Who owns JULW
Which tracked institutional funds hold JULW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JULW company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
9 tracked funds added or opened JULW while 14 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
JULW’s largest tracked holder by dollar value, COMMONWEALTH EQUITY SERVICES, LLC, sizes it at 0.1% 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 JULW 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 69 tracked filers holding JULW, 19 increased or opened the position and 46 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 JULW 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
- GTS FINANCIAL, LLC$2M
- Ausdal Financial Partners, Inc.$2M
- DIVERSIFY WEALTH MANAGEMENT, LLC$1M
Full exits 3
- Allianz Investment Management LLC$4M
- Diversify Advisory Services, LLC$1M
- GTS SECURITIES LLC$641K
Largest adds
- Allianz SE$5M
- Advyzon Investment Management, LLC$2M
- Elevated Capital Advisors, LLC$2M
- Guardian Capital, LLC$2M
- Kestra Advisory Services, LLC$720K
- OLD MISSION CAPITAL LLC$292K
Largest trims
- Lloyd Advisory Services, LLC.$11M
- OSAIC HOLDINGS, INC.$3M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$945K
- AE Wealth Management LLC$605K
- ENVESTNET ASSET MANAGEMENT INC$536K
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 | 1,271,928 | $49M | 22.0% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 817,175 | $32M | 14.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 258,027 | $10M | 4.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 253,272 | $10M | 4.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 228,448 | $9M | 4.0% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 189,377 | $7M | 3.3% | 2026-Q1 |
| AMERICAN ASSET MANAGEMENT INC. trimmed | 150,999 | $6M | 2.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 146,890 | $6M | 2.5% | 2026-Q1 |
| Allianz SE added | 137,398 | $5M | 2.4% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 127,664 | $5M | 2.2% | 2026-Q1 |
| Long Island Wealth Management, Inc. trimmed | 122,547 | $5M | 2.1% | 2026-Q1 |
| World Investment Advisors trimmed | 116,771 | $5M | 2.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 98,252 | $4M | 1.7% | 2026-Q1 |
| Elevated Capital Advisors, LLC added | 95,852 | $4M | 1.7% | 2026-Q1 |
| Guardian Capital, LLC added | 95,103 | $4M | 1.6% | 2026-Q1 |
| B.O.S.S. Retirement Advisors, LLC trimmed | 81,235 | $3M | 1.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 81,210 | $3M | 1.4% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 77,440 | $3M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 73,992 | $3M | 1.3% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 70,976 | $3M | 1.2% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 65,719 | $3M | 1.1% | 2026-Q1 |
| GTS FINANCIAL, LLC new | 59,754 | $2M | 0.9% | 2026-Q1 |
| Great Lakes Retirement, Inc. trimmed | 51,710 | $2M | 0.9% | 2026-Q1 |
| Compass Advisory Group LLC | 45,781 | $2M | 0.8% | 2026-Q1 |
| Ausdal Financial Partners, Inc. new | 44,597 | $2M | 0.8% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 35,101 | $1M | 0.6% | 2026-Q1 |
| WEALTHGARDEN F.S. LLC | 35,801 | $1M | 0.6% | 2026-Q1 |
| Aegis Wealth Management, Inc. added | 34,797 | $1M | 0.6% | 2026-Q1 |
| Integrated Wealth Management trimmed | 32,181 | $1M | 0.6% | 2026-Q1 |
| IFP Advisors, Inc added | 31,503 | $1M | 0.5% | 2026-Q1 |
| LifeWealth Investments, LLC trimmed | 31,350 | $1M | 0.5% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 29,976 | $1M | 0.5% | 2026-Q1 |
| Centennial Advisors, LLC trimmed | 29,127 | $1M | 0.5% | 2026-Q1 |
| Forty-three Eighteen Advisors, LLC trimmed | 27,827 | $1M | 0.5% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 27,231 | $1M | 0.5% | 2026-Q1 |
| Cypress Wealth Services, LLC | 26,852 | $1M | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 26,339 | $1M | 0.5% | 2026-Q1 |
| Castle Rock Wealth Management, LLC | 24,619 | $960K | 0.4% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 23,209 | $901K | 0.4% | 2026-Q1 |
| SMART Wealth LLC added | 19,717 | $765K | 0.3% | 2026-Q1 |
| Spire Wealth Management trimmed | 18,659 | $724K | 0.3% | 2026-Q1 |
