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Institutional Ownership · SEC Form 13F

Who owns 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-Q2 13F filings (latest filed 2026-08-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

189
Institutional holders
15M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on PJUN is one-sided between 2026-Q1 and 2026-Q2: 71 added or opened and 8 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

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 0.0pp 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 2026-Q1 and 2026-Q2, across 189 tracked filers holding PJUN, 132 increased or opened the position and 49 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 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 15

  • SYON CAPITAL LLC$3M
  • Ashton Thomas Private Wealth, LLC$3M
  • Ethos Financial Group, LLC$2M
  • Integrity Advisory Solutions, LLC$2M
  • Pathstone Holdings, LLC$1M
  • Diversify Advisory Services, LLC$1M

Full exits 5

  • Penserra Capital Management LLC$66M
  • HighTower Advisors, LLC$18M
  • Cambridge Investment Research Advisors, Inc.$3M
  • LeClair Wealth Partners LLC$1M
  • THOROUGHBRED FINANCIAL SERVICES, LLC$1M

Largest adds

  • Steward Partners Investment Advisory, LLC$61M
  • Brookstone Capital Management$29M
  • OSAIC HOLDINGS, INC.$17M
  • COMMONWEALTH EQUITY SERVICES, LLC$15M
  • Focus Partners Wealth$8M
  • MAI Capital Management$8M

Largest trims

  • Berkshire Money Management, Inc.$2M
  • Pinnacle Wealth Management Group, Inc.$1M
  • Patriot Financial Group Insurance Agency, LLC$971K

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.

