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-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 JUNW is one-sided between 2026-Q1 and 2026-Q2: 47 added or opened and 4 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
JUNW’s largest tracked holder by dollar value, AE Wealth Management LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp 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 2026-Q1 and 2026-Q2, across 77 tracked filers holding JUNW, 68 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 JUNW 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 29
- Lloyd Advisory Services, LLC.$18M
- ACCESS FINANCIAL SERVICES, INC.$16M
- POM Investment Strategies, LLC$8M
- Authentikos Wealth Advisory, LLC$8M
- Ausdal Financial Partners, Inc.$6M
- Wellment Financial$6M
Full exits 4
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- CENTAURUS FINANCIAL, INC.$620K
- JPMORGAN CHASE & CO$614K
- Cambridge Investment Research Advisors, Inc.$547K
Largest adds
- AE Wealth Management LLC$93M
- LPL Financial LLC$4M
- COMMONWEALTH EQUITY SERVICES, LLC$4M
- OSAIC HOLDINGS, INC.$4M
- Elevated Capital Advisors, LLC$2M
- Allianz SE$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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| AE Wealth Management LLC added | 2,723,158 | $94M | 33.7% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 533,703 | $18M | 6.6% | 2026-Q2 |
| ACCESS FINANCIAL SERVICES, INC. new | 453,357 | $16M | 5.6% | 2026-Q2 |
| LPL Financial LLC added | 241,376 | $8M | 3.0% | 2026-Q2 |
| POM Investment Strategies, LLC new | 232,763 | $8M | 2.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 226,189 | $8M | 2.8% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC added | 219,883 | $8M | 2.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 203,050 | $7M | 2.5% | 2026-Q2 |
| Allianz SE added | 195,471 | $7M | 2.4% | 2026-Q2 |
| Ausdal Financial Partners, Inc. new | 175,907 | $6M | 2.2% | 2026-Q2 |
| Wellment Financial new | 175,439 | $6M | 2.2% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC new | 173,393 | $6M | 2.1% | 2026-Q2 |
| AMERICAN ASSET MANAGEMENT INC. trimmed | 170,154 | $6M | 2.1% | 2026-Q2 |
| Integrated Wealth Management new | 134,707 | $5M | 1.7% | 2026-Q2 |
| Outlook Wealth Advisors, LLC new | 123,684 | $4M | 1.5% | 2026-Q2 |
| B.O.S.S. Retirement Advisors, LLC new | 120,440 | $4M | 1.5% | 2026-Q2 |
| Cetera Investment Advisers added | 102,219 | $4M | 1.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 83,598 | $3M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 81,369 | $3M | 1.0% | 2026-Q2 |
| Networth Advisors, LLC new | 76,912 | $3M | 1.0% | 2026-Q2 |
| Golden Reserve Retirement LLC new | 70,361 | $2M | 0.9% | 2026-Q2 |
| Spire Wealth Management added | 69,837 | $2M | 0.9% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 67,402 | $2M | 0.8% | 2026-Q2 |
| FSA Advisors, Inc. added | 65,665 | $2M | 0.8% | 2026-Q2 |
| Great Lakes Retirement, Inc. new | 64,326 | $2M | 0.8% | 2026-Q2 |
| Csenge Advisory Group new | 64,306 | $2M | 0.8% | 2026-Q2 |
| Elevated Capital Advisors, LLC added | 63,891 | $2M | 0.8% | 2026-Q2 |
| Centennial Advisors, LLC new | 61,935 | $2M | 0.8% | 2026-Q2 |
| Aspire Capital Advisors LLC added | 47,814 | $2M | 0.6% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 45,134 | $2M | 0.6% | 2026-Q2 |
| LifeWealth Investments, LLC new | 42,683 | $1M | 0.5% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 40,038 | $1M | 0.5% | 2026-Q2 |
| Foundations Investment Advisors, LLC new | 36,821 | $1M | 0.5% | 2026-Q2 |
| SMART Wealth LLC new | 35,528 | $1M | 0.4% | 2026-Q2 |
| World Investment Advisors added | 31,708 | $1M | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 31,646 | $1M | 0.4% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC added | 28,795 | $990K | 0.4% | 2026-Q2 |
| Kingdom Financial Group LLC. new | 25,625 | $881K | 0.3% | 2026-Q2 |
| GTS SECURITIES LLC new | 25,435 | $875K | 0.3% | 2026-Q2 |
| Blackston Financial Advisory Group, LLC new | 24,884 | $856K | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 24,416 | $840K | 0.3% | 2026-Q2 |
| Focus Financial Network, Inc. added | 23,435 | $806K | 0.3% | 2026-Q2 |
| Key Capital Management, INC new | 22,272 | $766K | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 19,205 | $660K | 0.2% | 2026-Q2 |
| Stonebridge Financial Group, LLC / MO added | 18,887 | $650K | 0.2% | 2026-Q2 |
| Grantvest Financial Group LLC | 18,759 | $645K | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC | 17,940 | $617K | 0.2% | 2026-Q2 |
| Westshore Wealth, LLC new | 17,656 | $607K | 0.2% | 2026-Q2 |
| Castle Rock Wealth Management, LLC added | 17,591 | $604K | 0.2% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC trimmed | 16,605 | $571K | 0.2% | 2026-Q2 |
| Barnes Dennig Private Wealth Management LLC | 15,809 | $544K | 0.2% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 15,657 | $538K | 0.2% | 2026-Q2 |
| PFG Advisors added | 15,406 | $530K | 0.2% | 2026-Q2 |
| Montgomery Financial Services LLC new | 14,736 | $507K | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 11,218 | $386K | 0.1% | 2026-Q2 |
| Advus Financial Partners, LLC added | 10,756 | $370K | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 9,700 | $332K | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 9,700 | $332K | 0.1% | 2026-Q2 |
| Carmel Capital Partners, LLC new | 7,800 | $268K | 0.1% | 2026-Q2 |
| FWG Investments, LLC. new | 7,598 | $261K | 0.1% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. new | 7,468 | $257K | 0.1% | 2026-Q2 |
| TAGStone Capital, Inc. | 7,205 | $248K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 7,203 | $248K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 7,088 | $244K | 0.1% | 2026-Q2 |
| WEALTHGARDEN F.S. LLC trimmed | 7,011 | $241K | 0.1% | 2026-Q2 |
| KINTRA WEALTH, LLC new | 6,545 | $229K | 0.1% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC trimmed | 6,596 | $227K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 5,103 | $175K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc new | 3,536 | $122K | 0.0% | 2026-Q2 |
| Decker Retirement Planning Inc. new | 2,122 | $73K | 0.0% | 2026-Q2 |
| Mosley Wealth Management new | 2,077 | $71K | 0.0% | 2026-Q2 |
| UBS Group AG added | 1,785 | $61K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 1,350 | $46K | 0.0% | 2026-Q2 |
| ST GERMAIN D J CO INC | 1,090 | $37K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. new | 604 | $21K | 0.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 444 | $15K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 65 | $2K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 62,868 | $2M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. | 18,585 | $620K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO added | 18,641 | $614K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 16,408 | $547K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| BARCLAYS PLC trimmed | 416 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Allianz Investment Management LLC new | 111,911 | $4M | 1.3% | 2025-Q4 stale (2 quarters behind) |
| Allianz Investment Management U.S. LLC | 5,000 | $164K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Pineridge Advisors LLC | 214 | $7K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. added | 59,840 | $2M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 17,596 | $561K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 9,391 | $299K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. new | 8,969 | $286K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC | 786 | $25K | 0.0% | 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.