Who owns NJUN
Which tracked institutional funds hold NJUN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NJUN 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
The tracked-fund tape on NJUN is one-sided between 2026-Q1 and 2026-Q2: 19 added or opened and 2 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
NJUN’s largest tracked holder by dollar value, Gradient Investments 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 NJUN 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 65 tracked filers holding NJUN, 54 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 NJUN 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
- Gradient Investments LLC$28M
- MAI Capital Management$14M
- Cresset Asset Management, LLC$5M
- Element Squared LLC$3M
- Ashton Thomas Private Wealth, LLC$2M
- SYON CAPITAL LLC$2M
Full exits 1
- HighTower Advisors, LLC$10M
Largest adds
- COMMONWEALTH EQUITY SERVICES, LLC$5M
- OSAIC HOLDINGS, INC.$4M
- RAYMOND JAMES FINANCIAL INC$3M
- TRUIST FINANCIAL CORP$2M
- LPL Financial LLC$2M
- Cetera Investment Advisers$974K
Largest trims
- Allworth Financial LP$15M
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 |
|---|---|---|---|---|
| Gradient Investments LLC new | 861,224 | $28M | 21.4% | 2026-Q2 |
| MAI Capital Management new | 423,735 | $14M | 10.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 405,829 | $13M | 10.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 286,149 | $9M | 7.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 167,199 | $5M | 4.2% | 2026-Q2 |
| Cresset Asset Management, LLC new | 141,670 | $5M | 3.5% | 2026-Q2 |
| Cetera Investment Advisers added | 112,569 | $4M | 2.8% | 2026-Q2 |
| Element Squared LLC new | 92,876 | $3M | 2.3% | 2026-Q2 |
| LPL Financial LLC added | 84,833 | $3M | 2.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 81,560 | $3M | 2.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC new | 57,527 | $2M | 1.4% | 2026-Q2 |
| SYON CAPITAL LLC new | 52,255 | $2M | 1.3% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. new | 39,932 | $1M | 1.0% | 2026-Q2 |
| Phoenix Financial Ltd. added | 32,634 | $1M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 26,624 | $875K | 0.7% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 25,360 | $833K | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 24,676 | $811K | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 23,822 | $783K | 0.6% | 2026-Q2 |
| AE Wealth Management LLC added | 23,395 | $769K | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 23,247 | $764K | 0.6% | 2026-Q2 |
| Cornerstone Wealth, LLC/TN trimmed | 22,564 | $734K | 0.6% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. added | 20,858 | $685K | 0.5% | 2026-Q2 |
| Integrity Advisory Solutions, LLC new | 16,550 | $544K | 0.4% | 2026-Q2 |
| CORRADO ADVISORS, LLC added | 15,535 | $510K | 0.4% | 2026-Q2 |
| Grantvest Financial Group LLC new | 15,195 | $499K | 0.4% | 2026-Q2 |
| TrustBank new | 12,940 | $425K | 0.3% | 2026-Q2 |
| PFG Advisors added | 12,492 | $410K | 0.3% | 2026-Q2 |
| Redwood Family Wealth LLC new | 11,664 | $383K | 0.3% | 2026-Q2 |
| YARGER WEALTH STRATEGIES, LLC | 9,995 | $327K | 0.2% | 2026-Q2 |
| Brown Financial Advisors new | 9,920 | $326K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 9,888 | $325K | 0.2% | 2026-Q2 |
| Arax Advisory Partners new | 9,706 | $319K | 0.2% | 2026-Q2 |
| Trek Financial, LLC new | 9,662 | $317K | 0.2% | 2026-Q2 |
| COFG Advisors, LLC new | 9,339 | $307K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 9,056 | $298K | 0.2% | 2026-Q2 |
| FSA Advisors, Inc. new | 8,998 | $296K | 0.2% | 2026-Q2 |
| Soltis Investment Advisors LLC new | 7,855 | $258K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 7,578 | $249K | 0.2% | 2026-Q2 |
| Liberty Atlantic Advisors LLC trimmed | 7,528 | $247K | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 7,269 | $239K | 0.2% | 2026-Q2 |
| Tradition Wealth Management, LLC new | 7,081 | $233K | 0.2% | 2026-Q2 |
| Ascent Wealth Partners, LLC trimmed | 7,000 | $230K | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC | 6,871 | $226K | 0.2% | 2026-Q2 |
| Diligent Investors, LLC new | 6,733 | $221K | 0.2% | 2026-Q2 |
| Mattson Financial Services, LLC new | 6,606 | $213K | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 6,282 | $206K | 0.2% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC new | 6,228 | $205K | 0.2% | 2026-Q2 |
| Paladin Wealth, LLC new | 6,172 | $203K | 0.2% | 2026-Q2 |
| Keystone Wealth Services, LLC trimmed | 6,150 | $202K | 0.2% | 2026-Q2 |
| Triumph Capital Management new | 4,860 | $160K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 4,756 | $156K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 4,590 | $151K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC added | 3,726 | $122K | 0.1% | 2026-Q2 |
| Allworth Financial LP trimmed | 3,565 | $117K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 2,694 | $89K | 0.1% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC | 2,305 | $76K | 0.1% | 2026-Q2 |
| Physician Wealth Advisors, Inc. new | 1,700 | $56K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 1,400 | $46K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 994 | $33K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 609 | $20K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 585 | $19K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 500 | $16K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 98 | $3K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 80 | $3K | 0.0% | 2026-Q2 |
| Kingdom Financial Group LLC. new | 56 | $2K | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC | 327,058 | $10M | 7.7% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO trimmed | 13,765 | $424K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 9,306 | $291K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 103 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SILVER OAK SECURITIES, INCORPORATED new | 44,901 | $1M | 1.0% | 2025-Q3 stale (3 quarters behind) |
| Sigma Planning Corp trimmed | 26,007 | $801K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Chicago Partners Investment Group LLC | 15,701 | $490K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 7,346 | $226K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| WELLS FARGO & COMPANY/MN | 748 | $23K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 300 | $9K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC new | 200 | $6K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| NWF Advisory Services Inc. new | 175,098 | $5M | 3.9% | 2025-Q2 stale (4 quarters behind) |
| OPTIMA CAPITAL LLC new | 82,544 | $2M | 1.8% | 2025-Q2 stale (4 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 26,568 | $786K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. added | 18,608 | $551K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Worth Financial Advisory Group, LLC | 7,975 | $236K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| INDEPENDENT FINANCIAL GROUP, LLC new | 7,639 | $226K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Beacon Capital Management, Inc. new | 3,963 | $117K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 768 | $23K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Wood Tarver Financial Group, LLC new | 17 | — | 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.