Who owns JULT
Which tracked institutional funds hold JULT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JULT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
3 tracked funds added or opened JULT while 3 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
JULT’s largest tracked holder by dollar value, Gradient Investments LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JULT 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 42 tracked filers holding JULT, 12 increased or opened the position and 26 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 JULT 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.
Full exits 2
- Gradient Investments LLC$26M
- CENTAURUS FINANCIAL, INC.$1M
Largest adds
- LPL Financial LLC$727K
- Rothschild Wealth LLC$596K
- COMMONWEALTH EQUITY SERVICES, LLC$280K
Largest trims
- RAYMOND JAMES FINANCIAL INC$535K
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 123,629 | $6M | 7.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 90,346 | $4M | 5.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 86,318 | $4M | 5.5% | 2026-Q2 |
| LPL Financial LLC added | 68,011 | $3M | 4.4% | 2026-Q2 |
| Rothschild Wealth LLC added | 54,354 | $3M | 3.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 37,420 | $2M | 2.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 32,207 | $2M | 2.1% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC | 26,872 | $1M | 1.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 26,631 | $1M | 1.7% | 2026-Q2 |
| Grantvest Financial Group LLC | 21,411 | $1M | 1.4% | 2026-Q2 |
| Bison Wealth, LLC | 18,656 | $894K | 1.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 15,067 | $720K | 1.0% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 13,499 | $645K | 0.9% | 2026-Q2 |
| Nvest Financial, LLC | 12,281 | $587K | 0.8% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC | 12,000 | $573K | 0.8% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 9,609 | $459K | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 9,273 | $443K | 0.6% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 8,627 | $412K | 0.6% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 7,926 | $379K | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 7,851 | $375K | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 7,228 | $345K | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 6,832 | $326K | 0.4% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6,610 | $316K | 0.4% | 2026-Q2 |
| Aegis Wealth Management, Inc. new | 5,978 | $286K | 0.4% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. | 5,910 | $282K | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 5,748 | $276K | 0.4% | 2026-Q2 |
| Advisory Solutions Group, LLC new | 5,684 | $272K | 0.4% | 2026-Q2 |
| Elevation Wealth Management LLC | 5,320 | $254K | 0.3% | 2026-Q2 |
| Cassady Wealth & Retirement Planning, LLC trimmed | 4,723 | $226K | 0.3% | 2026-Q2 |
| Greenbush Financial Group, LLC new | 4,440 | $212K | 0.3% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 4,369 | $209K | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,121 | $101K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,639 | $78K | 0.1% | 2026-Q2 |
| Allianz SE | 1,310 | $63K | 0.1% | 2026-Q2 |
| Kingdom Financial Group LLC. | 1,220 | $58K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc | 1,000 | $48K | 0.1% | 2026-Q2 |
| UBS Group AG added | 863 | $41K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 759 | $36K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 636 | $30K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 498 | $24K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 443 | $21K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 227 | $11K | 0.0% | 2026-Q2 |
| Gradient Investments LLC added | 589,481 | $26M | 34.8% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. trimmed | 22,812 | $1M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 11,004 | $484K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Modern Wealth Management, LLC trimmed | 10,645 | $471K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Brown Financial Advisors trimmed | 6,906 | $304K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| A4 Wealth Advisors LLC trimmed | 5,688 | $250K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Paladin Wealth, LLC trimmed | 4,558 | $200K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Lloyd Advisory Services, LLC. new | 1,220 | $54K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| BARCLAYS PLC added | 142 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Safe Harbor Wealth Advisors, LLC new | 124,524 | $6M | 7.5% | 2025-Q4 stale (2 quarters behind) |
| Siligmueller & Norvid Wealth Advisors LLC new | 22,747 | $998K | 1.3% | 2025-Q3 stale (3 quarters behind) |
| Pineridge Advisors LLC | 57 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| WealthPlan Investment Management, LLC trimmed | 31,739 | $1M | 1.8% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 23,855 | $996K | 1.3% | 2025-Q2 stale (4 quarters behind) |
| WealthPLAN Partners, LLC trimmed | 5,585 | $233K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Mattson Financial Services, LLC new | 5,577 | $233K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| McAdam, LLC | 5,321 | $222K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1,768 | $68K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Capital A Wealth Management, LLC new | 9 | $302 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: Allianz Investment Management U.S. LLC (last filed 2025-Q3, 1,310 shares) reconciles to its 1 current affiliate (1,310 shares) — 0.000% apart.
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.