Who owns XJUL
Which tracked institutional funds hold XJUL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XJUL company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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
7 tracked funds added or opened XJUL while 4 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
XJUL’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, 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 XJUL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XJUL 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 51 tracked filers holding XJUL, 20 increased or opened the position and 22 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 XJUL 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
- Signal Advisors Wealth, LLC$782K
- VestGen Investment Management$641K
- VestGen Advisors, LLC$619K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$7M
- Cetera Investment Advisers$4M
- CreativeOne Wealth, LLC$604K
- Kestra Advisory Services, LLC$280K
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- Advisory Services Network, LLC$2M
- Ashton Thomas Private Wealth, LLC$996K
- Aurora Private Wealth, Inc.$324K
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 207,067 | $8M | 16.7% | 2026-Q1 |
| Cetera Investment Advisers added | 132,330 | $5M | 10.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 121,495 | $5M | 9.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 57,883 | $2M | 4.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 57,038 | $2M | 4.6% | 2026-Q1 |
| CROSSPOINT FINANCIAL, LLC trimmed | 51,200 | $2M | 4.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 36,228 | $1M | 2.9% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 35,737 | $1M | 2.9% | 2026-Q1 |
| World Investment Advisors added | 34,295 | $1M | 2.8% | 2026-Q1 |
| Griffith & Werner, Inc. trimmed | 29,600 | $1M | 2.4% | 2026-Q1 |
| Mariner, LLC trimmed | 27,711 | $1M | 2.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 26,438 | $1M | 2.1% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 21,959 | $854K | 1.8% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 21,652 | $842K | 1.7% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 20,119 | $782K | 1.6% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 18,650 | $725K | 1.5% | 2026-Q1 |
| VestGen Investment Management added | 16,470 | $641K | 1.3% | 2026-Q1 |
| VestGen Advisors, LLC new | 15,358 | $619K | 1.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 15,273 | $594K | 1.2% | 2026-Q1 |
| Sequent Planning LLC trimmed | 13,726 | $534K | 1.1% | 2026-Q1 |
| Atria Investments, Inc trimmed | 10,520 | $409K | 0.8% | 2026-Q1 |
| Bouchey Financial Group Ltd | 10,287 | $408K | 0.8% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 9,970 | $388K | 0.8% | 2026-Q1 |
| PFS Partners, LLC trimmed | 9,549 | $371K | 0.8% | 2026-Q1 |
| Aurora Private Wealth, Inc. trimmed | 8,457 | $331K | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 8,508 | $331K | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,291 | $322K | 0.7% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC new | 7,676 | $299K | 0.6% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 7,450 | $298K | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 7,758 | $298K | 0.6% | 2026-Q1 |
| Arlington Capital Management, Inc. added | 6,902 | $268K | 0.6% | 2026-Q1 |
| Pitti Group Wealth Management, LLC trimmed | 6,825 | $265K | 0.6% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 5,927 | $231K | 0.5% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 5,865 | $228K | 0.5% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 5,865 | $228K | 0.5% | 2026-Q1 |
| IFP Advisors, Inc | 5,858 | $228K | 0.5% | 2026-Q1 |
| CWM, LLC trimmed | 5,635 | $219K | 0.5% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. new | 5,315 | $207K | 0.4% | 2026-Q1 |
| BARCLAYS PLC | 5,053 | $197K | 0.4% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 4,268 | $166K | 0.3% | 2026-Q1 |
| Geneos Wealth Management Inc. | 3,300 | $128K | 0.3% | 2026-Q1 |
| Triumph Capital Management new | 1,600 | $62K | 0.1% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 1,519 | $59K | 0.1% | 2026-Q1 |
| Allworth Financial LP trimmed | 1,133 | $44K | 0.1% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 899 | $35K | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC trimmed | 738 | $29K | 0.1% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. | 664 | $26K | 0.1% | 2026-Q1 |
| Smartleaf Asset Management LLC new | 611 | $23K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 556 | $22K | 0.0% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 300 | $12K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 92 | $4K | 0.0% | 2026-Q1 |
| LexAurum Advisors, LLC new | 56,663 | $2M | 4.5% | 2025-Q3 stale |
| Grant Private Wealth Management Inc new | 30,000 | $1M | 2.3% | 2025-Q2 stale |
| Keel Point, LLC | 9,636 | $377K | 0.8% | 2025-Q4 stale |
| Bullseye Investment Management, LLC | 10,413 | $368K | 0.8% | 2025-Q3 stale |
| Foguth Wealth Management, LLC. | 5,598 | $219K | 0.5% | 2025-Q4 stale |
| Crown Wealth Group, LLC trimmed | 5,385 | $200K | 0.4% | 2025-Q2 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 5,666 | $200K | 0.4% | 2025-Q1 stale |
| Abound Wealth Management new | 1,000 | $37K | 0.1% | 2025-Q2 stale |
| ROYAL BANK OF CANADA trimmed | 430 | $16K | 0.0% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ new | 100 | $4K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 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.