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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. trimmed | 2,781,347 | $116M | 22.5% | 2026-Q1 |
| Penserra Capital Management LLC added | 1,570,944 | $66M | 12.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 551,512 | $23M | 4.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 497,349 | $21M | 4.0% | 2026-Q1 |
| Focus Partners Wealth trimmed | 431,601 | $18M | 3.5% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 424,428 | $18M | 3.4% | 2026-Q1 |
| Lineweaver Wealth Advisors, LLC trimmed | 300,288 | $13M | 2.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 251,343 | $11M | 2.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 222,950 | $9M | 1.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 212,113 | $9M | 1.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 199,434 | $8M | 1.6% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 196,884 | $8M | 1.6% | 2026-Q1 |
| Brookstone Capital Management trimmed | 196,692 | $8M | 1.6% | 2026-Q1 |
| McAdam, LLC trimmed | 187,500 | $8M | 1.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 176,717 | $7M | 1.4% | 2026-Q1 |
| Chris Bulman Inc added | 160,310 | $7M | 1.3% | 2026-Q1 |
| Advisory Alpha, LLC added | 148,628 | $6M | 1.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 145,457 | $6M | 1.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 133,142 | $6M | 1.1% | 2026-Q1 |
| Weaver Capital Management LLC trimmed | 117,127 | $5M | 0.9% | 2026-Q1 |
| Bellwether Advisors, LLC trimmed | 115,286 | $5M | 0.9% | 2026-Q1 |
| ARS Wealth Advisors Group, LLC trimmed | 111,199 | $5M | 0.9% | 2026-Q1 |
| Berkshire Money Management, Inc. trimmed | 110,197 | $5M | 0.9% | 2026-Q1 |
| Weaver Consulting Group | 106,645 | $4M | 0.9% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 90,463 | $4M | 0.7% | 2026-Q1 |
| Southland Equity Partners LLC added | 89,720 | $4M | 0.7% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. trimmed | 82,242 | $3M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 74,815 | $3M | 0.6% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 74,508 | $3M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 70,009 | $3M | 0.6% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 69,706 | $3M | 0.6% | 2026-Q1 |
| Pinnacle Wealth Management Group, Inc. trimmed | 62,705 | $3M | 0.5% | 2026-Q1 |
| YARGER WEALTH STRATEGIES, LLC trimmed | 60,530 | $3M | 0.5% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 54,690 | $2M | 0.4% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 49,973 | $2M | 0.4% | 2026-Q1 |
| WEALTH ALLIANCE, LLC trimmed | 49,565 | $2M | 0.4% | 2026-Q1 |
| Apollon Wealth Management, LLC new | 47,122 | $2M | 0.4% | 2026-Q1 |
| Castle Rock Wealth Management, LLC | 44,927 | $2M | 0.4% | 2026-Q1 |
| Cassady Wealth & Retirement Planning, LLC trimmed | 43,608 | $2M | 0.4% | 2026-Q1 |
| Cape Investment Advisory, Inc. | 41,525 | $2M | 0.3% | 2026-Q1 |
| Outlook Wealth Advisors, LLC added | 40,659 | $2M | 0.3% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC trimmed | 40,062 | $2M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 39,776 | $2M | 0.3% | 2026-Q1 |
| CORRADO ADVISORS, LLC trimmed | 39,391 | $2M | 0.3% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 38,423 | $2M | 0.3% | 2026-Q1 |
| Cresset Asset Management, LLC added | 38,332 | $2M | 0.3% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 36,402 | $2M | 0.3% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 35,103 | $1M | 0.3% | 2026-Q1 |
| COFG Advisors, LLC trimmed | 33,405 | $1M | 0.3% | 2026-Q1 |
| World Investment Advisors | 31,920 | $1M | 0.3% | 2026-Q1 |
| BFI Wealth Solutions, LLC added | 31,557 | $1M | 0.3% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 30,088 | $1M | 0.2% | 2026-Q1 |
| WPWealth LLP | 30,176 | $1M | 0.2% | 2026-Q1 |
| Hardworking Capital Advisors, LLC | 30,174 | $1M | 0.2% | 2026-Q1 |
| BCS Wealth Management trimmed | 29,912 | $1M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 28,880 | $1M | 0.2% | 2026-Q1 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 27,250 | $1M | 0.2% | 2026-Q1 |
| Blue Water Asset Management | 26,441 | $1M | 0.2% | 2026-Q1 |
| LeClair Wealth Partners LLC new | 26,441 | $1M | 0.2% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 26,406 | $1M | 0.2% | 2026-Q1 |
| Cornerstone Wealth Group, LLC trimmed | 25,380 | $1M | 0.2% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 24,422 | $1M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 23,733 | $993K | 0.2% | 2026-Q1 |
| CRA Financial Services, LLC | 23,270 | $973K | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 23,239 | $972K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 22,699 | $949K | 0.2% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 21,400 | $895K | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 21,337 | $892K | 0.2% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 21,305 | $891K | 0.2% | 2026-Q1 |
| Annis Gardner Whiting Capital Advisors, LLC | 20,875 | $873K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 19,908 | $834K | 0.2% | 2026-Q1 |
| MAI Capital Management trimmed | 19,921 | $833K | 0.2% | 2026-Q1 |
| Pacific Park Financial, Inc. trimmed | 19,895 | $832K | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 19,343 | $809K | 0.2% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 18,607 | $778K | 0.2% | 2026-Q1 |
| Spire Wealth Management trimmed | 18,002 | $753K | 0.1% | 2026-Q1 |
| Quest 10 Wealth Builders, Inc. | 17,989 | $752K | 0.1% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC | 17,590 | $736K | 0.1% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ trimmed | 17,578 | $735K | 0.1% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 17,474 | $731K | 0.1% | 2026-Q1 |
| Fragasso Financial Advisors Inc | 17,335 | $729K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 17,024 | $714K | 0.1% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 16,886 | $706K | 0.1% | 2026-Q1 |
| Cornerstone Wealth, LLC/TN new | 16,054 | $691K | 0.1% | 2026-Q1 |
| ATTICUS WEALTH MANAGEMENT, LLC | 15,838 | $662K | 0.1% | 2026-Q1 |
| Global Assets Advisory, LLC trimmed | 15,023 | $628K | 0.1% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC | 14,895 | $623K | 0.1% | 2026-Q1 |
| Kovitz Investment Group Partners, LLC trimmed | 410,285 | $17M | 3.3% | 2025-Q3 stale |
| Clear Point Advisors Inc. trimmed | 85,661 | $4M | 0.7% | 2025-Q4 stale |
| First Heartland Consultants, Inc. added | 48,909 | $2M | 0.4% | 2025-Q3 stale |
| RPS ADVISORY SOLUTIONS LLC trimmed | 47,161 | $2M | 0.4% | 2025-Q4 stale |
| Atria Investments, Inc added | 42,428 | $2M | 0.3% | 2025-Q3 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 47,069 | $2M | 0.3% | 2025-Q1 stale |
| Janney Montgomery Scott LLC trimmed | 31,967 | $1M | 0.3% | 2025-Q4 stale |
| MORGAN STANLEY added | 31,900 | $1M | 0.3% | 2025-Q3 stale |
| Strategic Blueprint, LLC trimmed | 22,820 | $939K | 0.2% | 2025-Q3 stale |
| JDM Financial Group LLC | 21,447 | $883K | 0.2% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 20,523 | $859K | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 21,114 | $839K | 0.2% | 2025-Q2 stale |
| WorthPointe, LLC | 16,288 | $682K | 0.1% | 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.
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.