Who owns SJNK
Which tracked institutional funds hold SJNK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SJNK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
94 tracked funds added or opened SJNK while 63 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
SJNK’s largest tracked holder by dollar value, AMERIPRISE FINANCIAL INC, sizes it at 0.1% 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 SJNK more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SJNK 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 381 tracked filers holding SJNK, 205 increased or opened the position and 167 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 SJNK 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 18
- Bramshill Investments, LLC$152M
- RMG Wealth Management LLC$88M
- CAPSTONE INVESTMENT ADVISORS, LLC$28M
- OLD MISSION CAPITAL LLC$9M
- Crabel Capital Management, LLC$8M
- Global Assets Advisory, LLC$7M
Full exits 27
- iA Global Asset Management Inc.$104M
- Thrivent Financial for Lutherans$35M
- Ocean Park Asset Management, LLC$16M
- HighTower Advisors, LLC$15M
- PARK AVENUE SECURITIES LLC$14M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$9M
Largest adds
- Arax Advisory Partners$34M
- Aristotle Pacific Capital, LLC$23M
- LPL Financial LLC$19M
- ENVESTNET ASSET MANAGEMENT INC$9M
- Kestra Advisory Services, LLC$9M
- Clearstead Advisors, LLC$8M
Largest trims
- Wealthfront Advisers LLC$39M
- SHENKMAN CAPITAL MANAGEMENT INC$33M
- AMERIPRISE FINANCIAL INC$8M
- Mariner, LLC$4M
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$4M
- Cornerstone National Bank & Trust Co$3M
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC trimmed | 17,312,814 | $432M | 15.1% | 2026-Q2 |
| LPL Financial LLC added | 7,676,050 | $192M | 6.7% | 2026-Q2 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 6,818,664 | $171M | 6.0% | 2026-Q2 |
| Bramshill Investments, LLC new | 6,067,585 | $152M | 5.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 3,860,629 | $97M | 3.4% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 3,809,219 | $95M | 3.3% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 3,583,117 | $90M | 3.1% | 2026-Q2 |
| RMG Wealth Management LLC added | 3,534,764 | $88M | 3.1% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 3,116,460 | $78M | 2.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,057,315 | $77M | 2.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,717,476 | $68M | 2.4% | 2026-Q2 |
| MORGAN STANLEY added | 2,511,516 | $63M | 2.2% | 2026-Q2 |
| ASSETMARK, INC trimmed | 2,446,024 | $61M | 2.1% | 2026-Q2 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. added | 2,061,130 | $52M | 1.8% | 2026-Q2 |
| Nuveen, LLC | 1,815,513 | $45M | 1.6% | 2026-Q2 |
| SIGMA INVESTMENT COUNSELORS INC added | 1,681,734 | $42M | 1.5% | 2026-Q2 |
| Berkshire Money Management, Inc. added | 1,681,386 | $42M | 1.5% | 2026-Q2 |
| UBS Group AG added | 1,566,179 | $39M | 1.4% | 2026-Q2 |
| Arax Advisory Partners added | 1,361,510 | $34M | 1.2% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 1,314,467 | $33M | 1.2% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 1,293,105 | $32M | 1.1% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 1,110,001 | $28M | 1.0% | 2026-Q2 |
| ANGELES WEALTH MANAGEMENT, LLC added | 1,106,976 | $28M | 1.0% | 2026-Q2 |
| Aristotle Pacific Capital, LLC added | 1,073,016 | $27M | 0.9% | 2026-Q2 |
| Essex LLC added | 1,006,633 | $25M | 0.9% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1,000,000 | $25M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 974,731 | $24M | 0.9% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 903,480 | $23M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 872,767 | $22M | 0.8% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 869,306 | $22M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 857,762 | $21M | 0.8% | 2026-Q2 |
| Curran Financial Partners, LLC added | 771,545 | $19M | 0.7% | 2026-Q2 |
| 1832 Asset Management L.P. added | 767,370 | $19M | 0.7% | 2026-Q2 |
| Employees' Retirement Fund of the City of Fort Worth added | 693,800 | $17M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 670,054 | $17M | 0.6% | 2026-Q2 |
| HOWARD FINANCIAL SERVICES, LTD. trimmed | 670,023 | $17M | 0.6% | 2026-Q2 |
| SHENKMAN CAPITAL MANAGEMENT INC trimmed | 668,051 | $17M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 663,463 | $17M | 0.6% | 2026-Q2 |
