Who owns SJNK (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-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
68 tracked funds added or opened SJNK while 92 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
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 2025-Q4 and 2026-Q1, across 388 tracked filers holding SJNK, 191 increased or opened the position and 200 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 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 15
- Nuveen, LLC$45M
- Federation des caisses Desjardins du Quebec$15M
- MOULTON WEALTH MANAGEMENT, INC$5M
- LightSquare Wealth Management, LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Clear Creek Financial Management, LLC$3M
Full exits 30
- Tower Research Capital LLC (TRC)$58M
- CAPSTONE INVESTMENT ADVISORS, LLC$19M
- JANE STREET GROUP, LLC$13M
- MILLENNIUM MANAGEMENT LLC$10M
- Crabel Capital Management, LLC$9M
- Nearwater Capital Markets, Ltd$9M
Largest adds
- SUMITOMO MITSUI FINANCIAL GROUP, INC.$48M
- Wealthfront Advisers LLC$41M
- LPL Financial LLC$20M
- SHENKMAN CAPITAL MANAGEMENT INC$12M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
- AA Financial Advisors, LLC$5M
Largest trims
- iA Global Asset Management Inc.$75M
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$52M
- State of New Jersey Common Pension Fund D$41M
- Ocean Park Asset Management, LLC$32M
- ENVESTNET ASSET MANAGEMENT INC$19M
- WELLS FARGO & COMPANY/MN$17M
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 |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC added | 17,629,515 | $440M | 15.0% | 2026-Q1 |
| LPL Financial LLC added | 6,921,041 | $173M | 5.9% | 2026-Q1 |
| GRIMES & Co WEALTH MANAGEMENT, LLC added | 6,890,436 | $172M | 5.8% | 2026-Q1 |
| Wealthfront Advisers LLC added | 5,365,286 | $134M | 4.6% | 2026-Q1 |
| iA Global Asset Management Inc. trimmed | 4,154,736 | $104M | 3.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 3,889,896 | $97M | 3.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 3,583,717 | $90M | 3.0% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 3,031,599 | $76M | 2.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,943,094 | $74M | 2.5% | 2026-Q1 |
| ASSETMARK, INC added | 2,475,556 | $62M | 2.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,352,179 | $59M | 2.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,230,727 | $56M | 1.9% | 2026-Q1 |
| SHENKMAN CAPITAL MANAGEMENT INC added | 2,002,325 | $50M | 1.7% | 2026-Q1 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. trimmed | 1,967,984 | $49M | 1.7% | 2026-Q1 |
| Nuveen, LLC new | 1,815,513 | $45M | 1.5% | 2026-Q1 |
| Berkshire Money Management, Inc. trimmed | 1,681,308 | $42M | 1.4% | 2026-Q1 |
| SIGMA INVESTMENT COUNSELORS INC added | 1,659,855 | $41M | 1.4% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 1,487,531 | $37M | 1.3% | 2026-Q1 |
| Thrivent Financial for Lutherans | 1,394,700 | $35M | 1.2% | 2026-Q1 |
| UBS Group AG added | 1,379,021 | $34M | 1.2% | 2026-Q1 |
| DAVENPORT & Co LLC added | 1,362,366 | $34M | 1.2% | 2026-Q1 |
| ANGELES WEALTH MANAGEMENT, LLC added | 1,088,356 | $27M | 0.9% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1,000,000 | $25M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 944,905 | $24M | 0.8% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC | 920,769 | $23M | 0.8% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | 868,026 | $22M | 0.7% | 2026-Q1 |
| Essex LLC added | 857,935 | $21M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 817,795 | $20M | 0.7% | 2026-Q1 |
| 1832 Asset Management L.P. added | 748,723 | $19M | 0.6% | 2026-Q1 |
| HOWARD FINANCIAL SERVICES, LTD. trimmed | 744,257 | $19M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 713,936 | $18M | 0.6% | 2026-Q1 |
| Curran Financial Partners, LLC added | 684,920 | $17M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 657,741 | $16M | 0.6% | 2026-Q1 |
| Ocean Park Asset Management, LLC trimmed | 654,600 | $16M | 0.6% | 2026-Q1 |
| Mason & Associates Inc added | 630,741 | $16M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 610,422 | $15M | 0.5% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 599,298 | $15M | 0.5% | 2026-Q1 |
| Employees' Retirement Fund of the City of Fort Worth | 593,800 | $15M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 592,461 | $15M | 0.5% | 2026-Q1 |
