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Ft Vest Us Eq Max Buf Jun (JUNM) Institutional Ownership

$33.84 -0.02 (-0.06%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Ft Vest Us Eq Max Buf Jun (NYSEARCA:JUNM)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$32.80M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$9.00M
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Skip Chart & View Institutional Buying and Selling Data

JUNM Institutional Buying and Selling by Quarter

Ft Vest Us Eq Max Buf Jun Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.21,110$703K0.0%+175.4%1.056%
8/29/2025Evolution Wealth Management Inc.3,272$109K0.1%N/A0.164%
8/18/2025Geneos Wealth Management Inc.13,545$451K0.0%+17.3%0.677%
8/15/2025MML Investors Services LLC59,330$1.98M0.0%+214.2%2.967%
8/15/2025Gallagher Fiduciary Advisors LLC39,716$1.32M0.0%-49.2%1.986%
8/14/2025Jane Street Group LLC49,930$1.66M0.0%+434.2%2.497%
8/14/2025NewEdge Advisors LLC54,050$1.80M0.0%+725.2%2.703%
8/13/2025StoneX Group Inc.7,600$253K0.0%-63.3%0.380%
8/13/2025Cresset Asset Management LLC64,463$2.15M0.0%+20.2%3.223%
8/12/2025Steward Partners Investment Advisory LLC850$28K0.0%N/A0.043%
8/8/2025Cetera Investment Advisers37,124$1.24M0.0%+52.8%1.856%
8/7/2025Americana Partners LLC31,669$1.05M0.0%N/A1.583%
8/6/2025AE Wealth Management LLC11,970$398K0.0%-34.2%0.599%
8/6/2025RPS Advisory Solutions LLC11,568$385K0.2%-11.6%0.578%
8/4/2025Atria Investments Inc30,085$1.00M0.0%-46.6%1.504%
8/1/2025Envestnet Asset Management Inc.6,642$221K0.0%-13.9%0.332%
7/30/2025Strategic Blueprint LLC25,099$835K0.0%+2.3%1.207%
7/30/2025Brookstone Capital Management12,286$409K0.0%-5.6%0.591%
7/28/2025Mutual Advisors LLC210,494$7.04M0.2%-5.4%10.120%
7/28/2025Harbour Investments Inc.2,225$74K0.0%-71.3%0.107%
7/25/2025Prostatis Group LLC15,651$521K0.1%+93.6%0.752%
7/25/2025CWM LLC7,994$266K0.0%+13.7%0.384%
7/25/2025Concurrent Investment Advisors LLC28,358$944K0.0%N/A1.363%
7/24/2025McKinley Carter Wealth Services Inc.15,098$502K0.0%N/A0.726%
7/23/2025Defined Financial Planning LLC8,193$273K0.2%N/A0.394%
7/21/2025DHJJ Financial Advisors Ltd.2,605$87K0.0%+23.5%0.125%
7/16/2025Owen LaRue LLC32,026$1.07M0.5%-3.6%1.562%
7/10/2025Signal Advisors Wealth LLC12,884$429K0.0%+16.7%0.628%
5/20/2025Integrity Alliance LLC.6,516$205K0.0%N/A0.356%
5/19/2025Jane Street Group LLC9,346$294K0.0%-5.2%0.511%
5/16/2025Prostatis Group LLC8,086$254K0.1%-29.3%0.442%
5/15/2025OLD Mission Capital LLC35,638$1.12M0.0%+120.5%1.947%
5/13/2025Nations Financial Group Inc. IA ADV15,020$472K0.0%-41.1%0.778%
5/9/2025Atria Wealth Solutions Inc.47,178$1.48M0.0%-1.9%2.444%
5/6/2025Cetera Investment Advisers24,302$764K0.0%-25.2%1.259%
5/6/2025AE Wealth Management LLC18,186$572K0.0%-28.7%0.942%
5/5/2025Creekmur Asset Management LLC5,808$183K0.0%-73.5%0.301%
4/29/2025Strategic Blueprint LLC24,531$771K0.0%+30.2%1.271%
4/28/2025Mutual Advisors LLC222,521$6.95M0.2%-6.9%11.530%
4/11/2025Signal Advisors Wealth LLC11,041$347K0.0%-11.4%0.572%
4/9/2025HBW Advisory Services LLC30,343$954K0.1%-33.4%1.572%
4/9/2025NBC Securities Inc.11,806$371K0.0%+69,347.1%0.612%
3/21/2025Prostatis Group LLC11,445$363K0.1%-24.0%0.587%
2/17/2025Cetera Investment Advisers32,508$1.03M0.0%+4.7%0.000%
2/14/2025Gallagher Fiduciary Advisors LLC80,390$2.55M0.5%+6.8%0.000%