| Mason & Associates Inc added | 634,715 | $16M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 539,711 | $14M | 0.5% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 522,569 | $13M | 0.5% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 518,155 | $13M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. added | 515,686 | $13M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 487,635 | $12M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 463,569 | $12M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 463,095 | $12M | 0.4% | 2026-Q2 |
| Cornerstone National Bank & Trust Co trimmed | 459,497 | $11M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 430,989 | $11M | 0.4% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 422,019 | $11M | 0.4% | 2026-Q2 |
| State of New Jersey Common Pension Fund D | 400,000 | $10M | 0.4% | 2026-Q2 |
| Union Bancaire Privee, UBP SA added | 396,680 | $10M | 0.3% | 2026-Q2 |
| FULTON BREAKEFIELD BROENNIMAN LLC trimmed | 390,591 | $10M | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC added | 386,360 | $10M | 0.3% | 2026-Q2 |
| Disciplined Investments, LLC added | 383,015 | $10M | 0.3% | 2026-Q2 |
| RiverFront Investment Group, LLC trimmed | 377,194 | $9M | 0.3% | 2026-Q2 |
| Caldwell Trust Co trimmed | 368,607 | $9M | 0.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD trimmed | 367,424 | $9M | 0.3% | 2026-Q2 |
| Certified Advisory Corp added | 362,573 | $9M | 0.3% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 360,371 | $9M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 358,418 | $9M | 0.3% | 2026-Q2 |
| Waterloo Capital, L.P. added | 354,627 | $9M | 0.3% | 2026-Q2 |
| IRONWOOD WEALTH MANAGEMENT, INC. added | 354,250 | $9M | 0.3% | 2026-Q2 |
| Lebenthal Global Advisors, LLC added | 348,842 | $9M | 0.3% | 2026-Q2 |
| &PARTNERS added | 344,531 | $9M | 0.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 340,516 | $9M | 0.3% | 2026-Q2 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. added | 337,227 | $8M | 0.3% | 2026-Q2 |
| AA Financial Advisors, LLC added | 334,635 | $8M | 0.3% | 2026-Q2 |
| ZEGA Investments, LLC trimmed | 333,266 | $8M | 0.3% | 2026-Q2 |
| Clearstead Advisors, LLC added | 329,510 | $8M | 0.3% | 2026-Q2 |
| Crabel Capital Management, LLC trimmed | 327,284 | $8M | 0.3% | 2026-Q2 |
| Mutual Advisors, LLC added | 324,941 | $8M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 310,422 | $8M | 0.3% | 2026-Q2 |
| Sharper & Granite LLC added | 300,650 | $8M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 300,000 | $8M | 0.3% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 298,963 | $7M | 0.3% | 2026-Q2 |
| Global Assets Advisory, LLC added | 289,753 | $7M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 272,631 | $7M | 0.2% | 2026-Q2 |
| Financial Management, Inc. added | 271,280 | $7M | 0.2% | 2026-Q2 |
| SAM Advisors, LLC added | 265,141 | $7M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ | 260,000 | $7M | 0.2% | 2026-Q2 |
| Missouri Trust & Investment Co added | 256,793 | $6M | 0.2% | 2026-Q2 |
| MOULTON WEALTH MANAGEMENT, INC added | 245,850 | $6M | 0.2% | 2026-Q2 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. trimmed | 241,592 | $6M | 0.2% | 2026-Q2 |
| Financial Partners Group, Inc trimmed | 241,585 | $6M | 0.2% | 2026-Q2 |
| PERSPECTIVE WEALTH ADVISORS LLC trimmed | 234,611 | $6M | 0.2% | 2026-Q2 |
| Mezzasalma Advisors, LLC new | 233,377 | $6M | 0.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 232,346 | $6M | 0.2% | 2026-Q2 |
| Sound Income Strategies, LLC trimmed | 226,997 | $6M | 0.2% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 225,384 | $6M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 220,192 | $6M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 208,769 | $5M | 0.2% | 2026-Q2 |
| Echo45 Advisors LLC added | 207,676 | $5M | 0.2% | 2026-Q2 |
| Sowell Financial Services LLC added | 199,772 | $5M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 199,700 | $5M | 0.2% | 2026-Q2 |
| World Investment Advisors added | 199,554 | $5M | 0.2% | 2026-Q2 |
| Benchmark Financial, LLC added | 198,189 | $5M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 197,365 | $5M | 0.2% | 2026-Q2 |
| BayBridge Capital Group, LLC added | 196,703 | $5M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 192,592 | $5M | 0.2% | 2026-Q2 |
| ADELL HARRIMAN & CARPENTER INC trimmed | 174,887 | $4M | 0.2% | 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.
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.