Who owns PJFG (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 2 added or opened and 6 trimmed or exited — on balance reducing.
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 3.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.9pp 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 2025-Q4 and 2026-Q1, across 26 tracked filers holding PJFG, 17 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 PJFG 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.
Full exits 1
- J.W. COLE ADVISORS, INC.$1M
Largest adds
- STIFEL FINANCIAL CORP$1M
- Kestra Advisory Services, LLC$254K
Largest trims
- Berger Financial Group, Inc$10M
- Advisory Resource Group$1M
- Prosperity Financial Group, Inc.$1M
- Fermata Advisors, LLC$527K
- CWM, LLC$333K
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 added | 723,205 | $70M | 73.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 56,149 | $5M | 5.5% | 2026-Q1 |
| Prosperity Financial Group, Inc. trimmed | 51,257 | $5M | 5.2% | 2026-Q1 |
| Advisory Resource Group trimmed | 41,828 | $4M | 4.3% | 2026-Q1 |
| Fermata Advisors, LLC trimmed | 26,038 | $3M | 2.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 19,953 | $2M | 2.0% | 2026-Q1 |
| 1015 Capital Partners, LLC added | 7,813 | $761K | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 4,795 | $467K | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 4,305 | $419K | 0.4% | 2026-Q1 |
| PFG Advisors new | 4,295 | $418K | 0.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 3,624 | $353K | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 3,383 | $329K | 0.3% | 2026-Q1 |
| Navis Wealth Advisors, LLC added | 3,179 | $310K | 0.3% | 2026-Q1 |
| Mariner, LLC new | 3,123 | $304K | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 2,901 | $282K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 2,342 | $228K | 0.2% | 2026-Q1 |
| Clear Creek Financial Management, LLC new | 2,282 | $222K | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 2,263 | $220K | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 738 | $72K | 0.1% | 2026-Q1 |
| Prosperity Bancshares Inc added | 637 | $62K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 233 | $23K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 197 | $19K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 131 | $13K | 0.0% | 2026-Q1 |
| ASSETMARK, INC new | 116 | $11K | 0.0% | 2026-Q1 |
| Allworth Financial LP new | 55 | $5K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 16 | $2K | 0.0% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 9,139 | $1M | 1.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 3,718 | $316K | 0.3% | 2025-Q1 stale |
| OneAscent Wealth Management LLC trimmed | 2,160 | $238K | 0.2% | 2025-Q3 stale |
| Motiv8 Investments LLC new | 321 | $36K | 0.0% | 2025-Q4 stale |
| JPMORGAN CHASE & CO new | 248 | $27K | 0.0% | 2025-Q3 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 84 | $4K | 0.0% | 2025-Q4 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.