Institutional Holders (2026 Q1)
26 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PJFG. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Berger Financial Group, Inc | 3.94% | 723,205 | $70.4M |
| 2 | Prosperity Financial Group, Inc. | 1.84% | 51,257 | $5.0M |
| 3 | Advisory Resource Group | 0.70% | 41,828 | $4.1M |
| 4 | 1015 Capital Partners, LLC | 0.65% | 5,961 | $663K |
| 5 | Fermata Advisors, LLC | 0.57% | 26,038 | $2.5M |
| 6 | Navis Wealth Advisors, LLC | 0.16% | 3,179 | $310K |
| 7 | Prosperity Bancshares Inc | 0.05% | 637 | $62K |
| 8 | PFG Advisors | 0.02% | 4,295 | $418K |
| 9 | Clear Creek Financial Management, LLC | 0.02% | 2,282 | $222K |
| 10 | Jones Financial Companies Lllp | 0.00% | 56,149 | $5.3M |
| 11 | Stifel Financial Corp | 0.00% | 19,953 | $1.9M |
| 12 | Envestnet Portfolio Solutions, Inc. | 0.00% | 2,263 | $220K |
| 13 | Kestra Advisory Services, LLC | 0.00% | 2,901 | $282K |
| 14 | HighTower Advisors, LLC | 0.00% | 4,795 | $467K |
| 15 | Commonwealth Equity Services, LLC | 0.00% | 3,383 | $329K |
| 16 | Mariner, LLC | 0.00% | 3,123 | $304K |
| 17 | Cwm, LLC | 0.00% | 738 | $72K |
| 18 | LPL Financial LLC | 0.00% | 3,624 | $353K |
| 19 | Susquehanna International Group, LLP | 0.00% | 4,305 | $419K |
| 20 | Osaic Holdings, INC. | 0.00% | 233 | $23K |
| 21 | Jane Street Group, LLC | 0.00% | 2,342 | $228K |
| 22 | Harbour Investments, INC. | 0.00% | 16 | $2K |
| 23 | Assetmark, Inc | 0.00% | 116 | $11K |
| 24 | Allworth Financial LP | 0.00% | 55 | $5K |
| 25 | UBS Group AG | 0.00% | 197 | $19K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|