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-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
The tracked-fund tape on TJUL is one-sided between 2025-Q4 and 2026-Q1: 4 added or opened and 12 trimmed or exited — on balance reducing.
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 gap the other way — the median holder sizes TJUL more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 81 tracked filers holding TJUL, 17 increased or opened the position and 56 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 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 2
- Legacy CG, LLC$16M
- OLD MISSION CAPITAL LLC$1M
Full exits 5
- Mattson Financial Services, LLC$3M
- Brown Financial Advisors$3M
- Vantage Financial Partners, LLC$759K
- Main Street Financial Solutions, LLC$702K
- Paladin Wealth, LLC$582K
Largest adds
- Kestra Advisory Services, LLC$374K
- CWM, LLC$278K
Largest trims
- Gradient Investments LLC$28M
- MERCER GLOBAL ADVISORS INC /ADV$20M
- NewEdge Advisors, LLC$484K
- CITADEL ADVISORS LLC$468K
- RAYMOND JAMES FINANCIAL INC$396K
- INTEGRITY ALLIANCE, LLC.$345K
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 | 582,995 | $17M | 14.4% | 2026-Q1 |
| Legacy CG, LLC new | 551,992 | $16M | 13.7% | 2026-Q1 |
| Brookstone Capital Management trimmed | 181,094 | $5M | 4.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 103,036 | $3M | 2.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 89,951 | $3M | 2.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 89,849 | $3M | 2.2% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC trimmed | 80,231 | $2M | 2.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 69,828 | $2M | 1.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 69,820 | $2M | 1.7% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 61,149 | $2M | 1.5% | 2026-Q1 |
| Syntegra Private Wealth Group, LLC trimmed | 58,947 | $2M | 1.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 54,959 | $2M | 1.4% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 50,315 | $1M | 1.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 41,265 | $1M | 1.0% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 40,163 | $1M | 1.0% | 2026-Q1 |
| Waverly Advisors, LLC | 36,479 | $1M | 0.9% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 35,263 | $1M | 0.9% | 2026-Q1 |
| Cypress Wealth Services, LLC | 34,867 | $1M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 32,619 | $958K | 0.8% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 31,755 | $932K | 0.8% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 25,587 | $753K | 0.6% | 2026-Q1 |
| Csenge Advisory Group trimmed | 24,786 | $728K | 0.6% | 2026-Q1 |
| Trek Financial, LLC trimmed | 24,210 | $711K | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 23,033 | $676K | 0.6% | 2026-Q1 |
| Atlantic Private Wealth, LLC | 22,795 | $669K | 0.6% | 2026-Q1 |
| Spire Wealth Management added | 22,684 | $666K | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 22,000 | $648K | 0.5% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC added | 21,848 | $641K | 0.5% | 2026-Q1 |
| CENTRAL VALLEY ADVISORS, LLC | 21,658 | $636K | 0.5% | 2026-Q1 |
| Tempo Wealth, LLC trimmed | 21,366 | $627K | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 18,209 | $535K | 0.5% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 16,200 | $476K | 0.4% | 2026-Q1 |
| Focus Partners Wealth | 16,093 | $473K | 0.4% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. trimmed | 15,679 | $460K | 0.4% | 2026-Q1 |
| GWN SECURITIES INC. trimmed | 15,101 | $443K | 0.4% | 2026-Q1 |
| Sound Income Strategies, LLC trimmed | 14,288 | $421K | 0.4% | 2026-Q1 |
| Three Seasons Wealth, LLC | 13,583 | $399K | 0.3% | 2026-Q1 |
| Maia Wealth LLC | 12,891 | $378K | 0.3% | 2026-Q1 |
| Beacon Financial Advisory LLC | 11,930 | $350K | 0.3% | 2026-Q1 |
| Sunbelt Securities, Inc. | 11,915 | $350K | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 11,983 | $350K | 0.3% | 2026-Q1 |
| Castle Rock Wealth Management, LLC trimmed | 10,564 | $311K | 0.3% | 2026-Q1 |
| Integrated Wealth Management trimmed | 10,300 | $302K | 0.3% | 2026-Q1 |
