Who owns PJFG
Which tracked institutional funds hold PJFG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PJFG 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 PJFG is one-sided between 2026-Q1 and 2026-Q2: 8 added or opened and 1 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
PJFG’s largest tracked holder by dollar value, Berger Financial Group, 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 PJFG 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 23 tracked filers holding PJFG, 13 increased or opened the position and 12 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 PJFG 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 1
- J.W. COLE ADVISORS, INC.$3M
Full exits 1
- Fermata Advisors, LLC$3M
Largest adds
- Berger Financial Group, Inc$11M
- JONES FINANCIAL COMPANIES LLLP$2M
- STIFEL FINANCIAL CORP$2M
- Prosperity Financial Group, Inc.$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$471K
- Advisory Resource Group$442K
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 |
|---|---|---|---|---|
| Berger Financial Group, Inc trimmed | 702,506 | $82M | 70.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 68,296 | $8M | 6.6% | 2026-Q2 |
| Prosperity Financial Group, Inc. added | 51,980 | $6M | 5.2% | 2026-Q2 |
| Advisory Resource Group trimmed | 38,915 | $5M | 3.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 36,641 | $4M | 3.7% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 23,263 | $3M | 2.3% | 2026-Q2 |
| 1015 Capital Partners, LLC added | 8,143 | $945K | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 7,676 | $891K | 0.8% | 2026-Q2 |
| LPL Financial LLC added | 5,467 | $634K | 0.5% | 2026-Q2 |
| PFG Advisors | 4,295 | $498K | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 3,338 | $387K | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 3,185 | $370K | 0.3% | 2026-Q2 |
| Navis Wealth Advisors, LLC | 3,179 | $369K | 0.3% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 2,965 | $344K | 0.3% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 2,236 | $259K | 0.2% | 2026-Q2 |
| UBS Group AG added | 1,700 | $197K | 0.2% | 2026-Q2 |
| Truvestments Capital LLC new | 1,639 | $190K | 0.2% | 2026-Q2 |
| Prosperity Bancshares Inc added | 720 | $84K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 213 | $25K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. new | 143 | $17K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 131 | $15K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 116 | $13K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 9 | $1K | 0.0% | 2026-Q2 |
| Fermata Advisors, LLC trimmed | 26,038 | $3M | 2.2% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 4,795 | $467K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC new | 3,123 | $304K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 2,342 | $228K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 738 | $72K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Allworth Financial LP new | 55 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Motiv8 Investments LLC new | 321 | $36K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 84 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| OneAscent Wealth Management LLC trimmed | 2,160 | $238K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| JPMORGAN CHASE & CO new | 248 | $27K | 0.0% | 2025-Q3 stale (3 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.