Institutional Holders (2026 Q1)
155 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FJUL. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | SMART Wealth LLC | 1.59% | 99,358 | $5.4M |
| 2 | Aurora Private Wealth, Inc. | 1.31% | 33,039 | $2K |
| 3 | FWG Investments, LLC. | 0.89% | 25,568 | $1.4M |
| 4 | Onyx Bridge Wealth Group LLC | 0.64% | 109,308 | $6.0M |
| 5 | MBL Wealth, LLC | 0.38% | 91,406 | $5.0M |
| 6 | Accel Wealth Management | 0.27% | 18,591 | $1.0M |
| 7 | Tanglewood Legacy Advisors, LLC | 0.26% | 13,325 | $729K |
| 8 | ARBOR CAPITAL MANAGEMENT INC /ADV | 0.26% | 5,627 | $314K |
| 9 | Griffith & Werner, Inc. | 0.25% | 9,085 | $497K |
| 10 | TFB Advisors LLC | 0.22% | 7,608 | $416K |
| 11 | LEGACY SOLUTIONS, LLC | 0.21% | 4,222 | $231K |
| 12 | DHJJ Financial Advisors, Ltd. | 0.20% | 10,763 | $589K |
| 13 | Crown Wealth Group, LLC | 0.19% | 11,699 | $640K |
| 14 | Outlook Wealth Advisors, LLC | 0.12% | 9,177 | $502K |
| 15 | Ferguson Shapiro LLC | 0.11% | 6,375 | $349K |
| 16 | FOUNDERS FINANCIAL SECURITIES LLC | 0.09% | 26,666 | $1.5M |
| 17 | Strategic Blueprint, LLC | 0.08% | 26,109 | $1.4M |
| 18 | Bravera Wealth | 0.08% | 2,853 | $160K |
| 19 | Quantum Private Wealth, LLC | 0.07% | 4,400 | $241K |
| 20 | Faithward Advisors, LLC | 0.07% | 9,237 | $505K |
| 21 | MONEY CONCEPTS CAPITAL CORP | 0.07% | 23,394 | $1.3M |
| 22 | Sage Capital Advisors,llc | 0.07% | 5,575 | $305K |
| 23 | Beacon Financial Advisory LLC | 0.07% | 5,320 | $291K |
| 24 | Opes Wealth Management LLC | 0.06% | 7,058 | $386K |
| 25 | Diligent Investors, LLC | 0.06% | 4,575 | $250K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|