102 tracked 13F filers disclose a position in IJUL as of the latest SEC 13F filings, a combined $131.5M 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 | BLAIR WILLIAM & CO/IL | $11.3M | 314K | ▼−7.9% Reduced · −27K sh | Q2 2026 | |
| 2 | Berger Financial Group, Inc | $7.2M | 199K | ▼−2.4% Reduced · −5K sh | Q2 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $6.6M | 194K | ▼−16% Reduced · −37K sh | Q1 2026 | |
| 4 | GTS FINANCIAL, LLC | $6.1M | 192K | ▲+3.6% Added · +7K sh | Q2 2026 | |
| 5 | LEVEL FOUR ADVISORY SERVICES, LLC | $6.9M | 192K | ▲+2.4% Added · +4K sh | Q2 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $5.4M | 160K | ▼−5.3% Reduced · −9K sh | Q1 2026 | |
| 7 | Cornerstone Wealth, LLC/TN | $4.4M | 123K | ▲+270% Added · +90K sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | $4.1M | 122K | ▼−4.3% Reduced · −6K sh | Q1 2026 | |
| 9 | Global Strategic Investment Solutions, LLC | $3.2M | 89K | ▼−0.8% Reduced · −699 sh | Q2 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $2.9M | 87K | ▼−1.9% Reduced · −2K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 87K | ▼−14% Reduced · −14K sh | Q1 2026 | |
| 12 | Bedel Financial Consulting, Inc. | $3.1M | 85K | ▲+4.7% Added · +4K sh | Q2 2026 | |
| 13 | BFI Wealth Solutions, LLC | $2.6M | 71K | ▲+29% Added · +16K sh | Q2 2026 | |
| 14 | INDEPENDENT FINANCIAL GROUP, LLC | $2.4M | 67K | ▼−2.3% Reduced · −2K sh | Q2 2026 | |
| 15 | Long Island Wealth Management, Inc. | $2.4M | 66K | ▲+13% Added · +8K sh | Q2 2026 | |
| 16 | HighTower Advisors, LLC | $2.2M | 66K | ▼−7.2% Reduced · −5K sh | Q1 2026 | |
| 17 | BIP Wealth, LLC | $2.4M | 65K | ▼−33% Reduced · −32K sh | Q2 2026 | |
| 18 | Stratos Wealth Advisors, LLC | $2.3M | 65K | ▼−4.4% Reduced · −3K sh | Q2 2026 | |
| 19 | Talon Private Wealth, LLC | $1.9M | 56K | ▲New +56K sh | Q1 2026 | |
| 20 | Signal Advisors Wealth, LLC | $2.0M | 55K | ▼−2.3% Reduced · −1K sh | Q2 2026 | |
| 21 | CORRADO ADVISORS, LLC | $1.9M | 53K | ▼−1.8% Reduced · −968 sh | Q2 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 52K | ▼−37% Reduced · −30K sh | Q1 2026 | |
| 23 | SIGNATUREFD, LLC | $1.7M | 50K | —Held | Q1 2026 | |
| 24 | LPL Financial LLC | $1.7M | 49K | ▼−1.8% Reduced · −879 sh | Q1 2026 | |
| 25 | Triad Wealth Partners, LLC | $1.7M | 47K | ▼−8.3% Reduced · −4K 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 IJUL and 11 added to an existing one, while 14 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 |
|---|---|---|
| NVIDIA CORPNVDA | 49 funds | $2.7B |
| APPLE INCAAPL | 48 funds | $3.3B |
| MICROSOFT CORPMSFT | 48 funds | $1.9B |
| AMAZON.COM INCAMZN | 48 funds | $1.4B |
| VANGUARD S&P 500 ETFVOO | 47 funds | $1.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 47 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 47 funds | $1.3B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 47 funds | $1.1B |
| ALPHABET INC-CL CGOOG | 47 funds | $758.4M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 46 funds | $1.7B |
| ELI LILLY & COLLY | 46 funds | $952.8M |
| JPMORGAN CHASE & COJPM | 46 funds | $751.6M |
Ranked by how many of IJUL'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 IJUL
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/IJUL/capital-change-brief"
Use Arkolith's capital_change_brief for IJUL. 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 IJUL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.