Who owns IJUL
Which tracked institutional funds hold IJUL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IJUL company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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
11 tracked funds added or opened IJUL while 19 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
IJUL’s largest tracked holder by dollar value, BLAIR WILLIAM & CO/IL, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IJUL 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 108 tracked filers holding IJUL, 28 increased or opened the position and 62 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 IJUL 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 5
- GTS FINANCIAL, LLC$5M
- Talon Private Wealth, LLC$2M
- OLD MISSION CAPITAL LLC$1M
- Cornerstone Wealth, LLC/TN$1M
- JPMORGAN CHASE & CO$658K
Full exits 5
- Lantz Financial LLC$2M
- WEALTHGARDEN F.S. LLC$766K
- Clear Point Advisors Inc.$710K
- Janney Montgomery Scott LLC$646K
- Cerity Partners LLC$536K
Largest adds
- World Investment Advisors$895K
- Kestra Advisory Services, LLC$788K
- BFI Wealth Solutions, LLC$527K
- Signal Advisors Wealth, LLC$324K
- Triad Wealth Partners, LLC$291K
- CWM, LLC$287K
Largest trims
- Compass Advisory Group LLC$14M
- BIP Wealth, LLC$8M
- ACCESS FINANCIAL SERVICES, INC.$3M
- Global Strategic Investment Solutions, LLC$2M
- OSAIC HOLDINGS, INC.$1M
- Americana Partners, 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 |
|---|---|---|---|---|
| BLAIR WILLIAM & CO/IL | 341,024 | $12M | 7.7% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 204,253 | $7M | 4.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 194,229 | $7M | 4.4% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 187,442 | $6M | 4.2% | 2026-Q1 |
| GTS FINANCIAL, LLC new | 185,528 | $5M | 3.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 159,878 | $5M | 3.6% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 122,165 | $4M | 2.8% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 97,426 | $3M | 2.2% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC trimmed | 89,715 | $3M | 2.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 87,079 | $3M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 87,070 | $3M | 2.0% | 2026-Q1 |
| Bedel Financial Consulting, Inc. trimmed | 81,624 | $3M | 1.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 70,238 | $2M | 1.6% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 68,444 | $2M | 1.5% | 2026-Q1 |
| Stratos Wealth Advisors, LLC | 67,701 | $2M | 1.5% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 65,715 | $2M | 1.5% | 2026-Q1 |
| Long Island Wealth Management, Inc. | 58,113 | $2M | 1.3% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 56,153 | $2M | 1.3% | 2026-Q1 |
| Talon Private Wealth, LLC new | 56,123 | $2M | 1.3% | 2026-Q1 |
| BFI Wealth Solutions, LLC added | 55,178 | $2M | 1.3% | 2026-Q1 |
| Americana Partners, LLC trimmed | 55,516 | $2M | 1.3% | 2026-Q1 |
| CORRADO ADVISORS, LLC trimmed | 54,450 | $2M | 1.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 51,798 | $2M | 1.2% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 51,743 | $2M | 1.2% | 2026-Q1 |
| SIGNATUREFD, LLC | 50,073 | $2M | 1.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 48,949 | $2M | 1.1% | 2026-Q1 |
| ACCESS FINANCIAL SERVICES, INC. trimmed | 47,405 | $2M | 1.1% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 47,332 | $2M | 1.1% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 45,256 | $2M | 1.0% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 44,941 | $2M | 1.0% | 2026-Q1 |
| WorthPointe, LLC trimmed | 43,593 | $1M | 1.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 42,708 | $1M | 1.0% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 41,042 | $1M | 0.9% | 2026-Q1 |
| Rothschild Wealth LLC trimmed | 38,922 | $1M | 0.9% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 37,330 | $1M | 0.8% | 2026-Q1 |
| Straight Path Wealth Management added | 34,655 | $1M | 0.8% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 34,080 | $1M | 0.8% | 2026-Q1 |
| Cornerstone Wealth, LLC/TN new | 33,209 | $1M | 0.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 31,023 | $1M | 0.7% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 29,746 | $1M | 0.7% | 2026-Q1 |
| CWM, LLC added | 27,564 | $930K | 0.6% | 2026-Q1 |
