Who owns QJUN
Which tracked institutional funds hold QJUN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QJUN company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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
7 tracked funds added or opened QJUN while 18 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
QJUN’s largest tracked holder by dollar value, Stuart Chaussee & Associates, Inc., sizes it at 9.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in QJUN 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 106 tracked filers holding QJUN, 23 increased or opened the position and 65 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 QJUN 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
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- DIVERSIFY WEALTH MANAGEMENT, LLC$635K
- CCG WEALTH MANAGEMENT, LLC$587K
- RICHARDS, MERRILL & PETERSON, INC.$562K
Full exits 2
- Main Street Financial Solutions, LLC$631K
- Diversify Advisory Services, LLC$617K
Largest adds
- Kestra Advisory Services, LLC$2M
- STEPHENS INC /AR/$1M
- OLD MISSION CAPITAL LLC$458K
Largest trims
- Ferguson Shapiro LLC$11M
- Keystone Wealth Services, LLC$5M
- MML INVESTORS SERVICES, LLC$2M
- OSAIC HOLDINGS, INC.$1M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$952K
- NewEdge Advisors, LLC$766K
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 |
|---|---|---|---|---|
| Ferguson Shapiro LLC trimmed | 655,777 | $20M | 8.8% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 420,036 | $13M | 5.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 379,835 | $12M | 5.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 319,150 | $10M | 4.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 318,309 | $10M | 4.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 302,251 | $9M | 4.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 300,002 | $9M | 4.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 257,070 | $8M | 3.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 173,080 | $5M | 2.3% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 169,698 | $5M | 2.3% | 2026-Q1 |
| Financial Guidance Group, Inc. trimmed | 167,734 | $5M | 2.2% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 139,175 | $4M | 1.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 138,713 | $4M | 1.9% | 2026-Q1 |
| SMART Wealth LLC trimmed | 123,665 | $4M | 1.7% | 2026-Q1 |
| Sequent Planning LLC trimmed | 114,440 | $4M | 1.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 109,536 | $3M | 1.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 106,579 | $3M | 1.4% | 2026-Q1 |
| STEPHENS INC /AR/ added | 95,090 | $3M | 1.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 83,003 | $3M | 1.1% | 2026-Q1 |
| FWG Investments, LLC. trimmed | 79,706 | $2M | 1.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 74,973 | $2M | 1.0% | 2026-Q1 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV trimmed | 73,586 | $2M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 65,919 | $2M | 0.9% | 2026-Q1 |
| Keystone Wealth Services, LLC trimmed | 64,742 | $2M | 0.9% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 61,504 | $2M | 0.8% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 59,631 | $2M | 0.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 56,408 | $2M | 0.8% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 51,856 | $2M | 0.7% | 2026-Q1 |
| Faithward Advisors, LLC trimmed | 48,103 | $2M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 40,697 | $1M | 0.5% | 2026-Q1 |
| Ignite Planners, LLC added | 39,039 | $1M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 36,065 | $1M | 0.5% | 2026-Q1 |
| Avantra Family Wealth, Inc. added | 32,157 | $1M | 0.4% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 31,242 | $976K | 0.4% | 2026-Q1 |
| UPTICK PARTNERS, LLC trimmed | 29,450 | $920K | 0.4% | 2026-Q1 |
| Clear Creek Financial Management, LLC trimmed | 29,273 | $915K | 0.4% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 26,664 | $833K | 0.4% | 2026-Q1 |
| Waverly Advisors, LLC | 26,026 | $813K | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 24,242 | $757K | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC | 20,311 | $641K | 0.3% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 19,119 | $635K | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 20,100 | $628K | 0.3% | 2026-Q1 |
