Who owns GJUL
Which tracked institutional funds hold GJUL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GJUL company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
7 tracked funds added or opened GJUL while 20 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
GJUL’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 GJUL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in GJUL 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 126 tracked filers holding GJUL, 22 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 GJUL 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 4
- Concurrent Investment Advisors, LLC$1M
- KINTRA WEALTH, LLC$767K
- Keystone Wealth Services, LLC$606K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$597K
Full exits 3
- NEW WAVE WEALTH ADVISORS LLC$16M
- Schulz Wealth, LTD.$4M
- ORG Partners LLC$758K
Largest adds
- Kovack Advisors, Inc.$792K
- Patriot Financial Group Insurance Agency, LLC$416K
- HARBOUR INVESTMENTS, INC.$319K
Largest trims
- OSAIC HOLDINGS, INC.$5M
- Americana Partners, LLC$3M
- RAYMOND JAMES FINANCIAL INC$3M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- HighTower Advisors, LLC$1M
- NewEdge Advisors, LLC$1M
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 | 1,056,560 | $43M | 17.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 556,417 | $23M | 8.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 378,030 | $15M | 6.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 308,922 | $13M | 5.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 259,850 | $11M | 4.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 236,272 | $10M | 3.8% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 191,158 | $8M | 3.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 185,904 | $8M | 3.0% | 2026-Q1 |
| Integrated Wealth Concepts LLC | 166,158 | $7M | 2.7% | 2026-Q1 |
| DAGCO, INC. trimmed | 157,406 | $6M | 2.5% | 2026-Q1 |
| Americana Partners, LLC trimmed | 108,322 | $4M | 1.7% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 97,086 | $4M | 1.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 96,023 | $4M | 1.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 84,510 | $3M | 1.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 53,379 | $2M | 0.9% | 2026-Q1 |
| CITY HOLDING CO trimmed | 44,775 | $2M | 0.7% | 2026-Q1 |
| Avantra Family Wealth, Inc. added | 43,246 | $2M | 0.7% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 42,182 | $2M | 0.7% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 36,492 | $1M | 0.6% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 34,000 | $1M | 0.5% | 2026-Q1 |
| Kestra Investment Management, LLC trimmed | 31,572 | $1M | 0.5% | 2026-Q1 |
| Wood Tarver Financial Group, LLC added | 29,532 | $1M | 0.5% | 2026-Q1 |
| E&G Advisors, LP | 27,200 | $1M | 0.4% | 2026-Q1 |
| Diligent Investors, LLC | 26,493 | $1M | 0.4% | 2026-Q1 |
| Concurrent Investment Advisors, LLC new | 25,485 | $1M | 0.4% | 2026-Q1 |
| MAI Capital Management trimmed | 23,241 | $948K | 0.4% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC trimmed | 22,299 | $909K | 0.4% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21,947 | $895K | 0.4% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 21,320 | $869K | 0.3% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 20,557 | $838K | 0.3% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. | 20,557 | $838K | 0.3% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC | 19,826 | $808K | 0.3% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 19,452 | $793K | 0.3% | 2026-Q1 |
| Integrity Financial Corp /WA | 18,827 | $768K | 0.3% | 2026-Q1 |
| KINTRA WEALTH, LLC new | 18,800 | $767K | 0.3% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC | 18,208 | $742K | 0.3% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC | 17,943 | $732K | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 16,133 | $658K | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 15,850 | $646K | 0.3% | 2026-Q1 |
| UPTICK PARTNERS, LLC trimmed | 15,673 | $639K | 0.3% | 2026-Q1 |