2/14/2025Jane Street Group LLC9,859$313K0.0%-65.4%0.000%
2/13/2025Envestnet Asset Management Inc.154,244$4.90M0.0%+3.9%0.000%
2/12/2025Creekmur Asset Management LLC21,884$695K0.2%-39.9%0.000%
2/12/2025OLD Mission Capital LLC16,165$513K0.0%N/A0.000%
2/12/2025StoneX Group Inc.22,500$714K0.0%-15.1%0.000%
2/12/2025Bullseye Investment Management LLC12,637$401K0.3%N/A0.000%
2/12/2025Orion Portfolio Solutions LLC12,194$387K0.0%+64.2%0.000%
2/11/2025LPL Financial LLC11,499$365K0.0%N/A0.000%
2/10/2025Commonwealth Equity Services LLC228,331$7.25M0.0%-5.8%0.000%
2/10/2025VanWeelden Wealth Management LLC146,982$4.67M4.2%N/A0.000%
2/6/2025Atria Investments Inc54,740$1.74M0.0%+8.5%0.000%
2/5/2025Noble Wealth Management PBC2,000$63K0.0%N/A0.000%
2/3/2025RPS Advisory Solutions LLC15,185$482K0.3%-10.1%0.000%
1/31/2025Atria Wealth Solutions Inc.48,084$1.53M0.0%-18.0%0.000%
1/27/2025Legacy CG LLC17,560$558K0.2%-25.9%0.000%
1/27/2025Foguth Wealth Management LLC.11,088$356K0.1%-15.3%0.000%
1/23/2025Donald L. Hagan LLC112,722$3.58M1.9%-2.2%0.000%
1/23/2025Capital Investment Advisory Services LLC7,585$241K0.0%-60.7%0.000%
1/21/2025Geneos Wealth Management Inc.11,545$367K0.0%N/A0.000%
1/21/2025Encompass More Asset Management181,255$5.76M1.9%+32.3%0.000%
1/17/2025Mutual Advisors LLC239,038$7.62M0.2%-1.2%0.000%
1/14/2025Signal Advisors Wealth LLC12,465$396K0.0%-4.8%0.000%
1/13/2025Brookstone Capital Management15,504$492K0.0%+6.7%0.000%
12/26/2024JPMorgan Chase & Co.12,958$407K0.0%+163.8%0.000%
11/19/2024Barclays PLC4,959$156K0.0%N/A0.000%
11/15/2024Barclays PLC4,959$156K0.0%N/A0.000%
11/15/2024MML Investors Services LLC21,510$676K0.0%+50.9%0.000%
11/15/2024Orion Portfolio Solutions LLC7,425$233K0.0%+11.9%0.000%
11/15/2024Glen Eagle Advisors LLC36,900$1.16M0.2%N/A0.000%
11/15/2024Jane Street Group LLC28,507$896K0.0%N/A0.000%
11/14/2024Encompass More Asset Management137,000$4.31M1.6%+195.3%0.000%
11/14/2024Captrust Financial Advisors9,000$283K0.0%N/A0.000%
11/12/2024StoneX Group Inc.26,500$833K0.1%+44.0%0.000%
11/5/2024Harbour Investments Inc.7,752$244K0.0%+57.9%0.000%
11/5/2024Nations Financial Group Inc. IA ADV25,492$801K0.1%N/A0.000%
11/1/2024Atria Investments Inc50,446$1.59M0.0%N/A0.000%
10/31/2024Donald L. Hagan LLC115,309$3.62M1.8%+24.7%0.000%
10/30/2024Legacy CG LLC23,685$744K0.2%N/A0.000%
10/30/2024World Equity Group Inc.33,442$1.05M0.4%N/A0.000%
10/29/2024Clear Creek Financial Management LLC20,300$638K0.1%+3.6%0.000%
10/25/2024Creekmur Asset Management LLC36,391$1.14M0.3%+36.3%0.000%
10/25/2024Mutual Advisors LLC241,913$7.62M0.2%+9.7%0.000%
10/25/2024Strategic Blueprint LLC18,697$587K0.0%+68.4%0.000%
10/22/2024DHJJ Financial Advisors Ltd.2,110$66K0.0%N/A0.000%
10/17/2024LexAurum Advisors LLC9,580$301K0.1%N/A0.000%
10/15/2024NBC Securities Inc.17,276$542K0.0%N/A0.000%
10/8/2024CWM LLC7,066$222K0.0%N/A0.000%
10/8/2024Brookstone Capital Management14,530$457K0.0%N/A0.000%
10/4/2024HBW Advisory Services LLC45,589$1.43M0.2%N/A0.000%
8/13/2024Benjamin Edwards Inc.1,635$50K0.0%N/A0.000%
8/2/2024Larson Financial Group LLC6,533$200K0.0%N/A0.000%
7/31/2024Commonwealth Equity Services LLC168,741$5.16M0.0%N/A0.000%
7/27/2024Encompass More Asset Management46,398$1.42M1.0%N/A0.000%
7/27/2024Strategic Blueprint LLC11,102$339K0.0%N/A0.000%
7/26/2024Harbour Investments Inc.4,908$150K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

