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-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
8 tracked funds added or opened JULU while 18 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
JULU’s largest tracked holder by dollar value, Foundations Investment Advisors, 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 2026-Q1 and 2026-Q2, across 36 tracked filers holding JULU, 15 increased or opened the position and 44 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 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.
New buyers 3
- Foundations Investment Advisors, LLC$22M
- USA FINANCIAL FORMULAS$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$515K
Full exits 16
- Authentikos Wealth Advisory, LLC$7M
- Wellment Financial$4M
- SMART Wealth LLC$2M
- USA FINANCIAL FORMULAS$2M
- FWG Investments, LLC.$2M
- Outlook Wealth Advisors, LLC$2M
Largest adds
- Allianz SE$3M
- Sanctuary Advisors, LLC$932K
- RFG Advisory, LLC$888K
- COMMONWEALTH EQUITY SERVICES, LLC$570K
- STEPHENS INC /AR/$329K
Largest trims
- AE Wealth Management LLC$42M
- POM Investment Strategies, LLC$3M
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 |
|---|---|---|---|---|
| Foundations Investment Advisors, LLC new | 692,163 | $22M | 20.1% | 2026-Q2 |
| Allianz SE added | 437,176 | $14M | 12.7% | 2026-Q2 |
| Sanctuary Advisors, LLC | 263,333 | $8M | 7.6% | 2026-Q2 |
| RFG Advisory, LLC added | 200,658 | $6M | 5.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 168,920 | $5M | 4.9% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 112,869 | $4M | 3.3% | 2026-Q2 |
| USA FINANCIAL FORMULAS new | 74,638 | $2M | 2.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 52,303 | $2M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 21,991 | $706K | 0.6% | 2026-Q2 |
| NBZ Investment Advisors LLC trimmed | 20,303 | $651K | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 19,068 | $612K | 0.6% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 18,956 | $608K | 0.6% | 2026-Q2 |
| Arax Advisory Partners added | 17,311 | $555K | 0.5% | 2026-Q2 |
| World Investment Advisors trimmed | 16,074 | $516K | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 16,051 | $515K | 0.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 14,856 | $477K | 0.4% | 2026-Q2 |
| Grantvest Financial Group LLC trimmed | 13,860 | $445K | 0.4% | 2026-Q2 |
| Transcendent Capital Group LLC trimmed | 13,437 | $431K | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 11,481 | $368K | 0.3% | 2026-Q2 |
| Elevated Capital Advisors, LLC trimmed | 10,646 | $342K | 0.3% | 2026-Q2 |
| Range Financial Group LLC trimmed | 9,595 | $308K | 0.3% | 2026-Q2 |
| Southland Equity Partners LLC | 8,697 | $279K | 0.3% | 2026-Q2 |
| IFP Advisors, Inc added | 6,130 | $197K | 0.2% | 2026-Q2 |
| IFG Advisory, LLC new | 3,488 | $112K | 0.1% | 2026-Q2 |
| Mosley Wealth Management added | 1,862 | $60K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,000 | $32K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 945 | $30K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 670 | $21K | 0.0% | 2026-Q2 |
| POM Investment Strategies, LLC trimmed | 281 | $9K | 0.0% | 2026-Q2 |
| UBS Group AG added | 251 | $8K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 107 | $3K | 0.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. trimmed | 64 | $2K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 59 | $2K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 16 | $524 | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 16 | $514 | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 13 | $417 | 0.0% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC trimmed | 246,061 | $7M | 6.4% | 2026-Q1 stale (1 quarter behind) |
| Wellment Financial trimmed | 135,571 | $4M | 3.5% | 2026-Q1 stale (1 quarter behind) |
| SMART Wealth LLC trimmed | 75,360 | $2M | 1.9% | 2026-Q1 stale (1 quarter behind) |
| USA FINANCIAL FORMULAS trimmed | 65,966 | $2M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| FWG Investments, LLC. added | 59,081 | $2M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Outlook Wealth Advisors, LLC trimmed | 58,460 | $2M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Golden Reserve Retirement LLC added | 42,098 | $1M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| FSA Advisors, Inc. added | 39,538 | $1M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Management added | 37,810 | $1M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Networth Advisors, LLC added | 32,953 | $941K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Csenge Advisory Group added | 30,004 | $857K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Aegis Wealth Management, Inc. added | 25,043 | $715K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| HOWARD BAILEY SECURITIES, LLC trimmed | 23,929 | $683K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Quest 10 Wealth Builders, Inc. added | 19,826 | $566K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 18,241 | $521K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| PARK AVENUE SECURITIES LLC | 18,070 | $516K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| B.O.S.S. Retirement Advisors, LLC trimmed | 17,504 | $500K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| LifeWealth Investments, LLC trimmed | 15,703 | $448K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Blackston Financial Advisory Group, LLC added | 13,143 | $375K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Centennial Advisors, LLC trimmed | 9,697 | $277K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Great Lakes Retirement, Inc. trimmed | 8,432 | $241K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. | 4,341 | $124K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Kingdom Financial Group LLC. trimmed | 4,248 | $121K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Key Capital Management, INC added | 4,078 | $116K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 2,838 | $81K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Decker Retirement Planning Inc. added | 701 | $20K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BARCLAYS PLC trimmed | 198 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| US BANCORP \DE\ new | 53 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Allianz Investment Management LLC new | 287,052 | $9M | 7.7% | 2025-Q4 stale (2 quarters behind) |
| JPMORGAN CHASE & CO trimmed | 23,024 | $684K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| OLD MISSION CAPITAL LLC trimmed | 14,851 | $441K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Atria Investments, Inc | 12,999 | $386K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Allianz Investment Management U.S. LLC trimmed | 5,000 | $146K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Richard W. Paul & Associates, LLC trimmed | 32 | $936 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Pineridge Advisors LLC trimmed | 10 | $293 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Transce3nd, LLC | 1,078 | $30K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC added | 671 | $18K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Global Retirement Partners, LLC new | 54 | $1K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.