% of shares outstanding is not shown for JUNW: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for JUNW in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| AMERICAN ASSET MANAGEMENT INC. | 186K | 181K | 179K | 178K | 175K | 173K | $6M |
| Allianz SE | — | — | — | — | 5K | 159K | $5M |
| LPL Financial LLC | 12K | 13K | 18K | 129K | 120K | 121K | $4M |
| COMMONWEALTH EQUITY SERVICES, LLC | 138K | 134K | 170K | 130K | 129K | 120K | $4M |
| OSAIC HOLDINGS, INC. | 131K | 121K | 142K | 137K | 115K | 102K | $3M |
| Cetera Investment Advisers | 69K | 64K | 79K | 89K | 83K | 83K | $3M |
| Kestra Advisory Services, LLC | 68K | 50K | 72K | 66K | 79K | 69K | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32K | 30K | 37K | 38K | 47K | 63K | $2M |
| RAYMOND JAMES FINANCIAL INC | 41K | 41K | 48K | 51K | 54K | 54K | $2M |
| Spire Wealth Management | 34K | 27K | 56K | 55K | 52K | 38K | $1M |
| Farther Finance Advisors, LLC | 4K | 4K | 35K | 35K | 35K | 35K | $1M |
| JIM SAULNIER & ASSOCIATES, LLC | 12K | 12K | 19K | 19K | 19K | 19K | $646,190 |
| HARBOUR INVESTMENTS, INC. | 46K | 29K | 31K | 28K | 23K | 19K | $639,686 |
| World Investment Advisors | — | — | — | — | — | 19K | $630,315 |
| Grantvest Financial Group LLC | 25K | 24K | 22K | 22K | 21K | 19K | $625,613 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 38 | 1,289,480 | — | $43M |
| 2025-Q4 | 38 | 1,387,512 | — | $46M |
| 2025-Q3 | 36 | 1,290,610 | — | $42M |
| 2025-Q2 | 41 | 1,320,483 | — | $41M |
| 2025-Q1 | 40 | 2,512,906 | — | $75M |
| 2024-Q4 | 42 | 2,609,542 | — | $78M |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Allianz SE | +154,439 | $5M | ADD |
| World Investment Advisors | +18,900 | $630,315 | OPEN |
| JPMORGAN CHASE & CO | +18,641 | $621,677 | OPEN |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +16,162 | $539,003 | ADD |
| ST GERMAIN D J CO INC | +1,090 | $36,352 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Allianz Investment Management LLC | −111,911 | $4M | CLOSE |
| Elevated Capital Advisors, LLC | −84,545 | $3M | TRIM |
| OLD MISSION CAPITAL LLC | −23,554 | $785,526 | TRIM |
| Global Retirement Partners, LLC | −17,940 | $598,299 | CLOSE |
| Spire Wealth Management | −13,963 | $465,666 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| 2024-Q3 | 38 | 1,212,419 | — | $36M |
| 2024-Q2 | 43 | 5,111,037 | — | $140M |
| 2024-Q1 | 17 | 557,475 | — | $16M |
| 2023-Q4 | 20 | 2,547,187 | — | $69M |
| 2023-Q3 | 24 | 2,451,019 | — | $63M |
| 2023-Q2 | 23 | 2,365,478 | — | $61M |
