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-Q2 13F filings (latest filed 2026-08-26). 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
16 tracked funds added or opened FJUL while 16 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
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 2026-Q1 and 2026-Q2, across 147 tracked filers holding FJUL, 39 increased or opened the position and 91 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 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 4
- Schulz Wealth, LTD.$2M
- Horizon Investments, LLC$2M
- OLD MISSION CAPITAL LLC$1M
- JPMORGAN CHASE & CO$635K
Full exits 8
- CWM, LLC$18M
- SACKS & ASSOCIATES, LLC$6M
- Cambridge Investment Research Advisors, Inc.$5M
- HighTower Advisors, LLC$2M
- Aurora Private Wealth, Inc.$2M
- Envestnet Portfolio Solutions, Inc.$961K
Largest adds
- MML INVESTORS SERVICES, LLC$3M
- ASSETMARK, INC$2M
- OSAIC HOLDINGS, INC.$2M
- Ameritas Advisory Services, LLC$1M
- CITADEL ADVISORS LLC$1M
- RAYMOND JAMES FINANCIAL INC$975K
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$11M
- MGO ONE SEVEN LLC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Strategic Blueprint, LLC$897K
- SMART Wealth LLC$632K
- Kestra Advisory Services, LLC$496K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC trimmed | 483,033 | $29M | 12.6% | 2026-Q2 |
| ASSETMARK, INC added | 275,323 | $16M | 7.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 220,831 | $13M | 5.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 214,190 | $13M | 5.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 163,531 | $10M | 4.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 157,523 | $9M | 4.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 146,254 | $9M | 3.8% | 2026-Q2 |
| REAP Financial Group, LLC trimmed | 138,076 | $8M | 3.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 114,070 | $7M | 3.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 106,614 | $6M | 2.8% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC trimmed | 102,977 | $6M | 2.7% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 91,764 | $5M | 2.4% | 2026-Q2 |
| SMART Wealth LLC trimmed | 80,703 | $5M | 2.1% | 2026-Q2 |
| MBL Wealth, LLC trimmed | 80,208 | $5M | 2.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 72,749 | $4M | 1.9% | 2026-Q2 |
| Keystone Wealth Services, LLC trimmed | 61,006 | $4M | 1.6% | 2026-Q2 |
| BECK CAPITAL MANAGEMENT, LLC added | 57,777 | $3M | 1.5% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 53,696 | $3M | 1.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 52,241 | $3M | 1.4% | 2026-Q2 |
| Main Street Financial Solutions, LLC trimmed | 48,469 | $3M | 1.3% | 2026-Q2 |
| Mariner, LLC trimmed | 36,130 | $2M | 0.9% | 2026-Q2 |
| Apollon Wealth Management, LLC | 34,480 | $2M | 0.9% | 2026-Q2 |
| Schulz Wealth, LTD. trimmed | 33,695 | $2M | 0.9% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 31,712 | $2M | 0.8% | 2026-Q2 |
| NewEdge Wealth, LLC | 31,632 | $2M | 0.8% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. | 29,935 | $2M | 0.8% | 2026-Q2 |
| Horizon Investments, LLC new | 28,119 | $2M | 0.7% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 28,119 | $2M | 0.7% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 26,676 | $2M | 0.7% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 25,220 | $2M | 0.7% | 2026-Q2 |
| FWG Investments, LLC. trimmed | 24,300 | $1M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 23,824 | $1M | 0.6% | 2026-Q2 |
| 1776 Wealth LLC trimmed | 23,365 | $1M | 0.6% | 2026-Q2 |
| Synergy Asset Management, LLC trimmed | 23,313 | $1M | 0.6% | 2026-Q2 |
| KINTRA WEALTH, LLC trimmed | 22,986 | $1M | 0.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 22,938 | $1M | 0.6% | 2026-Q2 |
| Integrity Financial Corp /WA trimmed | 22,587 | $1M | 0.6% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 22,157 | $1M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 21,096 | $1M | 0.6% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 20,418 | $1M | 0.5% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 19,330 | $1M | 0.5% | 2026-Q2 |
