Institutional Holders (2026 Q1)
69 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JULW. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | American Asset Management INC. | 5.09% | 150,999 | $5.9M |
| 2 | Guardian Capital, LLC | 3.53% | 95,103 | $3.7M |
| 3 | Long Island Wealth Management, Inc. | 2.21% | 122,547 | $4.8M |
| 4 | Gts Financial, LLC | 1.63% | 59,754 | $2.1M |
| 5 | Centennial Advisors, LLC | 1.44% | 29,127 | $1.1M |
| 6 | Integrated Wealth Management | 1.43% | 32,181 | $1.2M |
| 7 | Howard Bailey Securities, LLC | 1.24% | 77,440 | $3.0M |
| 8 | Aegis Wealth Management, Inc. | 1.06% | 34,797 | $1.4M |
| 9 | B.O.S.S. Retirement Advisors, LLC | 0.96% | 81,235 | $3.2M |
| 10 | Wealthgarden F.S. LLC | 0.95% | 35,801 | $1.4M |
| 11 | Elevated Capital Advisors, LLC | 0.94% | 95,852 | $3.7M |
| 12 | Forty-three Eighteen Advisors, LLC | 0.81% | 27,827 | $1.1M |
| 13 | Midwest Financial Network, LLC | 0.77% | 25,009 | $971K |
| 14 | Compass Advisory Group LLC | 0.48% | 45,781 | $1.8M |
| 15 | Clear Point Advisors Inc. | 0.46% | 15,416 | $598K |
| 16 | Advyzon Investment Management, LLC | 0.44% | 127,664 | $5.0M |
| 17 | Grantvest Financial Group LLC | 0.39% | 15,532 | $603K |
| 18 | LifeWealth Investments, LLC | 0.36% | 31,350 | $1.2M |
| 19 | Stirlingshire Investments, Inc. | 0.36% | 10,509 | $408K |
| 20 | Centaurus Financial, INC. | 0.35% | 189,377 | $7.3M |
| 21 | Elevation Wealth Management LLC | 0.34% | 9,660 | $375K |
| 22 | Joseph P. Lucia & Associates, LLC | 0.25% | 17,695 | $687K |
| 23 | SMART Wealth LLC | 0.22% | 19,717 | $765K |
| 24 | Castle Rock Wealth Management, LLC | 0.21% | 24,619 | $960K |
| 25 | Great Lakes Retirement, Inc. | 0.21% | 51,710 | $2.0M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|