Who owns FJUL
Which tracked institutional funds hold FJUL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FJUL company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-20). 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
The tracked-fund tape on FJUL is one-sided between 2025-Q4 and 2026-Q1: 5 added or opened and 40 trimmed or exited — on balance reducing.
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
FJUL’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes FJUL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FJUL 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 146 tracked filers holding FJUL, 34 increased or opened the position and 92 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 FJUL 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 1
- Keystone Wealth Services, LLC$4M
Full exits 14
- Atria Investments, Inc$7M
- Motiv8 Investments LLC$6M
- NOVEM GROUP$5M
- BAM Wealth Management, LLC$4M
- Janney Montgomery Scott LLC$3M
- Main Street Financial Solutions, LLC$3M
Largest adds
- Rockefeller Capital Management L.P.$3M
- Concurrent Investment Advisors, LLC$2M
- Kestra Advisory Services, LLC$1M
- ASSETMARK, INC$1M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$16M
- Cetera Investment Advisers$9M
- RAYMOND JAMES FINANCIAL INC$4M
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- STEPHENS INC /AR/$3M
- CreativeOne Wealth, LLC$2M
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC trimmed | 507,759 | $28M | 9.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 433,160 | $24M | 7.8% | 2026-Q1 |
| CWM, LLC trimmed | 320,955 | $18M | 5.8% | 2026-Q1 |
| ASSETMARK, INC added | 255,851 | $14M | 4.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 182,171 | $10M | 3.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 174,461 | $10M | 3.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 173,683 | $10M | 3.1% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 140,378 | $8M | 2.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 126,103 | $7M | 2.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 120,848 | $7M | 2.2% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC trimmed | 109,308 | $6M | 2.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 108,908 | $6M | 2.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 107,774 | $6M | 2.0% | 2026-Q1 |
| SMART Wealth LLC trimmed | 99,358 | $5M | 1.8% | 2026-Q1 |
| MBL Wealth, LLC trimmed | 91,406 | $5M | 1.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 88,514 | $5M | 1.6% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 78,653 | $4M | 1.4% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 76,649 | $4M | 1.4% | 2026-Q1 |
| Keystone Wealth Services, LLC trimmed | 66,211 | $4M | 1.2% | 2026-Q1 |
| BECK CAPITAL MANAGEMENT, LLC trimmed | 57,403 | $3M | 1.0% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 54,948 | $3M | 1.0% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 52,458 | $3M | 0.9% | 2026-Q1 |
| Mariner, LLC trimmed | 36,967 | $2M | 0.7% | 2026-Q1 |
| Apollon Wealth Management, LLC | 34,480 | $2M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 34,214 | $2M | 0.6% | 2026-Q1 |
| Aurora Private Wealth, Inc. trimmed | 33,039 | $2M | 0.6% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 33,262 | $2M | 0.6% | 2026-Q1 |
| NewEdge Wealth, LLC | 31,632 | $2M | 0.6% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. trimmed | 29,935 | $2M | 0.5% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 26,666 | $2M | 0.5% | 2026-Q1 |
| Synergy Asset Management, LLC trimmed | 27,335 | $1M | 0.5% | 2026-Q1 |
| 1776 Wealth LLC | 26,815 | $1M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 26,547 | $1M | 0.5% | 2026-Q1 |
| Strategic Blueprint, LLC added | 26,109 | $1M | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 25,885 | $1M | 0.5% | 2026-Q1 |
| FWG Investments, LLC. trimmed | 25,568 | $1M | 0.5% | 2026-Q1 |
| Integrity Financial Corp /WA trimmed | 25,324 | $1M | 0.5% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 23,394 | $1M | 0.4% | 2026-Q1 |
| KINTRA WEALTH, LLC added | 23,126 | $1M | 0.4% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 22,447 | $1M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 21,551 | $1M | 0.4% | 2026-Q1 |
