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-Q1 13F filings (latest filed 2026-05-18). 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
23 tracked funds added or opened PJUL while 52 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 0.0% 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 2025-Q4 and 2026-Q1, across 267 tracked filers holding PJUL, 61 increased or opened the position and 161 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 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.
New buyers 8
- Talon Private Wealth, LLC$5M
- Fortune Financial Advisors, LLC$2M
- Keystone Wealth Services, LLC$1M
- FSA WEALTH PARTNERS, INC.$1M
- Cornerstone Wealth, LLC/TN$1M
- Prossimo Advisors, LLC$991K
Full exits 9
- Motiv8 Investments LLC$6M
- WPWealth LLP$2M
- HBW ADVISORY SERVICES LLC$1M
- AlphaStar Capital Management, LLC$1M
- GTS SECURITIES LLC$1M
- J.W. COLE ADVISORS, INC.$674K
Largest adds
- Horizon Investments, LLC$4M
- Beacon Pointe Advisors, LLC$4M
- World Investment Advisors$4M
- Penserra Capital Management LLC$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Patriot Financial Group Insurance Agency, LLC$2M
Largest trims
- Compass Advisory Group LLC$22M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$22M
- OSAIC HOLDINGS, INC.$6M
- ALLIANCEBERNSTEIN L.P.$5M
- Global Strategic Investment Solutions, LLC$3M
- BCS Wealth Management$2M
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 |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. trimmed | 3,159,664 | $147M | 20.1% | 2026-Q1 |
| Penserra Capital Management LLC added | 1,419,362 | $65M | 9.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 699,927 | $32M | 4.4% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 610,627 | $28M | 3.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 456,099 | $21M | 2.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 404,478 | $19M | 2.6% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 340,997 | $16M | 2.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 322,128 | $15M | 2.0% | 2026-Q1 |
| Focus Partners Wealth trimmed | 320,826 | $15M | 2.0% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 287,524 | $13M | 1.8% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 272,674 | $13M | 1.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 269,841 | $12M | 1.7% | 2026-Q1 |
| CWM, LLC trimmed | 249,503 | $11M | 1.6% | 2026-Q1 |
| World Investment Advisors added | 219,629 | $10M | 1.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 212,630 | $10M | 1.3% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 190,101 | $9M | 1.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 186,889 | $9M | 1.2% | 2026-Q1 |
| AA Financial Advisors, LLC trimmed | 177,069 | $8M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 173,468 | $8M | 1.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 167,700 | $8M | 1.1% | 2026-Q1 |
| Southland Equity Partners LLC trimmed | 149,468 | $7M | 0.9% | 2026-Q1 |
| MBL Wealth, LLC trimmed | 148,446 | $7M | 0.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 147,229 | $7M | 0.9% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 146,533 | $7M | 0.9% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 142,284 | $7M | 0.9% | 2026-Q1 |
| Horizon Investments, LLC added | 140,610 | $6M | 0.9% | 2026-Q1 |
| Advisory Alpha, LLC trimmed | 138,167 | $6M | 0.9% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 131,169 | $6M | 0.8% | 2026-Q1 |
| Brookstone Capital Management trimmed | 129,147 | $6M | 0.8% | 2026-Q1 |
| Cresset Asset Management, LLC added | 125,786 | $6M | 0.8% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 125,073 | $6M | 0.8% | 2026-Q1 |
| Weaver Consulting Group added | 115,809 | $5M | 0.7% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 112,218 | $5M | 0.7% | 2026-Q1 |
| Talon Private Wealth, LLC new | 110,664 | $5M | 0.7% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 92,709 | $4M | 0.6% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 89,937 | $4M | 0.6% | 2026-Q1 |
| CRA Financial Services, LLC trimmed | 82,703 | $4M | 0.5% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 80,148 | $4M | 0.5% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. trimmed | 77,981 | $4M | 0.5% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 73,837 | $3M | 0.5% | 2026-Q1 |
