Who owns PJUL
Which tracked institutional funds hold PJUL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PJUL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
43 tracked funds added or opened PJUL while 32 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
PJUL’s largest tracked holder by dollar value, ALLIANCEBERNSTEIN L.P., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes PJUL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PJUL 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 255 tracked filers holding PJUL, 88 increased or opened the position and 136 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 PJUL 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 7
- Simplicity Wealth,LLC$2M
- O'Connor Financial Group LLC$2M
- AXXCESS WEALTH MANAGEMENT, LLC$1M
- J.W. COLE ADVISORS, INC.$695K
- FIDUCIARY FINANCIAL ADVISORS$587K
- Storgate, LLC$586K
Full exits 15
- Penserra Capital Management LLC$65M
- HighTower Advisors, LLC$16M
- Janney Montgomery Scott LLC$13M
- CWM, LLC$11M
- Cambridge Investment Research Advisors, Inc.$8M
- Talon Private Wealth, LLC$5M
Largest adds
- ALLIANCEBERNSTEIN L.P.$8M
- Cornerstone Wealth, LLC/TN$8M
- Focus Partners Wealth$7M
- Kestra Advisory Services, LLC$7M
- Bellwether Advisors, LLC$6M
- LPL Financial LLC$5M
Largest trims
- Advisory Alpha, LLC$3M
- Horizon Investments, LLC$3M
- BLAIR WILLIAM & CO/IL$2M
- Patriot Financial Group Insurance Agency, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. added | 3,373,890 | $155M | 23.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 637,862 | $31M | 4.8% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 533,957 | $26M | 4.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 472,891 | $23M | 3.6% | 2026-Q2 |
| Focus Partners Wealth added | 440,919 | $22M | 3.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 396,834 | $19M | 3.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 386,409 | $19M | 2.9% | 2026-Q2 |
| LPL Financial LLC added | 354,696 | $17M | 2.7% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 337,377 | $16M | 2.5% | 2026-Q2 |
| Cetera Investment Advisers added | 291,005 | $14M | 2.2% | 2026-Q2 |
| World Investment Advisors trimmed | 214,176 | $10M | 1.5% | 2026-Q2 |
| CoreCap Advisors, LLC added | 197,873 | $10M | 1.5% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 197,777 | $10M | 1.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 185,241 | $9M | 1.4% | 2026-Q2 |
| Cornerstone Wealth, LLC/TN added | 174,581 | $9M | 1.3% | 2026-Q2 |
| AA Financial Advisors, LLC trimmed | 171,208 | $8M | 1.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 170,949 | $8M | 1.3% | 2026-Q2 |
| Bellwether Advisors, LLC added | 163,173 | $8M | 1.2% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 149,663 | $7M | 1.1% | 2026-Q2 |
| Southland Equity Partners LLC trimmed | 147,610 | $7M | 1.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 147,224 | $7M | 1.1% | 2026-Q2 |
| MBL Wealth, LLC trimmed | 141,059 | $7M | 1.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 135,415 | $7M | 1.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 132,344 | $6M | 0.9% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 124,593 | $6M | 0.9% | 2026-Q2 |
| MTM FINANCIAL GROUP, LLC trimmed | 117,104 | $6M | 0.9% | 2026-Q2 |
| Brookstone Capital Management trimmed | 116,873 | $6M | 0.9% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 113,802 | $6M | 0.9% | 2026-Q2 |
| Weaver Consulting Group trimmed | 111,593 | $5M | 0.8% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 110,647 | $5M | 0.8% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 90,374 | $4M | 0.7% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 83,380 | $4M | 0.6% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 82,671 | $4M | 0.6% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 81,370 | $4M | 0.6% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 80,671 | $4M | 0.6% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. trimmed | 77,294 | $4M | 0.6% | 2026-Q2 |
| US BANCORP \DE\ added | 76,020 | $4M | 0.6% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 73,267 | $4M | 0.6% | 2026-Q2 |
| Straight Path Wealth Management added | 72,431 | $4M | 0.5% | 2026-Q2 |
