Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Elevation Series Trust (JULZ)

15 + Investors. Track Smart Money conviction in JULZ. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — JULZ

Based on 15 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their JULZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 44% of 3.0Y high

44% of all-time peak
Only 15 funds hold JULZ today versus a peak of 34 funds at 2025 Q1 — just 44% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 56% fewer funds vs a year ago

fund count last 6Q
19 fewer hedge funds hold JULZ compared to a year ago (-56% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 44% buying

7 buying9 selling
Last quarter: 9 funds reduced or exited vs 7 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 5 → 4 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 20% medium 20% new
9 out of 15 hedge funds have held JULZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

6 → 3 → 5 → 4 → 1 new funds/Q
New funds entering each quarter: 3 → 5 → 4 → 1. JULZ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 53% veterans vs 20% newcomers

53% veterans 27% 1-2yr 20% new
Entry-cohort mix of 15 holders: 8 (53%) are 2+ year veterans, 4 entered 1–2 years ago, and 3 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
2 of 15 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
1.0
out of 10
Low Exit Risk
Exit risk score 1.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JULZ

In 2026 Q1, 7 hedge funds were net buyers of JULZ (1 opened a new position, 6 added to an existing one), while 9 reduced or exited (4 trimmed, 5 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 15.

Hedge Fund Ownership: JULZ

How many hedge funds hold JULZ — quarterly history vs. share price
Quarterly hedge fund ownership of JULZ vs. share price

Market Analysis: JULZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JULZ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Elevation Series Trust (JULZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JULZ has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
JULZ
+12.2%
SPY
+14.1%

JULZ outperformed SPY by -1.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
JULZ
-1.0%
SPY
+0.3%

Since the filing became public, JULZ outperformed SPY by -1.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: JULZ
15 + Investors

Track Smart Money conviction in JULZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 15 19 -21.05%
13F Shares 349K 348K 0.3%
Total Value $14M $15M -4.17%
New Positions 1 4 -3
Increased Positions 6 3 +3
Closed Positions 5 4 +1
Reduced Positions 4 9 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JULZ

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Financial Highlights

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Institutional Holders (2026 Q1)

15 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JULZ. Verified SEC 13F-HR filings.

QUARTER:
Top 15 JULZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TrueMark Investments, LLC 1.58% 201,917 $8.1M
2 Valtinson Bruner Financial Planning LLC 0.63% 57,216 $2.3M
3 Mid-American Wealth Advisory Group, Inc. 0.30% 16,925 $713K
4 Weaver Consulting Group 0.14% 14,441 $580K
5 Old Mission Capital LLC 0.02% 33,810 $1.4M
6 Capital Investment Advisory Services, LLC 0.02% 6,838 $275K
7 Elevated Capital Advisors, LLC 0.00% 232 $9K
8 Blue Bell Private Wealth Management, LLC 0.00% 401 $16K
9 Arax Advisory Partners 0.00% 1,600 $64K
10 Harbour Investments, INC. 0.00% 491 $20K
11 AE Wealth Management LLC 0.00% 856 $34K
12 Osaic Holdings, INC. 0.00% 2,616 $105K
13 DHJJ Financial Advisors, Ltd. 0.00% 10
14 Susquehanna International Group, LLP 0.00% 10,889 $437K
15 UBS Group AG 0.00% 387 $16K
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

Frequently Asked Questions — Elevation Series Trust (JULZ)

What does the Smart Money Trend signal show for JULZ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JULZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JULZ?

More sellers than buyers — 44% buying: Last quarter: 9 funds reduced or exited vs 7 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for JULZ holders?

Smaller funds dominant — 3% AUM from top-100: 2 of 15 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JULZ?

60% of holders stayed for 2+ years: 9 out of 15 hedge funds have held JULZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Elevation Series Trust (JULZ) following the 2026 Q1 hedge fund 13F filings?

As of today, JULZ has moved -1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -1.3%. Since the quarter end (March 31, 2026), JULZ has gained +12.2% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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