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Who owns ZJUNWhat ZJUN owns — n/a

Who owns ZJUN?

Institutional ownership of ZJUN from SEC Form 13F filings across 60 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.

60

13F holders

$65.8M

value, 2026 filers

2.7M

shares disclosed

38

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 ZJUN's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1NewEdge Advisors, LLCNEW542,788$14.9M0.0%new
2AE Wealth Management LLCNEW354,439$9.7M0.0%new
3Cambridge Investment Research Advisors, Inc.NEW302,394$8,2840.0%new
4RAYMOND JAMES FINANCIAL INC233,221$6.4M0.0%+1879.8%
5Csenge Advisory GroupNEW112,092$3.1M0.1%new
6COMMONWEALTH EQUITY SERVICES, LLC110,694$3.0M0.0%+176.3%
7ENVESTNET ASSET MANAGEMENT INC90,662$2.5M0.0%+43.8%
8Kestra Advisory Services, LLC80,080$2.2M0.0%+96.3%
9OSAIC HOLDINGS, INC.75,416$2.1M0.0%+216.5%
10Concurrent Investment Advisors, LLCNEW52,621$1.4M0.0%new
11Cetera Investment Advisers48,833$1.3M0.0%+71.5%
12Key Capital Management, INCNEW48,208$1.3M0.7%new
13HighTower Advisors, LLCNEW40,969$1.1M0.0%new
14AssuredPartners Investment Advisors, LLCNEW40,222$1.1M0.1%new
15Ameritas Advisory Services, LLCNEW36,363$996,1640.0%new
16Cornerstone Wealth Group, LLC32,548$891,6520.1%+81.3%
17TRUIST FINANCIAL CORPNEW31,710$868,6950.0%new
18FSA Advisors, Inc.NEW29,635$811,8510.4%new
19Independent Wealth Network Inc.NEW27,792$761,3620.2%new
20Prasad Wealth Partners, LLCNEW23,555$645,2890.2%new
21KFG WEALTH MANAGEMENT, LLC20,815$570,2270.1%+94.5%
22Integrity Advisory Solutions, LLCNEW19,673$538,9420.1%new
23Clear Creek Financial Management, LLCNEW19,537$535,2160.0%new
24LPL Financial LLC19,261$527,6550.0%+31.6%
25Lloyd Advisory Services, LLC.NEW18,776$514,3690.2%new

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.