| Keystone Wealth Services, LLC trimmed | 14,852 | $606K | 0.2% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. trimmed | 14,801 | $604K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 14,637 | $597K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 14,219 | $580K | 0.2% | 2026-Q1 |
| Nvest Financial, LLC | 13,865 | $565K | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 13,608 | $555K | 0.2% | 2026-Q1 |
| Ferguson Shapiro LLC trimmed | 13,034 | $531K | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC | 12,393 | $505K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 11,560 | $471K | 0.2% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 11,528 | $470K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 11,522 | $470K | 0.2% | 2026-Q1 |
| Alpha Financial Partners LLC added | 10,793 | $440K | 0.2% | 2026-Q1 |
| NORDEN GROUP LLC | 10,434 | $425K | 0.2% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 9,875 | $403K | 0.2% | 2026-Q1 |
| Hartford Financial Management Inc. trimmed | 9,790 | $399K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 9,705 | $396K | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 9,500 | $387K | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC | 9,294 | $379K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC added | 9,174 | $374K | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC | 9,066 | $370K | 0.1% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 9,000 | $367K | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 9,000 | $367K | 0.1% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 8,881 | $362K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 8,840 | $360K | 0.1% | 2026-Q1 |
| Bouchey Financial Group Ltd trimmed | 8,365 | $350K | 0.1% | 2026-Q1 |
| XY Planning Network, Inc. | 8,396 | $344K | 0.1% | 2026-Q1 |
| Archer Investment Corp trimmed | 8,318 | $339K | 0.1% | 2026-Q1 |
| Brookstone Capital Management trimmed | 8,206 | $335K | 0.1% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. added | 8,062 | $329K | 0.1% | 2026-Q1 |
| MBL Wealth, LLC | 8,000 | $326K | 0.1% | 2026-Q1 |
| Sequent Planning LLC | 7,946 | $324K | 0.1% | 2026-Q1 |
| Chicago Partners Investment Group LLC | 7,418 | $315K | 0.1% | 2026-Q1 |
| Ergawealth Advisors, Inc. | 7,369 | $300K | 0.1% | 2026-Q1 |
| NEW WAVE WEALTH ADVISORS LLC added | 376,737 | $16M | 6.1% | 2025-Q4 stale |
| FSR Wealth Management Ltd. new | 183,892 | $7M | 2.9% | 2025-Q3 stale |
| Outlook Wealth Advisors, LLC new | 129,108 | $5M | 2.1% | 2025-Q3 stale |
| SAGESPRING WEALTH PARTNERS, LLC added | 122,043 | $5M | 1.9% | 2025-Q3 stale |
| Schulz Wealth, LTD. | 101,095 | $4M | 1.6% | 2025-Q4 stale |
| SMART Wealth LLC new | 41,076 | $2M | 0.7% | 2025-Q3 stale |
| FSA Advisors, Inc. new | 37,983 | $2M | 0.6% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 36,189 | $1M | 0.5% | 2025-Q1 stale |
| WOLFF WIESE MAGANA LLC | 29,127 | $1M | 0.4% | 2025-Q2 stale |
| FOUNDERS FINANCIAL SECURITIES LLC added | 28,328 | $1M | 0.4% | 2025-Q1 stale |
| FWG Investments, LLC. new | 23,540 | $955K | 0.4% | 2025-Q3 stale |
| Blackston Financial Advisory Group, LLC new | 22,526 | $914K | 0.4% | 2025-Q3 stale |
| Csenge Advisory Group new | 20,443 | $829K | 0.3% | 2025-Q3 stale |
| ORG Partners LLC trimmed | 18,350 | $758K | 0.3% | 2025-Q4 stale |
| HOWARD BAILEY SECURITIES, LLC new | 17,351 | $704K | 0.3% | 2025-Q3 stale |
| LifeWealth Investments, LLC new | 15,690 | $636K | 0.3% | 2025-Q3 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 16,623 | $598K | 0.2% | 2025-Q1 stale |
| Ignite Planners, LLC added | 14,500 | $588K | 0.2% | 2025-Q3 stale |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 13,805 | $534K | 0.2% | 2025-Q3 stale |
| B.O.S.S. Retirement Advisors, LLC trimmed | 12,929 | $524K | 0.2% | 2025-Q3 stale |
| FLAGSTAR ADVISORS INC added | 14,314 | $515K | 0.2% | 2025-Q1 stale |
| Quest 10 Wealth Builders, Inc. new | 12,611 | $512K | 0.2% | 2025-Q3 stale |
| Great Lakes Retirement, Inc. trimmed | 11,311 | $467K | 0.2% | 2025-Q4 stale |
| Bison Wealth, LLC | 8,894 | $344K | 0.1% | 2025-Q2 stale |
| CWC Advisors, LLC. added | 8,555 | $331K | 0.1% | 2025-Q2 stale |
| Beacon Financial Advisory LLC | 9,070 | $326K | 0.1% | 2025-Q1 stale |
| NorthCrest Asset Manangement, LLC | 7,849 | $325K | 0.1% | 2025-Q4 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.