Who owns TJUL
Which tracked institutional funds hold TJUL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TJUL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
5 tracked funds added or opened TJUL while 10 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
TJUL’s largest tracked holder by dollar value, COMMONWEALTH EQUITY SERVICES, LLC, sizes it at 0.0% 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 TJUL 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 68 tracked filers holding TJUL, 13 increased or opened the position and 49 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 TJUL 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
- AXXCESS WEALTH MANAGEMENT, LLC$652K
Full exits 5
- Cambridge Investment Research Advisors, Inc.$3M
- HighTower Advisors, LLC$1M
- OLD MISSION CAPITAL LLC$1M
- Csenge Advisory Group$728K
- HOWARD BAILEY SECURITIES, LLC$641K
Largest adds
- Legacy CG, LLC$857K
- NewEdge Advisors, LLC$373K
- COMMONWEALTH EQUITY SERVICES, LLC$324K
- LPL Financial LLC$296K
Largest trims
- Brookstone Capital Management$1M
- AE Wealth Management LLC$1M
- MERCER GLOBAL ADVISORS INC /ADV$1M
- Kestra Advisory Services, LLC$426K
- OSAIC HOLDINGS, INC.$310K
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 | 576,958 | $17M | 15.3% | 2026-Q2 |
| Legacy CG, LLC added | 564,487 | $17M | 15.0% | 2026-Q2 |
| Brookstone Capital Management trimmed | 126,340 | $4M | 3.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 89,818 | $3M | 2.4% | 2026-Q2 |
| KFG WEALTH MANAGEMENT, LLC trimmed | 69,871 | $2M | 1.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 66,932 | $2M | 1.8% | 2026-Q2 |
| LPL Financial LLC added | 63,187 | $2M | 1.7% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 53,934 | $2M | 1.4% | 2026-Q2 |
| Syntegra Private Wealth Group, LLC trimmed | 53,850 | $2M | 1.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 53,726 | $2M | 1.4% | 2026-Q2 |
| Diligent Investors, LLC trimmed | 42,665 | $1M | 1.1% | 2026-Q2 |
| MTM FINANCIAL GROUP, LLC trimmed | 40,755 | $1M | 1.1% | 2026-Q2 |
| Waverly Advisors, LLC | 36,479 | $1M | 1.0% | 2026-Q2 |
| Cypress Wealth Services, LLC | 34,867 | $1M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 34,322 | $1M | 0.9% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 33,998 | $1M | 0.9% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 31,285 | $946K | 0.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 24,690 | $746K | 0.7% | 2026-Q2 |
| Trek Financial, LLC trimmed | 23,929 | $723K | 0.6% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 23,819 | $720K | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 22,160 | $671K | 0.6% | 2026-Q2 |
| Atlantic Private Wealth, LLC trimmed | 21,750 | $658K | 0.6% | 2026-Q2 |
| Spire Wealth Management trimmed | 21,688 | $656K | 0.6% | 2026-Q2 |
| CENTRAL VALLEY ADVISORS, LLC | 21,658 | $655K | 0.6% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC new | 21,568 | $652K | 0.6% | 2026-Q2 |
| Tempo Wealth, LLC | 21,366 | $646K | 0.6% | 2026-Q2 |
| Main Street Financial Solutions, LLC trimmed | 18,618 | $563K | 0.5% | 2026-Q2 |
| Focus Partners Wealth | 16,093 | $486K | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 15,878 | $480K | 0.4% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. trimmed | 15,447 | $467K | 0.4% | 2026-Q2 |
| GWN SECURITIES INC. trimmed | 15,098 | $456K | 0.4% | 2026-Q2 |
| Sound Income Strategies, LLC | 14,288 | $432K | 0.4% | 2026-Q2 |
| Three Seasons Wealth, LLC | 13,583 | $411K | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 12,747 | $385K | 0.3% | 2026-Q2 |
| Beacon Financial Advisory LLC | 11,930 | $361K | 0.3% | 2026-Q2 |
| Maia Wealth LLC trimmed | 10,588 | $320K | 0.3% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 10,340 | $313K | 0.3% | 2026-Q2 |
| Castle Rock Wealth Management, LLC trimmed | 10,298 | $311K | 0.3% | 2026-Q2 |
| Pine Harbor Wealth Management, LLC | 9,414 | $285K | 0.2% | 2026-Q2 |
| Tradition Wealth Management, LLC trimmed | 9,092 | $275K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 9,035 | $273K | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC | 8,629 | $261K | 0.2% | 2026-Q2 |
| Sigma Planning Corp | 8,337 | $252K | 0.2% | 2026-Q2 |
| Prostatis Group LLC trimmed | 8,307 | $251K | 0.2% | 2026-Q2 |
| BIP Wealth, LLC | 8,200 | $248K | 0.2% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 8,100 | $245K | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 7,757 | $234K | 0.2% | 2026-Q2 |
