Institutional Holders (2026 Q2)
48 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JUNT. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Authentikos Wealth Advisory, LLC | 6.14% | 254,440 | $9.6M |
| 2 | Wellment Financial | 3.53% | 82,030 | $3.1M |
| 3 | FWG Investments, LLC. | 1.93% | 96,468 | $3.6M |
| 4 | Richmond Brothers, Inc. | 1.03% | 52,590 | $2.0M |
| 5 | Quest 10 Wealth Builders, Inc. | 0.76% | 25,779 | $974K |
| 6 | SMART Wealth LLC | 0.61% | 74,836 | $2.8M |
| 7 | FSA Advisors, Inc. | 0.44% | 25,332 | $957K |
| 8 | Lloyd Advisory Services, LLC. | 0.38% | 25,732 | $972K |
| 9 | Nvest Financial, LLC | 0.30% | 24,818 | $938K |
| 10 | Panoramic Investment Advisors, LLC | 0.30% | 16,350 | $618K |
| 11 | AE Wealth Management LLC | 0.22% | 1,246,333 | $47.1M |
| 12 | Golden Reserve Retirement LLC | 0.11% | 18,600 | $703K |
| 13 | Jim Saulnier & Associates, LLC | 0.08% | 5,388 | $204K |
| 14 | Tounjian Advisory Partners, LLC | 0.08% | 5,008 | $189K |
| 15 | Barnes Dennig Private Wealth Management LLC | 0.06% | 2,133 | $81K |
| 16 | LifeWealth Investments, LLC | 0.06% | 5,844 | $221K |
| 17 | Mosley Wealth Management | 0.04% | 3,431 | $130K |
| 18 | Networth Advisors, LLC | 0.04% | 1,814 | $69K |
| 19 | Kingdom Financial Group LLC. | 0.04% | 3,848 | $145K |
| 20 | Decker Retirement Planning Inc. | 0.02% | 1,924 | $73K |
| 21 | Key Capital Management, INC | 0.02% | 1,195 | $45K |
| 22 | Accurate Wealth Management, LLC | 0.02% | 6,040 | $230K |
| 23 | First Heartland Consultants, Inc. | 0.02% | 7,077 | $267K |
| 24 | Blue Bell Private Wealth Management, LLC | 0.02% | 3,563 | $135K |
| 25 | Csenge Advisory Group | 0.02% | 10,494 | $397K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|