| Accel Wealth Management | 18,591 | $1M | 0.5% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 18,497 | $1M | 0.5% | 2026-Q2 |
| RFG Advisory, LLC added | 17,532 | $1M | 0.5% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 14,575 | $868K | 0.4% | 2026-Q2 |
| Bison Wealth, LLC | 14,314 | $855K | 0.4% | 2026-Q2 |
| Prosperity Consulting Group, LLC trimmed | 14,245 | $848K | 0.4% | 2026-Q2 |
| CoreCap Advisors, LLC added | 13,645 | $812K | 0.4% | 2026-Q2 |
| Tanglewood Legacy Advisors, LLC | 13,325 | $793K | 0.3% | 2026-Q2 |
| Goldenstone Wealth Management LLC | 13,115 | $781K | 0.3% | 2026-Q2 |
| Midwest Financial Network, LLC trimmed | 12,936 | $770K | 0.3% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 12,935 | $770K | 0.3% | 2026-Q2 |
| Crown Wealth Group, LLC | 11,699 | $697K | 0.3% | 2026-Q2 |
| TFB Advisors LLC added | 11,512 | $685K | 0.3% | 2026-Q2 |
| McKinley Carter Wealth Services, Inc. trimmed | 11,284 | $672K | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11,255 | $670K | 0.3% | 2026-Q2 |
| AE Wealth Management LLC added | 11,233 | $669K | 0.3% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 11,124 | $662K | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 11,028 | $657K | 0.3% | 2026-Q2 |
| SOA Wealth Advisors, LLC. added | 10,950 | $652K | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 10,691 | $635K | 0.3% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 10,534 | $627K | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 10,117 | $605K | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC | 9,990 | $595K | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC | 9,874 | $588K | 0.3% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 9,765 | $581K | 0.3% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 9,698 | $577K | 0.3% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. trimmed | 9,599 | $572K | 0.3% | 2026-Q2 |
| Mutual Advisors, LLC added | 9,201 | $548K | 0.2% | 2026-Q2 |
| Stonebridge Financial Group, LLC | 9,170 | $546K | 0.2% | 2026-Q2 |
| Faithward Advisors, LLC trimmed | 9,155 | $545K | 0.2% | 2026-Q2 |
| Griffith & Werner, Inc. | 9,085 | $541K | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 8,932 | $532K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 8,885 | $529K | 0.2% | 2026-Q2 |
| Grantvest Financial Group LLC trimmed | 8,860 | $528K | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 8,833 | $526K | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 8,685 | $518K | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 8,110 | $483K | 0.2% | 2026-Q2 |
| Harvest Investment Services, LLC trimmed | 7,890 | $470K | 0.2% | 2026-Q2 |
| StoneX Group Inc. added | 7,854 | $467K | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC | 7,821 | $466K | 0.2% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 7,176 | $427K | 0.2% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 7,088 | $422K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 6,972 | $415K | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 6,530 | $389K | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 6,483 | $386K | 0.2% | 2026-Q2 |
| Archer Investment Corp | 6,410 | $382K | 0.2% | 2026-Q2 |
| Outlook Wealth Advisors, LLC trimmed | 6,143 | $366K | 0.2% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 6,122 | $365K | 0.2% | 2026-Q2 |
| Buck Wealth Strategies, LLC trimmed | 5,891 | $351K | 0.2% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 5,756 | $343K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,688 | $339K | 0.1% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 5,583 | $332K | 0.1% | 2026-Q2 |
| Sage Capital Advisors,llc | 5,575 | $332K | 0.1% | 2026-Q2 |
| MORGAN STANLEY | 5,541 | $330K | 0.1% | 2026-Q2 |
| SEEDS INVESTOR LLC trimmed | 5,395 | $321K | 0.1% | 2026-Q2 |
| Beacon Financial Advisory LLC | 5,320 | $317K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors | 5,180 | $308K | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 5,085 | $303K | 0.1% | 2026-Q2 |
| Ferguson Shapiro LLC trimmed | 4,992 | $297K | 0.1% | 2026-Q2 |
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.