| Selby Wealth Management, LLC | 7,680 | $232K | 0.2% | 2026-Q2 |
| Intentional Wealth Strategies, LLC | 7,106 | $215K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 6,785 | $205K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 6,293 | $190K | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 6,272 | $190K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 5,314 | $161K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC | 4,827 | $146K | 0.1% | 2026-Q2 |
| Financial Network Wealth Advisors LLC trimmed | 4,611 | $139K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc | 4,020 | $122K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 4,000 | $121K | 0.1% | 2026-Q2 |
| RED REEF ADVISORS LLC | 3,102 | $94K | 0.1% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 2,694 | $81K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 1,800 | $54K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 1,740 | $53K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1,642 | $50K | 0.0% | 2026-Q2 |
| Regatta Research & Money Management new | 1,010 | $31K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 594 | $18K | 0.0% | 2026-Q2 |
| Noble Wealth Management PBC | 426 | $13K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 156 | $5K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 100 | $3K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 40 | $1K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 89,951 | $3M | 2.3% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 41,265 | $1M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC added | 40,163 | $1M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Csenge Advisory Group trimmed | 24,786 | $728K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| HOWARD BAILEY SECURITIES, LLC added | 21,848 | $641K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 11,915 | $350K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Management trimmed | 10,300 | $302K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 10,153 | $298K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 9,794 | $288K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 9,241 | $271K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Opus Financial Solutions LLC trimmed | 8,900 | $261K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Key Capital Management, INC added | 8,205 | $241K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Gradient Investments LLC trimmed | 7,826 | $230K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Mattson Financial Services, LLC trimmed | 108,718 | $3M | 2.8% | 2025-Q4 stale (2 quarters behind) |
| Brown Financial Advisors trimmed | 101,273 | $3M | 2.6% | 2025-Q4 stale (2 quarters behind) |
| Vantage Financial Partners, LLC | 25,662 | $759K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| Paladin Wealth, LLC trimmed | 19,656 | $582K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC trimmed | 11,487 | $340K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| IMC-Chicago, LLC new | 10,548 | $312K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| A4 Wealth Advisors LLC trimmed | 10,106 | $299K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| FSA Advisors, Inc. trimmed | 8,126 | $240K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Centennial Advisors, LLC new | 6,974 | $206K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Vishria Bird Financial Group, LLC trimmed | 381,472 | $11M | 9.8% | 2025-Q3 stale (3 quarters behind) |
| Bullseye Investment Management, LLC | 196,880 | $6M | 4.8% | 2025-Q3 stale (3 quarters behind) |
| BRASS TAX WEALTH MANAGEMENT, INC added | 36,479 | $1M | 0.9% | 2025-Q3 stale (3 quarters behind) |
| LAKE STREET PRIVATE WEALTH, LLC trimmed | 23,900 | $700K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Strategic Blueprint, LLC trimmed | 8,200 | $240K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Plotkin Financial Advisors, LLC trimmed | 7,801 | $228K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Bison Wealth, LLC added | 32,783 | $941K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| JANE STREET GROUP, LLC added | 23,117 | $663K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Lion Street Advisors, LLC | 13,435 | $385K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Kingsview Wealth Management, LLC | 11,089 | $318K | 0.3% | 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.