Who owns EJUL
Which tracked institutional funds hold EJUL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EJUL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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
8 tracked funds added or opened EJUL while 11 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
EJUL’s largest tracked holder by dollar value, CORRADO ADVISORS, LLC, sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EJUL 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 2026-Q1 and 2026-Q2, across 71 tracked filers holding EJUL, 33 increased or opened the position and 34 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 EJUL between the 2026-Q1 and 2026-Q2 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 1
- NorthCrest Asset Manangement, LLC$680K
Full exits 8
- 3EDGE Asset Management, LP$3M
- Talon Private Wealth, LLC$2M
- CWM, LLC$1M
- Worth Financial Advisory Group, LLC$1M
- OLD MISSION CAPITAL LLC$676K
- CITADEL ADVISORS LLC$613K
Largest adds
- RAYMOND JAMES FINANCIAL INC$1M
- OSAIC HOLDINGS, INC.$546K
- CORRADO ADVISORS, LLC$530K
- LPL Financial LLC$385K
- COMMONWEALTH EQUITY SERVICES, LLC$295K
- Cornerstone Wealth, LLC/TN$266K
Largest trims
- HFG Wealth Management, LLC$2M
- JANE STREET GROUP, LLC$2M
- Kestra Advisory Services, LLC$394K
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 |
|---|---|---|---|---|
| CORRADO ADVISORS, LLC added | 129,517 | $4M | 5.8% | 2026-Q2 |
| Berger Financial Group, Inc trimmed | 117,316 | $4M | 5.3% | 2026-Q2 |
| Liberty Atlantic Advisors LLC trimmed | 89,207 | $3M | 4.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 74,614 | $2M | 3.3% | 2026-Q2 |
| Stratos Wealth Advisors, LLC trimmed | 70,618 | $2M | 3.2% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 60,933 | $2M | 2.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 60,469 | $2M | 2.7% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 59,853 | $2M | 2.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 58,003 | $2M | 2.6% | 2026-Q2 |
| Cetera Investment Advisers added | 54,134 | $2M | 2.4% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 50,296 | $2M | 2.3% | 2026-Q2 |
| Diligent Investors, LLC trimmed | 46,834 | $1M | 2.1% | 2026-Q2 |
| BFI Wealth Solutions, LLC added | 42,933 | $1M | 1.9% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 43,594 | $1M | 1.9% | 2026-Q2 |
| LPL Financial LLC added | 35,386 | $1M | 1.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 35,017 | $1M | 1.6% | 2026-Q2 |
| Cape Investment Advisory, Inc. added | 28,927 | $904K | 1.3% | 2026-Q2 |
| Advus Financial Partners, LLC trimmed | 27,298 | $853K | 1.2% | 2026-Q2 |
| Jacobi Capital Management LLC | 25,154 | $786K | 1.1% | 2026-Q2 |
| Straight Path Wealth Management added | 23,338 | $729K | 1.0% | 2026-Q2 |
| NorthCrest Asset Manangement, LLC added | 22,108 | $680K | 1.0% | 2026-Q2 |
| WorthPointe, LLC trimmed | 21,575 | $674K | 1.0% | 2026-Q2 |
| Helium Advisors LLC | 20,143 | $629K | 0.9% | 2026-Q2 |
| PFG Advisors trimmed | 19,706 | $616K | 0.9% | 2026-Q2 |
| IFP Advisors, Inc added | 19,703 | $615K | 0.9% | 2026-Q2 |
| Tradition Wealth Management, LLC | 19,579 | $612K | 0.9% | 2026-Q2 |
| Ifrah Financial Services, Inc. trimmed | 19,476 | $608K | 0.9% | 2026-Q2 |
| WPWealth LLP | 18,871 | $589K | 0.8% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 40,516 | $570K | 0.8% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 18,213 | $569K | 0.8% | 2026-Q2 |
| SIGNATUREFD, LLC | 18,121 | $566K | 0.8% | 2026-Q2 |
| Cornerstone Wealth, LLC/TN added | 17,910 | $546K | 0.8% | 2026-Q2 |
| Arlington Capital Management, Inc. added | 15,753 | $492K | 0.7% | 2026-Q2 |
| HFG Wealth Management, LLC trimmed | 15,334 | $479K | 0.7% | 2026-Q2 |
| World Investment Advisors trimmed | 15,295 | $478K | 0.7% | 2026-Q2 |
| Trek Financial, LLC added | 13,747 | $429K | 0.6% | 2026-Q2 |
| Faithward Advisors, LLC trimmed | 13,503 | $422K | 0.6% | 2026-Q2 |
| Simplicity Wealth,LLC new | 13,052 | $408K | 0.6% | 2026-Q2 |
| MAI Capital Management added | 10,504 | $328K | 0.5% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 10,299 | $322K | 0.5% | 2026-Q2 |
| Global Strategic Investment Solutions, LLC | 10,077 | $315K | 0.5% | 2026-Q2 |
| Opus Financial Solutions LLC trimmed | 9,905 | $309K | 0.4% | 2026-Q2 |