| Bleakley Financial Group, LLC | 20,136 | $1M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 19,543 | $1M | 0.4% | 2026-Q1 |
| Accel Wealth Management trimmed | 18,591 | $1M | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 18,018 | $986K | 0.3% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 17,559 | $961K | 0.3% | 2026-Q1 |
| Prosperity Consulting Group, LLC | 16,760 | $917K | 0.3% | 2026-Q1 |
| RFG Advisory, LLC added | 15,825 | $866K | 0.3% | 2026-Q1 |
| Bison Wealth, LLC | 14,314 | $840K | 0.3% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 14,074 | $771K | 0.3% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 13,614 | $745K | 0.2% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC | 13,325 | $729K | 0.2% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 13,314 | $729K | 0.2% | 2026-Q1 |
| Goldenstone Wealth Management LLC trimmed | 13,115 | $718K | 0.2% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 12,824 | $702K | 0.2% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. | 12,756 | $698K | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 12,738 | $697K | 0.2% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 12,251 | $670K | 0.2% | 2026-Q1 |
| Crown Wealth Group, LLC | 11,699 | $640K | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 11,337 | $620K | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11,255 | $616K | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 11,189 | $612K | 0.2% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. | 11,038 | $604K | 0.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 10,767 | $589K | 0.2% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 10,763 | $589K | 0.2% | 2026-Q1 |
| SOA Wealth Advisors, LLC. trimmed | 10,736 | $587K | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 10,582 | $583K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC | 9,990 | $547K | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 9,920 | $543K | 0.2% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 9,728 | $532K | 0.2% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 9,639 | $527K | 0.2% | 2026-Q1 |
| Grantvest Financial Group LLC trimmed | 9,435 | $516K | 0.2% | 2026-Q1 |
| Faithward Advisors, LLC trimmed | 9,237 | $505K | 0.2% | 2026-Q1 |
| Outlook Wealth Advisors, LLC | 9,177 | $502K | 0.2% | 2026-Q1 |
| Stonebridge Financial Group, LLC | 9,170 | $502K | 0.2% | 2026-Q1 |
| Griffith & Werner, Inc. trimmed | 9,085 | $497K | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC | 8,942 | $489K | 0.2% | 2026-Q1 |
| Harvest Investment Services, LLC added | 8,888 | $486K | 0.2% | 2026-Q1 |
| FSA WEALTH PARTNERS, INC. trimmed | 327,931 | $16M | 5.2% | 2025-Q1 stale |
| Atria Investments, Inc trimmed | 119,801 | $7M | 2.2% | 2025-Q4 stale |
| Motiv8 Investments LLC trimmed | 115,835 | $6M | 2.1% | 2025-Q4 stale |
| NOVEM GROUP trimmed | 96,343 | $5M | 1.8% | 2025-Q4 stale |
| BAM Wealth Management, LLC trimmed | 80,111 | $4M | 1.5% | 2025-Q4 stale |
| Janney Montgomery Scott LLC trimmed | 59,272 | $3M | 1.1% | 2025-Q4 stale |
| Main Street Financial Solutions, LLC trimmed | 50,607 | $3M | 0.9% | 2025-Q4 stale |
| Schulz Wealth, LTD. trimmed | 33,708 | $2M | 0.6% | 2025-Q4 stale |
| OneAscent Financial Services LLC new | 32,133 | $2M | 0.5% | 2025-Q2 stale |
| Lion Street Advisors, LLC trimmed | 29,282 | $2M | 0.5% | 2025-Q2 stale |
| Semus Wealth Partners LLC | 23,186 | $1M | 0.4% | 2025-Q4 stale |
| McCarthy & Cox added | 23,308 | $1M | 0.4% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC added | 22,177 | $1M | 0.4% | 2025-Q4 stale |
| WOLFF WIESE MAGANA LLC | 22,368 | $1M | 0.4% | 2025-Q2 stale |
| VestGen Investment Management added | 15,734 | $880K | 0.3% | 2025-Q4 stale |
| GTS SECURITIES LLC added | 14,491 | $810K | 0.3% | 2025-Q4 stale |
| FLAGSTAR ADVISORS INC trimmed | 16,319 | $777K | 0.3% | 2025-Q1 stale |
| Gallagher Fiduciary Advisors, LLC added | 13,625 | $762K | 0.3% | 2025-Q4 stale |
| WORLD EQUITY GROUP, INC. trimmed | 10,235 | $572K | 0.2% | 2025-Q4 stale |
| Brookstone Capital Management trimmed | 10,036 | $561K | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 9,899 | $512K | 0.2% | 2025-Q2 stale |
| WOLVERINE TRADING, LLC added | 9,707 | $500K | 0.2% | 2025-Q2 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.