| McAdam, LLC trimmed | 72,321 | $4M | 0.5% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 70,020 | $3M | 0.5% | 2026-Q2 |
| CRA Financial Services, LLC trimmed | 67,793 | $3M | 0.5% | 2026-Q2 |
| Global Strategic Investment Solutions, LLC added | 63,224 | $3M | 0.5% | 2026-Q2 |
| COFG Advisors, LLC trimmed | 60,895 | $3M | 0.5% | 2026-Q2 |
| Spire Wealth Management trimmed | 60,667 | $3M | 0.5% | 2026-Q2 |
| Elmwood Wealth Management, Inc. trimmed | 60,502 | $3M | 0.5% | 2026-Q2 |
| Certified Advisory Corp trimmed | 57,993 | $3M | 0.4% | 2026-Q2 |
| Cassady Wealth & Retirement Planning, LLC added | 55,940 | $3M | 0.4% | 2026-Q2 |
| Weaver Capital Management LLC | 54,819 | $3M | 0.4% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 53,176 | $3M | 0.4% | 2026-Q2 |
| First Commonwealth Financial Corp /PA/ added | 53,012 | $3M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 50,978 | $2M | 0.4% | 2026-Q2 |
| BFI Wealth Solutions, LLC added | 48,909 | $2M | 0.4% | 2026-Q2 |
| Capital Square, LLC added | 46,862 | $2M | 0.4% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 46,636 | $2M | 0.4% | 2026-Q2 |
| Simplicity Wealth,LLC new | 45,407 | $2M | 0.3% | 2026-Q2 |
| Berkshire Money Management, Inc. | 44,137 | $2M | 0.3% | 2026-Q2 |
| Long Island Wealth Management, Inc. | 44,057 | $2M | 0.3% | 2026-Q2 |
| Jacobi Capital Management LLC | 41,688 | $2M | 0.3% | 2026-Q2 |
| Lakeridge Wealth Management LLC | 41,392 | $2M | 0.3% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 40,887 | $2M | 0.3% | 2026-Q2 |
| Outlook Wealth Advisors, LLC | 40,776 | $2M | 0.3% | 2026-Q2 |
| WorthPointe, LLC trimmed | 40,320 | $2M | 0.3% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 39,982 | $2M | 0.3% | 2026-Q2 |
| BCS Wealth Management trimmed | 39,806 | $2M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 39,585 | $2M | 0.3% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 39,554 | $2M | 0.3% | 2026-Q2 |
| Vantage Point Financial LLC added | 38,848 | $2M | 0.3% | 2026-Q2 |
| Atria Investments, Inc trimmed | 38,619 | $2M | 0.3% | 2026-Q2 |
| Midwest Financial Network, LLC trimmed | 37,694 | $2M | 0.3% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 36,960 | $2M | 0.3% | 2026-Q2 |
| Wisconsin Wealth Advisors, LLC | 36,820 | $2M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 36,654 | $2M | 0.3% | 2026-Q2 |
| KFG WEALTH MANAGEMENT, LLC trimmed | 36,446 | $2M | 0.3% | 2026-Q2 |
| Fortune Financial Advisors, LLC trimmed | 36,379 | $2M | 0.3% | 2026-Q2 |
| ARS Wealth Advisors Group, LLC added | 36,018 | $2M | 0.3% | 2026-Q2 |
| CORRADO ADVISORS, LLC added | 35,766 | $2M | 0.3% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 35,662 | $2M | 0.3% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 35,652 | $2M | 0.3% | 2026-Q2 |
| O'Connor Financial Group LLC new | 34,827 | $2M | 0.3% | 2026-Q2 |
| Diligent Investors, LLC trimmed | 34,216 | $2M | 0.3% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 34,027 | $2M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 33,331 | $2M | 0.3% | 2026-Q2 |
| Cornerstone Planning Group LLC | 33,196 | $2M | 0.3% | 2026-Q2 |
| Bedel Financial Consulting, Inc. added | 32,938 | $2M | 0.2% | 2026-Q2 |
| Fortune Financial Group, Inc. trimmed | 32,287 | $2M | 0.2% | 2026-Q2 |
| Compass Advisory Group LLC | 32,232 | $2M | 0.2% | 2026-Q2 |
| Keystone Wealth Services, LLC trimmed | 31,355 | $2M | 0.2% | 2026-Q2 |
| Trek Financial, LLC trimmed | 31,181 | $2M | 0.2% | 2026-Q2 |
| Cypress Wealth Services, LLC trimmed | 30,531 | $1M | 0.2% | 2026-Q2 |
| Integrity Advisory Solutions, LLC trimmed | 30,468 | $1M | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 29,599 | $1M | 0.2% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 29,169 | $1M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC | 28,980 | $1M | 0.2% | 2026-Q2 |
| Ascent Wealth Partners, LLC trimmed | 27,325 | $1M | 0.2% | 2026-Q2 |
| FSA Advisors, Inc. added | 25,788 | $1M | 0.2% | 2026-Q2 |
| Kearns & Associates LLC | 25,755 | $1M | 0.2% | 2026-Q2 |
| Global Assets Advisory, LLC added | 25,501 | $1M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 25,369 | $1M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 0 | $4M | 0.5% | 2026-Q2 |
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.