Who owns DJUL (DJUL)
Which tracked institutional funds hold DJUL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DJUL company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
9 tracked funds added or opened DJUL while 13 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DJUL’s largest tracked holder by dollar value, OGOREK ANTHONY JOSEPH /NY/ /ADV, sizes it at 8.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DJUL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 112 tracked filers holding DJUL, 24 increased or opened the position and 66 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DJUL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- EverSource Wealth Advisors, LLC$14M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
Full exits 4
- Foguth Wealth Management, LLC.$5M
- 1ST SOURCE BANK$939K
- OPPENHEIMER & CO INC$908K
- Oakmont Advisory Group, LLC$524K
Largest adds
- OGOREK ANTHONY JOSEPH /NY/ /ADV$2M
- Kestra Advisory Services, LLC$1M
- FOUNDERS FINANCIAL SECURITIES LLC$1M
- ENVESTNET ASSET MANAGEMENT INC$892K
- HARBOUR INVESTMENTS, INC.$377K
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$337K
Largest trims
- NewEdge Advisors, LLC$689K
- Ritter Daniher Financial Advisory LLC / DE$597K
- WINNOW WEALTH LLC$531K
- Decker Wealth Management LLC$484K
- OSAIC HOLDINGS, INC.$389K
- Cambridge Investment Research Advisors, Inc.$351K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| OGOREK ANTHONY JOSEPH /NY/ /ADV added | 685,737 | $32M | 13.7% | 2026-Q1 |
| EverSource Wealth Advisors, LLC new | 274,467 | $14M | 6.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 240,772 | $11M | 4.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 216,928 | $10M | 4.3% | 2026-Q1 |
| Decker Wealth Management LLC trimmed | 203,351 | $10M | 4.1% | 2026-Q1 |
| Commonwealth Financial Services, LLC added | 150,483 | $7M | 3.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 147,121 | $7M | 2.9% | 2026-Q1 |
| Ignite Planners, LLC trimmed | 142,611 | $7M | 2.8% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 137,691 | $7M | 2.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 140,458 | $7M | 2.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 125,315 | $6M | 2.5% | 2026-Q1 |
| Ritter Daniher Financial Advisory LLC / DE trimmed | 109,498 | $5M | 2.2% | 2026-Q1 |
| WINNOW WEALTH LLC trimmed | 107,967 | $5M | 2.2% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 107,210 | $5M | 2.1% | 2026-Q1 |
| Cetera Investment Advisers added | 94,288 | $4M | 1.9% | 2026-Q1 |
| CWM, LLC trimmed | 89,543 | $4M | 1.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 74,263 | $3M | 1.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 73,660 | $3M | 1.5% | 2026-Q1 |
| LifeWealth Investments, LLC added | 73,517 | $3M | 1.5% | 2026-Q1 |
| Comprehensive Financial Consultants Institutional, Inc. trimmed | 59,351 | $3M | 1.2% | 2026-Q1 |
| Nova Wealth Management, Inc. trimmed | 56,388 | $3M | 1.1% | 2026-Q1 |
| Wood Tarver Financial Group, LLC trimmed | 53,671 | $3M | 1.1% | 2026-Q1 |
| Spire Wealth Management trimmed | 36,966 | $2M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 35,932 | $2M | 0.7% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 35,782 | $2M | 0.7% | 2026-Q1 |
| SMART Wealth LLC added | 30,150 | $1M | 0.6% | 2026-Q1 |
| Kovack Advisors, Inc. | 27,174 | $1M | 0.5% | 2026-Q1 |
| Ferguson Shapiro LLC | 24,143 | $1M | 0.5% | 2026-Q1 |
| Hartford Financial Management Inc. trimmed | 23,841 | $1M | 0.5% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 23,276 | $1M | 0.5% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 22,576 | $1M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 22,523 | $1M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 22,177 | $1M | 0.4% | 2026-Q1 |
| Falcon Wealth Planning trimmed | 20,373 | $952K | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 19,812 | $926K | 0.4% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 19,554 | $914K | 0.4% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. trimmed | 18,635 | $871K | 0.4% | 2026-Q1 |
| Gaddis Premier Wealth Advisors LLC trimmed | 18,564 | $868K | 0.4% | 2026-Q1 |
| Claro Advisors Inc. trimmed | 18,083 | $845K | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC | 17,552 | $820K | 0.3% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 17,482 | $817K | 0.3% | 2026-Q1 |
