% of shares outstanding is not shown for ZJUN: 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 ZJUN 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 |
|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | — | — | 544K | 578K | 517K | 63K | $2M |
| Kestra Advisory Services, LLC | — | — | 40K | 42K | 42K | 41K | $1M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | 71K | 54K | 42K | 40K | $1M |
| Farther Finance Advisors, LLC | — | — | — | 40K | 40K | 40K | $1M |
| Lineweaver Wealth Advisors, LLC | — | — | 39K | 39K | 39K | 39K | $1M |
| OLD MISSION CAPITAL LLC | — | — | — | 27K | 17K | 37K | $984,544 |
| BROWN WEALTH MANAGEMENT, LLC | — | — | — | — | 39K | 34K | $903,829 |
| Cetera Investment Advisers | — | — | 29K | 29K | 29K | 28K | $766,271 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | 63K | 34K | 12K | 25K | $683,268 |
| CENTRAL VALLEY ADVISORS, LLC | — | — | 24K | 24K | 24K | 24K | $651,751 |
| OSAIC HOLDINGS, INC. | — | — | 12K | 26K | 24K | 24K | $641,309 |
| Cornerstone Wealth Group, LLC | — | — | 18K | 18K | 18K | 18K | $489,364 |
| LPL Financial LLC | — | — | — | 15K | 15K | 15K | $393,915 |
| CreativeOne Wealth, LLC | — | — | 47K | 49K | 48K | 12K | $324,961 |
| Corient Private Wealth LLC | — | — | 12K | 12K | 24K | 12K | $322,970 |
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 | 33 | 555,052 | — | $15M |
| 2025-Q4 | 39 | 1,625,941 | — | $44M |
| 2025-Q3 | 40 | 1,762,612 | — | $47M |
| 2025-Q2 | 28 | 1,109,550 | — | $29M |
| 2024-Q2 | 1 | 487,408 | — | $13M |
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 | |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | +20,003 | $538,363 | ADD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +13,261 | $356,908 | ADD |
| Advisory Services Network, LLC | +6,690 | $180,055 | OPEN |
| UBS Group AG | +1,270 | $34,181 | OPEN |
| KFG WEALTH MANAGEMENT, LLC | +352 | $9,474 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| VanWeelden Wealth Management, LLC | −526,129 | $14M | CLOSE |
| ENVESTNET ASSET MANAGEMENT INC | −453,527 | $12M | TRIM |
| CreativeOne Wealth, LLC | −36,084 | $971,168 | TRIM |
| Integrity Advisory Solutions, LLC | −30,643 | $824,729 | CLOSE |
| AssuredPartners Investment Advisors, LLC | −20,792 | $559,598 | CLOSE |
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).