| HB Wealth Management, LLC new | 9,068 | $283K | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 8,659 | $270K | 0.4% | 2026-Q2 |
| First Commonwealth Financial Corp /PA/ new | 8,296 | $259K | 0.4% | 2026-Q2 |
| ACCESS FINANCIAL SERVICES, INC. trimmed | 8,182 | $256K | 0.4% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 8,045 | $251K | 0.4% | 2026-Q2 |
| Vantage Point Financial LLC new | 7,799 | $244K | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 7,779 | $243K | 0.3% | 2026-Q2 |
| OneDigital Investment Advisors LLC | 7,764 | $243K | 0.3% | 2026-Q2 |
| US BANCORP \DE\ new | 6,830 | $213K | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 6,808 | $213K | 0.3% | 2026-Q2 |
| WINNACLE WEALTH LLC trimmed | 6,655 | $208K | 0.3% | 2026-Q2 |
| CoreCap Advisors, LLC | 6,416 | $200K | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 6,361 | $199K | 0.3% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 6,300 | $197K | 0.3% | 2026-Q2 |
| Smallwood Wealth Investment Management, LLC new | 6,029 | $188K | 0.3% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC trimmed | 4,119 | $129K | 0.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 3,968 | $124K | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,641 | $51K | 0.1% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 1,385 | $43K | 0.1% | 2026-Q2 |
| PlanVest Financial, Inc | 1,151 | $36K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 1,098 | $34K | 0.0% | 2026-Q2 |
| RED REEF ADVISORS LLC | 500 | $16K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc | 391 | $12K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 217 | $7K | 0.0% | 2026-Q2 |
| Financial Network Wealth Advisors LLC | 166 | $5K | 0.0% | 2026-Q2 |
| Allworth Financial LP trimmed | 149 | $5K | 0.0% | 2026-Q2 |
| JDM Financial Group LLC | 71 | $2K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 21 | $656 | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 0 | $22 | 0.0% | 2026-Q2 |
| 3EDGE Asset Management, LP new | 92,677 | $3M | 3.9% | 2026-Q1 stale (1 quarter behind) |
| Talon Private Wealth, LLC new | 57,767 | $2M | 2.5% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 42,793 | $1M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| Worth Financial Advisory Group, LLC new | 3,350 | $1M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC trimmed | 22,629 | $676K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 20,501 | $613K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 17,399 | $520K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC | 16,889 | $505K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC | 16,122 | $482K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Schneider Downs Wealth Management Advisors, LP | 10,234 | $306K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 10,184 | $304K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Ameritas Advisory Services, LLC | 7,100 | $212K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Whipplewood Advisors, LLC added | 3,485 | $104K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 2,829 | $85K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 25,737 | $763K | 1.1% | 2025-Q4 stale (2 quarters behind) |
| Compass Financial Services Inc | 744 | $22K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 620 | $18K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 23 | $682 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC added | 58,932 | $2M | 2.5% | 2025-Q3 stale (3 quarters behind) |
| Elmwood Wealth Management, Inc. new | 36,638 | $1M | 1.5% | 2025-Q3 stale (3 quarters behind) |
| MML INVESTORS SERVICES, LLC new | 25,461 | $737K | 1.1% | 2025-Q3 stale (3 quarters behind) |
| HARBOUR INVESTMENTS, INC. added | 19,759 | $572K | 0.8% | 2025-Q3 stale (3 quarters behind) |
| PRIVATE CLIENT SERVICES, LLC new | 18,467 | $534K | 0.8% | 2025-Q3 stale (3 quarters behind) |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 8,617 | $249K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| CIBC Private Wealth Group LLC new | 7,028 | $203K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Cypress Wealth Services, LLC | 49,367 | $1M | 2.0% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 23,823 | $659K | 0.9% | 2025-Q2 stale (4 quarters behind) |
| Prairie Wealth Advisors, Inc. | 13,949 | $386K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.