Institutional Holders (2026 Q1)
43 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JULT. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Grantvest Financial Group LLC | 0.61% | 21,411 | $941K |
| 2 | Jim Saulnier & Associates, LLC | 0.57% | 26,872 | $1.2M |
| 3 | Gradient Investments LLC | 0.40% | 589,481 | $25.9M |
| 4 | Elevation Wealth Management LLC | 0.21% | 5,320 | $234K |
| 5 | A4 Wealth Advisors LLC | 0.20% | 5,688 | $250K |
| 6 | Nvest Financial, LLC | 0.20% | 12,281 | $540K |
| 7 | Rothschild Wealth LLC | 0.18% | 45,504 | $2.0M |
| 8 | Cassady Wealth & Retirement Planning, LLC | 0.14% | 4,954 | $222K |
| 9 | Paladin Wealth, LLC | 0.14% | 4,558 | $200K |
| 10 | Brown Financial Advisors | 0.11% | 6,906 | $304K |
| 11 | Bison Wealth, LLC | 0.08% | 18,656 | $879K |
| 12 | Centaurus Financial, INC. | 0.05% | 22,812 | $1.0M |
| 13 | Blue Bell Private Wealth Management, LLC | 0.04% | 6,610 | $291K |
| 14 | Money Concepts Capital Corp | 0.03% | 13,829 | $608K |
| 15 | Founders Financial Securities LLC | 0.03% | 12,000 | $545K |
| 16 | Lloyd Advisory Services, LLC. | 0.02% | 1,220 | $54K |
| 17 | Kingdom Financial Group LLC. | 0.02% | 1,220 | $54K |
| 18 | Focus Financial Network, Inc. | 0.01% | 8,647 | $380K |
| 19 | Nations Financial Group Inc, /Ia/ /Adv | 0.01% | 5,312 | $234K |
| 20 | Independent Financial Group, LLC | 0.01% | 8,681 | $382K |
| 21 | Integrity Alliance, LLC. | 0.01% | 5,910 | $260K |
| 22 | Old Mission Capital LLC | 0.01% | 12,890 | $567K |
| 23 | Modern Wealth Management, LLC | 0.01% | 10,645 | $471K |
| 24 | Commonwealth Equity Services, LLC | 0.01% | 127,994 | $5.6M |
| 25 | Osaic Holdings, INC. | 0.01% | 93,697 | $4.1M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|