42 tracked 13F filers disclose a position in AJUL as of the latest SEC 13F filings, a combined $25.1M 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 | HighTower Advisors, LLC | $6.2M | 215K | ▼−0.2% Reduced · −514 sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $3.4M | 117K | ▼−4.1% Reduced · −5K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 97K | ▼−2.2% Reduced · −2K sh | Q1 2026 | |
| 4 | Kestra Advisory Services, LLC | $1.3M | 44K | ▼−22% Reduced · −12K sh | Q2 2026 | |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $921K | 31K | —Held | Q2 2026 | |
| 6 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $855K | 30K | —Held | Q1 2026 | |
| 7 | OLD MISSION CAPITAL LLC | $831K | 29K | ▼−26% Reduced · −10K sh | Q1 2026 | |
| 8 | AE Wealth Management LLC | $783K | 27K | ▼−0.1% Reduced · −40 sh | Q1 2026 | |
| 9 | Chicago Partners Investment Group LLC | $680K | 23K | ▲New +23K sh | Q2 2026 | |
| 10 | MTM FINANCIAL GROUP, LLC | $674K | 22K | ▼−1.1% Reduced · −257 sh | Q2 2026 | |
| 11 | Syntegra Private Wealth Group, LLC | $612K | 20K | —Held | Q2 2026 | |
| 12 | Waverly Advisors, LLC | $590K | 20K | —Held | Q1 2026 | |
| 13 | Maia Wealth LLC | $568K | 19K | ▼−1.8% Reduced · −349 sh | Q2 2026 | |
| 14 | Belpointe Asset Management LLC | $434K | 15K | ▲+1.9% Added · +272 sh | Q1 2026 | |
| 15 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $428K | 15K | ▼−3.6% Reduced · −552 sh | Q1 2026 | |
| 16 | Trek Financial, LLC | $393K | 13K | ▼−20% Reduced · −3K sh | Q2 2026 | |
| 17 | Cypress Wealth Services, LLC | $342K | 11K | —Held | Q2 2026 | |
| 18 | KFG WEALTH MANAGEMENT, LLC | $315K | 10K | ▼−8.3% Reduced · −946 sh | Q2 2026 | |
| 19 | Cornerstone Wealth Group, LLC | $270K | 9K | —Held | Q2 2026 | |
| 20 | Tradition Wealth Management, LLC | $250K | 8K | —Held | Q2 2026 | |
| 21 | Vestmark Advisory Solutions, Inc. | $234K | 8K | ▲New +8K sh | Q2 2026 | |
| 22 | Able Wealth Management LLC | $234K | 8K | —Held | Q2 2026 | |
| 23 | Cetera Investment Advisers | $208K | 7K | ▲New +7K sh | Q1 2026 | |
| 24 | Comprehensive Financial Consultants Institutional, Inc. | $210K | 7K | —Held | Q2 2026 | |
| 25 | Bay Capital Advisors, LLC | $205K | 7K | ▲New +7K sh | Q2 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, 4 funds opened a new position in AJUL and 2 added to an existing one, while 6 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 19 funds | $1.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 19 funds | $1.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 19 funds | $914.9M |
| APPLE INCAAPL | 18 funds | $2.2B |
| NVIDIA CORPNVDA | 18 funds | $1.7B |
| MICROSOFT CORPMSFT | 18 funds | $1.6B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 18 funds | $799.0M |
| JPMORGAN CHASE & COJPM | 18 funds | $479.8M |
| JOHNSON & JOHNSONJNJ | 18 funds | $462.5M |
| VANGUARD DIVIDEND APPREC ETFVIG | 18 funds | $452.6M |
| ELI LILLY & COLLY | 18 funds | $362.6M |
| PROCTER & GAMBLE CO/THEPG | 18 funds | $310.5M |
Ranked by how many of AJUL's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BALTmc | 287 funds | $1.6B |
| SFLRmc | 203 funds | $1.3B |
| BUFFmc | 150 funds | $559.8M |
| QFLRmc | 105 funds | $335.0M |
| ZALTmc | 104 funds | $662.5M |
| BUFBmc | 89 funds | $175.6M |
| JAJLmc | 81 funds | $133.9M |
| ZJULmc | 80 funds | $61.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for AJUL
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/AJUL/capital-change-brief"
Use Arkolith's capital_change_brief for AJUL. 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 AJUL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.