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

$33.58 +0.04 (+0.12%)
As of 08/13/2025 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)
43
Total
Institutional Inflows
(last 12 months)
$29.33M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$7.72M
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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
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%
8/12/2025 Steward Partners Investment Advisory LLC850$28K0.0%N/A0.043%
8/8/2025 Cetera Investment Advisers37,124$1.24M0.0%+52.8%1.856%
8/7/2025 Americana Partners LLC31,669$1.05M0.0%N/A1.583%
8/6/2025 AE Wealth Management LLC11,970$398K0.0%-34.2%0.599%
8/6/2025 RPS Advisory Solutions LLC11,568$385K0.2%-11.6%0.578%
8/4/2025 Atria Investments Inc30,085$1.00M0.0%-46.6%1.504%
8/1/2025 Envestnet Asset Management Inc.6,642$221K0.0%-13.9%0.332%
7/30/2025 Strategic Blueprint LLC25,099$835K0.0%+2.3%1.207%
7/30/2025 Brookstone Capital Management12,286$409K0.0%-5.6%0.591%
7/28/2025 Mutual Advisors LLC210,494$7.04M0.2%-5.4%10.120%
7/28/2025 Harbour Investments Inc.2,225$74K0.0%-71.3%0.107%
7/25/2025 Prostatis Group LLC15,651$521K0.1%+93.6%0.752%
7/25/2025 CWM LLC7,994$266K0.0%+13.7%0.384%
7/25/2025 Concurrent Investment Advisors LLC28,358$944K0.0%N/A1.363%
7/24/2025 McKinley Carter Wealth Services Inc.15,098$502K0.0%N/A0.726%
7/23/2025 Defined Financial Planning LLC8,193$273K0.2%N/A0.394%
7/21/2025 DHJJ Financial Advisors Ltd.2,605$87K0.0%+23.5%0.125%
7/16/2025 Owen LaRue LLC32,026$1.07M0.5%-3.6%1.562%
7/10/2025 Signal Advisors Wealth LLC12,884$429K0.0%+16.7%0.628%
5/20/2025 Integrity Alliance LLC.6,516$205K0.0%N/A0.356%
5/19/2025Jane Street Group LLC9,346$294K0.0%-5.2%0.511%
5/16/2025 Prostatis Group LLC8,086$254K0.1%-29.3%0.442%
5/15/2025OLD Mission Capital LLC35,638$1.12M0.0%+120.5%1.947%
5/13/2025 Nations Financial Group Inc. IA ADV15,020$472K0.0%-41.1%0.778%
5/9/2025 Atria Wealth Solutions Inc.47,178$1.48M0.0%-1.9%2.444%
5/6/2025 Cetera Investment Advisers24,302$764K0.0%-25.2%1.259%
5/6/2025 AE Wealth Management LLC18,186$572K0.0%-28.7%0.942%
5/5/2025 Creekmur Asset Management LLC5,808$183K0.0%-73.5%0.301%
4/29/2025 Strategic Blueprint LLC24,531$771K0.0%+30.2%1.271%
4/28/2025 Mutual Advisors LLC222,521$6.95M0.2%-6.9%11.530%
4/11/2025 Signal Advisors Wealth LLC11,041$347K0.0%-11.4%0.572%
4/9/2025 HBW Advisory Services LLC30,343$954K0.1%-33.4%1.572%
4/9/2025 NBC Securities Inc.11,806$371K0.0%+69,347.1%0.612%
3/21/2025 Prostatis Group LLC11,445$363K0.1%-24.0%0.587%
2/17/2025 Cetera 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%
2/13/2025 Envestnet Asset Management Inc.154,244$4.90M0.0%+3.9%0.000%
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2/12/2025 Creekmur 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%
2/12/2025 Bullseye Investment Management LLC12,637$401K0.3%N/A0.000%
2/12/2025Orion Portfolio Solutions LLC12,194$387K0.0%+64.2%0.000%
2/11/2025 LPL Financial LLC11,499$365K0.0%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC228,331$7.25M0.0%-5.8%0.000%
2/10/2025VanWeelden Wealth Management LLC146,982$4.67M4.2%N/A0.000%
2/6/2025 Atria Investments Inc54,740$1.74M0.0%+8.5%0.000%
2/5/2025Noble Wealth Management PBC2,000$63K0.0%N/A0.000%
2/3/2025 RPS Advisory Solutions LLC15,185$482K0.3%-10.1%0.000%
1/31/2025 Atria Wealth Solutions Inc.48,084$1.53M0.0%-18.0%0.000%
1/27/2025 Legacy CG LLC17,560$558K0.2%-25.9%0.000%
