71 tracked 13F filers disclose a position in UJUL as of the latest SEC 13F filings, a combined $97.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $11.6M | 302K | ▲+8.0% Added · +22K sh | Q1 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $10.7M | 278K | ▼−3.7% Reduced · −11K sh | Q1 2026 | |
| 3 | Kestra Advisory Services, LLC | $8.0M | 197K | ▼−21% Reduced · −52K sh | Q2 2026 | |
| 4 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $7.5M | 184K | ▲+4.9% Added · +9K sh | Q2 2026 | |
| 5 | CWM, LLC | $4.8M | 125K | ▲+2.2% Added · +3K sh | Q1 2026 | |
| 6 | KFG WEALTH MANAGEMENT, LLC | $3.9M | 97K | ▼−5.1% Reduced · −5K sh | Q2 2026 | |
| 7 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $2.9M | 76K | ▲+1.5% Added · +1K sh | Q1 2026 | |
| 8 | IMG Wealth Management, Inc. | $2.6M | 64K | ▼−0.2% Reduced · −107 sh | Q2 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 63K | ▼−0.2% Reduced · −140 sh | Q1 2026 | |
| 10 | Orion Porfolio Solutions, LLC | $2.3M | 60K | ▲+9.6% Added · +5K sh | Q1 2026 | |
| 11 | Arete Wealth Advisors, LLC | $2.4M | 58K | ▲+0.1% Added · +70 sh | Q2 2026 | |
| 12 | CENTRAL VALLEY ADVISORS, LLC | $2.4M | 58K | ▲+12% Added · +6K sh | Q2 2026 | |
| 13 | Berger Financial Group, Inc | $2.4M | 58K | ▲+3.3% Added · +2K sh | Q2 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 49K | ▲+3.6% Added · +2K sh | Q1 2026 | |
| 15 | Allworth Financial LP | $1.8M | 48K | ▼−2.4% Reduced · −1K sh | Q1 2026 | |
| 16 | AssuredPartners Investment Advisors, LLC | $1.9M | 46K | ▼−0.1% Reduced · −73 sh | Q2 2026 | |
| 17 | Cerity Partners LLC | $1.7M | 44K | —Held | Q1 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.7M | 42K | ▲+39% Added · +12K sh | Q2 2026 | |
| 19 | Triad Wealth Partners, LLC | $1.6M | 39K | ▲+65% Added · +15K sh | Q2 2026 | |
| 20 | LPL Financial LLC | $1.3M | 33K | ▼−2.1% Reduced · −709 sh | Q1 2026 | |
| 21 | Chicago Partners Investment Group LLC | $1.3M | 33K | —Held | Q2 2026 | |
| 22 | HighTower Advisors, LLC | $1.2M | 32K | —Held | Q1 2026 | |
| 23 | FIDUCIARY FINANCIAL GROUP, LLC | $1.2M | 30K | —Held | Q2 2026 | |
| 24 | Accurate Wealth Management, LLC | $997K | 24K | ▲+142% Added · +14K sh | Q2 2026 | |
| 25 | TRUIST FINANCIAL CORP | $923K | 24K | ▼−4.6% Reduced · −1K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in UJUL and 10 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 34 funds | $3.2B |
| MICROSOFT CORPMSFT | 34 funds | $2.3B |
| AMAZON.COM INCAMZN | 34 funds | $1.6B |
| CHEVRON CORPCVX | 33 funds | $365.4M |
| NVIDIA CORPNVDA | 32 funds | $2.7B |
| ALPHABET INC-CL CGOOG | 32 funds | $1.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 32 funds | $1.0B |
| BROADCOM INCAVGO | 32 funds | $1.0B |
| ALPHABET INC-CL AGOOGL | 32 funds | $981.2M |
| JPMORGAN CHASE & COJPM | 32 funds | $771.6M |
| JOHNSON & JOHNSONJNJ | 32 funds | $667.6M |
| WALMART INCWMT | 32 funds | $592.1M |
Ranked by how many of UJUL's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for UJUL
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UJUL/capital-change-brief"
Use Arkolith's capital_change_brief for UJUL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for UJUL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.