| CreativeOne Wealth, LLC | 17,300 | $809K | 0.3% | 2026-Q1 |
| Integrity Financial Corp /WA trimmed | 16,191 | $757K | 0.3% | 2026-Q1 |
| StoneX Group Inc. trimmed | 16,001 | $748K | 0.3% | 2026-Q1 |
| &PARTNERS trimmed | 15,351 | $718K | 0.3% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 15,096 | $706K | 0.3% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 14,914 | $697K | 0.3% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC | 13,048 | $610K | 0.3% | 2026-Q1 |
| Buck Wealth Strategies, LLC | 12,455 | $582K | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC | 12,163 | $568K | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 11,598 | $542K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 11,357 | $531K | 0.2% | 2026-Q1 |
| RFG Advisory, LLC added | 11,267 | $527K | 0.2% | 2026-Q1 |
| Smart Money Group LLC trimmed | 10,753 | $503K | 0.2% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 10,602 | $496K | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors | 10,300 | $481K | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 10,039 | $472K | 0.2% | 2026-Q1 |
| UPTICK PARTNERS, LLC trimmed | 9,579 | $448K | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 9,473 | $443K | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ | 8,585 | $401K | 0.2% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 8,523 | $398K | 0.2% | 2026-Q1 |
| Bison Wealth, LLC | 7,800 | $386K | 0.2% | 2026-Q1 |
| Prosperity Consulting Group, LLC trimmed | 7,595 | $355K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 7,092 | $333K | 0.1% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 7,025 | $328K | 0.1% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 6,984 | $326K | 0.1% | 2026-Q1 |
| ARBOR CAPITAL MANAGEMENT INC /ADV trimmed | 6,790 | $322K | 0.1% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 6,736 | $315K | 0.1% | 2026-Q1 |
| Clear Creek Financial Management, LLC trimmed | 6,610 | $309K | 0.1% | 2026-Q1 |
| Balentine LLC | 6,550 | $306K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC | 6,432 | $301K | 0.1% | 2026-Q1 |
| Cottage Street Advisors LLC trimmed | 6,357 | $297K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 6,234 | $291K | 0.1% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC | 6,131 | $287K | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 6,068 | $284K | 0.1% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 268,871 | $12M | 5.1% | 2025-Q2 stale |
| HICKORY ASSET MANAGEMENT, INC. trimmed | 130,397 | $6M | 2.5% | 2025-Q2 stale |
| Foguth Wealth Management, LLC. trimmed | 113,854 | $5M | 2.3% | 2025-Q4 stale |
| Uniting Wealth Partners, LLC new | 42,684 | $2M | 0.8% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC new | 40,841 | $2M | 0.7% | 2025-Q1 stale |
| OneAscent Financial Services LLC new | 37,304 | $2M | 0.7% | 2025-Q2 stale |
| Mission Financial Group, LLC trimmed | 25,680 | $1M | 0.5% | 2025-Q1 stale |
| SILVER OAK SECURITIES, INCORPORATED | 22,576 | $1M | 0.4% | 2025-Q2 stale |
| 1ST SOURCE BANK trimmed | 19,735 | $939K | 0.4% | 2025-Q4 stale |
| OPPENHEIMER & CO INC added | 19,082 | $908K | 0.4% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN | 13,060 | $534K | 0.2% | 2025-Q1 stale |
| EPG Wealth Management LLC | 13,000 | $532K | 0.2% | 2025-Q1 stale |
| Oakmont Advisory Group, LLC new | 11,021 | $524K | 0.2% | 2025-Q4 stale |
| Certified Advisory Corp | 10,000 | $476K | 0.2% | 2025-Q4 stale |
| Schwallier Wealth Management LLC added | 11,612 | $475K | 0.2% | 2025-Q1 stale |
| BEACON FINANCIAL GROUP trimmed | 11,598 | $474K | 0.2% | 2025-Q1 stale |
| GTS SECURITIES LLC new | 9,517 | $453K | 0.2% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC added | 10,453 | $428K | 0.2% | 2025-Q1 stale |
| LVZ, Inc. | 8,638 | $411K | 0.2% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 8,066 | $377K | 0.2% | 2025-Q3 stale |
| Lunt Capital Management, Inc. trimmed | 7,481 | $356K | 0.2% | 2025-Q4 stale |
| Bouchey Financial Group Ltd trimmed | 8,080 | $330K | 0.1% | 2025-Q1 stale |
| Keystone Wealth Services, LLC | 7,357 | $327K | 0.1% | 2025-Q2 stale |
| BRASS TAX WEALTH MANAGEMENT, INC | 6,364 | $297K | 0.1% | 2025-Q3 stale |
| LexAurum Advisors, LLC new | 6,017 | $281K | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.