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-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
The tracked-fund tape on JULT is one-sided between 2025-Q4 and 2026-Q1: 0 added or opened and 5 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
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 0.4pp 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 2025-Q4 and 2026-Q1, across 44 tracked filers holding JULT, 12 increased or opened the position and 24 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 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.
Full exits 1
- Safe Harbor Wealth Advisors, LLC$6M
Largest trims
- OLD MISSION CAPITAL LLC$1M
- COMMONWEALTH EQUITY SERVICES, LLC$873K
- OSAIC HOLDINGS, INC.$667K
- RAYMOND JAMES FINANCIAL INC$602K
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 |
|---|---|---|---|---|
| Gradient Investments LLC added | 589,481 | $26M | 35.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 127,994 | $6M | 7.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 105,970 | $5M | 6.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 93,697 | $4M | 5.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 57,366 | $3M | 3.5% | 2026-Q1 |
| Rothschild Wealth LLC added | 45,504 | $2M | 2.8% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 40,100 | $2M | 2.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 34,831 | $2M | 2.1% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC | 26,872 | $1M | 1.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 25,845 | $1M | 1.6% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 22,812 | $1M | 1.4% | 2026-Q1 |
| Grantvest Financial Group LLC trimmed | 21,411 | $941K | 1.3% | 2026-Q1 |
| Bison Wealth, LLC | 18,656 | $879K | 1.2% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 13,829 | $608K | 0.8% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 13,758 | $605K | 0.8% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 12,890 | $567K | 0.8% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC | 12,000 | $545K | 0.7% | 2026-Q1 |
| Nvest Financial, LLC trimmed | 12,281 | $540K | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 11,004 | $484K | 0.7% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 10,645 | $471K | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 9,919 | $436K | 0.6% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 8,705 | $383K | 0.5% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 8,681 | $382K | 0.5% | 2026-Q1 |
| Focus Financial Network, Inc. | 8,647 | $380K | 0.5% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 7,062 | $310K | 0.4% | 2026-Q1 |
| Brown Financial Advisors trimmed | 6,906 | $304K | 0.4% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 6,610 | $291K | 0.4% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. | 5,910 | $260K | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 5,778 | $256K | 0.4% | 2026-Q1 |
| A4 Wealth Advisors LLC trimmed | 5,688 | $250K | 0.3% | 2026-Q1 |
| Elevation Wealth Management LLC | 5,320 | $234K | 0.3% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 5,312 | $234K | 0.3% | 2026-Q1 |
| Cassady Wealth & Retirement Planning, LLC trimmed | 4,907 | $229K | 0.3% | 2026-Q1 |
| Paladin Wealth, LLC trimmed | 4,558 | $200K | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,397 | $103K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 1,639 | $72K | 0.1% | 2026-Q1 |
| Allianz SE | 1,310 | $58K | 0.1% | 2026-Q1 |
| Lloyd Advisory Services, LLC. trimmed | 1,220 | $54K | 0.1% | 2026-Q1 |
| Kingdom Financial Group LLC. | 1,220 | $54K | 0.1% | 2026-Q1 |
| AdvisorNet Financial, Inc | 1,000 | $44K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 766 | $34K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 498 | $22K | 0.0% | 2026-Q1 |
| BARCLAYS PLC added | 142 | $6K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 22 | $967 | 0.0% | 2026-Q1 |
| Safe Harbor Wealth Advisors, LLC new | 124,524 | $6M | 7.7% | 2025-Q4 stale |
| WealthPlan Investment Management, LLC trimmed | 31,739 | $1M | 1.8% | 2025-Q2 stale |
| Siligmueller & Norvid Wealth Advisors LLC new | 22,747 | $998K | 1.4% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 23,855 | $996K | 1.4% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 9,878 | $443K | 0.6% | 2025-Q4 stale |
| Wealthquest Corp trimmed | 3,727 | $407K | 0.6% | 2025-Q1 stale |
| WealthPLAN Partners, LLC trimmed | 5,585 | $233K | 0.3% | 2025-Q2 stale |
| Mattson Financial Services, LLC new | 5,577 | $233K | 0.3% | 2025-Q2 stale |
| McAdam, LLC | 5,321 | $222K | 0.3% | 2025-Q2 stale |
| Envestnet Portfolio Solutions, Inc. added | 5,747 | $220K | 0.3% | 2025-Q1 stale |
| TOWNSQUARE CAPITAL LLC | 5,531 | $212K | 0.3% | 2025-Q1 stale |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1,768 | $68K | 0.1% | 2025-Q2 stale |
| Allianz Investment Management U.S. LLC | 1,310 | $57K | 0.1% | 2025-Q3 stale |
| Allworth Financial LP | 129 | $5K | 0.0% | 2025-Q1 stale |
| Pineridge Advisors LLC | 57 | $3K | 0.0% | 2025-Q3 stale |
| Capital A Wealth Management, LLC new | 9 | $302 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.