Who owns NJUN?
Institutional ownership of NJUN from SEC Form 13F filings across 52 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
52
13F holders
$83.1M
value, 2026 filers
2.6M
shares disclosed
25
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of NJUN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MAI Capital ManagementNEW | 423,735 | $13.9M | 0.1% | — | new |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 405,829 | $13.3M | 0.0% | — | +55.0% |
| 3 | HighTower Advisors, LLC | 335,515 | $11.0M | 0.0% | — | +2.6% |
| 4 | RAYMOND JAMES FINANCIAL INC | 286,149 | $9.4M | 0.0% | — | +32.9% |
| 5 | OSAIC HOLDINGS, INC. | 167,199 | $5.5M | 0.0% | — | +258.4% |
| 6 | Cresset Asset Management, LLCNEW | 141,670 | $4.7M | 0.0% | — | new |
| 7 | Cetera Investment Advisers | 112,569 | $3.7M | 0.0% | — | +29.2% |
| 8 | LPL Financial LLC | 84,833 | $2.8M | 0.0% | — | +223.3% |
| 9 | TRUIST FINANCIAL CORP | 81,560 | $2.7M | 0.0% | — | +848.0% |
| 10 | Ashton Thomas Private Wealth, LLCNEW | 57,527 | $1.9M | 0.0% | — | new |
| 11 | INTEGRITY ALLIANCE, LLC.NEW | 39,932 | $1.3M | 0.0% | — | new |
| 12 | Cambridge Investment Research Advisors, Inc.NEW | 34,508 | $1,134 | 0.0% | — | new |
| 13 | Phoenix Financial Ltd. | 32,634 | $1.1M | 0.0% | — | +110.3% |
| 14 | Kestra Advisory Services, LLC | 26,624 | $874,865 | 0.0% | — | +17.0% |
| 15 | OLD MISSION CAPITAL LLC | 25,360 | $833,329 | 0.0% | — | -1.0% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,676 | $810,853 | 0.0% | — | +57.3% |
| 17 | MML INVESTORS SERVICES, LLC | 23,822 | $782,791 | 0.0% | — | +136.0% |
| 18 | AE Wealth Management LLC | 23,395 | $768,760 | 0.0% | — | +83.0% |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 23,247 | $763,896 | 0.0% | — | +16.5% |
| 20 | DHJJ Financial Advisors, Ltd. | 20,858 | $685,394 | 0.2% | — | +121.3% |
| 21 | Integrity Advisory Solutions, LLCNEW | 16,550 | $543,833 | 0.1% | — | new |
| 22 | Grantvest Financial Group LLCNEW | 15,195 | $499,308 | 0.3% | — | new |
| 23 | PFG Advisors | 12,492 | $410,487 | 0.0% | — | +10.6% |
| 24 | YARGER WEALTH STRATEGIES, LLC | 9,995 | $326,673 | 0.1% | — | 0.0% |
| 25 | HARBOUR INVESTMENTS, INC. | 9,888 | $324,920 | 0.0% | — | +148.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.