1/27/2025 Foguth Wealth Management LLC.11,088$356K0.1%-15.3%0.000%
1/23/2025 Donald L. Hagan LLC112,722$3.58M1.9%-2.2%0.000%
1/23/2025 Capital Investment Advisory Services LLC7,585$241K0.0%-60.7%0.000%
1/21/2025Geneos Wealth Management Inc.11,545$367K0.0%N/A0.000%
1/21/2025 Encompass More Asset Management181,255$5.76M1.9%+32.3%0.000%
1/17/2025 Mutual Advisors LLC239,038$7.62M0.2%-1.2%0.000%
1/14/2025 Signal Advisors Wealth LLC12,465$396K0.0%-4.8%0.000%
1/13/2025 Brookstone Capital Management15,504$492K0.0%+6.7%0.000%
12/26/2024 JPMorgan 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%
11/14/2024 Encompass 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%
11/5/2024 Harbour Investments Inc.7,752$244K0.0%+57.9%0.000%
11/5/2024 Nations Financial Group Inc. IA ADV25,492$801K0.1%N/A0.000%
11/1/2024 Atria Investments Inc50,446$1.59M0.0%N/A0.000%
10/31/2024 Donald L. Hagan LLC115,309$3.62M1.8%+24.7%0.000%
10/30/2024 Legacy CG LLC23,685$744K0.2%N/A0.000%
10/30/2024 World Equity Group Inc.33,442$1.05M0.4%N/A0.000%
10/29/2024 Clear Creek Financial Management LLC20,300$638K0.1%+3.6%0.000%
10/25/2024 Creekmur Asset Management LLC36,391$1.14M0.3%+36.3%0.000%
10/25/2024 Mutual Advisors LLC241,913$7.62M0.2%+9.7%0.000%
10/25/2024 Strategic Blueprint LLC18,697$587K0.0%+68.4%0.000%
10/22/2024 DHJJ Financial Advisors Ltd.2,110$66K0.0%N/A0.000%
10/17/2024 LexAurum Advisors LLC9,580$301K0.1%N/A0.000%
10/15/2024 NBC Securities Inc.17,276$542K0.0%N/A0.000%
10/8/2024 CWM LLC7,066$222K0.0%N/A0.000%
10/8/2024 Brookstone Capital Management14,530$457K0.0%N/A0.000%
10/4/2024 HBW Advisory Services LLC45,589$1.43M0.2%N/A0.000%
8/13/2024Benjamin Edwards Inc.1,635$50K0.0%N/A0.000%
8/2/2024 Larson Financial Group LLC6,533$200K0.0%N/A0.000%
7/31/2024 Commonwealth Equity Services LLC168,741$5.16M0.0%N/A0.000%
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7/27/2024 Encompass More Asset Management46,398$1.42M1.0%N/A0.000%
7/27/2024 Strategic Blueprint LLC11,102$339K0.0%N/A0.000%
7/26/2024 Harbour Investments Inc.4,908$150K0.0%N/A0.000%
7/25/2024 Clear Creek Financial Management LLC19,600$599K0.1%N/A0.000%
7/19/2024 Donald L. Hagan LLC92,476$2.83M1.5%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, 52 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), Gallagher Fiduciary Advisors LLC ($2.55M), and Cresset Asset Management LLC ($2.15M).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 46 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), Atria Investments Inc ($54.74K), HBW Advisory Services LLC ($45.59K), and Glen Eagle Advisors LLC ($36.90K).

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

Institutional investors have bought a total of 923,530 shares in the last 24 months. This purchase volume represents approximately $29.33M in transactions.

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

Of the 22 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: 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), HBW Advisory Services LLC ($15.22K), and Commonwealth Equity Services LLC ($14.00K).

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

Institutional investors have sold a total of 240,612 shares in the last 24 months. This volume of shares sold represents approximately $7.72M in transactions.


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This page (NYSEARCA:JUNM) was last updated on 8/14/2025 by MarketBeat.com Staff
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