 11,725 | $391K | 0.4% | 2026-Q1 |
| Focus Financial Network, Inc. | 10,783 | $360K | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 10,664 | $356K | 0.4% | 2026-Q1 |
| Joseph P. Lucia & Associates, LLC | 10,355 | $345K | 0.4% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 9,389 | $313K | 0.3% | 2026-Q1 |
| PFG Advisors trimmed | 9,301 | $310K | 0.3% | 2026-Q1 |
| TAGStone Capital, Inc. | 7,205 | $240K | 0.2% | 2026-Q1 |
| WEALTHGARDEN F.S. LLC | 7,028 | $234K | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC | 6,850 | $228K | 0.2% | 2026-Q1 |
| AE Wealth Management LLC added | 6,797 | $227K | 0.2% | 2026-Q1 |
| NBC SECURITIES, INC. | 5,103 | $170K | 0.2% | 2026-Q1 |
| Elevated Capital Advisors, LLC trimmed | 2,370 | $79K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 1,289 | $43K | 0.0% | 2026-Q1 |
| ST GERMAIN D J CO INC new | 1,090 | $36K | 0.0% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 444 | $15K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 416 | $14K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 78 | $3K | 0.0% | 2026-Q1 |
| Gradient Investments LLC added | 1,456,177 | $43M | 44.9% | 2025-Q1 stale |
| Allianz Investment Management LLC new | 111,911 | $4M | 3.9% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 59,840 | $2M | 2.0% | 2025-Q2 stale |
| Global Retirement Partners, LLC | 17,940 | $599K | 0.6% | 2025-Q4 stale |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 17,596 | $561K | 0.6% | 2025-Q2 stale |
| Brown Financial Advisors added | 17,162 | $510K | 0.5% | 2025-Q1 stale |
| Mattson Financial Services, LLC new | 14,601 | $434K | 0.5% | 2025-Q1 stale |
| Paladin Wealth, LLC trimmed | 14,157 | $421K | 0.4% | 2025-Q1 stale |
| CITADEL ADVISORS LLC trimmed | 12,247 | $364K | 0.4% | 2025-Q1 stale |
| MML INVESTORS SERVICES, LLC new | 9,929 | $316K | 0.3% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 9,391 | $299K | 0.3% | 2025-Q2 stale |
| First Heartland Consultants, Inc. trimmed | 9,075 | $298K | 0.3% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. new | 8,969 | $286K | 0.3% | 2025-Q2 stale |
| Lloyd Advisory Services, LLC. trimmed | 6,054 | $202K | 0.2% | 2025-Q4 stale |
| Allianz Investment Management U.S. LLC | 5,000 | $164K | 0.2% | 2025-Q3 stale |
| Park Square Financial Group, LLC | 786 | $25K | 0.0% | 2025-Q2 stale |
| WELLS FARGO & COMPANY/MN added | 550 | $16K | 0.0% | 2025-Q1 stale |
| Pineridge Advisors LLC | 214 | $7K | 0.0% | 2025-Q3 stale |
| New Millennium Group LLC | 96 | $3K | 0.0% | 2025-Q1 stale |
| Lord & Richards Wealth Management, LLC new | 52 | $2K | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.