Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns PJUN (PJUN)


Which tracked institutional funds hold PJUN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PJUN 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.

162
Institutional holders
12,042,977
Shares held (tracked funds)

How the tape is positioned

10 tracked funds added or opened PJUN while 22 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

PJUN’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 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes PJUN more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in PJUN 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 162 tracked filers holding PJUN, 28 increased or opened the position and 97 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 PJUN 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 4

  • Apollon Wealth Management, LLC$2M
  • LeClair Wealth Partners LLC$1M
  • Cornerstone Wealth, LLC/TN$691K
  • JANE STREET GROUP, LLC$601K

Full exits 5

  • Clear Point Advisors Inc.$4M
  • RPS ADVISORY SOLUTIONS LLC$2M
  • Janney Montgomery Scott LLC$1M
  • HRT FINANCIAL LP$859K
  • WorthPointe, LLC$682K

Largest adds

  • Penserra Capital Management LLC$4M
  • Beacon Pointe Advisors, LLC$2M
  • Kestra Advisory Services, LLC$1M
  • Patriot Financial Group Insurance Agency, LLC$1M
  • Farther Finance Advisors, LLC$628K
  • World Investment Advisors$348K

Largest trims

  • COMMONWEALTH EQUITY SERVICES, LLC$41M
  • Berkshire Money Management, Inc.$22M
  • OSAIC HOLDINGS, INC.$3M
  • ALLIANCEBERNSTEIN L.P.$3M
  • MML INVESTORS SERVICES, LLC$3M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$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).

