Who owns JULZ
Which tracked institutional funds hold JULZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JULZ 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
The tracked-fund tape on JULZ is one-sided between 2026-Q1 and 2026-Q2: 4 added or opened and 1 trimmed or exited — on balance accumulating.
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
JULZ’s largest tracked holder by dollar value, TrueMark Investments, LLC, sizes it at 2.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JULZ 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 18 tracked filers holding JULZ, 8 increased or opened the position and 10 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 JULZ 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 1
- FIDUCIARY FINANCIAL ADVISORS$824K
Largest adds
- TrueMark Investments, LLC$13M
- Mid-American Wealth Advisory Group, Inc.$339K
- Valtinson Bruner Financial Planning LLC$277K
Largest trims
- OLD MISSION CAPITAL LLC$990K
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 |
|---|---|---|---|---|
| TrueMark Investments, LLC added | 462,156 | $21M | 65.5% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC trimmed | 56,760 | $3M | 8.0% | 2026-Q2 |
| Mid-American Wealth Advisory Group, Inc. added | 23,191 | $1M | 3.3% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 18,168 | $824K | 2.6% | 2026-Q2 |
| Weaver Consulting Group | 14,441 | $655K | 2.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 8,111 | $368K | 1.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 6,648 | $302K | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 2,400 | $109K | 0.3% | 2026-Q2 |
| Arax Advisory Partners | 1,600 | $73K | 0.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 729 | $33K | 0.1% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 501 | $23K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 391 | $18K | 0.1% | 2026-Q2 |
| Elevated Capital Advisors, LLC | 232 | $11K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 51 | $2K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 26 | $1K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 21 | $952 | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 5 | $227 | 0.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. trimmed | 3 | $125 | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 10,889 | $437K | 1.4% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO | 5,497 | $216K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 387 | $16K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| INSIGHT 2811, INC. trimmed | 6,830 | $288K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| IFP Advisors, Inc | 6,322 | $266K | 0.8% | 2025-Q4 stale (2 quarters behind) |
| ASSETMARK, INC new | 8 | $337 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 62,156 | $3M | 9.0% | 2025-Q3 stale (3 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 10,000 | $464K | 1.4% | 2025-Q3 stale (3 quarters behind) |
| WOLVERINE TRADING, LLC new | 4,673 | $216K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| LPL Financial LLC new | 4,382 | $203K | 0.6% | 2025-Q3 stale (3 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.