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

$33.61 -0.01 (-0.03%)
As of 08/29/2025 04:10 PM Eastern

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)
$33.78M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$9.00M
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JUNM Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/29/2025Evolution Wealth Management Inc.3,272$109K0.1%N/A0.164%
8/18/2025 Geneos Wealth Management Inc.13,545$451K0.0%+17.3%0.677%
8/15/2025 MML Investors Services LLC59,330$1.98M0.0%+214.2%2.967%
8/15/2025 Gallagher Fiduciary Advisors LLC39,716$1.32M0.0%-49.2%1.986%
8/14/2025 Jane Street Group LLC49,930$1.66M0.0%+434.2%2.497%
8/14/2025 NewEdge Advisors LLC54,050$1.80M0.0%+725.2%2.703%
8/13/2025 StoneX Group Inc.7,600$253K0.0%-63.3%0.380%
8/13/2025 Cresset 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%
5/19/2025 Jane Street Group LLC9,346$294K0.0%-5.2%0.511%
5/16/2025 Prostatis Group LLC8,086$254K0.1%-29.3%0.442%
5/15/2025 OLD 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%
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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%
2/14/2025 Gallagher Fiduciary Advisors LLC80,390$2.55M0.5%+6.8%0.000%
2/14/2025 Jane 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%
2/12/2025 Creekmur Asset Management LLC21,884$695K0.2%-39.9%0.000%
2/12/2025 OLD Mission Capital LLC16,165$513K0.0%N/A0.000%
2/12/2025 StoneX 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%
1/21/2025 Geneos 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%
11/19/2024 Barclays PLC4,959$156K0.0%N/A0.000%
11/15/2024 Barclays PLC4,959$156K0.0%N/A0.000%
11/15/2024 MML Investors Services LLC21,510$676K0.0%+50.9%0.000%
11/15/2024Orion Portfolio Solutions LLC7,425$233K0.0%+11.9%0.000%
11/15/2024 Glen Eagle Advisors LLC36,900$1.16M0.2%N/A0.000%
11/15/2024 Jane Street Group LLC28,507$896K0.0%N/A0.000%
11/14/2024 Encompass More Asset Management137,000$4.31M1.6%+195.3%0.000%
11/14/2024 Captrust Financial Advisors9,000$283K0.0%N/A0.000%
11/12/2024 StoneX 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%
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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%
8/13/2024 Benjamin 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%
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%
(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, 54 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 48 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 1,057,336 shares in the last 24 months. This purchase volume represents approximately $33.78M 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.



This page (NYSEARCA:JUNM) was last updated on 8/30/2025 by MarketBeat.com Staff
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