FundSharesReported value% of valueQuarter
ALLIANCEBERNSTEIN L.P. added2,868,175$120M19.0%2026-Q2
Steward Partners Investment Advisory, LLC added1,418,700$61M9.7%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added885,095$38M6.1%2026-Q2
OSAIC HOLDINGS, INC. added874,793$38M6.0%2026-Q2
Brookstone Capital Management added859,291$37M5.9%2026-Q2
Focus Partners Wealth added597,288$26M4.1%2026-Q2
RAYMOND JAMES FINANCIAL INC added358,570$16M2.5%2026-Q2
Cetera Investment Advisers added325,299$14M2.2%2026-Q2
Lineweaver Wealth Advisors, LLC added313,623$14M2.1%2026-Q2
Advisory Alpha, LLC added309,557$13M2.1%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added265,533$11M1.8%2026-Q2
LPL Financial LLC added252,975$11M1.7%2026-Q2
BLAIR WILLIAM & CO/IL added209,877$9M1.4%2026-Q2
CoreCap Advisors, LLC added209,382$9M1.4%2026-Q2
MAI Capital Management added196,679$9M1.3%2026-Q2
McAdam, LLC added188,689$8M1.3%2026-Q2
Beacon Pointe Advisors, LLC added186,800$8M1.3%2026-Q2
Kestra Advisory Services, LLC added186,603$8M1.3%2026-Q2
Chris Bulman Inc added180,016$8M1.2%2026-Q2
Bellwether Advisors, LLC added171,305$7M1.2%2026-Q2
Cassady Wealth & Retirement Planning, LLC added162,215$7M1.1%2026-Q2
TRUIST FINANCIAL CORP added156,243$7M1.1%2026-Q2
Dakota Wealth Management added155,191$7M1.1%2026-Q2
Weaver Consulting Group added129,631$6M0.9%2026-Q2
MML INVESTORS SERVICES, LLC added120,228$5M0.8%2026-Q2
Weaver Capital Management LLC117,127$5M0.8%2026-Q2
ARS Wealth Advisors Group, LLC trimmed110,772$5M0.8%2026-Q2
MTM FINANCIAL GROUP, LLC added109,598$5M0.8%2026-Q2
Southland Equity Partners LLC trimmed88,151$4M0.6%2026-Q2
Keating Financial Advisory Services, Inc. added85,262$4M0.6%2026-Q2
OneDigital Investment Advisors LLC added84,468$4M0.6%2026-Q2
SYON CAPITAL LLC new79,430$3M0.5%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC added78,415$3M0.5%2026-Q2
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added73,902$3M0.5%2026-Q2
Cresset Asset Management, LLC added66,493$3M0.5%2026-Q2
KFG WEALTH MANAGEMENT, LLC added63,148$3M0.4%2026-Q2
Ashton Thomas Private Wealth, LLC new62,434$3M0.4%2026-Q2
HARBOUR INVESTMENTS, INC. added61,614$3M0.4%2026-Q2
YARGER WEALTH STRATEGIES, LLC added60,872$3M0.4%2026-Q2
WEALTH ALLIANCE, LLC added59,228$3M0.4%2026-Q2
Berkshire Money Management, Inc. trimmed58,061$3M0.4%2026-Q2
CORRADO ADVISORS, LLC added56,740$2M0.4%2026-Q2
Cape Investment Advisory, Inc. added50,500$2M0.3%2026-Q2
Ethos Financial Group, LLC new49,596$2M0.3%2026-Q2
First Commonwealth Financial Corp /PA/ added49,358$2M0.3%2026-Q2
Forvis Mazars Wealth Advisors, LLC trimmed49,201$2M0.3%2026-Q2
CreativeOne Wealth, LLC added48,114$2M0.3%2026-Q2
Castle Rock Wealth Management, LLC added45,648$2M0.3%2026-Q2
Apollon Wealth Management, LLC trimmed45,472$2M0.3%2026-Q2
BROWN WEALTH MANAGEMENT, LLC added45,416$2M0.3%2026-Q2
IFP Advisors, Inc added45,293$2M0.3%2026-Q2
Outlook Wealth Advisors, LLC added43,024$2M0.3%2026-Q2
COFG Advisors, LLC added40,731$2M0.3%2026-Q2
Integrity Advisory Solutions, LLC new39,829$2M0.3%2026-Q2
CAPTRUST FINANCIAL ADVISORS trimmed39,747$2M0.3%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added36,939$2M0.3%2026-Q2
AE Wealth Management LLC trimmed35,363$2M0.2%2026-Q2
RIVERCHASE WEALTH MANAGEMENT, LLC added34,031$1M0.2%2026-Q2
Arkadios Wealth Advisors added32,993$1M0.2%2026-Q2
BFI Wealth Solutions, LLC added32,916$1M0.2%2026-Q2
World Investment Advisors31,920$1M0.2%2026-Q2
Pinnacle Wealth Management Group, Inc. trimmed31,800$1M0.2%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added31,672$1M0.2%2026-Q2
Patriot Financial Group Insurance Agency, LLC trimmed30,450$1M0.2%2026-Q2
WPWealth LLP30,176$1M0.2%2026-Q2
Pathstone Holdings, LLC new30,057$1M0.2%2026-Q2
DIVERSIFY WEALTH MANAGEMENT, LLC new30,049$1M0.2%2026-Q2
Diversify Advisory Services, LLC new30,049$1M0.2%2026-Q2
Concurrent Investment Advisors, LLC added29,844$1M0.2%2026-Q2
Merit Financial Group, LLC added29,249$1M0.2%2026-Q2
Hardworking Capital Advisors, LLC trimmed29,147$1M0.2%2026-Q2
Cornerstone Wealth Group, LLC added28,903$1M0.2%2026-Q2
Global Assets Advisory, LLC added28,890$1M0.2%2026-Q2
NewEdge Advisors, LLC added28,441$1M0.2%2026-Q2
BCS Wealth Management trimmed28,301$1M0.2%2026-Q2
Nikulski Financial, Inc. added28,045$1M0.2%2026-Q2
HB Wealth Management, LLC new28,005$1M0.2%2026-Q2
Arax Advisory Partners added27,394$1M0.2%2026-Q2
GILL CAPITAL PARTNERS, LLC added27,125$1M0.2%2026-Q2
Blue Water Asset Management added27,097$1M0.2%2026-Q2
Cerity Partners LLC added26,696$1M0.2%2026-Q2
Phoenix Financial Ltd. added26,674$1M0.2%2026-Q2
Foundations Investment Advisors, LLC added26,307$1M0.2%2026-Q2
Chicago Partners Investment Group LLC trimmed25,198$1M0.2%2026-Q2
BENJAMIN EDWARDS INC added24,839$1M0.2%2026-Q2
BIP Wealth, LLC trimmed24,366$1M0.2%2026-Q2
Advisory Services Network, LLC added24,149$1M0.2%2026-Q2
Bright Futures Wealth Management, LLC. new23,266$1M0.2%2026-Q2
CRA Financial Services, LLC trimmed22,870$989K0.2%2026-Q2
PFG Advisors new22,399$968K0.2%2026-Q2
Tradition Wealth Management, LLC added21,502$930K0.1%2026-Q2
Focus Financial Network, Inc.21,305$921K0.1%2026-Q2
DHJJ Financial Advisors, Ltd. trimmed21,099$912K0.1%2026-Q2
Annis Gardner Whiting Capital Advisors, LLC20,875$902K0.1%2026-Q2
Trek Financial, LLC added20,666$893K0.1%2026-Q2
Farther Finance Advisors, LLC added20,591$890K0.1%2026-Q2
Diligent Investors, LLC added20,126$870K0.1%2026-Q2
Atlantic Private Wealth, LLC added19,726$853K0.1%2026-Q2
Pacific Park Financial, Inc. trimmed19,635$849K0.1%2026-Q2
Spire Wealth Management added18,908$817K0.1%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.

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