JUNM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JUNM shares?

During the previous two years, 55 institutional investors and hedge funds held shares of Ft Vest Us Eq Max Buf Jun. The most heavily invested institutionals were Commonwealth Equity Services LLC ($7.25M), Mutual Advisors LLC ($7.04M), Encompass More Asset Management ($5.76M), VanWeelden Wealth Management LLC ($4.67M), Donald L. Hagan LLC ($3.58M), Cresset Asset Management LLC ($2.15M), and MML Investors Services LLC ($1.98M).Learn more on Ft Vest Us Eq Max Buf Jun's institutional investors.

Which institutional investors have been buying Ft Vest Us Eq Max Buf Jun's stock?

Of the 49 institutional investors that purchased Ft Vest Us Eq Max Buf Jun's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Encompass More Asset Management ($181.26K), Commonwealth Equity Services LLC ($168.74K), VanWeelden Wealth Management LLC ($146.98K), Donald L. Hagan LLC ($115.31K), Jane Street Group LLC ($69.09K), Atria Investments Inc ($54.74K), and MML Investors Services LLC ($47.71K).

How much institutional buying is happening at Ft Vest Us Eq Max Buf Jun?

Institutional investors have bought a total of 1,025,192 shares in the last 24 months. This purchase volume represents approximately $32.80M in transactions.

Which of Ft Vest Us Eq Max Buf Jun's major shareholders have been selling company stock?

Of the 23 institutional investors that sold Ft Vest Us Eq Max Buf Jun's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gallagher Fiduciary Advisors LLC ($38.46K), Mutual Advisors LLC ($31.42K), Creekmur Asset Management LLC ($30.58K), Atria Investments Inc ($26.25K), Jane Street Group LLC ($19.16K), StoneX Group Inc. ($17.10K), and HBW Advisory Services LLC ($15.22K).

How much institutional selling is happening at Ft Vest Us Eq Max Buf Jun?

Institutional investors have sold a total of 279,069 shares in the last 24 months. This volume of shares sold represents approximately $9.00M in transactions.


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This page (NYSEARCA:JUNM) was last updated on 10/7/2025 by MarketBeat.com Staff
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