| McAdam, LLC trimmed | 74,354 | $3M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 79,167 | $3M | 0.5% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 72,296 | $3M | 0.5% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 72,044 | $3M | 0.5% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 70,347 | $3M | 0.4% | 2026-Q1 |
| Certified Advisory Corp trimmed | 70,116 | $3M | 0.4% | 2026-Q1 |
| Straight Path Wealth Management added | 70,045 | $3M | 0.4% | 2026-Q1 |
| Elmwood Wealth Management, Inc. added | 64,351 | $3M | 0.4% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC trimmed | 62,903 | $3M | 0.4% | 2026-Q1 |
| COFG Advisors, LLC added | 61,166 | $3M | 0.4% | 2026-Q1 |
| Spire Wealth Management trimmed | 61,113 | $3M | 0.4% | 2026-Q1 |
| Cassady Wealth & Retirement Planning, LLC trimmed | 55,929 | $3M | 0.4% | 2026-Q1 |
| Weaver Capital Management LLC trimmed | 54,819 | $3M | 0.3% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 53,916 | $2M | 0.3% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 51,981 | $2M | 0.3% | 2026-Q1 |
| Rothschild Wealth LLC trimmed | 50,308 | $2M | 0.3% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 48,979 | $2M | 0.3% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ trimmed | 47,146 | $2M | 0.3% | 2026-Q1 |
| Bellwether Advisors, LLC trimmed | 46,323 | $2M | 0.3% | 2026-Q1 |
| BCS Wealth Management trimmed | 46,208 | $2M | 0.3% | 2026-Q1 |
| BFI Wealth Solutions, LLC added | 44,756 | $2M | 0.3% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 44,981 | $2M | 0.3% | 2026-Q1 |
| WorthPointe, LLC trimmed | 44,801 | $2M | 0.3% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC trimmed | 44,781 | $2M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 44,770 | $2M | 0.3% | 2026-Q1 |
| Berkshire Money Management, Inc. | 44,137 | $2M | 0.3% | 2026-Q1 |
| Long Island Wealth Management, Inc. trimmed | 44,057 | $2M | 0.3% | 2026-Q1 |
| Capital Square, LLC trimmed | 41,302 | $2M | 0.3% | 2026-Q1 |
| Capital Analysts, LLC trimmed | 41,990 | $2M | 0.3% | 2026-Q1 |
| Jacobi Capital Management LLC | 41,688 | $2M | 0.3% | 2026-Q1 |
| Lakeridge Wealth Management LLC trimmed | 41,392 | $2M | 0.3% | 2026-Q1 |
| Outlook Wealth Advisors, LLC | 40,776 | $2M | 0.3% | 2026-Q1 |
| Atria Investments, Inc added | 39,843 | $2M | 0.3% | 2026-Q1 |
| Fortune Financial Advisors, LLC new | 39,807 | $2M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 39,606 | $2M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 39,559 | $2M | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 37,564 | $2M | 0.2% | 2026-Q1 |
| Trek Financial, LLC trimmed | 38,244 | $2M | 0.2% | 2026-Q1 |
| Cypress Wealth Services, LLC | 38,167 | $2M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 37,406 | $2M | 0.2% | 2026-Q1 |
| Wisconsin Wealth Advisors, LLC | 36,820 | $2M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 36,654 | $2M | 0.2% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 36,391 | $2M | 0.2% | 2026-Q1 |
| ARS Wealth Advisors Group, LLC trimmed | 35,038 | $2M | 0.2% | 2026-Q1 |
| Cornerstone Planning Group LLC | 33,196 | $2M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 34,241 | $2M | 0.2% | 2026-Q1 |
| Vantage Point Financial LLC added | 33,953 | $2M | 0.2% | 2026-Q1 |
| Fortune Financial Group, Inc. added | 33,811 | $2M | 0.2% | 2026-Q1 |
| Compass Advisory Group LLC trimmed | 32,232 | $1M | 0.2% | 2026-Q1 |
| Integrity Advisory Solutions, LLC trimmed | 32,204 | $1M | 0.2% | 2026-Q1 |
| Kovitz Investment Group Partners, LLC added | 329,274 | $15M | 2.1% | 2025-Q3 stale |
| Motiv8 Investments LLC trimmed | 124,582 | $6M | 0.8% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 112,711 | $5M | 0.7% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC added | 86,424 | $3M | 0.5% | 2025-Q1 stale |
| PRIVATE CLIENT SERVICES, LLC new | 63,498 | $3M | 0.4% | 2025-Q3 stale |
| Siligmueller & Norvid Wealth Advisors LLC trimmed | 55,289 | $2M | 0.3% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC new | 49,885 | $2M | 0.3% | 2025-Q1 stale |
| WPWealth LLP trimmed | 41,000 | $2M | 0.3% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 43,212 | $2M | 0.3% | 2025-Q2 stale |
| Mach-1 Financial Group, LLC new | 39,147 | $2M | 0.2% | 2025-Q3 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.