FundSharesReported value% of valueQuarter
ALLIANCEBERNSTEIN L.P. trimmed2,781,347$116M22.5%2026-Q1
Penserra Capital Management LLC added1,570,944$66M12.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed551,512$23M4.5%2026-Q1
OSAIC HOLDINGS, INC. trimmed497,349$21M4.0%2026-Q1
Focus Partners Wealth trimmed431,601$18M3.5%2026-Q1
HighTower Advisors, LLC trimmed424,428$18M3.4%2026-Q1
Lineweaver Wealth Advisors, LLC trimmed300,288$13M2.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed251,343$11M2.0%2026-Q1
Cetera Investment Advisers trimmed222,950$9M1.8%2026-Q1
LPL Financial LLC trimmed212,113$9M1.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed199,434$8M1.6%2026-Q1
CoreCap Advisors, LLC trimmed196,884$8M1.6%2026-Q1
Brookstone Capital Management trimmed196,692$8M1.6%2026-Q1
McAdam, LLC trimmed187,500$8M1.5%2026-Q1
Kestra Advisory Services, LLC added176,717$7M1.4%2026-Q1
Chris Bulman Inc added160,310$7M1.3%2026-Q1
Advisory Alpha, LLC added148,628$6M1.2%2026-Q1
Beacon Pointe Advisors, LLC added145,457$6M1.2%2026-Q1
TRUIST FINANCIAL CORP trimmed133,142$6M1.1%2026-Q1
Weaver Capital Management LLC trimmed117,127$5M0.9%2026-Q1
Bellwether Advisors, LLC trimmed115,286$5M0.9%2026-Q1
ARS Wealth Advisors Group, LLC trimmed111,199$5M0.9%2026-Q1
Berkshire Money Management, Inc. trimmed110,197$5M0.9%2026-Q1
Weaver Consulting Group106,645$4M0.9%2026-Q1
BLAIR WILLIAM & CO/IL trimmed90,463$4M0.7%2026-Q1
Southland Equity Partners LLC added89,720$4M0.7%2026-Q1
Keating Financial Advisory Services, Inc. trimmed82,242$3M0.7%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed74,815$3M0.6%2026-Q1
OneDigital Investment Advisors LLC trimmed74,508$3M0.6%2026-Q1
MML INVESTORS SERVICES, LLC trimmed70,009$3M0.6%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed69,706$3M0.6%2026-Q1
Pinnacle Wealth Management Group, Inc. trimmed62,705$3M0.5%2026-Q1
YARGER WEALTH STRATEGIES, LLC trimmed60,530$3M0.5%2026-Q1
Patriot Financial Group Insurance Agency, LLC added54,690$2M0.4%2026-Q1
Forvis Mazars Wealth Advisors, LLC trimmed49,973$2M0.4%2026-Q1
WEALTH ALLIANCE, LLC trimmed49,565$2M0.4%2026-Q1
Apollon Wealth Management, LLC new47,122$2M0.4%2026-Q1
Castle Rock Wealth Management, LLC44,927$2M0.4%2026-Q1
Cassady Wealth & Retirement Planning, LLC trimmed43,608$2M0.4%2026-Q1
Cape Investment Advisory, Inc.41,525$2M0.3%2026-Q1
Outlook Wealth Advisors, LLC added40,659$2M0.3%2026-Q1
KFG WEALTH MANAGEMENT, LLC trimmed40,062$2M0.3%2026-Q1
CAPTRUST FINANCIAL ADVISORS39,776$2M0.3%2026-Q1
CORRADO ADVISORS, LLC trimmed39,391$2M0.3%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added38,423$2M0.3%2026-Q1
Cresset Asset Management, LLC added38,332$2M0.3%2026-Q1
AE Wealth Management LLC trimmed36,402$2M0.3%2026-Q1
IFP Advisors, Inc trimmed35,103$1M0.3%2026-Q1
COFG Advisors, LLC trimmed33,405$1M0.3%2026-Q1
World Investment Advisors31,920$1M0.3%2026-Q1
BFI Wealth Solutions, LLC added31,557$1M0.3%2026-Q1
Chicago Partners Investment Group LLC trimmed30,088$1M0.2%2026-Q1
WPWealth LLP30,176$1M0.2%2026-Q1
Hardworking Capital Advisors, LLC30,174$1M0.2%2026-Q1
BCS Wealth Management trimmed29,912$1M0.2%2026-Q1
Merit Financial Group, LLC added28,880$1M0.2%2026-Q1
RIVERCHASE WEALTH MANAGEMENT, LLC27,250$1M0.2%2026-Q1
Blue Water Asset Management26,441$1M0.2%2026-Q1
LeClair Wealth Partners LLC new26,441$1M0.2%2026-Q1
THOROUGHBRED FINANCIAL SERVICES, LLC26,406$1M0.2%2026-Q1
Cornerstone Wealth Group, LLC trimmed25,380$1M0.2%2026-Q1
BIP Wealth, LLC trimmed24,422$1M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed23,733$993K0.2%2026-Q1
CRA Financial Services, LLC23,270$973K0.2%2026-Q1
BENJAMIN EDWARDS INC trimmed23,239$972K0.2%2026-Q1
Advisory Services Network, LLC trimmed22,699$949K0.2%2026-Q1
DHJJ Financial Advisors, Ltd.21,400$895K0.2%2026-Q1
CreativeOne Wealth, LLC trimmed21,337$892K0.2%2026-Q1
Focus Financial Network, Inc. trimmed21,305$891K0.2%2026-Q1
Annis Gardner Whiting Capital Advisors, LLC20,875$873K0.2%2026-Q1
Farther Finance Advisors, LLC added19,908$834K0.2%2026-Q1
MAI Capital Management trimmed19,921$833K0.2%2026-Q1
Pacific Park Financial, Inc. trimmed19,895$832K0.2%2026-Q1
OLD MISSION CAPITAL LLC trimmed19,343$809K0.2%2026-Q1
RFG Advisory, LLC trimmed18,607$778K0.2%2026-Q1
Spire Wealth Management trimmed18,002$753K0.1%2026-Q1
Quest 10 Wealth Builders, Inc.17,989$752K0.1%2026-Q1
GILL CAPITAL PARTNERS, LLC17,590$736K0.1%2026-Q1
First Commonwealth Financial Corp /PA/ trimmed17,578$735K0.1%2026-Q1
Tradition Wealth Management, LLC trimmed17,474$731K0.1%2026-Q1
Fragasso Financial Advisors Inc17,335$729K0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed17,024$714K0.1%2026-Q1
Diligent Investors, LLC trimmed16,886$706K0.1%2026-Q1
Cornerstone Wealth, LLC/TN new16,054$691K0.1%2026-Q1
ATTICUS WEALTH MANAGEMENT, LLC15,838$662K0.1%2026-Q1
Global Assets Advisory, LLC trimmed15,023$628K0.1%2026-Q1
Global Strategic Investment Solutions, LLC14,895$623K0.1%2026-Q1
Kovitz Investment Group Partners, LLC trimmed410,285$17M3.3%2025-Q3 stale
Clear Point Advisors Inc. trimmed85,661$4M0.7%2025-Q4 stale
First Heartland Consultants, Inc. added48,909$2M0.4%2025-Q3 stale
RPS ADVISORY SOLUTIONS LLC trimmed47,161$2M0.4%2025-Q4 stale
Atria Investments, Inc added42,428$2M0.3%2025-Q3 stale
TOWNSQUARE CAPITAL LLC trimmed47,069$2M0.3%2025-Q1 stale
Janney Montgomery Scott LLC trimmed31,967$1M0.3%2025-Q4 stale
MORGAN STANLEY added31,900$1M0.3%2025-Q3 stale
Strategic Blueprint, LLC trimmed22,820$939K0.2%2025-Q3 stale
JDM Financial Group LLC21,447$883K0.2%2025-Q3 stale
HRT FINANCIAL LP added20,523$859K0.2%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added21,114$839K0.2%2025-Q2 stale
WorthPointe, LLC16,288$682K0.1%2025-Q4 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.

HoldersTotal shares

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.

Learn how to read institutional ownership