Institutional Holders (2026 Q1)
37 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JUNW. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | American Asset Management INC. | 5.00% | 172,754 | $5.8M |
| 2 | Barnes Dennig Private Wealth Management LLC | 0.52% | 15,809 | $527K |
| 3 | Grantvest Financial Group LLC | 0.40% | 18,759 | $626K |
| 4 | Stonebridge Financial Group, LLC / MO | 0.36% | 12,800 | $427K |
| 5 | Jim Saulnier & Associates, LLC | 0.31% | 19,376 | $646K |
| 6 | Wealthgarden F.S. LLC | 0.16% | 7,028 | $234K |
| 7 | Joseph P. Lucia & Associates, LLC | 0.12% | 10,355 | $345K |
| 8 | Aspire Capital Advisors LLC | 0.09% | 11,725 | $391K |
| 9 | Castle Rock Wealth Management, LLC | 0.09% | 11,816 | $395K |
| 10 | TAGStone Capital, Inc. | 0.08% | 7,205 | $240K |
| 11 | Allianz Se | 0.06% | 159,439 | $5.3M |
| 12 | Spire Wealth Management | 0.04% | 38,001 | $1.3M |
| 13 | Centaurus Financial, INC. | 0.03% | 18,585 | $620K |
| 14 | Elevated Capital Advisors, LLC | 0.02% | 2,370 | $79K |
| 15 | PFG Advisors | 0.02% | 9,301 | $310K |
| 16 | Focus Financial Network, Inc. | 0.01% | 10,783 | $360K |
| 17 | Nbc Securities, INC. | 0.01% | 5,103 | $170K |
| 18 | Farther Finance Advisors, LLC | 0.01% | 35,450 | $1.2M |
| 19 | World Investment Advisors | 0.01% | 18,900 | $630K |
| 20 | Harbour Investments, INC. | 0.01% | 19,181 | $640K |
| 21 | Kestra Advisory Services, LLC | 0.01% | 68,747 | $2.3M |
| 22 | Independent Financial Group, LLC | 0.01% | 6,850 | $228K |
| 23 | Commonwealth Equity Services, LLC | 0.01% | 120,344 | $4.0M |
| 24 | Osaic Holdings, INC. | 0.00% | 102,312 | $3.4M |
| 25 | Old Mission Capital LLC | 0.00% | 9,389 | $313K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|