| World Investment Advisors added | 27,160 | $917K | 0.6% | 2026-Q1 |
| BCS Wealth Management trimmed | 25,067 | $846K | 0.6% | 2026-Q1 |
| Ifrah Financial Services, Inc. trimmed | 24,119 | $814K | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 23,869 | $806K | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 30,161 | $747K | 0.5% | 2026-Q1 |
| Compass Advisory Group LLC trimmed | 20,355 | $687K | 0.5% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 20,132 | $679K | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 19,882 | $658K | 0.4% | 2026-Q1 |
| IFP Advisors, Inc added | 18,903 | $638K | 0.4% | 2026-Q1 |
| Opus Financial Solutions LLC trimmed | 17,682 | $597K | 0.4% | 2026-Q1 |
| Jacobi Capital Management LLC | 16,561 | $559K | 0.4% | 2026-Q1 |
| Schneider Downs Wealth Management Advisors, LP | 15,436 | $521K | 0.3% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 15,250 | $515K | 0.3% | 2026-Q1 |
| PFG Advisors trimmed | 13,202 | $446K | 0.3% | 2026-Q1 |
| Allworth Financial LP | 13,002 | $439K | 0.3% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC | 12,715 | $429K | 0.3% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 12,454 | $420K | 0.3% | 2026-Q1 |
| Liberty Atlantic Advisors LLC trimmed | 11,870 | $401K | 0.3% | 2026-Q1 |
| PFS Partners, LLC trimmed | 11,617 | $392K | 0.3% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 11,409 | $385K | 0.3% | 2026-Q1 |
| Vantage Point Financial LLC added | 9,638 | $325K | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 9,252 | $312K | 0.2% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 9,006 | $304K | 0.2% | 2026-Q1 |
| CYPRESS FINANCIAL PLANNING LLC trimmed | 8,971 | $303K | 0.2% | 2026-Q1 |
| Fragasso Financial Advisors Inc added | 8,605 | $293K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA | 8,514 | $288K | 0.2% | 2026-Q1 |
| BAILARD, INC. | 8,525 | $288K | 0.2% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC | 8,520 | $288K | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 8,502 | $287K | 0.2% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ trimmed | 8,493 | $287K | 0.2% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 8,222 | $277K | 0.2% | 2026-Q1 |
| NorthCrest Asset Manangement, LLC trimmed | 8,133 | $276K | 0.2% | 2026-Q1 |
| Summit Wealth Partners, LLC trimmed | 8,112 | $274K | 0.2% | 2026-Q1 |
| Advisor OS, LLC new | 7,437 | $251K | 0.2% | 2026-Q1 |
| Cypress Wealth Services, LLC | 7,328 | $247K | 0.2% | 2026-Q1 |
| Weaver Consulting Group | 7,250 | $245K | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC added | 326,450 | $11M | 7.2% | 2025-Q3 stale |
| Lantz Financial LLC trimmed | 57,087 | $2M | 1.3% | 2025-Q4 stale |
| SYON CAPITAL LLC new | 44,427 | $1M | 1.0% | 2025-Q3 stale |
| Siligmueller & Norvid Wealth Advisors LLC | 38,022 | $1M | 0.8% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 30,387 | $971K | 0.7% | 2025-Q2 stale |
| WEALTHGARDEN F.S. LLC trimmed | 22,340 | $766K | 0.5% | 2025-Q4 stale |
| M Holdings Securities, Inc. added | 23,233 | $742K | 0.5% | 2025-Q2 stale |
| Clear Point Advisors Inc. trimmed | 21,182 | $710K | 0.5% | 2025-Q4 stale |
| Luminist Capital LLC new | 21,364 | $698K | 0.5% | 2025-Q3 stale |
| PRIVATE CLIENT SERVICES, LLC trimmed | 19,879 | $650K | 0.4% | 2025-Q3 stale |
| Janney Montgomery Scott LLC | 19,265 | $646K | 0.4% | 2025-Q4 stale |
| Cerity Partners LLC | 15,988 | $536K | 0.4% | 2025-Q4 stale |
| SageView Advisory Group, LLC trimmed | 17,711 | $516K | 0.3% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC new | 13,294 | $445K | 0.3% | 2025-Q4 stale |
| NewCorp Financial Services, Inc. new | 13,177 | $442K | 0.3% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 11,064 | $362K | 0.2% | 2025-Q3 stale |
| Kingsview Wealth Management, LLC added | 9,205 | $301K | 0.2% | 2025-Q3 stale |
| Focus Partners Wealth new | 8,927 | $299K | 0.2% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC added | 8,927 | $292K | 0.2% | 2025-Q3 stale |
| GTS SECURITIES LLC trimmed | 8,666 | $290K | 0.2% | 2025-Q4 stale |
| HFG Wealth Management, LLC trimmed | 9,823 | $272K | 0.2% | 2025-Q1 stale |
| IHT Wealth Management, LLC new | 7,924 | $253K | 0.2% | 2025-Q2 stale |
| Arete Wealth Advisors, LLC | 7,437 | $249K | 0.2% | 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.