| Joseph P. Lucia & Associates, LLC trimmed | 17,695 | $687K | 0.3% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 16,580 | $643K | 0.3% | 2026-Q1 |
| Lloyd Advisory Services, LLC. trimmed | 16,371 | $635K | 0.3% | 2026-Q1 |
| Kingdom Financial Group LLC. trimmed | 16,371 | $635K | 0.3% | 2026-Q1 |
| Grantvest Financial Group LLC trimmed | 15,532 | $603K | 0.3% | 2026-Q1 |
| Clear Point Advisors Inc. trimmed | 15,416 | $598K | 0.3% | 2026-Q1 |
| PFG Advisors | 14,503 | $563K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,428 | $444K | 0.2% | 2026-Q1 |
| Stirlingshire Investments, Inc. added | 10,509 | $408K | 0.2% | 2026-Q1 |
| Elevation Wealth Management LLC trimmed | 9,660 | $375K | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 9,421 | $366K | 0.2% | 2026-Q1 |
| HB Wealth Management, LLC | 9,357 | $363K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC | 8,258 | $322K | 0.1% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 7,874 | $306K | 0.1% | 2026-Q1 |
| Mason Investment Advisory Services, Inc. | 7,685 | $298K | 0.1% | 2026-Q1 |
| BCGM Wealth Management, LLC | 5,467 | $212K | 0.1% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 4,458 | $173K | 0.1% | 2026-Q1 |
| Quest 10 Wealth Builders, Inc. trimmed | 3,711 | $144K | 0.1% | 2026-Q1 |
| AdvisorNet Financial, Inc | 3,453 | $134K | 0.1% | 2026-Q1 |
| BARCLAYS PLC added | 3,181 | $123K | 0.1% | 2026-Q1 |
| Networth Advisors, LLC trimmed | 3,049 | $118K | 0.1% | 2026-Q1 |
| NBT BANK N A /NY | 2,630 | $102K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,167 | $45K | 0.0% | 2026-Q1 |
| GeoWealth Management, LLC | 1,093 | $42K | 0.0% | 2026-Q1 |
| ST GERMAIN D J CO INC new | 862 | $33K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 392 | $15K | 0.0% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. new | 154 | $6K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 73 | $3K | 0.0% | 2026-Q1 |
| Allianz Investment Management LLC trimmed | 95,296 | $4M | 1.7% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 57,863 | $2M | 1.0% | 2025-Q2 stale |
| Diversify Advisory Services, LLC | 35,600 | $1M | 0.6% | 2025-Q4 stale |
| Gradient Investments LLC trimmed | 21,969 | $844K | 0.4% | 2025-Q3 stale |
| GTS SECURITIES LLC new | 16,393 | $641K | 0.3% | 2025-Q4 stale |
| Wealth Group, Ltd. | 17,493 | $603K | 0.3% | 2025-Q1 stale |
| CITADEL ADVISORS LLC trimmed | 13,497 | $518K | 0.2% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC trimmed | 9,349 | $359K | 0.2% | 2025-Q3 stale |
| PARK AVENUE SECURITIES LLC | 8,654 | $339K | 0.2% | 2025-Q4 stale |
| Consolidated Portfolio Review Corp new | 8,364 | $321K | 0.1% | 2025-Q3 stale |
| First Heartland Consultants, Inc. added | 8,301 | $319K | 0.1% | 2025-Q3 stale |
| HBW ADVISORY SERVICES LLC | 8,177 | $304K | 0.1% | 2025-Q2 stale |
| Accurate Wealth Management, LLC trimmed | 7,876 | $302K | 0.1% | 2025-Q3 stale |
| FSR Wealth Management Ltd. new | 6,759 | $260K | 0.1% | 2025-Q3 stale |
| Csenge Advisory Group trimmed | 6,605 | $258K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP trimmed | 6,305 | $246K | 0.1% | 2025-Q4 stale |
| Simplicity Wealth,LLC new | 6,106 | $239K | 0.1% | 2025-Q4 stale |
| Allianz Investment Management U.S. LLC | 5,000 | $192K | 0.1% | 2025-Q3 stale |
| JPMORGAN CHASE & CO trimmed | 2,960 | $116K | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC | 1,500 | $56K | 0.0% | 2025-Q2 stale |
| Steward Partners Investment Advisory, LLC | 648 | $25K | 0.0% | 2025-Q4 stale |
| NBC SECURITIES, INC. | 700 | $24K | 0.0% | 2025-Q1 stale |
| Decker Retirement Planning Inc. new | 528 | $20K | 0.0% | 2025-Q3 stale |
| Park Square Financial Group, LLC | 494 | $18K | 0.0% | 2025-Q2 stale |
| Pineridge Advisors LLC added | 465 | $18K | 0.0% | 2025-Q3 stale |
| TRUST CO OF VERMONT | 164 | $6K | 0.0% | 2025-Q4 stale |
| Richard W. Paul & Associates, LLC added | 150 | $6K | 0.0% | 2025-Q3 stale |
| New Millennium Group LLC | 88 | $3K | 0.0% | 2025-Q1 stale |
| Mid-American Wealth Advisory Group, Inc. trimmed | 70 | $3K | 0.0% | 2025-Q2 stale |
| WELLS FARGO & COMPANY/MN | 50 | $2K | 0.0% | 2025-Q1 stale |
| Capital A Wealth Management, LLC new | 55 | $2K | 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.