| CCG WEALTH MANAGEMENT, LLC new | 18,791 | $587K | 0.3% | 2026-Q1 |
| RICHARDS, MERRILL & PETERSON, INC. new | 18,000 | $562K | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 16,890 | $528K | 0.2% | 2026-Q1 |
| NOVEM GROUP | 16,575 | $518K | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC | 16,410 | $513K | 0.2% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 15,933 | $498K | 0.2% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI | 15,857 | $495K | 0.2% | 2026-Q1 |
| Grantvest Financial Group LLC trimmed | 15,678 | $490K | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 15,511 | $485K | 0.2% | 2026-Q1 |
| Sloy Dahl & Holst, LLC | 15,075 | $471K | 0.2% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC trimmed | 14,842 | $464K | 0.2% | 2026-Q1 |
| Prosperity Financial Group, Inc. trimmed | 14,837 | $464K | 0.2% | 2026-Q1 |
| Harvest Investment Services, LLC added | 14,573 | $455K | 0.2% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 14,454 | $452K | 0.2% | 2026-Q1 |
| World Investment Advisors trimmed | 13,361 | $417K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 13,261 | $405K | 0.2% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. | 12,869 | $402K | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC | 11,374 | $377K | 0.2% | 2026-Q1 |
| Diligent Investors, LLC | 11,999 | $375K | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 11,023 | $344K | 0.1% | 2026-Q1 |
| Spire Wealth Management | 10,690 | $334K | 0.1% | 2026-Q1 |
| WINNOW WEALTH LLC trimmed | 10,626 | $332K | 0.1% | 2026-Q1 |
| StoneX Group Inc. added | 10,501 | $328K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 9,888 | $309K | 0.1% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. | 9,385 | $293K | 0.1% | 2026-Q1 |
| Aurora Private Wealth, Inc. trimmed | 8,873 | $283K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 9,026 | $282K | 0.1% | 2026-Q1 |
| Buck Wealth Strategies, LLC | 8,915 | $279K | 0.1% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. trimmed | 8,784 | $274K | 0.1% | 2026-Q1 |
| LEGACY SOLUTIONS, LLC | 8,782 | $274K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC new | 8,644 | $270K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 8,373 | $261K | 0.1% | 2026-Q1 |
| Avise Financial Cooperative, Inc. | 7,928 | $248K | 0.1% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID | 7,907 | $247K | 0.1% | 2026-Q1 |
| RFG Advisory, LLC | 7,815 | $244K | 0.1% | 2026-Q1 |
| Stuart Chaussee & Associates, Inc. new | 1,391,119 | $41M | 17.6% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 48,822 | $1M | 0.6% | 2025-Q2 stale |
| BRASS TAX WEALTH MANAGEMENT, INC trimmed | 26,431 | $822K | 0.4% | 2025-Q3 stale |
| Bullseye Investment Management, LLC | 27,728 | $733K | 0.3% | 2025-Q3 stale |
| AMERIPRISE FINANCIAL INC trimmed | 26,105 | $690K | 0.3% | 2025-Q1 stale |
| Main Street Financial Solutions, LLC trimmed | 19,818 | $631K | 0.3% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 23,826 | $630K | 0.3% | 2025-Q1 stale |
| Diversify Advisory Services, LLC trimmed | 19,275 | $617K | 0.3% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 20,310 | $601K | 0.3% | 2025-Q2 stale |
| Ameritas Advisory Services, LLC trimmed | 15,290 | $476K | 0.2% | 2025-Q3 stale |
| Consolidated Portfolio Review Corp added | 14,139 | $440K | 0.2% | 2025-Q3 stale |
| United Advisor Group, LLC trimmed | 13,982 | $413K | 0.2% | 2025-Q2 stale |
| NWF Advisory Services Inc. added | 11,735 | $365K | 0.2% | 2025-Q3 stale |
| J.W. COLE ADVISORS, INC. | 11,256 | $358K | 0.2% | 2025-Q4 stale |
| BlueChip Wealth Advisors LLC trimmed | 11,721 | $347K | 0.1% | 2025-Q2 stale |
| WOLVERINE TRADING, LLC added | 12,124 | $321K | 0.1% | 2025-Q1 stale |
| CreativeOne Wealth, LLC added | 12,003 | $317K | 0.1% | 2025-Q1 stale |
| CITADEL ADVISORS LLC trimmed | 10,336 | $306K | 0.1% | 2025-Q2 stale |
| Luken Investment Analytics, LLC added | 9,461 | $301K | 0.1% | 2025-Q4 stale |
| TWO SIGMA SECURITIES, LLC added | 10,432 | $276K | 0.1% | 2025-Q1 stale |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 8,170 | $260K | 0.1% | 2025-Q4 stale |
| FIRST TRUST ADVISORS LP trimmed | 8,026 | $256K | 0.1% | 2025-Q4 stale |
| EP Wealth Advisors, LLC new | 8,085 | $239K | 0.1% | 2025-Q2 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.