Who owns JULU
Which tracked institutional funds hold JULU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JULU 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
4 tracked funds added or opened JULU while 9 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
JULU’s largest tracked holder by dollar value, AE Wealth Management LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JULU 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 54 tracked filers holding JULU, 22 increased or opened the position and 27 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 JULU 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 3
- POM Investment Strategies, LLC$3M
- Elevated Capital Advisors, LLC$572K
- CITADEL ADVISORS LLC$521K
Full exits 2
- Allianz Investment Management LLC$9M
- JPMORGAN CHASE & CO$684K
Largest adds
- Allianz SE$11M
Largest trims
- Sanctuary Advisors, LLC$4M
- Lloyd Advisory Services, LLC.$2M
- Outlook Wealth Advisors, LLC$2M
- AE Wealth Management LLC$1M
- ENVESTNET ASSET MANAGEMENT INC$983K
- World Investment Advisors$978K
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 |
|---|---|---|---|---|
| AE Wealth Management LLC added | 1,505,367 | $43M | 34.2% | 2026-Q1 |
| Allianz SE added | 397,822 | $11M | 9.0% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 263,333 | $8M | 6.0% | 2026-Q1 |
| Authentikos Wealth Advisory, LLC trimmed | 246,061 | $7M | 5.6% | 2026-Q1 |
| RFG Advisory, LLC added | 194,431 | $6M | 4.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 169,901 | $5M | 3.9% | 2026-Q1 |
| Wellment Financial trimmed | 135,571 | $4M | 3.1% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 115,318 | $3M | 2.6% | 2026-Q1 |
| POM Investment Strategies, LLC new | 103,778 | $3M | 2.4% | 2026-Q1 |
| SMART Wealth LLC trimmed | 75,360 | $2M | 1.7% | 2026-Q1 |
| USA FINANCIAL FORMULAS trimmed | 65,966 | $2M | 1.5% | 2026-Q1 |
| FWG Investments, LLC. added | 59,081 | $2M | 1.3% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 58,460 | $2M | 1.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 56,311 | $2M | 1.3% | 2026-Q1 |
| Golden Reserve Retirement LLC added | 42,098 | $1M | 1.0% | 2026-Q1 |
| FSA Advisors, Inc. added | 39,538 | $1M | 0.9% | 2026-Q1 |
| Integrated Wealth Management added | 37,810 | $1M | 0.9% | 2026-Q1 |
| Networth Advisors, LLC added | 32,953 | $941K | 0.7% | 2026-Q1 |
| Csenge Advisory Group added | 30,004 | $857K | 0.7% | 2026-Q1 |
| Aegis Wealth Management, Inc. added | 25,043 | $715K | 0.6% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 23,929 | $683K | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 22,347 | $638K | 0.5% | 2026-Q1 |
| NBZ Investment Advisors LLC | 20,457 | $584K | 0.5% | 2026-Q1 |
| Elevated Capital Advisors, LLC new | 20,036 | $572K | 0.5% | 2026-Q1 |
| Quest 10 Wealth Builders, Inc. added | 19,826 | $566K | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 19,399 | $554K | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 18,241 | $521K | 0.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC | 18,070 | $516K | 0.4% | 2026-Q1 |
| World Investment Advisors trimmed | 17,991 | $514K | 0.4% | 2026-Q1 |
| B.O.S.S. Retirement Advisors, LLC trimmed | 17,504 | $500K | 0.4% | 2026-Q1 |
| LifeWealth Investments, LLC trimmed | 15,703 | $448K | 0.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 15,367 | $439K | 0.3% | 2026-Q1 |
| Grantvest Financial Group LLC trimmed | 14,937 | $426K | 0.3% | 2026-Q1 |
| Arax Advisory Partners | 14,774 | $422K | 0.3% | 2026-Q1 |
| Transcendent Capital Group LLC trimmed | 14,674 | $419K | 0.3% | 2026-Q1 |
| Blackston Financial Advisory Group, LLC added | 13,143 | $375K | 0.3% | 2026-Q1 |
| Range Financial Group LLC trimmed | 10,795 | $308K | 0.2% | 2026-Q1 |
| Centennial Advisors, LLC trimmed | 9,697 | $277K | 0.2% | 2026-Q1 |
| Southland Equity Partners LLC | 8,697 | $248K | 0.2% | 2026-Q1 |
| Great Lakes Retirement, Inc. trimmed | 8,432 | $241K | 0.2% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. | 4,341 | $124K | 0.1% | 2026-Q1 |
| Kingdom Financial Group LLC. trimmed | 4,248 | $121K | 0.1% | 2026-Q1 |
| Lloyd Advisory Services, LLC. trimmed | 4,248 | $121K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc | 4,191 | $120K | 0.1% | 2026-Q1 |
| Key Capital Management, INC added | 4,078 | $116K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 2,838 | $81K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,000 | $29K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 986 | $28K | 0.0% | 2026-Q1 |
| Decker Retirement Planning Inc. added | 701 | $20K | 0.0% | 2026-Q1 |
| Mosley Wealth Management new | 219 | $6K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 198 | $6K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 59 | $2K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ new | 53 | $2K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 13 | $371 | 0.0% | 2026-Q1 |
| Allianz Investment Management LLC new | 287,052 | $9M | 6.8% | 2025-Q4 stale |
| JPMORGAN CHASE & CO trimmed | 23,024 | $684K | 0.5% | 2025-Q4 stale |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 26,488 | $676K | 0.5% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC trimmed | 14,851 | $441K | 0.4% | 2025-Q4 stale |
| Atria Investments, Inc | 12,999 | $386K | 0.3% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 12,315 | $366K | 0.3% | 2025-Q4 stale |
| Allianz Investment Management U.S. LLC trimmed | 5,000 | $146K | 0.1% | 2025-Q3 stale |
| Transce3nd, LLC | 1,078 | $30K | 0.0% | 2025-Q2 stale |
| Lord & Richards Wealth Management, LLC new | 854 | $22K | 0.0% | 2025-Q1 stale |
| Park Square Financial Group, LLC added | 671 | $18K | 0.0% | 2025-Q2 stale |
| Capital A Wealth Management, LLC new | 295 | $8K | 0.0% | 2025-Q1 stale |
| Global Retirement Partners, LLC new | 54 | $1K | 0.0% | 2025-Q2 stale |
| Richard W. Paul & Associates, LLC trimmed | 32 | $936 | 0.0% | 2025-Q3 stale |
| UBS Group AG trimmed | 20 | $510 | 0.0% | 2025-Q1 stale |
| Pineridge Advisors LLC trimmed | 10 | $293 | 0.0% | 2025-Q3 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.