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-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
3 tracked funds added or opened XJUL while 8 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
XJUL’s largest tracked holder by dollar value, OSAIC HOLDINGS, 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 2026-Q1 and 2026-Q2, across 43 tracked filers holding XJUL, 8 increased or opened the position and 31 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 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
- Summit Financial, LLC$691K
Full exits 4
- CITADEL ADVISORS LLC$842K
- Signal Advisors Wealth, LLC$782K
- VestGen Investment Management$641K
- VestGen Advisors, LLC$619K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- OSAIC HOLDINGS, INC.$281K
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$7M
- Cetera Investment Advisers$4M
- CreativeOne Wealth, LLC$566K
- SILVER OAK SECURITIES, INCORPORATED$286K
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 |
|---|---|---|---|---|
| OSAIC HOLDINGS, INC. added | 122,929 | $5M | 12.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC | 57,038 | $2M | 5.8% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 51,373 | $2M | 5.2% | 2026-Q2 |
| CROSSPOINT FINANCIAL, LLC | 51,200 | $2M | 5.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 49,907 | $2M | 5.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 38,622 | $2M | 3.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 33,957 | $1M | 3.4% | 2026-Q2 |
| World Investment Advisors trimmed | 32,649 | $1M | 3.3% | 2026-Q2 |
| Diligent Investors, LLC trimmed | 31,987 | $1M | 3.2% | 2026-Q2 |
| Griffith & Werner, Inc. | 29,600 | $1M | 3.0% | 2026-Q2 |
| Mariner, LLC trimmed | 26,032 | $1M | 2.6% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 23,486 | $956K | 2.4% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 20,694 | $843K | 2.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 18,300 | $745K | 1.8% | 2026-Q2 |
| Summit Financial, LLC new | 16,982 | $691K | 1.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 14,273 | $581K | 1.4% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 13,952 | $568K | 1.4% | 2026-Q2 |
| Sequent Planning LLC trimmed | 11,750 | $478K | 1.2% | 2026-Q2 |
| IFP Advisors, Inc added | 11,716 | $477K | 1.2% | 2026-Q2 |
| Keel Point, LLC | 9,636 | $392K | 1.0% | 2026-Q2 |
| PFS Partners, LLC trimmed | 9,293 | $378K | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 8,391 | $342K | 0.8% | 2026-Q2 |
| Chicago Partners Investment Group LLC | 7,450 | $303K | 0.8% | 2026-Q2 |
| Pitti Group Wealth Management, LLC trimmed | 6,815 | $277K | 0.7% | 2026-Q2 |
| UBS Group AG added | 6,429 | $262K | 0.6% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 5,927 | $241K | 0.6% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 5,865 | $239K | 0.6% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 5,865 | $239K | 0.6% | 2026-Q2 |
| Foguth Wealth Management, LLC. | 5,598 | $228K | 0.6% | 2026-Q2 |
| BARCLAYS PLC | 5,053 | $206K | 0.5% | 2026-Q2 |
| Geneos Wealth Management Inc. | 3,300 | $134K | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 3,167 | $129K | 0.3% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 2,562 | $104K | 0.3% | 2026-Q2 |
| Triumph Capital Management | 1,600 | $65K | 0.2% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 1,519 | $62K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 1,100 | $45K | 0.1% | 2026-Q2 |
| Allworth Financial LP trimmed | 989 | $40K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 738 | $30K | 0.1% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 664 | $27K | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 611 | $25K | 0.1% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 300 | $12K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 178 | $7K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 92 | $4K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 21,652 | $842K | 2.1% | 2026-Q1 stale (1 quarter behind) |
| Signal Advisors Wealth, LLC added | 20,119 | $782K | 1.9% | 2026-Q1 stale (1 quarter behind) |
| VestGen Investment Management added | 16,470 | $641K | 1.6% | 2026-Q1 stale (1 quarter behind) |
| VestGen Advisors, LLC new | 15,358 | $619K | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Atria Investments, Inc trimmed | 10,520 | $409K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Bouchey Financial Group Ltd | 10,287 | $408K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| MML INVESTORS SERVICES, LLC added | 9,970 | $388K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Aurora Private Wealth, Inc. trimmed | 8,457 | $331K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 8,508 | $331K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Patriot Financial Group Insurance Agency, LLC new | 7,676 | $299K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Arlington Capital Management, Inc. added | 6,902 | $268K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 5,635 | $219K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Envestnet Portfolio Solutions, Inc. new | 5,315 | $207K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC trimmed | 4,268 | $166K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| BANK OF AMERICA CORP /DE/ new | 100 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| LexAurum Advisors, LLC new | 56,663 | $2M | 5.4% | 2025-Q3 stale (3 quarters behind) |
| Bullseye Investment Management, LLC | 10,413 | $368K | 0.9% | 2025-Q3 stale (3 quarters behind) |
| ROYAL BANK OF CANADA new | 430 | $16K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Grant Private Wealth Management Inc new | 30,000 | $1M | 2.8% | 2025-Q2 stale (4 quarters behind) |
| Crown Wealth Group, LLC trimmed | 5,385 | $200K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Abound Wealth Management new | 1,000 | $37K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.