| Cornerstone National Bank & Trust Co trimmed | 594,183 | $15M | 0.5% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 568,086 | $14M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 538,256 | $13M | 0.5% | 2026-Q1 |
| Advisory Alpha, LLC added | 529,043 | $13M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 475,336 | $12M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 472,087 | $12M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 451,965 | $11M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 416,863 | $10M | 0.4% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 415,000 | $10M | 0.4% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 400,666 | $10M | 0.3% | 2026-Q1 |
| State of New Jersey Common Pension Fund D trimmed | 400,000 | $10M | 0.3% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD trimmed | 396,804 | $10M | 0.3% | 2026-Q1 |
| FULTON BREAKEFIELD BROENNIMAN LLC trimmed | 396,609 | $10M | 0.3% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 381,856 | $10M | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 380,532 | $10M | 0.3% | 2026-Q1 |
| Caldwell Trust Co added | 374,375 | $9M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 369,958 | $9M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 359,919 | $9M | 0.3% | 2026-Q1 |
| Disciplined Investments, LLC trimmed | 353,834 | $9M | 0.3% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 352,024 | $9M | 0.3% | 2026-Q1 |
| Certified Advisory Corp added | 347,098 | $9M | 0.3% | 2026-Q1 |
| Sterling Manor Financial, LLC added | 345,836 | $9M | 0.3% | 2026-Q1 |
| Waterloo Capital, L.P. trimmed | 340,418 | $9M | 0.3% | 2026-Q1 |
| PERSPECTIVE WEALTH ADVISORS LLC added | 339,949 | $8M | 0.3% | 2026-Q1 |
| ZEGA Investments, LLC trimmed | 336,858 | $8M | 0.3% | 2026-Q1 |
| IRONWOOD WEALTH MANAGEMENT, INC. added | 328,129 | $8M | 0.3% | 2026-Q1 |
| &PARTNERS added | 326,066 | $8M | 0.3% | 2026-Q1 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. trimmed | 325,377 | $8M | 0.3% | 2026-Q1 |
| Lebenthal Global Advisors, LLC trimmed | 314,305 | $8M | 0.3% | 2026-Q1 |
| AA Financial Advisors, LLC added | 311,377 | $8M | 0.3% | 2026-Q1 |
| Farmers & Merchants Trust Co of Chambersburg PA | 296,984 | $8M | 0.3% | 2026-Q1 |
| Sharper & Granite LLC added | 280,958 | $7M | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC added | 280,789 | $7M | 0.2% | 2026-Q1 |
| Blue Capital, Inc. added | 277,606 | $7M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 276,006 | $7M | 0.2% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC added | 269,415 | $7M | 0.2% | 2026-Q1 |
| Financial Partners Group, Inc trimmed | 264,531 | $7M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 262,901 | $7M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 260,000 | $6M | 0.2% | 2026-Q1 |
| SAM Advisors, LLC added | 254,646 | $6M | 0.2% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 2,294,726 | $58M | 2.0% | 2025-Q4 stale |
| Kensington Asset Management, LLC | 1,450,000 | $36M | 1.2% | 2025-Q1 stale |
| Angeles Investment Advisors, LLC trimmed | 989,520 | $25M | 0.9% | 2025-Q2 stale |
| Good Life Advisors, LLC added | 780,200 | $20M | 0.7% | 2025-Q2 stale |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 760,701 | $19M | 0.7% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. added | 620,700 | $16M | 0.5% | 2025-Q3 stale |
| Quadrature Capital Ltd added | 617,893 | $16M | 0.5% | 2025-Q2 stale |
| AMJ Financial Wealth Management added | 575,648 | $14M | 0.5% | 2025-Q1 stale |
| Matthew Goff Investment Advisor, LLC added | 571,434 | $14M | 0.5% | 2025-Q1 stale |
| JANE STREET GROUP, LLC trimmed | 494,143 | $13M | 0.4% | 2025-Q4 stale |
| State of Tennessee, Department of Treasury added | 475,800 | $12M | 0.4% | 2025-Q3 stale |
| Kovitz Investment Group Partners, LLC added | 433,668 | $11M | 0.4% | 2025-Q3 stale |
| Estate Counselors, LLC new | 419,685 | $11M | 0.4% | 2025-Q3 stale |
| MILLENNIUM MANAGEMENT LLC added | 381,847 | $10M | 0.3% | 2025-Q4 stale |
| Crabel Capital Management, LLC added | 364,230 | $9M | 0.3% | 2025-Q4 stale |
| Nearwater Capital Markets, Ltd new | 345,100 | $9M | 0.3% | 2025-Q4 stale |
| Focus Partners Wealth new | 344,939 | $9M | 0.3% | 2025-Q4 stale |
| Great Lakes Retirement, Inc. added | 309,492 | $8M | 0.3% | 2025-Q1 stale |
| 49 WEALTH MANAGEMENT, LLC added | 274,764 | $7M | 0.2% | 2025-Q1 stale |
| Western Asset Management Company, LLC added | 251,330 | $6M | 0.2% | 2025-Q3 stale |
| Fifth Third Securities, Inc. added | 247,122 | $6M | 0.2% | 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.