| CWM, LLC added | 10,153 | $298K | 0.3% | 2026-Q1 |
| Tradition Wealth Management, LLC | 10,092 | $296K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 9,794 | $288K | 0.2% | 2026-Q1 |
| Pine Harbor Wealth Management, LLC trimmed | 9,414 | $276K | 0.2% | 2026-Q1 |
| Prostatis Group LLC trimmed | 9,243 | $271K | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP new | 9,241 | $271K | 0.2% | 2026-Q1 |
| Opus Financial Solutions LLC trimmed | 8,900 | $261K | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC | 8,629 | $253K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 8,464 | $249K | 0.2% | 2026-Q1 |
| Sigma Planning Corp | 8,337 | $245K | 0.2% | 2026-Q1 |
| Key Capital Management, INC added | 8,205 | $241K | 0.2% | 2026-Q1 |
| BIP Wealth, LLC | 8,200 | $241K | 0.2% | 2026-Q1 |
| Gradient Investments LLC trimmed | 7,826 | $230K | 0.2% | 2026-Q1 |
| Selby Wealth Management, LLC | 7,680 | $225K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 7,623 | $224K | 0.2% | 2026-Q1 |
| Intentional Wealth Strategies, LLC new | 7,106 | $209K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 6,837 | $201K | 0.2% | 2026-Q1 |
| BARCLAYS PLC added | 5,833 | $171K | 0.1% | 2026-Q1 |
| IFG Advisory, LLC trimmed | 4,827 | $142K | 0.1% | 2026-Q1 |
| Financial Network Wealth Advisors LLC | 4,811 | $141K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc | 4,762 | $140K | 0.1% | 2026-Q1 |
| AdvisorNet Financial, Inc | 4,020 | $118K | 0.1% | 2026-Q1 |
| Capital Investment Advisory Services, LLC | 4,000 | $117K | 0.1% | 2026-Q1 |
| RED REEF ADVISORS LLC trimmed | 3,102 | $91K | 0.1% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. | 2,694 | $79K | 0.1% | 2026-Q1 |
| Parallel Advisors, LLC added | 2,300 | $68K | 0.1% | 2026-Q1 |
| Vishria Bird Financial Group, LLC trimmed | 381,472 | $11M | 9.4% | 2025-Q3 stale |
| Bullseye Investment Management, LLC | 196,880 | $6M | 4.7% | 2025-Q3 stale |
| Mattson Financial Services, LLC trimmed | 108,718 | $3M | 2.7% | 2025-Q4 stale |
| Brown Financial Advisors trimmed | 101,273 | $3M | 2.5% | 2025-Q4 stale |
| BRASS TAX WEALTH MANAGEMENT, INC added | 36,479 | $1M | 0.9% | 2025-Q3 stale |
| Bison Wealth, LLC added | 32,783 | $941K | 0.8% | 2025-Q2 stale |
| Vantage Financial Partners, LLC | 25,662 | $759K | 0.6% | 2025-Q4 stale |
| Main Street Financial Solutions, LLC | 23,708 | $702K | 0.6% | 2025-Q4 stale |
| LAKE STREET PRIVATE WEALTH, LLC trimmed | 23,900 | $700K | 0.6% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 23,117 | $663K | 0.6% | 2025-Q2 stale |
| Paladin Wealth, LLC trimmed | 19,656 | $582K | 0.5% | 2025-Q4 stale |
| Foundations Investment Advisors, LLC trimmed | 20,324 | $570K | 0.5% | 2025-Q1 stale |
| Cerity Partners LLC | 19,230 | $540K | 0.5% | 2025-Q1 stale |
| Lion Street Advisors, LLC | 13,435 | $385K | 0.3% | 2025-Q2 stale |
| AssuredPartners Investment Advisors, LLC trimmed | 13,631 | $382K | 0.3% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC trimmed | 11,487 | $340K | 0.3% | 2025-Q4 stale |
| Kingsview Wealth Management, LLC | 11,089 | $318K | 0.3% | 2025-Q2 stale |
| IMC-Chicago, LLC new | 10,548 | $312K | 0.3% | 2025-Q4 stale |
| A4 Wealth Advisors LLC trimmed | 10,106 | $299K | 0.3% | 2025-Q4 stale |
| Fermata Advisors, LLC | 9,945 | $279K | 0.2% | 2025-Q1 stale |
| FSA Advisors, Inc. trimmed | 8,126 | $240K | 0.2% | 2025-Q4 stale |
| Strategic Blueprint, LLC trimmed | 8,200 | $240K | 0.2% | 2025-Q3 stale |
| Plotkin Financial Advisors, LLC trimmed | 7,801 | $228K | 0.2% | 2025-Q3 stale |
| Stratos Wealth Advisors, LLC | 7,820 | $219K | 0.2% | 2025-Q1 stale |
| Centennial Advisors, LLC new | 6,974 | $206K | 0.2% | 2025-Q4 stale |
| Accurate Wealth Management, LLC trimmed | 7,443 | $205K | 0.2% | 2025-Q1 stale |
| Amplius Wealth Advisors, LLC | 6,884 | $204K | 0.2% | 2025-Q4 stale |
| AMERIPRISE FINANCIAL INC new | 6,801 | $201K | 0.2% | 2025-Q4 stale |
| Wood Tarver Financial Group, LLC | 4,988 | $143K | 0.1% | 2025-Q2 stale |
| CENTAURUS FINANCIAL, INC. | 3,900 | $115K | 0.1% | 2025-Q4 stale |
| Lloyd Advisory Services, LLC. new | 3,702 | $110K | 0.1% | 2025-Q4 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.