% of shares outstanding is not shown for NJUN: 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 NJUN in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Allworth Financial LP | 467,861467,861 | $15M | — | ADD 139144% |
| 2 | HighTower Advisors, LLC | 327,058327,058 | $10M | — | — |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 261,848261,848 | $8M | — | TRIM -51% |
| 4 | RAYMOND JAMES FINANCIAL INC | 215,337215,337 | $7M | — | — |
| 5 | Cetera Investment Advisers | 87,12087,120 | $3M | — | TRIM -20% |
| 6 | OSAIC HOLDINGS, INC. | 46,65846,658 | $1M | — | TRIM -54% |
| 7 | Cornerstone Wealth, LLC/TN | 26,74626,746 | $872,455 | — | NEW |
| 8 | LPL Financial LLC | 26,24126,241 | $820,745 | — | — |
| 9 | OLD MISSION CAPITAL LLC | 25,61525,615 | $801,165 | — | TRIM -17% |
| 10 | Kestra Advisory Services, LLC | 22,75422,754 | $711,681 | — | ADD 12% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 19,95919,959 | $624,262 | — | TRIM -76% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,68915,689 | $490,708 | — | TRIM -26% |
| 13 | Phoenix Financial Ltd. | 15,52015,520 | $485,136 | — | TRIM -21% |
| 14 | CORRADO ADVISORS, LLC | 14,29414,294 | $447,077 | — | TRIM -3% |
| 15 | JPMORGAN CHASE & CO | 13,76513,765 | $423,549 | — | TRIM -4% |
| 16 | AE Wealth Management LLC | 12,78212,782 | $399,785 | — | — |
| 17 | PFG Advisors | 11,29211,292 | $353,182 | — | TRIM -3% |
| 18 | Ascent Wealth Partners, LLC | 10,95010,950 | $342,485 | — | — |
| 19 | MML INVESTORS SERVICES, LLC | 10,09410,094 | $315,712 | — | TRIM -86% |
| 20 | YARGER WEALTH STRATEGIES, LLC | 9,9959,995 | $312,616 | — | — |
| 21 | DHJJ Financial Advisors, Ltd. | 9,4249,424 | $294,757 | — | — |
| 22 | CITADEL ADVISORS LLC | 9,3069,306 | $291,066 | — | NEW |
| 23 | TRUIST FINANCIAL CORP | 8,6038,603 | $269,078 | — | — |
| 24 | Keystone Wealth Services, LLC | 7,7507,750 | $242,398 | — | — |
| 25 | Liberty Atlantic Advisors LLC | 7,6187,618 | $238,270 | — | — |
| 26 | OneDigital Investment Advisors LLC | 6,8716,871 | $214,906 | — | — |
| 27 | CREATIVE FINANCIAL DESIGNS INC /ADV | 4,5404,540 | $141,998 | — | — |
| 28 | HARBOUR INVESTMENTS, INC. | 3,9773,977 | $124,389 | — | — |
| 29 | AdvisorNet Financial, Inc | 2,6022,602 | $81,383 | — | — |
| 30 | GILL CAPITAL PARTNERS, LLC | 2,3052,305 | $72,094 | — | NEW |
| 31 | NBC SECURITIES, INC. | 983983 | $30,745 | — | — |
| 32 | Keating Financial Advisory Services, Inc. | 585585 | $18,297 | — | — |
| 33 | UBS Group AG | 103103 | $3,222 | — | TRIM -60% |
| 34 | MORGAN STANLEY | 9898 | $3,065 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Allworth Financial LP | 563 | 563 | 563 | 563 | 336 | 468K | $15M |
| HighTower Advisors, LLC | 343K | 339K | 339K | 327K | 327K | 327K | $10M |
| COMMONWEALTH EQUITY SERVICES, LLC | 21K | 21K | 547K | 538K | 532K | 262K | $8M |
| RAYMOND JAMES FINANCIAL INC | — | — | 234K | 231K | 219K | 215K | $7M |
| Cetera Investment Advisers | 94K | 91K | 82K | 128K | 109K | 87K | $3M |
| OSAIC HOLDINGS, INC. | 32K | 6K | 91K | 101K | 101K | 47K | $1M |
| Cornerstone Wealth, LLC/TN | — | — | — | — | — | 27K | $872,455 |
| LPL Financial LLC | — | — | — | 28K | 26K | 26K | $820,745 |
| OLD MISSION CAPITAL LLC | — | 28K | — | 10K | 31K | 26K | $801,165 |
| Kestra Advisory Services, LLC | 19K | 15K | 24K | 20K | 20K | 23K | $711,681 |
| ENVESTNET ASSET MANAGEMENT INC | — | — | 69K | 64K | 82K | 20K | $624,262 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 52K | 13K | 33K | 48K | 21K | 16K | $490,708 |
| Phoenix Financial Ltd. | — | — | 33K | 51K | 20K | 16K | $485,136 |
| CORRADO ADVISORS, LLC | 58K | — | 15K | 15K | 15K | 14K | $447,077 |
| JPMORGAN CHASE & CO | — | 7K | — | — | 14K | 14K | $423,549 |
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 | 34 | 1,706,343 | — | $53M |
| 2025-Q4 | 32 | 1,699,189 | — | $54M |
| 2025-Q3 | 36 | 1,815,865 | — | $56M |
| 2025-Q2 | 42 | 2,050,666 | — | $61M |
| 2025-Q1 | 25 | 612,971 | — | $16M |
| 2024-Q4 | 25 | 740,141 | — | $20M |
| 2024-Q3 | 24 | 760,236 | — | $20M |
| 2024-Q2 | 20 | 1,004,375 | — | $27M |
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 | |
|---|---|---|---|
| Allworth Financial LP | +467,525 | $15M | ADD |
| Cornerstone Wealth, LLC/TN | +26,746 | $836,535 | OPEN |
| CITADEL ADVISORS LLC | +9,306 | $291,064 | OPEN |
| Kestra Advisory Services, LLC | +2,384 | $74,564 | ADD |
| GILL CAPITAL PARTNERS, LLC | +2,305 | $72,093 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | −270,614 | $8M | TRIM |
| ENVESTNET ASSET MANAGEMENT INC | −62,313 | $2M | TRIM |
| MML INVESTORS SERVICES, LLC | −60,415 | $2M | TRIM |
| OSAIC HOLDINGS, INC. | −54,394 | $2M | TRIM |
| Cetera Investment Advisers | −22,137 | $692,379 | 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).
